Dynamics 365 Administrator

TEC Canada; Calgary; On-site; CAD 75,000 - 95,000; Full time

Job summary

TEC Canada is looking for a skilled CRM (Dynamics 365) Administrator to optimize and maintain their CRM solutions. As part of a supportive team, you'll engage with various departments to ensure an efficient user experience and drive continuous improvement of the system. This role offers a great opportunity for professional growth and hands-on experience with Microsoft Dynamics 365, Power BI, and more.

Benefits

Robust benefits package including health allowance

Flex day policy for better work-life balance

Clear career progression opportunities

Competitive RRSP matching program

Thorough onboarding process for new hires

Qualifications

• Experience in configuring D365 CRM is essential.
• Knowledge of relational databases and SQL queries is required.
• Familiarity with Power BI and automation tools is a plus.

Responsibilities

• Provide admin support and troubleshoot D365 system.
• Collaborate with teams to enhance D365 functionalities.
• Manage user roles, security settings, and system configurations.

Skills

Knowledge of D365 CRM configuration

Strong understanding of relational databases

Experience with Power BI

Understanding of D365 security roles

Familiarity with Power Apps

Understanding of SharePoint

Strong user-centric approach

Job description

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. Please note, this is a 15-month term position.

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
• Assist with integration of D365 CRM with additional business applications, including SharePoint and other third-party tools
• 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
• Understanding of integration principles to connect D365 with other applications
• 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

We look for candidates who :

• 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

Why Join TEC?

• Be part of a culture built on respect and collaboration, where the well-being of every employee is prioritized.
• Benefit from our flex day policy, giving you the freedom to take time off when it matters most.
• Enjoy a robust benefits package, including an annual health allowance to support your wellness journey.
• Clear career progression and continuous opportunities for professional growth and advancement within the company.
• Secure your future with our competitive RRSP matching program.
• Work with influential Canadian business leaders, contributing to the success of Canadian business.
• We provide a thorough onboarding process designed to set you up for success, with continuous support and resources to help you thrive in your role and grow within the company.

TEC Canada is a member-based peer advisory community of over 1900 chief executives, entrepreneurs and business owners from across Canada. We have a 39-year track record of helping leaders achieve personal transformation, leadership excellence and enterprise success through the power of confidential peer group meetings, one-to-one executive coaching, business thought leadership and a global network of over 48,000 business leaders. Led by a professionally trained Chair, members participate in a confidential group, meeting regularly to interact with business experts and draw on the first-hand experience of their peers, exchanging direct, honest feedback to hold one another accountable and advocate success.