Microsoft Dynamics CRM Functional Specialist
2 weeks ago
Ideal candidate will have a proven track record of working with Microsoft Dynamics CRM, with a strong understanding of CRM principles, practices, and functionalities. Key responsibilities include designing functional solutions, customizing the platform to meet specific client needs, and collaborating with technical teams to ensure functional designs are implementable.
Responsibilities:
- Work closely with clients or internal stakeholders to gather and document CRM requirements.
- Conduct business process analysis to align CRM functionality with organizational needs.
- Design functional solutions in Dynamics CRM, customizing the platform to meet specific client needs.
- Collaborate with technical teams to ensure functional designs are implementable.
- Configure and customize Microsoft Dynamics CRM, including fields, forms, workflows, and entities.
- Set up dashboards, reports, and workflows to improve user productivity and data insights.
- Conduct system testing, user acceptance testing (UAT), and troubleshoot any issues that arise.
- Validate system performance and adherence to client requirements.
- Develop training materials and provide user training to ensure successful adoption of the system.
- Maintain clear documentation of customizations, system configurations, and business processes.
- Provide ongoing support for users post-implementation, troubleshooting issues and providing solutions.
- Act as a liaison between clients, project teams, and technical developers to ensure project success.
- Regularly update stakeholders on project progress and address concerns or changes in requirements.
Requirements:
- Bachelor's degree in Business, IT, or related field.
- Proven experience working with Microsoft Dynamics CRM (at least 1-3 years).
- Strong understanding of CRM principles, practices, and functionalities.
- Ability to translate business needs into functional requirements.
- Proficient in CRM customization, including workflows, plugins, and integration.
- Excellent communication and problem-solving skills.
- Ability to work independently and within a team environment.
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