Dynamics CE Project Manager - Job Description

Job Title: 

CE Project Manager 


Customer Experience and Engagement 

Reports To: 

Head of CXE 


Role Summary 

As Project Manager, manage and lead project lifecycle implementations to a high level of quality and customer satisfaction, through the use of Columbus methodologies, ensuring the delivery of an end solution that meets the agreed and defined business requirements and contractual obligations in a profitable manner. 


Responsibilities include but are not limited to: 


  • Lead successful project implementations 
  • Plan, manage, coordinate, control and successfully execute your own tasks and team project planned activities on a daily basis, observing the entered agreements, including follow-up on time consumption. 
  • Ensure the application and observance of company standards and process methodologies during the project lifecycle, including: 
  • Participate in the completion of pre-sales documentation and presentations as requested. 
  • Prepare, maintain and issue documentation as required (project plans, meeting minutes, status updates, agendas, risk analysis including mitigation plans and budget variances, issue lists, etc.) 
  • Identify, record and manage risk via Risk Register and take ownership for developing and implementing appropriate mitigation and contingency strategies 
  • Identify, record and manage issues, and take ownership for developing and implementing appropriate issue resolution activities. 
  • Resource planning and scheduling to meet the resource needs for the completion of the agreed overall project and project activities in a timely manner. Manage any resource conflicts with other PMs 
  • Gain formal approval of each key project stage including go-live 
  • Assist the customer in commencing live operations 
  • Schedule and manage the successful transition of the project to the Columbus Care 
  • Ensure Technical and Functional Consultant resources are successfully executing on the established project plan, alerting your line manager where this is not the case 
  • Ensure that project teams deliver high quality work at all times to meet agreed deadlines 


  • Successfully manage Project Commercials, including: 
  • Manage the project budget including budget performance reporting, effective change control, creation of estimates to complete and creation of added value on own projects 
  •  Escalate circumstances influencing the financial success of a project to your line manager 
  • Minimise internal costs (non-chargeable/administrative time, internal purchases, etc.) and follow CARMR guidelines for approval of any potential Free of Charge work 
  • Minimise any outstanding debt to the company by ensuring timely payments are made on projects in line with agreed payment terms 
  • Ensure that all chargeable activity has invoices raised as in line with agreed invoicing profiles 
  • Minimise the commercial exposure of Columbus at all times, creating and\or reviewing critical project documents as appropriate. 


  •  Effective Project Communication (internally and externally) 
  • Ensure through the provision of timely information, direction, inspiration and coaching, that employees attached to the project have the necessary prerequisites to carry out their role in the project implementation 
  • Ensure high customer satisfaction by displaying competent and professional business behaviours through engagements with Customer stakeholders 
  • Ensure the customer’s commitment in the project at all times, through effective and timely communication of activities and issues and provision of up to date knowledge to the Customer about the progress of the project 
  • Ensure line management and senior managers are informed of the project activities and other issues on an on-going basis 
  • Regularly report project status and progress internally and externally through agreed methods/procedures 
  • Participate constructively to alleviate the effect of any departmental conflicts relating to a project. 


  • Contribute to the success and ongoing growth of the Consultancy Department and overall Company 
  • Review the outcomes of each project by conducting a ‘Lessons Learnt’ review, following up on any actions recommended as a result to drive continuous improvements 
  • Ensure that the Columbus business culture and values, which are the basis for our success, are maintained and developed further 
  • Independently present ideas to your Line Manager for the improvement of existing business practice and/or new products with the purpose of strengthening the team’s earnings, reputation, and or potential 
  • Participate in the improvement and simplification of methods and standards 
  • Display great team spirit and loyalty towards your colleagues whilst encouraging and maintaining a high-performance level 


  • Develop yourself and Columbus 
  • Keep up to date with changes/developments in the D365 Customer Engagement implementation methodologies and industry best practices, through self-learning, training and research 
  • Keep up to date with the development of the Columbus 9 Doors offerings and how they could benefit our customers 
  • Using experience, provide feedback and recommendations to improve current processes/implementation methodology 
  • Provide support to your peers, your project team and the wider Columbus team for your specific areas of expertise 
  • Contribute to the continuous development of your team, the company and the group organisation through knowledge sharing 


