Najib Hassan

MICROSOFT-CERTIFIED · PL-200

Business needs.
Working solutions.

Najib Hassan Functional Consultant

I turn business needs into practical CRM solutions with Dynamics 365 CE and Power Platform — from discovery and functional design to configuration, UAT and go-live.

Download CVLet’s connect
London, UKDynamics 365 CE & Power Platform
Najib Hassan
Bringing clarity to complexity.
CURRENTLY

Functional Consultant

BlueLight CRM
Discovery. Design. Delivery.Explore my work

01SELECTED CONSULTING WORK

Real requirements. Real outcomes.

The systems, workflows and people behind successful CRM delivery.

01 / SALES TRANSFORMATION

A clearer path from quote to approval.

Functional design for a Dynamics 365 Sales CPQ solution, replacing a legacy Access quotation process.

Dynamics 365 SalesPower Automate
Illustrative workflow · Example data

The example quotation has completed all three approval levels and is approved.

TTEC DigitalFunctional design & UAT

THE PEOPLE SIDE OF DELIVERY

Built for adoption.

95%

user adoption within three months

Contributed through migration, UAT and user training at TTEC Digital.

30-session training programme

Co-designed and delivered at BlueLight CRM, with handover materials.

02 / MEMBERSHIP AUTOMATION

Renewals that keep moving.

Automated membership-renewal communications in Customer Insights – Journeys, alongside membership, events and finance configuration.

  1. Renewal triggerA member event starts the journey
  2. Member segmentReach the relevant membership group
  3. Personalised communicationCustomer Insights – Journeys
Illustrative flowBlueLight CRM

03 / CRM & MEMBER PORTAL

Clarity before the build.

Leading discovery and solution design for a Dynamics 365 CRM and Umbraco member portal.

Functional requirementsIn design

MEMBER STATUS / SSO

Membership-status data passed to Moodle through SSO.

Document the data required, map the handoff, and agree acceptance criteria.
Illustrative excerptDiscovery → Design → Build

02EXPERIENCE

From discovery to delivery.

4+ years in CRM and SaaS delivery, including 3+ years with Dynamics 365 CE and Power Platform.

Microsoft-certified Functional Consultant with 4+ years in CRM and SaaS delivery, including 3+ years with Dynamics 365 CE and Power Platform. I lead discovery, functional design, configuration and UAT across membership CRM and Sales CPQ implementations.

Nov 2025 — Present

London, UK
BL

Functional Consultant

BlueLight CRMCurrent

Discovery, functional design and delivery across membership CRM, member portals and integrations.

  • Lead discovery and solution design for a Dynamics 365 CRM and Umbraco member portal, mapping RFP requirements to configuration and development needs.
  • Produce statements of work, user stories and acceptance criteria for CRM enhancements and integrations, including membership-status data passed to Moodle through SSO.
  • Configure membership, events and finance processes and automated renewal communications in Customer Insights – Journeys.
  • Built a Power Automate flow to match Excel contact data by email and update existing Dataverse contacts.
  • Manage Development, UAT and Production deployments, resolve solution-layer issues and troubleshoot website, Direct Debit and finance integrations.
  • Support UAT, go-live and stabilisation; co-designed and delivered a 30-session training programme and handover materials.

Jan 2023 — Oct 2025

London, UK
TD

Associate Technical Consultant

TTEC Digital

Requirements, process design and adoption for a manufacturing sales quotation transformation.

  • Led requirements workshops and functional design for a Dynamics 365 Sales CPQ solution, covering multilingual quotations and three-level approval workflows.
  • Designed Power Automate workflows and collaborated with technical teams on SAP integration and Power BI reporting.
  • Supported Access-to-Dataverse migration, UAT and user training, contributing to 95% user adoption within three months.

Jan 2022 — Oct 2022

London, UK
OT

Technical Implementation Consultant

OneTrust

Enterprise implementation, API integration and client enablement.

  • Delivered enterprise SaaS implementations and customer workshops, defining requirements, data flows, scope and timelines.
  • Built and tested Salesforce and Marketo REST API integrations using OAuth 2.0, JavaScript and HTML; taught Consent and Preferences certification courses.

03EXPERTISE & QUALIFICATIONS

The tools behind the work.

Power Platform

Applications, data and automation.

  • Model-driven Power Apps
  • Dataverse
  • Power Automate
  • Power Pages
  • Power BI

Dynamics 365 CE

Connected customer and member experiences.

  • Sales
  • Customer Service
  • Customer Insights – Journeys

Functional delivery

From discovery to clear, testable requirements.

  • Fit-gap analysis
  • Process mapping
  • User stories
  • Acceptance criteria
  • Functional design
  • UAT

Integration & ALM

Practical delivery across connected systems.

  • Azure DevOps
  • ALM
  • REST APIs
  • OAuth 2.0
  • Solution deployments
  • Integration troubleshooting

Microsoft certifications

PL-200

Power Platform Functional Consultant Associate

AZ-900

Azure Fundamentals

PL-900

Power Platform Fundamentals

Education

MEng Mechanical Engineering

University of Surrey

Upper Second Class Honours (2:1) · 2017 – 2021

04OUTSIDE THE DAY JOB

A few things I’ve built.

Personal coding projects — a space to explore ideas and make useful things.

2048 Game project preview

Jan 2021 - Feb 2021

2048 Game

Created a seamless web-based 2048 game using JavaScript, HTML, and CSS, applying object-oriented programming principles to ensure easy scalability and future upgrades.

JavaScriptHTMLCSS
View source for 2048 Game
Audio Book Reader project preview

June 2023 - June 2023

Audio Book Reader

Developed an audiobook reader using JavaScript, HTML, and CSS, integrating the Tesseract.js library to extract text from images. Implemented text-to-speech functionality with the SpeechSynthesis API, enabling seamless playback of on-screen text for an enhanced user experience.

JavascriptHTMLCSS
View source for Audio Book Reader
File-Organiser project preview

January 2025 - January 2025

File-Organiser

A Python desktop application that automatically organizes files into folders based on their file extensions. Users can create custom rules through a GUI to sort multiple file types into designated folders, with support for nested directories and duplicate file handling.

Python
View source for File-Organiser
More on GitHub

05LET’S CONNECT

Good work starts
with a conversation.

Have a Dynamics 365 or Power Platform opportunity in mind? I’d be glad to hear about it.

[email protected]
Send an emailConnect on LinkedIn Download my CV