Paul

Geo – 50 mile radius of London

I’m a highly experienced, Dynamics CRM/365 Microsoft Certified consultant and developer in the areas of digital transformation, marketing automation technology and operating model excellence. With a background in operations management, marketing and B2B/B2C training sales I have 15 years of full-lifecycle Dynamics CRM/365 implementations, enhancements and upgrades across sectors including central government, fintech, wealth management, insurance, legal, and membership organisations.

Specialising in Dynamics 365 Sales, Marketing, Project Operations, Omnichannel, FinOps and Power Platform I am very skilled at aligning CRM delivery to business and IT strategy, RFP and business case delivery. Also strong in Dynamics 365/CRM customisation, solution design, requirements definition, business process design, integration and managing multi-skilled project teams of up to 20 on/offshore.

I am a MS-certified Functional Consultant with extensive Dynamics CRM and D365 configuration, development and implementation experience across the financial services, membership and professional services sectors including commercial insurance and legal services. Very adept at understanding the operational context, processes and regulatory framework of organisations at the outset. More technically fluent than many functional consultants I can customise Dynamics CRM/365, particularly form design, synchronous workflows and business rules to meet requirements with a good deal of innovation.

• established a Dynamics 365 Centre of Excellence and managed prototype builds of D365 Sales & Marketing, Customer Service and Omnichannel for UBS investment bank
• delivered enhancements to Charles Taylor Insuretech’s  Dynamics 365 Project Service & Finance and Operations, in order to reach required efficiencies in project pricing, client billing and sales revenue forecasting
•  D365 design and configuration for Penningtons Manches LLP to meet client risk assessment requirements related to AML prevention; on-demand calculation of risk level by geography and legal case type
• D365 organisation security model design and implementation to support role-based access control and provide a secure legal case approval layer for senior associate access
• managed the data cleansing, process improvement and GDPR compliance of the Victoria & Albert Museum’s CRM and digital marketing services ahead of a major upgrade to Dynamics 365
• delivered a CRM service for the Science Council to manage and support challenging membership targets and interface with new line of business applications
• extensive data migration experience and integration design experience using Common Data Service, PowerApps and ETL tools such as Scribe