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Full-time
D365 Functional Consultant Job at Santam Insurance
Santam Insurance
Job Description
The incumbent will be part of a group of Microsoft Dynamics 365 and Power platform consultants who will ensure that the systems within the Santam's Business process management CRM capability are designed, developed, maintained and enhanced efficiently and effectively. The consultant will work closely with clients to understand business requirements and translate them into effective CRM solutions that drive customer satisfaction and operational efficiency.
The incumbent is further tasked with the maintenance of these systems blueprint that is usable and consistent with Santam's Enterprise Application Architecture and future technology direction.
Duties, Roles and Responsibilities
- Analyse client business processes and requirements.
- Design and configure Dynamics 365 solutions that use the Customer Service, Field Service, Sales and Marketing modules in line with Microsoft Dynamics and general IT best practices.
- Produce detailed solution documentation and ensure integration with all Santam systems.
- Ensure solutions are presented to and approved by the relevant Santam, Sanlam and Dynamics 365 design forums.
- Customise entities, workflows, business rules and forms.
- Conduct workshops and discovery sessions with stakeholders.
- Provide strategic guidance on CRM best practices and digital transformation.
- Act as a trusted advisor to clients throughout the lifecycle of the project.
- Cultivate and manage objective working relationships with a variety of stakeholders.
- Participate in full project lifecycles: project planning, requirements gathering, design, development, testing
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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