Dynamics CRM Administrator

This is a fully remote position, open to applicants in Arizona.

📋 Description

• Set up and oversee Dynamics 365 Sales, encompassing forms, fields, views, dashboards, business rules, calculated fields, and fundamental process automation.

• Enhance CRM data quality through duplicate detection, record merging, field cleanup, ownership adjustments, bulk updates, and hygiene reporting.

• Aid in account, contact, opportunity, quote, lead, activity, and project-related CRM workflows.

• Facilitate CRM training by creating walkthroughs, process documentation, and training materials, including those for our digital adoption platform.

• Offer daily CRM support to users, addressing troubleshooting, process inquiries, and adoption assistance.

• Collaborate with internal IT and external CRM vendors to implement enhancements, address issues, and verify completed tasks.

• Conduct testing for configuration modifications, vendor deliverables, bug fixes, and new features prior to release.

• Keep documentation updated for CRM processes, field definitions, configuration changes, and release notes.

• Assist in managing CRM backlog items, priorities, timelines, and follow-ups.

• Recognize opportunities to streamline CRM workflows, enhance user experience, and minimize manual tasks.

⛳️ Requirements

• Over 4 years of CRM administration experience with Dynamics 365 Sales and Dataverse.

• Proficient in configuring CRM forms, fields, views, dashboards, business rules, calculated fields, and security settings.

• Solid understanding of CRM data structures, record ownership, duplicate management, and data cleanup processes.

• Familiarity with Power Automate, Power BI, Excel, and the Power Platform.

• Experience with ERP/customer master data, quoting, CPQ, and data integrations.

• Microsoft Dynamics 365 or Power Platform certifications are preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and continuing education.

• Flexible work arrangements and a supportive work environment.