Dynamics CRM Administrator
Tasks
- Configure Dynamics 365 Sales
- Coordinate with internal IT and CRM vendors
- Create CRM training walkthroughs process documentation training materials
- Implement business rules calculated fields
- Maintain CRM forms fields views dashboards
- Maintain CRM process documentation field definitions configuration changes release notes
- Manage CRM backlog priorities timelines follow ups
- Manage CRM data quality duplicate detection record merging field cleanup ownership correction bulk updates
- Simplify CRM workflows and improve user experience
- Support CRM lead account contact opportunity quote activity process
- Support CRM user troubleshooting
- Test configuration changes and vendor deliverables
Perks/Benefits
- N/A
Skills/Tech-stack
Business Rules | CRM Data Quality | CRM administration | CRM data | CRM security | Calculated Fields | Data Hygiene | Data Quality | Duplicate Detection | Dynamics 365 | Dynamics 365 Sales | Microsoft Dataverse | Microsoft Dynamics | Microsoft Dynamics 365 | Microsoft Excel | Power Automate | Power BI | Power Platform | Record Merging
Education
N/A
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