Microsoft Dynamics CRM Consultant

Role Description

The Company

CPS has successfully built the UK’s largest Microsoft PPM (Project Server), SharePoint, Office365 & Dynamic’s CRM based solutions practice, and we are a long established & highly respected Microsoft Gold Partner with over 600 successful national & international consulting engagements complete.

Due to our continued growth we are looking to recruit enthusiastic, motivated and experienced consultants to our delivery team.

We have a number of exciting Dynamics 365 projects coming including the traditional Sales, Marketing and Service as well as the new Field Service and PSA modules.  As a result, we are looking for someone with the desire and ability to learn new technologies quickly and be excited about the prospect of delivering these solutions to our customers.


Role Overview

With a focus on Microsoft Dynamic’s CRM, you will have the opportunity to take a lead delivery role involving the analysis of business requirements through to technical and business implementation of Dynamic’s CRM Solutions. 

Assignments will be across a wide variety of industry sectors (including financial services, technology, communications, utilities, government and retail clients), working with some of the UK’s most respected companies. 

The role will involve leading CPS teams, and/or a mix of client and CPS professionals requiring good people management skills, to complement your technical and delivery experience.


Specific role requirements include

A self-starter, keen to learn and further develop their knowledge, with a ‘make it happen’ attitude.

Delivery of solutions including; defining client requirements, designing processes, and leading teams to deliver and support Dynamic’s CRM solutions.

Detailed knowledge of Microsoft Dynamic’s CRM, focusing on Dynamics 365, With MS SQL 2008, 2012 & 2014, MS SharePoint, and MS Office365 being advantageous.

Experience managing teams and client expectations with the ability to foster strong teamwork.

Demonstrable experience in a consulting role essential, and with a Microsoft Gold Partner would be advantageous.

Demonstrable knowledge or experience in Change Management methodologies would be advantageous.

University degree required, graduate degree and/or Microsoft certification preferred.

Candidates must be fully mobile (and prepared to work away from home as required).

Key Responsibilities

Successful candidates will possess a solid grasp and understanding of all stages of the delivery lifecycle. We are seeking strong consultants with the capability to apply technical intellect and consulting experience to achieve client specific outcomes.

The role will see you take responsibility for leading or support in the following activities:

  • Requirement Definition - Working with client to arrive at a requirement definition in the full understanding of what is possible and feasible within the organisation’s constraint.
  • Solution Design - requirements review and interpretation, defining how they might be delivered within the solution, or outside of the solution.
  • Configuration – implementing the requirements into the solution on-line.
  • Test Management – reviewing the configuration and supporting client UAT to meet specific requirements.
  • Process design/mapping – where appropriate, documenting and designing how the client business process is to operate with the CRM solution.
  • Awareness presentations – assisting the client in preparing the organisation for implementation.
  • Training preparation & delivery – which courses are required for which people and then delivery of workshop based or class based training.
  • Data migration support – assisting a client to populate the solution with appropriate data.
  • Mentoring and support – assisting the client’s user population to properly use the CRM solution to support their business processes.


Candidates will be able to demonstrate the breadth and depth of their suitability for this role with the following proof points:

  • Excellent knowledge of Microsoft Dynamics CRM solutions, including Dynamics 365
  • Desirable knowledge SharePoint Online, SQL Server, Power Platform, including PowerBI, Power Apps and Flow.
  • 5 or more years’ experience in a consulting role, managing, supporting, developing, administering CRM solutions.
  • Proven ability to work creatively and analytically in a problem-solving environment.
  • Proven experience of full project implementation lifecycle management.
  • Excellent leadership, communication (written and verbal) and interpersonal skills.
  • Experience managing projects in a commercial setting and leading project teams.
  • Demonstrated career progression to date.
  • A good quantitative or numerical degree from a reputable university or have equivalent professional experience.
  • Ability to prove technical abilities via questioning and test.
  • The relevant Microsoft Certified professional qualifications.


All of our consulting professionals receive comprehensive training covering business acumen, technical and professional skills development.  You’ll also have opportunities to hone your functional skills and expertise in an area of specialisation.

At CPS we offer a variety of formal and informal training programs at every level to help you acquire and build specialised skills faster. Learning takes place both on the job and through formal training conducted online, in the classroom, or in collaboration with teammates.

The sheer variety of work we do, and the experience it offers, provide an unbeatable platform from which to build or further your career.


CPS Benefits

Some of the benefits which are integrated as part of being a colleague at CPS includes:

  • Vitality – Private Medical Insurance
  • YuLife – Income Protection and employee discounts benefits
  • Health Assured – Employee Wellbeing Support
  • Medicash – Health Cash Plan
  • 25 days holiday – increasing to 26 days after 1 year, to 27 days after 2 years and to 28 days after 5 years
  • Have your birthday as an additional day off from work. Can be adjusted to be taken within a week of you birthday if that is your preference
  • Quarterly and annual star performer awards and rewarded with prizes – voted for by your peers and colleagues
  • Annual professional training budget to support your Personal Development Plan
  • Award winning culture
  • Fortnightly ‘Engagement’ survey to assess staff Happiness levels
  • Quarterly company meetings with associated social/team building events
  • Workplace pension scheme which goes beyond the standard schemes
  • No arduous annual appraisal process – your line manager will hold a 1-2-1 with you quarterly, as a minimum, to review and realign your objectives and your PDP as appropriate
  • Free on-site parking, subject to availability
  • Long service recognition at 5, 10, 15, 20 years and onwards
  • Unlimited hot and cold refreshments throughout the day in the Marlow office
  • Complimentary fruit & snacks
  • Monthly Fat/Fit Fridays! (pre-pandemic)
  • Free chair massages - head, arms, shoulders and back (pre-pandemic)
  • Regular social activities such as a summer event (Pub in the Park ), Christmas event, Dragon boat racing, quiz nights, wine tasting, pub nights, family events, BBQs and so much more

Ready to Apply For Your New Role?

Join our team at CPS

Apply Today!

Share This Role

Facebook Twitter LinkedIn Email

Our Expertise

Microsoft Partner Pledge
Microsoft Gold Partner
Award for Teamwork Deployment Advanced Specialization
 Award For Adoption And Change Management Advanced Specialization
Award For Meetings Advanced Specialisation
Award For Calling Teams Advanced Specialization

Talk To Us About Your Requirements