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Description: Job Title: Dynamics 365 CRM Specialist
Reports to: Director of Technology
FLSA Status: Exempt
Effective Date:
Position Summary
Duties and responsibilities include having strong analytical skills and business vision to be able to add value to our team by driving projects and delivering solid Dynamics CRM/365 solutions. They will work closely with various teams to understand their requirements and implement solutions. They should also have experience integrating external systems with Dynamics 365, planning and implementing solutions to address organizational requirement, and successfully maintaining the program staff relationship throughout the duration of the project lifecycle
Essential Duties and Responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Providing system administration support for CRM systems, particularly related to user permissions, custom objects, and workflows.
• Creating, managing, and optimizing complex workflow rules, validation rules, and approval processes.
• Analyzing data and creating reports for insights into team operations and productivity.
• Creating and managing custom objects, fields, formulas, record types, page layouts, reports, and dashboards.
• Power Apps Portals, Canvas Apps and Power Platform development
• Accurately estimate level of effort for implementation tasks
• Installation, setup and configuration of Dynamics 365, associated Apps
• Create technical documentation of client Dynamics 365 environments
• Review developer proposed implementation and identified efficient designs
• Work with Delivery architects, Technical Leads and developers to ensure access and security profiles meet the needs of the Agency, including verifying that the policies/restrictions in place.
• Advise on complex business cases and propose comprehensive solutions utilizing 3rd party applications and extending Dynamics 365 with customizations
• Collaborate with Delivery architects, Technical Leads and developers to perform code reviews to ensure that the solutions is aligned to pre-defined architecture/design or Microsoft recommended best practices for Power Platform
• Understanding of Microsoft Dataverse
• Excellent written and oral English communication and presentation skills.
• Other tasks and assignments as needed

Supervisory Responsibilities
This position does not have any supervisory responsibilities.
Requirements: This position does not have any supervisory responsibilities.
Education
Bachelor’s degree or a minimum of 3 years related software development experience and/or training.
Skills/Experience

• Required: 3 years of professional experience with Dynamics 365 Sales/CRM
• Required: 1+ years’ experience working with the Power Platform, specifically integrating different Dynamics services
• Required: Proven ability to administer and configure CRM systems, including custom objects, flows, validation rules, and permissions.
• Required: Familiarity with automating business processes, report and dashboard creation, and data analysis.
• Required: Experience working with Azure AD and Azure App Services
• Optional: Professional experience with Dynamics Business Central and building integrations between other systems
• Optional: Experience developing and consuming APIs
• Optional: Experience working with Azure Dev Ops Git/Continuous Integration and Development is a plus
• Optional: Enthusiasm for learning new technologies and keeping up on the latest best practices

Travel
Travel is not required.
Core Competencies
Problem Solving

• Able to approach a problem from multiple directions to find a solution
• Quick to rely on existing resources and know how to efficiently access those resources
• Ability to work through an issue that has not been previously encountered to solve or find a viable workaround

Perspective

• Looks toward the broadest possible view of an issue/challenge
• Has broad-ranging personal and business interests and pursuits
• Proposes future scenarios
• Thinks globally
• Can discuss multiple aspects and impacts of issues and project them into the future

Execute Core Values Operating Model

• Operational Excellence- Focus on the customer by doing what we said we would do.
• We Collaborate- We collaborate for purpose.
• Deliver Exceptional Service- We take care of our customers by exceeding their expectations.
• Attention to Detail/Sense of Urgency- We must pull together and get the job done.
• Lead with Integrity- We are honest and upfront in our work, with our colleagues and in our dealings with our customers and business partners.
• Accountability: “All-In” Accountability.

Team Player

• Can quickly find common ground and solve problems for the good of all
• Can represent his/her own interests and yet be fair to other groups
• Can solve problems with peers with minimum noise
• Is seen as a team player and is cooperative
• Easily gains trust and support of peers
• Encourages collaboration
• Be reliable, responsible, and flexible
• Always be ready to help

Communication

• Provides the information people need to know to do their jobs and to feel good about being a member of the team, unit, and/or the organization
• Provides individuals information so they can make accurate decisions
• Can speak and write clearly and succinctly in a variety of communication settings and styles

Sound Decision Making

• Makes good, timely decisions based upon a mixture of analysis, wisdom, experience, and judgment
• Most of his/her solutions and suggestions turn out to be correct and accurate when judged over time
• Sought out by others for advice and solution
• Consistent logic, rationality & objectivity in decision making
• Makes decisions in a timely manner, sometimes with incomplete information and under tight deadlines and pressure
• Has self-discipline to act on the best alternative

Humility

• Quickly admits flaws and mistakes
• Ask for help when need it
• Is careful to make others comfortable
• Is authentic
• Helps others save face in difficult situations
• Maximizes the contribution of all
• Encourages the expression of viewpoints from all concerned
• Is modest and self-effacing; Respects the views of others

Physical Demands
To perform this job successfully, the physical demands listed are representative of those that must be met by an employee. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, walk, use hands to handle and feel, reach with hands and arms, talk, and hear. The employee may occasionally be required to crouch. The employee may occasionally lift items as heavy as 25lbs. Specific vision abilities may include the employee’s ability to see near and far distances.