Telefónica Tech (EN) logo

Dynamics 365 CE Functional Consultant – Financial Services

Telefónica Tech (EN)
Department:Design
Type:ON-SITE
Region:Aberdeen, Scotland
Location:Aberdeen, Scotland, United Kingdom
Experience:Entry level
Estimated Salary:£35,000 - £55,000
Skills:
DYNAMICS 365POWER PLATFORMDATA MIGRATIONBUSINESS PROCESS CONFIGURATIONSTAKEHOLDER MANAGEMENTFUNCTIONAL DESIGN
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Job Description

Posted on: April 10, 2025

Company DescriptionTelefónica Tech (part of the Telefónica Group) is a leading NextGen Tech solutions provider with a highly diversified team of over 6,000 exceptionally skilled employees and +60 nationalities. We serve more than 5.5m customers every day in over 175 countries, with a global ecosystem of market-leading partners. Global strategic hubs: Spain, Brazil, the UK, Germany. The Telefónica Tech UK&I hub has an end- to-end portfolio of market leading services and develops integrated technology solutions to accelerate digital transformation through: Cloud, Data & AI, Business Applications, Workplace Services and Cyber Security & Networking. Telefónica Tech UK&I Business Applications, is a digital transformation provider dedicated to helping organisations revolutionise their services through digital channels, resulting in cost savings, streamlined processes, and enhanced customer engagement. As a five-time Microsoft Inner Circle member for Business Applications, we're committed to guiding government, non-profit, and industry entities on their digital transformation journey using Microsoft technologies. With expertise across four practices, Financial Services, Retail and Manufacturing, Public Sector, and Professional Services, Incremental is at the forefront of driving impactful change. Job Description This role can be based in any of our following offices: Glasgow, London, Manchester or Aberdeen As a Dynamics 365 CE Functional Consultant, you’ll work on significant projects and initiatives within our Financial Services practice. You'll be at the forefront of our Business Applications pillar, leveraging your deep Dynamics knowledge and expertise to drive high-profile D365 projects. Your expertise and insights will shape the future of our Business Applications vision, contributing to our growth while enjoying the freedom to make key decisions in a dynamic entrepreneurial setting. Your key responsibilities will include:

  • Work with customers to understand and define their business process to configure their Dynamics CRM/D365 system.
  • Advise customers on best practices for development or integration processes.
  • Assist with configuration tasks, data migration and end-to-end testing.
  • Provide end-user training courses and ad-hoc coaching.
  • Participate in go-live stages of projects.
  • Push projects along through daily communications with the customer and/or project manager.

Qualifications You will have excellent analytical, problem solving and communication skills as well as the ability to work both autonomously and as part of a team, delivering a wide range of services to our customers. Desired Skills and Experience:

  • Experience with Power Platform, Model-Driven Apps, Dataverses and legacy Microsoft Dynamics CRM systems such as, CRM2011, CRM2013, CRM2015, CRM2016, CRMOnline.
  • Work to client’s needs, expectations and standards ensuring that the output and approach is of an expectational standard.
  • Customer facing and stakeholder management;
  • Experience delivering within the Finance Sector (Banking or Insurance) - Desirable
  • Developing peers by imparting knowledge and expertise through continual professional development
  • Creating documentation.
  • Communication (written and verbal)
  • Design and delivery functional elements, e.g. customise and configure without code
  • Managing time effectively
  • Design and validation of technical elements, e.g. extending with code
  • Testing and validation of solutions
  • Experience within the Financial Services / Banking industry would be beneficial.

Additional Information At Telefonica Tech, we believe, inclusion is the bridge for everyone to be their authentic self.  We respect and celebrate our differences as diversity is what makes us unique and sparks our innovation.  Be you with us and feel you belong. We encourage applications from a wide range of individuals, irrespective of: age, disability, gender, gender reassignment, marriage and civil partnership, pregnancy and maternity, race, religion or beliefs and sexual orientation. We don’t believe hiring is a tick box exercise, so if you feel that you don’t match the job description 100%, but would still be a great fit for role, please get in touch.

Originally posted on LinkedIn

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