Dynamics 365 CRM Admin

• Manage the daily administration of Microsoft Dynamics 365, ensuring the platform remains stable, effective, and aligned with operational needs.
• Adjust and maintain system components such as forms, views, dashboards, workflows, and business rules using standard platform functionality.
• Oversee user access by assigning roles, maintaining permissions, and enforcing governance practices that support data accuracy and appropriate security.
• Work closely with business partners to understand process needs and translate them into practical CRM solutions that improve usability and efficiency.
• Deliver onboarding, training, and ongoing user assistance to strengthen adoption and help teams use the system confidently.
• Support the sales-focused areas of Dynamics 365 by refining layouts, features, and processes that enable productive day-to-day work.
• Coordinate application updates, release activities, and environment changes with IT while maintaining clear documentation of system modifications and improvements.
• Assist with audit preparation, compliance-related access reviews, and other governance activities tied to the CRM environment.
• Collaborate with technical development resources on advanced issues, integrations, data migration efforts, and enhancements within Dynamics 365 and the Power Platform.

• Bachelor’s degree or equivalent practical experience.
• At least 3 years of hands-on experience administering Microsoft Dynamics 365 in a business environment.
• Strong ability to communicate effectively with both technical teams and non-technical stakeholders.
• Demonstrated experience training end users, resolving support issues, and promoting successful system adoption.
• Familiarity with user provisioning, security configuration, and data governance within a CRM platform.
• Proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
• Experience working with IT teams, developers, or integration partners to support CRM enhancements and connected systems.
• Knowledge of Copilot for Dynamics 365, data migration activities, or system integrations is preferred.

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