Dynamics CRM Administrator

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

📋 Description

• Configure and sustain Dynamics 365 Sales, which includes forms, fields, views, dashboards, business rules, calculated fields, and fundamental process automation.

• Ensure CRM data integrity by managing duplicate detection, record merging, field cleanup, ownership adjustments, bulk updates, and hygiene reporting.

• Assist with CRM processes related to accounts, contacts, opportunities, quotes, leads, activities, and projects.

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

• Offer daily CRM support for users, addressing troubleshooting, process inquiries, and promoting user adoption.

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

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

• Maintain documentation concerning CRM processes, field definitions, configuration changes, and release notes.

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

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

⛳️ Requirements

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

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

• Solid grasp 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.

• Certifications in Microsoft Dynamics 365 or Power Platform.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health, dental, and vision insurance.

• Opportunities for professional development and certifications.

• Flexible work hours and remote work options.