Modernisation SME, Dynamics
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Modernisation SME - Dynamics
London
Hybrid
Permanent
Full time - 35 hours per week
£70,000 - £90,000
Join the ICAEW
At ICAEW, you'll be part of an organisation that's shaping the future of business, finance and the accountancy profession on a global scale. Our bold 2030 Strategy puts members, innovation, sustainability and trust at the heart of everything we do-creating an exciting, forward-looking environment where your work has real impact. We invest in our people through our benefits package, continuous development and a supportive, inclusive culture that empowers you to grow and thrive. If you're looking for a role with purpose, influence and opportunity, ICAEW is a place where your future can truly take shape.
Role Profile
To act as the go-to expert for the Microsoft Dynamics 365 platform at ICAEW, providing deep functional and technical knowledge, supporting delivery teams, enabling business capability, and ensuring platform integrity and performance. The SME partners with Product Owners, Engineers, Business Analysts, and Support teams to optimise the use of Dynamics (e.g. Sales, Customer Service), lead configuration, troubleshoot issues, and shape continuous improvement. This role plays a key part in ensuring the Dynamics platform delivers maximum value while remaining scalable, compliant, and aligned with broader architectural standards
Responsibilities include:
* Serve as the subject matter authority for Microsoft Dynamics 365 modules used across ICAEW, including Sales, Customer Service, and potentially Marketing.
* Provide hands-on configuration of entities, forms, workflows, business rules, Power Automate flows, and model-driven apps.
* Investigate and resolve functional and technical issues related to the Dynamics 365 platform, including performance, access, and data synchronisation issues.
* Work with Integration and Data teams to validate API connections, data mappings, and workflows involving Dynamics 365.
* Contribute to platform roadmaps, version upgrades, and licensing reviews, working closely with Architecture, Procurement, and Product.
* Build strong relationships with business users to understand processes, pain points, and improvement opportunities.
Candidate Profile
Requirements include:
* Proven experience working with Microsoft Dynamics 365, including functional configuration and user support across Sales, Service, or Marketing modules.
* Proven experience supporting delivery teams or acting as a platform SME within a CRM or enterprise SaaS environment.
* Exposure to platform governance, upgrades, licensing, or performance tuning in a complex organisation.
* Functional expertise in Dynamics 365 - Confident in configuring entities, business rules, forms, views, dashboards, workflows, and security roles.
* Power Platform knowledge - Experience with Power Automate, Power Apps, and Dataverse.
For the full role profile please click the document attached.
Why work for us?
We want you to enjoy your work and flourish in your role.
Our working environment is friendly and supportive, and we encourage everyone to understand personal differences and treat each other with respect.
We are a diverse organisation, employing skilled and motivated people from all backgrounds and helping them to reach their full potential, through training and development.
Sustainability is important to us, and we work hard to reduce our carbon footprint, whether that's in our buildings through lighting and heating, or encouraging staff to recycle and reduce paper consumption.
Our employee benefits include:
* A substantial suite of training and development
* Flexible working arrangements
* A generous benefits package which includes gym discounts, pension plan, season ticket travel loans and health and dental plans
We are a disability confident employer.