CFS · 2 hours ago
D365 CRM Specialist
Goshen, IN
Full-time
Onsite
Entry, Mid Level
$70K/yr - $85K/yr
2+ years expCFS is seeking a CRM Administrator to lead the administration and continuous improvement of their Microsoft Dynamics 365 Customer Engagement platform. This role involves supporting users, enhancing system functionality, and collaborating with stakeholders to improve CRM adoption and data quality.
Human ResourcesStaffing Agency
Responsibilities
Serve as the primary administrator for Microsoft Dynamics 365 CE, including D365 Sales and D365 Customer Service
Configure and enhance the CRM system, including views, forms, tables, workflows, automations, security roles, business rules, and business process flows
Monitor system performance, maintain data quality, and troubleshoot user issues in a timely manner
Maintain system configurations and ensure compliance with established IT standards and best practices
Design and maintain workflow automations using native Dynamics 365 functionality and Power Automate
Identify opportunities to streamline processes and improve user experience through thoughtful configuration
Support ongoing efforts to ensure CRM aligns with business workflows and remains intuitive and efficient
Provide day-to-day support to new and existing users with varying levels of technical experience
Develop and maintain training materials and user documentation
Collaborate with business users to improve CRM adoption and effective system usage
Support onboarding of new users and rollout of new features
Partner with business stakeholders to understand needs, identify pain points, and recommend CRM enhancements
Build and maintain dashboards, reports, and views to support sales performance and leadership insights
Participate in CRM-related projects including enhancements, integrations, and process redesign initiatives
Contribute to roadmap planning and continuous improvement efforts
Collaborate with IT teams to support integrations between Dynamics 365 and other enterprise systems
Assist with monitoring data flows and resolving integration issues
Qualification
Required
Serve as the primary administrator for Microsoft Dynamics 365 CE, including D365 Sales and D365 Customer Service
Configure and enhance the CRM system, including views, forms, tables, workflows, automations, security roles, business rules, and business process flows
Monitor system performance, maintain data quality, and troubleshoot user issues in a timely manner
Maintain system configurations and ensure compliance with established IT standards and best practices
Design and maintain workflow automations using native Dynamics 365 functionality and Power Automate
Identify opportunities to streamline processes and improve user experience through thoughtful configuration
Support ongoing efforts to ensure CRM aligns with business workflows and remains intuitive and efficient
Provide day-to-day support to new and existing users with varying levels of technical experience
Develop and maintain training materials and user documentation
Collaborate with business users to improve CRM adoption and effective system usage
Support onboarding of new users and rollout of new features
Partner with business stakeholders to understand needs, identify pain points, and recommend CRM enhancements
Build and maintain dashboards, reports, and views to support sales performance and leadership insights
Participate in CRM-related projects including enhancements, integrations, and process redesign initiatives
Contribute to roadmap planning and continuous improvement efforts
Collaborate with IT teams to support integrations between Dynamics 365 and other enterprise systems
Assist with monitoring data flows and resolving integration issues
Strong customer service mindset with patience and professionalism
Excellent communication and documentation skills
Ability to explain technical concepts clearly to non-technical users
Strong analytical and problem-solving skills with attention to detail
Highly organized with the ability to manage multiple priorities
Ability to collaborate effectively with both technical and non-technical stakeholders
Commitment to continuous learning and professional growth
Willingness to travel occasionally for training or business support
Preferred
Bachelor's degree in Information Systems, Business, or a related field preferred
Microsoft or CRM-related certifications are a plus
2+ years of experience administering Microsoft Dynamics 365 Customer Engagement or a comparable CRM platform preferred
Experience with low-code or integration tools such as Power Automate, Power Apps, Azure Logic Apps, Tibco Scribe Cloud, or similar platforms preferred
Basic familiarity with JavaScript for CRM customization, or willingness to learn
Experience in financial services or another regulated industry is a plus
Company
CFS
Founded by CPA firms in 1994, Creative Financial Staffing has spent over 30 years helping job seekers and employers succeed.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Dan Casey
CEO, Founder
Company data provided by crunchbase