Dynamics CRM Administrator
Location
Arizona
Posted
52 days ago
Salary
0
Seniority
Senior
Job Description
Dynamics CRM Administrator
ASC Engineered Solutions
• 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.
Job Requirements
- 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.
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