- System Configuration and Customisation:
- Configure and customize Microsoft Dynamics 365 CRM to meet specific business requirements.
- Implement custom entities, fields, workflows, and business rules.
- Troubleshoot and fix bugs.
- Quality Assurance and Testing:
- Conduct thorough unit testing of CRM solutions to ensure functionality, data integrity, and performance.
- Identify and address any issues or defects.
- Data Management, Migration, and Integration:
- Manage data within Dynamics 365 CRM, including data cleansing, migration, and integration with other systems.
- Ensure data accuracy and consistency.
- CRM System Management:
- Administer user roles, security settings, and access controls.
- Monitor system performance and optimize configurations.
- Integration and Collaboration:
- Integrate Dynamics 365 CRM with other Microsoft 365 tools (e.g., SharePoint, Teams) and third-party applications.
- Foster collaboration across teams using CRM data.
- Solution Documentation:
- Document system configurations, customizations, and processes.
- Collaborate with the CRM Scrum team to develop support materials and technical documentation to be shared with support teams.
- Continuous Improvement:
- Proactively identify areas for enhancement and recommend process improvements.
- Stay updated on CRM updates and new features.
- Industry Knowledge:
- Stay informed about industry trends, best practices, and regulatory changes.
- Apply industry-specific knowledge to tailor CRM solutions.
- Documentation of existing CRM processes as the basis for Dynamics 365 CRM.
- Creation of Solution Design Documents as the basis for design approval.
- Customisation & Configuration of D365.
- Delivery Velocity, i.e., the number of solutions delivered on a per sprint basis (working within a Scrum Framework).
- Improvements of Dynamics 365 CRM solutions into key business areas.
- Identification of and introduction of best practice improvements.
- Quality of deliverables versus defined development standards.
- At least 3 years’ experience with D365, including Customisation & Configuration.
- Minimum of 3 years’ experience in software development project implementation.
- In-depth knowledge of the Microsoft 365 suite, including Dynamics, Power Platforms, SharePoint, Azure, and Power BI.
- Strong communication skills, written and verbal, with the ability to consult face to face.
- Willingness to develop cross-functional skills through learning and development.
- Microsoft Certified:
- Dynamics 365 Fundamentals (CRM)
- Dynamics 365 Sales Functional Consultant Associate
- Power Platform Fundamentals