Microsoft Dynamics 365 CE Consultant

Current Environment Overview

The clients existing Microsoft Dynamics 365 (D365) ecosystem has evolved over several years and now contains a substantial level of legacy customisation. Business teams together with a third-party service provider have delivered 70 small to medium initiatives across the following areas:

• Dynamics 365 customisations
  

• Power Apps and Power Scripts
  

• Power Automate workflows
  

• Power Pages (Portals)
  

• SharePoint integrations
  

• Extensions to base tables via multiple custom columns
  

While these initiatives delivered value at the time the volume fragmentation and lack of consistent governance have resulted in a complex and difficult-to-manage environment. This complexity is now impacting agility maintainability scalability and upgrade readiness of the platform.

Engagement Objective

The client is seeking a senior hands-on technical and functional lead to take ownership of stabilising rationalising and reshaping the D365 and Power Platform landscape while ensuring continued delivery of business outcomes.

Key Responsibilities

1. Current-State Assessment & Diagnosis

The selected consultant will be required to:

• Rapidly gain a holistic understanding of the end-to-end D365 Power Platform and SharePoint integration landscape.
  

• Assess existing customisations to determine business value versus technical and operational cost.
  

• Identify:
  

  • Duplicate or unused components
    

  • Fragile dependencies
    

  • Upgrade and extensibility blockers
    

• Produce a clear evidence-based assessment of the current-state architecture documenting what exists why it exists and whether it should remain.
  

2. Business Engagement & Future-State Definition

Strong stakeholder engagement and communication skills are essential. The consultant must:

• Partner closely with business stakeholders to understand true business outcomes beyond inherited or habitual processes.
  

• Translate business requirements into platform-aligned sustainable solutions.
  

• Constructively challenge requirements where:
  

  • Standard platform capabilities are sufficient
    

  • Simplification can deliver better outcomes
    

• Build trust through clear communication prioritisation and pragmatic recommendations.
  

3. Delivery Roadmap & Execution

The consultant will be responsible for:

• Developing a phased delivery roadmap that balances:
  

  • Ongoing business delivery
    

  • Structural remediation and technical debt reduction
    

• Defining sequencing dependencies resourcing requirements and measurable milestones.
  

• Establishing governance design standards and ALM practices to prevent re-accumulation of complexity.
  

• Driving delivery through:
  

  • Quick wins
    

  • Rationalisation waves
    

  • Foundational platform improvements
    

Desired Outcomes

This engagement must deliver against two equally critical outcomes:

1. Continued Business Value Delivery

• Ensure priority business initiatives continue without disruption.
  

• Deliver enhancements that clearly align to operational efficiency or customer outcomes.
  

2. Platform Simplification & Rationalisation

• Reduce the overall customisation footprint where standard capabilities can be leveraged.
  

• Consolidate or retire low-value or duplicate solutions.
  

• Improve platform supportability upgrade readiness and long-term sustainability.
  

Required Skill Set & Experience

The ideal candidate will demonstrate:

• Deep expertise in Dynamics 365 CE / Dataverse including enterprise-scale solution architecture.
  

• Strong Power Platform capability (Power Apps Power Automate Power Pages ALM).
  

• Proven experience unwinding complex legacy environments and rationalising custom solutions.
  

• Ability to define pragmatic future-state architectures and deliver them through phased execution.
  

• Excellent stakeholder management and business analysis skills with a track record of converting ambiguity into actionable delivery plans.
  

• A balanced mindset combining strategic oversight with hands-on execution.
  

Requirements