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.
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.
- Bachelorβs degree in Information Systems, Computer Science, Business, Data Analytics, or a related field preferred.
About the company
Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact HR@vaco.com.
Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal. Representation Notice
By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
For residents of Ontario, Canada: Based on Highspringβs discussions with its Client, Highspringβs understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly). Privacy Notice
Vaco by Highspring and its parents, affiliates, and subsidiaries (βwe,β βour,β or βVaco by Highspringβ) 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.
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 Highspringβs 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 clientβs use of AI products in hiring. Pay Transparency Notice
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to
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