Dynamics 365 Product Lead

We are working with a mission-driven humanitarian aid organisation to find a Dynamics 365 CRM Lead to take full ownership of their CRM platform, driving strategy, improvements, and day-to-day performance.

Responsibilities

• Act as the internal lead and subject matter expert for Dynamics 365
• Own and drive the CRM roadmap, aligning with organisational priorities
• Lead stakeholder engagement, translating business needs into technical solutions
• Deliver hands-on configuration (fields, forms, views, workflows) and Power Automate solutions
• Oversee system performance, user support, and issue resolution
• Manage CRM governance, change requests, and prioritisation
• Drive data quality, validation, and reporting capability
• Optimise Customer Insights and Sales modules to improve engagement and performance
• Lead UAT, training, and user adoption across teams
• Manage third-party partners, ensuring quality delivery and knowledge transfer
• Collaborate with IT on integrations, security, and platform stability

Requirements

• Extensive experience with Microsoft Dynamics 365 (configuration, customisation, administration)
• Proven ability to lead and own a CRM function or platform
• Strong experience with Power Platform (Power Automate, Power Apps, Dataverse)
• Experience delivering Customer Insights and Sales module solutions
• Ability to translate business requirements into scalable technical solutions
• Strong stakeholder management and influencing skills
• Experience managing third-party vendors and partners
• Solid data management and data quality expertise
• Working knowledge of SQL and integrations (e.g. KingswaySoft desirable)
• Understanding of data protection and governance frameworks (e.g. GDPR)
• Excellent communication skills across technical and non-technical audiences
• Experience in not-for-profit or public sector environments
• Familiarity with fundraising or finance processes

If you are interested in this position, please reach out to Bev Evans via email

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