Dynamics CRM Administrator

ASC Engineered Solutions$75K — $95K *
Information Technology
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of CRM administration experience in Dynamics 365 Sales and Dataverse
  • Proficient in configuring CRM components like forms, dashboards, and business rules
  • Strong grasp of CRM data management, including duplicate detection and record ownership
  • Familiarity with Power Platform tools, particularly Power Automate and Power BI
  • Experience with ERP systems, quoting processes, and data integrations
  • Relevant Microsoft Dynamics 365 or Power Platform certifications

Responsibilities

  • Configure and maintain Dynamics 365 Sales structures like forms and dashboards
  • Ensure CRM data quality through various cleanup and merging processes
  • Assist users with CRM-related tasks involving accounts, opportunities, and leads
  • Develop and provide comprehensive CRM training materials and documentation
  • Provide daily user support, including troubleshooting and addressing process queries
  • Coordinate with IT and CRM vendors for enhancements and issue resolution
  • Conduct testing for any configuration changes or new functionalities

Benefits

  • Remote work opportunity from Phoenix, AZ
  • Support for continuous professional development
  • Collaborative work environment with sales and IT teams
  • Exposure to multiple CRM enhancement projects
  • Opportunity to improve user experience and workflows
Full Job Description
Dynamics CRM Administrator

Department: Marketing

Employment Type: Full Time

Location: Phoenix, AZ (Remote)

Description

ASC Engineered Solutions is seeking a Dynamics 365 CRM Administrator to support, configure, and continuously improve our CRM environment. This role will be responsible for day-to-day CRM administration, user support, data quality, training enablement, vendor coordination, and delivery of small to medium CRM enhancements. The ideal candidate is hands-on in Dynamics 365 Sales, understands CRM process design, and can work directly with sales, IT, and external partners to improve system usability and adoption.

How You Will Help
  • Configure and maintain Dynamics 365 Sales, including forms, fields, views, dashboards, business rules, calculated fields, and basic process automation.
  • Support CRM data quality through duplicate detection, record merging, field cleanup, ownership correction, bulk updates, and hygiene reporting.
  • Assist with account, contact, opportunity, quote, lead, activity, and project-related CRM processes.
  • Support CRM training by preparing walkthroughs, process documentation, and training materials including within our digital adoption platform.
  • Provide day-to-day CRM support for users, including troubleshooting, process questions, and adoption support.
  • Coordinate with internal IT and external CRM vendors to execute enhancements, resolve issues, and validate completed work.
  • Perform testing for configuration changes, vendor deliverables, bug fixes, and new functionality before release.
  • Maintain documentation for CRM processes, field definitions, configuration changes, and release notes.
  • Help manage CRM backlog items, priorities, timelines, and follow-ups.
  • Identify opportunities to simplify CRM workflows, improve user experience, and reduce manual work.


What You Will Bring
  • 4+ years of CRM administration within Dynamics 365 Sales and Dataverse.
  • Experience configuring CRM forms, fields, views, dashboards, business rules, calculated fields, and security settings.
  • Strong understanding of CRM data structures, record ownership, duplicate management, and data cleanup.
  • Experience with Power Automate, Power BI, Excel, Power Platform.
  • Experience with ERP/customer master data, quoting, CPQ and data integrations.
  • Microsoft Dynamics 365 or Power Platform certifications.

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