D365 CE Functional Consultant | 12-Month | Macclesfield Hybrid

D365 CE Functional Consultant | 12-Month Contract | Macclesfield Hybrid

We’re supporting a major name in the insurance sector with the search for an experienced Dynamics 365 Customer Engagement Functional Consultant to join on an initial 12-month contract. This is a high-impact role for someone who can bridge business and technology, lead stakeholder conversations, and help shape how D365 CE supports customer journeys, sales, and service operations.

Contract details

• Role: D365 CE Functional Consultant
• Length: 12-month contract
• Location: Macclesfield
• Working pattern: Hybrid, 2–3 days onsite per week
• Client: Leading insurance organisation

What you’ll be doing

• Lead requirements workshops across Customer Journeys, Customer Service and Sales.
• Work closely with business stakeholders to understand current processes and define practical D365 CE improvements.
• Document functional requirements, process flows, gaps, enhancements, solution approaches.
• Support solution design by validating customisations, integrations, reporting needs and security roles.
• Coordinate with technical teams through design, deployment, testing and issue resolution.
• Support UAT, regression testing, release readiness and go-live activities.
• Help ensure CRM changes align with incident, change and release management processes.

What we’re looking for

• Strong functional consulting experience across Dynamics 365 CE, particularly Customer Service, Sales and Customer Journeys.
• Good understanding of case management, SLAs, entitlements, queues, routing and knowledge base functionality.
• Experience supporting lead-to-opportunity processes and wider CRM sales workflows.
• Ability to translate business needs into clear functional specifications and test scenarios.
• Experience working with stakeholders, technical teams & delivery leads.
• Functional awareness of plugins, cloud flows, APIs, integrations, reporting and CRM security.
• Experience supporting UAT, release readiness and production transition.

Nice to have

• Exposure to Azure Functions, middleware or wider integration landscapes.
• Experience with Splunk or TIBCO ActiveMatrix BusinessWorks Plug-in.
• Previous experience within insurance, financial services or another regulated industry.