Phillips Machine Tools
Location
Pune | India
Job description
Position Summary: The Dynamics 365 Functional Consultant - CRM (FC-CRM) is responsible for managing all aspects of our Dynamics 365 CRM platform. The role involves onboarding and training users, acting as a technical expert and system administrator, customizing the platform, and overseeing the integration with Dynamics ERP.
Job Descriptions:
• Understand company policies, products, and data to optimize Dynamics 365 CRM configuration.
• Develop and maintain expertise in Dynamics 365 administration tasks, including user management, workflows, reports, and data management.
• Identify and resolve data integrity issues using various tools and reports.
• Design, implement, and test customizations and processes with a focus on end-user experience.
• Collaborate with sales and service teams to streamline procedures and implement best practices.
• Take responsibility for training, including onboarding and ongoing training for users, and develop comprehensive end-user documentation.
• Act as a power user to guide, train, and enhance the CRM system.
• Perform bulk imports and exports of data and handle batch reassignment of accounts and opportunities.
• Training and Support - Provide training and support to end-users on how to use the CRM effectively. Train users on new features and additions in the CRM.
Technical Skills:
• Extensive knowledge in configuring, customizing, and implementing Microsoft Dynamics CRM solutions.
• Proficient in CRM workflows, plugins, entities, forms, and views.
• Strong understanding of integrating Microsoft Dynamics CRM with other systems and applications using APIs, web services and RESTful APIs
• Experience with data integration and synchronization.
• Familiarity with Azure services relevant to CRM, such as Logic Apps and Azure Functions.
• Ability to write custom scripts using JavaScript to enhance CRM functionality.
• Experience with CRM form scripting and business rules.
• Knowledge of Microsoft Excel, SQL, MS Outlook, Sharepoint or Teams.
• Knowledge of cloud-based Dynamics 365 is preferred.
Education:
• 3+ years of Microsoft Dynamics 365 experience (D365 certification preferred).
• Bachelor's degree in computer science or equivalent experience.
• Certification in Microsoft Dynamics CRM (not mandatory)
• Excellent communication and analytical skills.
• Strong verbal and written communication skills.
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