Dynamics CRM Administrator
Tasks
- Configure and maintain Dynamics 365 Sales
- Coordinate with IT and CRM vendors for enhancements
- Create CRM forms fields views dashboards
- Improve CRM workflows and user experience
- Maintain CRM process and release documentation
- Manage CRM backlog priorities and timelines
- Manage CRM records and ownership
- Prepare CRM training walkthroughs and documentation
- Set business rules calculated fields process automation
- Support CRM data quality
- Test configuration changes and vendor deliverables
- Troubleshoot CRM issues and answer user questions
Perks/Benefits
Skills/Tech-stack
Bulk Updates | Business Rules | CPQ | CRM process design | Calculated Fields | Dashboards | Data Cleanup | Data Quality | Data integrations | Dataverse | Digital Adoption Platform | Digital adoption | Duplicate Detection | Dynamics 365 | Dynamics 365 Sales | Fields | Forms | Microsoft Dynamics | Microsoft Dynamics 365 | Microsoft Excel | Power Automate | Power BI | Power Platform | Process Automation | Process Design | Quoting | Record Merging | Record Ownership | Security Roles | Training documentation | Views
Education
N/A
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