Client Discovery exercise(6 weeks), possible extension.
UK based. Travel to Germany and the United States.
A Dynamics 365 customer engagement estate runs across a
German operating region and a US one. We need a functional consultant to work
out what it does today, where the two regions diverge, and what a single target
design has to look like. Assessment and design, not build.
Run requirement and process workshops with the business in
Germany and the US, without a delivery manager in the room. Produce the fit
gap: what configures, what customises, and what the business changes instead.
Write the target process and solution design at a level a delivery team can
pick up, and defend it when the two regions disagree with each other. Deliver
findings, risks, options and a recommendation with a size against it.
Requirements
Required
- Delivered D365 Customer Engagement as a functional
consultant, Sales or Customer Service or both. Not a developer, not a
technical architect.
- Run a multi country CRM programme or a global
template where two regions had to be reconciled into one design. This is
the discriminator.
- Discovery and fit gap as a named deliverable, with
the written work to show for it.
- British passport. Client requirement, non negotiable.
- Available inside two weeks and able to travel at
short notice.
Not this role
· * Finance and Operations or Business Central. The
market conflates them with Customer Engagement and they do not transfer.
· * Travel expenses to be confirmed before the rate
is agreed.
Skills Required
- Experience delivering Microsoft Dynamics 365 Customer Engagement as a functional consultant in Sales, Customer Service, or both
- Experience running a multi-country CRM program or global template that reconciled regional requirements into one design
- Experience delivering discovery and fit-gap analysis with documented written outputs
- British passport
- Availability within two weeks
- Ability to travel internationally at short notice
What We Do
Yadimen Consulting is a technology consulting firm focused on financial-services organizations. It delivers technology implementation and strategic consulting services, drawing on expertise in data engineering, fraud strategy, data science, enterprise platforms, and product implementation. The company operates across the US, UK, Nordic countries, and Western Europe, helping clients address sector-specific technology challenges and opportunities through tailored solutions for financial institutions and regulated businesses.







