CRM Administrator

2 months ago

Calgary, Canada TEC Canada Full time

We are seeking an experienced CRM (Dynamics 365) Administrator with a proven track record in configuring and maintaining CRM solutions to join our team at TEC Canada. Do you love diving into the details and making systems run smoothly? If you're tech-savvy, organized, and enjoy solving problems, this could be the perfect role for you As our CRM (Dynamics 365 ) Administrator, you'll work closely with different teams, helping them get the most out of our CRM while keeping everything running efficiently behind the scenes. We’re seeking someone who communicates clearly, adapts quickly to new features, and always keeps the user experience in mind. If you're ready to make a real impact and keep learning as you go, we'd love to chat

The CRM Administrator will be responsible for the setup, configuration, maintenance, and improvement of our Dynamics 365 CRM system. Working from a user-centric perspective to fully understand our business processes, this individual will gather requirements and work with internal designers and external contractors to collaborate and implement solutions which improve and enhance our current system.

This role is perfect for someone looking to grow their career in CRM administration to gain hands-on experience with Microsoft Dynamics 365 platform, Power BI, Power Apps, SharePoint and system integrations.

**Responsibilities**:

- Provide day-to-day administration and support to end-users, troubleshooting and maintaining D365 system environments
- Manage roles, user accounts, security settings, permissions in D365
- Own the configuration, customization and maintenance of D365 CRM to meet business requirements
- Setup, update and maintain all D365 CRM environments (dev, UAT, production) working with external contractors
- Create and maintain D365 workflows, templates, reports, and dashboards
- Support data management tasks including data import, export, cleanup, and mitigate data risks
- Collaborate with business users and SMEs to gather requirements
- Work with internal and third-party teams to determine solutions to improve and enhance D365 with related systems
- Create automations and business process flows using Power Apps and Power Automate to improve and optimize D365 processes
- Testing and validation of bug fixes, updates and new features, working with external contractors
- Provide end-user training and create documentation for D365 processes, Power BI reports, Power Apps solutions and other SharePoint functionalities
- Provide first-line app support to external users for proprietary app

**Skills & Qualifications**
- Knowledge of D365 CRM configuration, including forms, entities, fields, views and dashboards
- Strong understanding of relational databases and SQL queries
- Experience with Power BI to create and maintain reports and dashboards
- Understanding of D365 security roles and access levels
- Familiarity with Power Apps and Power Automate to build automations and business process flows
- Understanding of SharePoint for document management, storage and integration with D365
- Strong user-centric approach to gathering and understanding of both business and technical requirements
- Willingness to learn and adapt new technologies and business processes

**Bonus/Nice to Have**:

- Experience with D365 integration projects
- Experience with data migration projects
- Knowledge of HTML and XML
- Microsoft Dynamics 365, Power Platform, SharePoint Certifications
- CRM Administration experience outside of D365

**ATTRIBUTES**
- You have trust in the integrity of your co-workers
- You care and are fully committed to everyone around you
- You have the confidence to challenge yourself and the courage to search for the truth
- You are committed to your own growth - both personally and professionally
- Strong verbal and written communication skills
- Proactive, self-motivated and self-starting
- Express our core values: Growth, Caring, Challenge, Trust.
- Come with solutions
- Communicate boldly and authentically
- Own their impact
- Champion: Self, Family, Job
- Are humble and kind
- Believe their team is better together
- Do the best they can until they know better, then do better

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