We are seeking an experienced AI & Automation Consultant to design and deliver intelligent automation solutions across Microsoft Dynamics 365 CRM, Power Platform and the broader Microsoft ecosystem.
This is a hands-on consulting role combining business process improvement, CRM, automation and emerging AI capabilities. You'll work directly with customers and business stakeholders to understand how they operate, identify opportunities to remove manual effort and improve processes, and translate those opportunities into practical technology solutions.
A strong understanding of Dynamics 365 CRM and Power Platform will be important, with particular emphasis on Power Automate and the growing use of AI and Copilot capabilities within the Microsoft environment.
What You'll Be Doing
- Work directly with customers to understand business processes, pain points and opportunities for automation.
- Facilitate discovery workshops and solution design sessions with business and technology stakeholders.
- Design and implement solutions across Dynamics 365 CRM and Microsoft Power Platform.
- Build and optimise automated workflows using Power Automate.
- Configure and enhance Dynamics 365 CRM solutions to support improved business processes.
- Identify opportunities to use AI, Copilot and intelligent automation to reduce manual effort and improve business outcomes.
- Develop solutions using Power Apps and other Power Platform capabilities where appropriate.
- Work across CRM processes including sales, customer service, workflow, case management and customer engagement.
- Design integrations and automated processes between Dynamics 365 and other Microsoft or third-party applications.
- Work with APIs, connectors, Dataverse and integration technologies to enable end-to-end automation.
- Translate business requirements into functional and technical solution designs.
- Develop proof-of-concepts and demonstrate proposed solutions to customers and stakeholders.
- Support testing, UAT, deployment and adoption of new solutions.
- Produce clear solution, process and technical documentation.
- Work collaboratively with developers, architects, project teams and business stakeholders throughout delivery.
What We're Looking For
You'll have strong experience within the Microsoft Dynamics 365 and Power Platform ecosystem, combined with an ability to understand business processes and identify where technology can create meaningful improvements. Ideally, you'll bring:
- Strong experience with Microsoft Dynamics 365 CRM / Customer Engagement.
- Hands-on experience designing and building solutions using Power Automate.
- Experience across Microsoft Power Platform, including Power Apps and Dataverse.
- Experience designing workflow and business process automation solutions.
- Good understanding of Dynamics 365 CRM configuration, entities/tables, workflows, security and business processes.
- Experience integrating Dynamics 365 with other applications and data sources.
- Understanding of APIs, connectors and integration patterns.
- Experience with Microsoft Copilot, Copilot Studio, Azure AI or other Microsoft AI technologies is highly regarded.
- The ability to identify practical AI and automation use cases rather than implementing technology for technology's sake.
- Strong requirements gathering and solution design capability.
- Experience facilitating customer workshops and presenting proposed solutions.
- Strong documentation and communication skills.
- The ability to communicate effectively with both technical and non-technical stakeholders.
The Person
We're looking for someone who naturally looks at a business process and asks, "How could we make this simpler, faster or more automated?"
You'll be equally comfortable discussing a business problem with a customer, mapping the underlying process and then working within the Microsoft ecosystem to design and deliver the solution.
You'll combine strong Dynamics 365 CRM and Power Platform capability with curiosity around AI and emerging Microsoft technologies, while maintaining a clear focus on delivering practical business outcomes.
This is an opportunity for someone who enjoys working at the intersection of CRM, business process, automation and AI and wants to help organisations make better use of the technology they already have.