Job Description
The Dynamics 365 CRM Administrator (CRMA) has direct responsibility for managing all aspects of our Dynamics 365 CRM platform.The CRM Administrator is solely responsible for the onboarding and training of all users including related documentation. The CRM Administrator will function as a technical expert, architect, and system administrators to all CRM system users. The CRM Administrator will also design, develop and customize the platform to promote adoption and streamline business processes.The CRM Administrator will also play a critical role in the specification, design and implementation of the integration between Dynamics 365 and our Dynamics F&O platform
Responsibilities
• Understand company's policies, products, data and information to ensure Dynamics 365 CRM is optimally configured.
• Develop and maintain a comprehensive understanding of Dynamics 365 Administration tasks including creating profiles, roles, users, page layouts, email alerts and communications, data management, approval processes, workflows, reports, dashboards and activities.
• Audit, uncover and resolve data integrity issues utilizing a variety of tools and reports.
• Create and manage custom entities, fields, formulas, analytics snapshots and reports including the development of custom reports and dashboards.
• The 365 CRM Administrator will be responsible for developing end-user documentation including application training and online resources.
• Oversee data quality and integrity within Dynamics 365, implementing data governance best practices.
• Stay informed regarding new Dynamics 365 features, technologies and best practices.
• Complete bulk imports and exports of data Batch reassignment of accounts and opportunities based on organizational changes.
Requirements
• Proven experience as a Dynamics 365 Administrator or similar role.
• In-depth knowledge of Microsoft Dynamics 365 configuration and customization.
• Strong understanding of CRM and ERP concepts.
• Proficient in troubleshooting and issue resolution.
• Excellent communication and interpersonal skills.
• Ability to collaborate effectively with cross-functional teams.
• Experience with data management and integration.
• Certifications in Microsoft Dynamics 365 are a plus.
