Division: Technology
JobID: 44748
Day to Day:
Required Skill Sets:
- Understand company’s work processes, 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.
- Design, implement and test customizations and processes in Dynamics 365 always keeping the end user in mind.
- Create and manage custom tables, fields, formulas, analytics snapshots and reports including the development of custom reports and dashboards. Will require development of validation rules and custom workflow and approval processes.
- Collaborate with the sales, service and project teams to identify best practices and opportunities to streamline procedures. Execute these ideas from start to finish.
- Be responsible for all D365 training including onboarding new team members as well as continual training for existing users. Additionally, the CRM Administrator will be responsible for developing end user documentation including application training and online resources. Documentation should be provided in both writing and video when possible.
- Stay informed regarding new Dynamics 365 features, technologies and best practices.
- Integrate (or help define) Dynamics 365 with other internal business systems ie,.Quikbooks.
- Help define and implement Power BI dashboards for specific Key Performance Indicators and metrics.
Required Skill Sets:
- 1+ years Microsoft Dynamics 365 experience or D365 certification preferred but not required.
- Bachelor’s degree or equivalent experience.
- Knowledge of Dynamics 365 preferred.
- Knowledge of Microsoft Excel, SQL, MS Outlook, Sharepoint or Teams a plus.
- Experience with enterprise business applications and databases a plus.
- Experience with a low code/no code platform such as the Microsoft Power Platform a plus.
- Excellent communication and analytical skills.
