Welcome to Yoush Consulting. Are you anindependent IT Consultant, or do you wish to become one? YoushConsulting provides project management and information technology expertise tohelp our clients deliver their projects.
TheDynamics 365 CRM Administrator (CRMA) has direct responsibility for managingall aspects of our Dynamics 365 CRM CRM Administrator is solely responsible for the onboarding andtraining of all users including related documentation.
The CRM Administratorwill function as a technical expert, architect, and system administrators toall CRM system users. The CRM Administrator will also design, develop andcustomize the platform to promote adoption and streamline business CRM Administrator willalso play a critical role in the specification, design and implementation ofthe integration between Dynamics 365 and our Dynamics F&O platform
Responsibilities
- Understandcompany’s policies, products, data and information to ensure Dynamics 365 CRMis optimally configured.
- Developand maintain a comprehensive understanding of Dynamics 365 Administration tasksincluding creating profiles, roles, users, page layouts, email alerts andcommunications, data management, approval processes, workflows, reports,dashboards and activities.
- Audit,uncover and resolve data integrity issues utilizing a variety of tools andreports.
- Createand manage custom entities, fields, formulas, analytics snapshots and reportsincluding the development of custom reports and dashboards.
- The365 CRM Administrator will be responsible for developing end-user documentationincluding application training and online resources.
- Overseedata quality and integrity within Dynamics 365, implementing data governancebest practices.
- Stayinformed regarding new Dynamics 365 features, technologies and best practices.
- Completebulk imports and exports of data Batch reassignment of accounts andopportunities based on organizational changes.