KPMG’s Microsoft Business Solutions practice is one of the most experienced and fastest growing Microsoft transformation teams in the UK. We partner with organisations to modernise their customer engagement, combining Dynamics 365, Power Platform, Microsoft Cloud, and innovative AI solutions like Copilot. 

Our work spans modern contact centres, intelligent customer and colleague experiences, low code innovation and data driven automation. We value clarity, curiosity and doing work we are genuinely  

The Role 

As a Lead Functional Consultant at Manager level within KPMG, you will play a central role in shaping and delivering Dynamics 365 Customer Engagement and Power Platform solutions. You will bring structure to client conversations, help teams stay focused on what really matters, and guide projects so that the final solution is both practical and grounded in real business need. 

You will lead functional delivery across one or more workstreams, working closely with clients to understand how they operate today and where they want to get to. You will make the best use of what Microsoft already provides, keeping customisation sensible and helping clients adopt modern capability including Copilot and conversational AI. You will work with technical colleagues to ensure the overall solution is coherent and follows good practice. 

This is a hands on leadership role. You will actively shape business processes, configure Dynamics 365 where needed, support user adoption and help less experienced consultants grow. You will also engage in early shaping, supporting proposals, demos and early design work. 

Key Responsibilities 

• Run Client Workshops: Ask the right questions, help clients make decisions and bring clarity to complex discussions. Keep conversations grounded in real business need rather than lengthy theoretical debate. 

• Guide and support the delivery teams: Provide day to day direction to functional consultants and analysts across onshore, nearshore and offshore teams. Keep the solution aligned to the agreed design throughout testing, data work and cutover 

• Deliver hands on configuration: Configure Dynamics 365 CE components such as tables, forms, views, business process flows and security roles. Work with technical colleagues when extensions, integrations or more advanced capability is required. 

• Support the use of AI and modern features: Help clients understand where Microsoft Copilot, Copilot Studio and conversational AI can offer value. Shape early thinking and support proof of concepts where needed. 

• Champion quality: Keep documentation meaningful and consistent. Help shape user acceptance testing, identify risks early and make sure decisions are clearly recorded. 

• Documentation and Knowledge Transfer: Create clear, well structured documentation, process maps and training materials that help clients understand their solution and enable a smooth handover to support teams. 

• Help our people grow: Coach members of the team, share what you learn and contribute to reusable assets and accelerators. 

• Build trusted relationships: Be the functional voice clients rely on. Communicate clearly, keep things simple, and offer honest, practical advice. 

• Support presales and shaping: Contribute to proposals, demos and early design conversations. Help set the direction for client engagements from the outset. 

What You’ll bring 

We do not expect everyone to tick every box. What matters most is strong functional thinking, a solid track record delivering Dynamics 365 CE solutions and the ability to guide teams calmly and clearly. 

• A track record leading functional delivery on CRM projects, ideally across Sales, Customer Service or Field Service. Experience shaping end to end processes and understanding how data, automation and customer journeys fit together. 

• Able to turn complex business requirements into clear, practical designs that minimise customisation and follow Microsoft good practice. 

• Solid experience with Power Apps, Power Automate and an understanding of how they sit alongside Dynamics 365. Awareness of Power BI and Azure services is useful. 

• Comfortable guiding functional teams, shaping day to day decision making and keeping delivery on track. Calm, practical and confident working with senior stakeholders. 

• Experience across delivery, client engagement and presales, ideally in a consulting environment. 

• Comfortable working in agile or more structured delivery methods, from early discovery through to deployment. 

• You’re adaptable in fast moving environments, able to manage competing priorities and maintain high standards of accuracy and quality in your work. 

• Relevant Microsoft certifications or a clear plan to achieve them 

Desirable Skills 

• Experience with Microsoft Copilot, Copilot Studio and emerging AI capability in Dynamics 365 

• Knowledge of CCaaS, Omnichannel and broader customer experience tools 

• Ability to support the design of clear, insightful Power BI dashboards 

• Familiarity with industry accelerators and new Dynamics 365 releases 

• Additional certifications across Power Platform, Azure, ITIL or change management. 

Why Join KPMG’s Microsoft Business Solutions Team? 

• Shape meaningful, modern programmes: Work with clients who genuinely want change. You will design solutions that make real improvements to customer and colleague experiences. 

• Be part of a strong functional community: Join a group of functional and technical specialists who share patterns, challenge ideas and learn from one another. There is space to specialise, stay hands on or broaden into architecture. 

• Ways of working that make sense: Work in the setting that best supports delivery. That may mean being on site with clients to shape decisions in real time or working from home or the office when it suits the work. 

• Lead and help others grow: This is a lead functional consultant role with plenty of opportunity to guide delivery and help develop the next generation of consultants. 

• Room to grow professionally: You will have access to consulting development, architecture pathways and opportunities to deepen your Dynamics and Power Platform expertise. 

• Breadth beyond technology: Work alongside colleagues in data, cyber, customer experience, operating model and finance transformation to create solutions that deliver real outcomes. 

• Strong partnership with Microsoft: Benefit from early insight into new capability and access to product specialists. 

