Dynamics CRM Administrator
Tasks
- Configure Dynamics 365 Sales
- Coordinate with IT and CRM vendors
- Correct record ownership
- Create walkthroughs and process documentation
- Execute CRM enhancements
- Maintain CRM documentation and release notes
- Maintain Dynamics 365 Sales
- Manage CRM backlog and priorities
- Manage duplicate detection and merging
- Perform record field cleanup
- Prepare CRM training materials
- Provide day to day CRM user support
- Run bulk updates and hygiene reporting
- Simplify CRM workflows and improve user experience
- Support CRM data quality
- Support account contact opportunity and quote workflows
- Test configuration changes and vendor deliverables
- Troubleshoot CRM issues
Perks/Benefits
Skills/Tech-stack
Bulk Updates | Business Rules | CRM process design | Calculated Fields | Dashboards | Data Cleansing | Data integration | Dataverse | Duplicate Detection | Dynamics 365 | Dynamics 365 Sales | Excel | Fields | Forms | Power Automate | Power BI | Power Platform | Process Design | Record Ownership | Security Settings | Testing | Views
Education
N/A
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