  •  Columbus Values 
  • Ensure that the Columbus values (Brains, Heart and Guts), which are the basis for our success, are maintained and developed further 
  • Display great team spirit and loyalty towards your colleagues whilst encouraging and maintaining a high level of performance 
  • Actively demonstrate your commitment to the Columbus Employee Value Proposition – HEART – and keep it at the core of everything you do 


Any other tasks/responsibilities appropriate to the role. 


Person Specification 




(E) Essential or (D) Desirable 

Degree level education or equivalent work experience 


Project Management qualification 

PRINCE2 or PMI or other proven and relevant project methodologies. 

Microsoft SureStep  

Training completed and passed 

Microsoft Dynamics  

Certification achieved. 


Relevant Experience 


(E) Essential or (D) Desirable 

Project Management 

At least 5 years with a Dynamics Partner 


3 years Project Management experience in an CE environment, including the management of budget, risks, resources, scope, issues, changes and quality 


Thorough knowledge of all major project management activities, including risk assessments 


Ability to align project deliverables and customer expectations 


Multisite, International and local project management experience for Dynamics implementations 


Project Management experience on Microsoft Dynamics platform 

Coaching and mentoring 

Experience of coaching and/or mentoring colleagues 

Presentation skills 

Experience of presenting complex information to large groups of people at all levels of the company – both to colleagues and to customers. 


Ability to manage and lead Customer Steering reviews 


Advanced user of Microsoft Office 


Advanced user of Project Server 


Confident user of Microsoft Dynamics CE 


Other (non-Microsoft) ERP or BI product knowledge 



Key skills & Requirements 

Commercially astute with business economics  

Displays competent and professional business behaviour and appearance 

Attention to Detail 

Effective verbal and written communication skills in English 

Strong interpersonal skills 

Dynamic driver 

Proactive with a ‘can do’ attitude 

Consensus Builder 

Team player 

Ability to foster commitment, high morale and team spirit 

Effective delegation skills 

Ability to work unsupervised 

Commercially astute with business economics  

Displays competent and professional business behaviour and appearance 

Attention to Detail 

Effective verbal and written communication skills in English 


Perks & Benefits

There is more than one good reason to join Columbus!

Aside from being a globally recognised Microsoft partner, that develops and invests in their employees, we offer a number of benefits including; 

  • 25 days Holiday (plus Bank Holidays) increasing with service

    Whether it's feeling the sand between your toes or skiing off piste, everyone deserves a break. So at Columbus we make sure you have the time to do what's important to you.

  • Healthcare Cashback Plan

    We understand that you are at your best when you feel your best - That's why we enrol every employee into our healthcare cashback plan.
    Healthy body - Healthy soul!

  • Columbus Heart

    Columbus Heart is our Benefits Hub, which not only provides information on all our benefits, it also hosts a retail discount portal that offers every Columbus employee preferential discounts at everyday high street stores and on top brands. You can save on everything from your weekly shop right the way up to a new TV or your monthly gym subscription.

  • Cycle to Work

    To promote healthier journeys to work and to reduce environmental pollution Columbus has a Cycle to Work Scheme to help you get a new set of wheels.

  • Life Assurance

    We value our people and their extended families, which is why we offer this life cover to all of our team members - we hope this is a benefit we never have to use but it gives peace of mind to our team.

Workplace & Culture

At Columbus, we are proud of our employees, their technical and industry expertise and their ability to develop, adapt and implement business solutions that help our customers maximise their efficiency and overall business performance.

We understand that there is life outside of work and try our hardest to enable a good work/life balance within the team.

In recognition of the commitment and loyalty within the team, we ensure that we celebrate successes together and offer social activities both to employees and their families at different times throughout the year.

We also have an extensive competency framework to support career development at Columbus and we invest heavily in performance management and training & development initiatives at all levels of the business.



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