Dynamics CRM Administrator
Tasks
- Configure Dynamics 365 Sales
- Coordinate CRM vendors and internal IT
- Implement business rules and calculated fields
- Improve CRM workflows and user experience
- Maintain CRM documentation and release notes
- Maintain CRM forms fields views dashboards
- Manage CRM backlog and follow ups
- Perform record merging and field cleanup
- Prepare CRM training materials and walkthroughs
- Provide day to day user CRM support
- Support CRM data quality duplicate detection
- Support CRM lead account contact opportunity processes
- Test configuration changes before release
Perks/Benefits
Skills/Tech-stack
Business Rules | CPQ | CRM Data Quality | CRM Form Configuration | CRM View Dashboards | CRM data | CRM process design | Calculated Fields | Data Cleanup | Data Quality | Data integrations | Dataverse | Duplicate Detection | Dynamics 365 | Dynamics 365 Sales | ERP | Form configuration | Microsoft Dynamics | Microsoft Dynamics 365 | Microsoft Excel | Microsoft Power | Microsoft Power Platform | Power Automate | Power BI | Power Platform | Process Design | Quoting | Record Merging | Security Roles
Education
N/A
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