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
We use essential cookies to make this site work. With your permission we would also like to use the optional cookies below. Nothing optional is set until you choose, and you can change your mind at any time from "Cookie settings" at the bottom of every page. Cookie policy.
Essential — keep the site working and secure, and remember the choice you make here. Always on.