Job description

  • Location:
    London - 30 Gresham Street
  • Department:
    Client, Core Banking and Payments
  • Division:
    Digital and Technology
  • Employment Type:
    Full time
  • Salary:

D365 Functional Consultant (4621)

Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!



Investec Corporate and Private Client banking are looking for a Microsoft Dynamics Functional Consultant to join the UK D365 team. The candidate will be managing the full life cycle business requirements; analysis, front-end development, QA, implementation and support. The role will be responsible for eliciting requirements from the relevant stakeholders across Corporate & Private Client ;producing in-depth business analysis (detailed functional specifications, use case documents and data / process flow diagrams) specific to the application. The candidate will be required to build and manage strong relationships with stakeholders across the bank as well as provide input into Dynamics 365 architectural designs ensuring the holistic strategy of Investec is aligned.

Key responsibilities and accountabilities include:

  • Business process mapping, modelling and documentation knowledge
  • Develop, design and implement Microsoft Dynamics 365 solutions as part of both project-focused and business as usual work streams
  • Deployment, upgrades and production support on systems for the application
  • Managing business change i.e Workforce Engagement, Change Impact Assessment, Change Readiness & Training Plans.
  • Analysing & documenting integration mappings
  • Codeless automation (workflows, business rules, power automate)
  • Facilitating workshops, gathering and documenting requirements, translating requirements into business processes and creative thinking.
  • Continually develop your knowledge of new functionality in the Microsoft platforms, keeping on top of roadmaps, studying for certifications and being ahead of the curve in regards to what the future holds and how it can benefit our end users.
  • Ability to work independently once given tasks and interact with end users from all areas of the bank.

Analytical with excellent problem-solving skills and an ability to work and perform in an agile environment with flexibility to change


Skill and experience 

  • A proven ability to develop and manage relationships with key stakeholders up to C-suite level
  • A clear ability to understand and extract stakeholders & clients' needs and document these thoroughly
  • Experience using project management tools (DevOps & Confluence)
  • 3 years working with Microsoft Dynamics CRM front-end configuration (Version 9 & Unified Interface required)
  • 5 years or more experience in a similar role with an in-depth understanding of key project methodologies (agile/ scrum)
  • Experience working within the Financial sector
  • Ability to work with & produce key project artefacts (functional design specifications, process maps, data flows and wireframes)
  • Full lifecycle experience on CRM or ERP based programmes within Microsoft Dynamics 365
  • Flexible attitude, critical thinking and the ability to leverage technology to solve business problems
  • Excellent communication skills and attention to detail
  • Ability to manage & prioritise workload to meet deadlines
  • Comfortable running workshops, delivering training and producing training documentation
  • Self-starter and proactive attitude is essential


  • Desirable:
  • Dynamics 365 certifications
  • Experience with JavaScript and Typescript frameworks
  • Basic understanding of and experience with SQL databases (SQL Server preferred)
  • An understanding of the broader Microsoft stack and be able to leverage it to create powerful solutions (PowerApps, Power BI, Common Data Services, Azure, Office 365) and working in fast paced Agile environments

Close map
London - 30 Gresham Street
30 Gresham Street, London, England, GB, EC2V 7QN

Meet the recruiter

Judica Theron

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