KMRG, LLC

Dynamics 365 CRM Specialist

KMRG, LLC

full-time

Posted on:

Origin:  • 🇺🇸 United States • Virginia

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Job Level

Mid-LevelSenior

About the role

  • Provide weekly progress updates and attend regular check-in meetings
  • Prepare monthly reports summarizing key activities, accomplishments, metrics, performance indicators, and planned corrective actions
  • Maintain a task tracker showing priorities, due dates, and progress on all assignments
  • Manage 8-12 active projects each month, adjusting priorities as needed
  • Respond to requests and questions from multiple communication channels
  • Connect the CRM platform with other systems (e.g., ArcGIS and Qualtrics)
  • Create automated workflows to improve efficiency and streamline processes
  • Set up automatic contact list uploads, notifications, and alerts
  • Use Office 365 and Power BI to design solutions and reports
  • Work with the IT office to connect Microsoft Dynamics 365 to single sign-on systems and mobile platforms, including Power Apps
  • Configure the CRM to give a comprehensive view of stakeholder activity history across multiple communication channels
  • Export and analyze data to identify trends and create predictive insights
  • Build dashboards, custom reports, and views tailored to user needs
  • Test system configurations to confirm they work as intended
  • Set up tools for writing and editing scripted responses
  • Provide ongoing support to users and maintain a knowledge base
  • Migrate data into the CRM and ensure accuracy during transfers
  • Fine-tune system performance, manage data models, and adjust processes as needed
  • Set up and maintain security roles and permissions
  • Provide post-implementation support alongside creating training materials, leading workshops, and training other trainers

Requirements

  • Knowledge of CRM data security practices and compliance requirements
  • Knowledge of business process analysis for translating operational needs into CRM solutions
  • Ability to configure and customize Microsoft Dynamics 365
  • Ability to design workflow automation and integrate external systems
  • Ability to create dashboards and reports in Power BI and Dynamics 365
  • Ability to analyze data and identify trends for decision-making
  • Ability to perform system testing and resolve technical issues
  • Skill in clear, concise, and professional communication