• A culture that values clarity and thoughtful design: We favour straight talking over jargon and good design over shortcuts. We want people to feel proud of the work they deliver and to feel supported by the team around them. 

If this sounds like the kind of work you want to do, we’d genuinely love to speak with you. 

Help Shape Modern Customer Experiences with KPMG UK 

KPMG’s Microsoft Business Solutions practice is one of the most experienced and fastest growing Microsoft transformation teams in the UK. We partner with organisations to modernise their customer engagement, combining Dynamics 365, Power Platform, Microsoft Cloud, and innovative AI solutions like Copilot. 

Our work spans modern contact centres, intelligent customer and colleague experiences, low code innovation and data driven automation. We value clarity, curiosity and doing work we are genuinely proud of. If you enjoy solving real problems with modern technology, you will fit in well here. 

The Role 

As a Functional Consultant at Assistant Manager level in KPMG, you will be hands on across Dynamics 365 Customer Engagement and the wider Power Platform. You will work closely with clients and team members to translate real business needs into clear requirements, practical configuration and well structured documentation. 

You will support workshops, take ownership of smaller process areas, and carry out configuration that forms the backbone of the solution. You will learn how to shape functional design in a grounded, sensible way and help ensure delivery stays aligned to the intended outcomes. 

You will work alongside lead consultants, solution architects and technical colleagues, gradually taking on more responsibility as your confidence grows. This is a role for someone who enjoys getting into the detail, cares about accuracy and wants to progress towards more senior functional roles. 

Key Responsibilities 

• Support client workshops: Assist with running sessions, take clear notes and play back understanding. Contribute to sections of the discussion where appropriate and help keep requirements organised. 

• Shape and document requirements: Translate conversations into structured requirements, user stories, acceptance criteria and process maps. Keep documentation simple, accurate and easy for clients and colleagues to follow. 

• Deliver functional configuration: Configure Dynamics 365 components such as tables, forms, views, business rules, business process flows and security roles. Support low code extensions through model driven and canvas apps. 

• Own small functional areas: Take responsibility for defined features (for example activities, queues, email templates or case routing rules) and present your work back to clients for validation. 

• Support testing activities: Create test cases for your configuration, support user acceptance testing and help resolve issues raised during test cycles. 

• Assist with data work: Help with data mapping, imports, cleansing and validation during migration phases. 

• Produce clear functional documentation: Contribute to functional design documents, configuration guides and training materials. 

• Collaborate across the delivery team: Work closely with technical consultants to ensure requirements are understood and met. Participate in sprint ceremonies and share progress openly. 

• Support go live and early life: Help with cutover tasks, validation activities and early issue resolution. 

• Learn continuously: Develop your understanding of Dynamics 365, Power Platform and emerging capabilities including Copilot, staying curious and proactive. 

What you’ll bring 

We do not expect everyone to tick every box. What matters most is strong functional thinking, solid experience configuring Dynamics 365 CE and the willingness to learn and take responsibility. 

• Understanding of core CRM areas such as accounts, activities, sales and service, with experience configuring key components including fields, tables, forms, views, business rules, business process flows and security roles. 

• Able to make sensible changes independently, from updating tables and views to shaping simple automation. Familiarity with Power Platform Admin Centre is helpful but not essential. 

• Comfortable capturing and organising requirements, mapping processes and turning client conversations into clear, practical documentation. Strong attention to detail and pride in producing accurate work. 

• Awareness of common sales, service or customer experience processes, helping you interpret client needs and make grounded recommendations. 

• Understanding of Power Automate and model driven or canvas app concepts, and how they sit alongside Dynamics 365. 

• Basic understanding of how integrations and plugins fit into the wider solution, helping you work smoothly with technical colleagues. 

• Comfortable presenting small functional areas back to clients in a clear and simple way, and actively listening to understand their needs. 

• Happy collaborating with functional and technical colleagues, taking feedback on board, and staying calm and organised when priorities shift. 

• Relevant Microsoft certifications or a clear plan to achieve them 

Desirable Skills 

• Exposure to Copilot, Copilot Studio or conversational AI 

• Familiarity with CCaaS, Omnichannel or customer experience tooling 

• Understanding of Power BI dashboards or reporting concepts 

• Awareness of industry accelerators or new Dynamics 365 releases 

• Additional certifications across Power Platform, ITIL or change management. 

Why Join KPMG’s Microsoft Business Solutions Team? 

• Shape meaningful, modern programmes: Work on projects that genuinely improve customer and colleague experiences. 

• Be part of a strong functional community: Learn from experienced consultants, architects and specialists who share patterns and support your growth. 

• Ways of working that make sense: Work onsite when it helps move things forward and remotely when it suits the work. 

• Grow your functional career: This role gives you the space and support to develop towards leading functional roles. 

• Broader exposure: Collaborate with colleagues across data, customer experience, cyber, cloud and operating model design. 

• Strong partnership with Microsoft: Benefit from early insight into new capability and access to product specialists. 

• A culture that values clarity and thoughtful design: We favour straight talking, practical design and teams that look out for one another. 

If this sounds like the kind of work you want to do, we’d love to speak with you.