Dynamics CRM Administrator

Key Responsibilities

• 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.

Skills, Knowledge & Expertise

• 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.