Dynamics 365 CRM Administrator / Power BI Analyst
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Role details
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Job description
The D365 CRM Admin & Power BI Analyst will support the administration, configuration, and continued optimization of Microsoft Dynamics 365 CRM. This role will also be responsible for creating and maintaining Power BI reports and dashboards that provide business leaders with clear, actionable insights., * Serve as the primary administrator for Microsoft Dynamics 365 CRM, including system configuration, user administration, security roles, data management, troubleshooting, and ongoing maintenance.
- Configure and enhance Dynamics 365 to support business requirements, improve workflows, and drive user adoption.
- Develop and maintain Power BI dashboards, reports, scorecards, and visualizations to support operational and leadership reporting.
- Partner with business stakeholders to understand CRM and reporting needs and translate those requirements into practical system solutions.
- Maintain CRM data integrity through data governance, cleanup, imports, migrations, and ongoing database maintenance.
- Identify opportunities to streamline workflows and automate manual processes within Dynamics 365 and related business applications.
- Support Dynamics 365 enhancements, integrations, testing, and system implementations.
- Assist with UAT, including defining test scenarios, coordinating with business users, and validating system changes.
- Create system documentation and provide training and ongoing support to CRM users.
- Monitor system performance, reporting accuracy, and data quality and proactively troubleshoot issues.
- Collaborate with technical teams and vendors on Dynamics 365, Power BI, integration, and automation initiatives., Vaco by Highspring and its parents, affiliates, and subsidiaries (âwe,â âour,â or âVaco by Highspringâ) respects your privacy and are committed to providing transparent notice of our policies.
- California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
Requirements
The ideal candidate has 3+ years of hands-on Dynamics 365 CRM administration experience and experience building Power BI reporting. This person will work closely with teams across Sales, Marketing, Operations, Finance, Customer Success, and leadership to improve CRM functionality, reporting, data quality, and business processes., * 3+ years of hands-on Microsoft Dynamics 365 CRM administration experience required.
- Hands-on experience developing Power BI reports, dashboards, and data visualizations required.
- Experience with Dynamics 365 configuration, user and security administration, data management, workflows, and system enhancements.
- Ability to gather business requirements and translate them into CRM configurations, reporting, and process improvements.
- Understanding of CRM data quality, data governance, and reporting best practices.
- Experience working with and reporting on data from multiple business systems.
- Experience with workflow automation, system integrations, UAT, or CRM implementations is preferred.
- Strong analytical, troubleshooting, and problem-solving skills.
- Strong communication skills with the ability to work directly with both business users and technical teams.
- Ability to manage multiple priorities in a collaborative, fast-paced environment.
- Bachelorâs degree in Information Systems, Computer Science, Business, Data Analytics, or a related field preferred.
Benefits & conditions
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individualâs skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
About the company
Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspringâs use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its clientâs use of AI products in hiring.
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