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.

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.

Dynamics CRM Administrator

Key skills