Dynamics CRM Administrator

ASC Engineered Solutions; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

ASC Engineered Solutions is seeking a Dynamics 365 CRM Administrator to support, configure, and continuously improve our CRM environment. This role will be responsible for day-to-day CRM administration, user support, data quality, training enablement, vendor coordination, and delivery of small to medium CRM enhancements.

The ideal candidate is hands-on in Dynamics 365 Sales, understands CRM process design, and can work directly with sales, IT, and external partners to improve system usability

Qualifications

• 4+ years of CRM administration within Dynamics 365 Sales and Dataverse.
• Experience configuring CRM forms, fields, views, dashboards, business rules, calculated fields, and security settings.
• Strong understanding of CRM data structures, record ownership, duplicate management, and data cleanup.
• Experience with Power Automate, Power BI, Excel, Power Platform.
• Experience with ERP/customer master data, quoting, CPQ and data integrations.
• Microsoft Dynamics 365 or Power Platform certifications.

Responsibilities

• Configure and maintain Dynamics 365 Sales, including forms, fields, views, dashboards, business rules, calculated fields, and basic process automation.
• Support CRM data quality through duplicate detection, record merging, field cleanup, ownership correction, bulk updates, and hygiene reporting.
• Assist with account, contact, opportunity, quote, lead, activity, and project-related CRM processes.
• Support CRM training by preparing walkthroughs, process documentation, and training materials including within our digital adoption platform.
• Provide day-to-day CRM support for users, including troubleshooting, process questions, and adoption support.
• Coordinate with internal IT and external CRM vendors to execute enhancements, resolve issues, and validate completed work.
• Perform testing for configuration changes, vendor deliverables, bug fixes, and new functionality before release.
• Maintain documentation for CRM processes, field definitions, configuration changes, and release notes.
• Help manage CRM backlog items, priorities, timelines, and follow-ups.
• Identify opportunities to simplify CRM workflows, improve user experience, and reduce manual work.

Skills

CRM administration

Dynamics 365 Sales

Dataverse

Power Automate

Power BI

Excel

Power Platform

Data integration

CPQ data

Education

Microsoft Dynamics 365 or Power Platform certifications

Tools

Dynamics 365 Sales

Dataverse

Power Automate

Power BI

Excel

Power Platform

Job description

Description

ASC Engineered Solutions is seeking a

Department

Marketing

Location

Dallas, TX (remote)

Description

ASC Engineered Solutions is seeking a Dynamics 365 CRM Administrator to support, configure, and continuously improve our CRM environment. This role will be responsible for day-to-day CRM administration, user support, data quality, training enablement, vendor coordination, and delivery of small to medium CRM enhancements. The ideal candidate is hands-on in Dynamics 365 Sales, understands CRM process design, and can work directly with sales, IT, and external partners to improve system usability and adoption.

How You Will Help

• Configure and maintain Dynamics 365 Sales, including forms, fields, views, dashboards, business rules, calculated fields, and basic process automation.
• Support CRM data quality through duplicate detection, record merging, field cleanup, ownership correction, bulk updates, and hygiene reporting.
• Assist with account, contact, opportunity, quote, lead, activity, and project-related CRM processes.
• Support CRM training by preparing walkthroughs, process documentation, and training materials including within our digital adoption platform.
• Provide day-to-day CRM support for users, including troubleshooting, process questions, and adoption support.
• Coordinate with internal IT and external CRM vendors to execute enhancements, resolve issues, and validate completed work.
• Perform testing for configuration changes, vendor deliverables, bug fixes, and new functionality before release.
• Maintain documentation for CRM processes, field definitions, configuration changes, and release notes.
• Help manage CRM backlog items, priorities, timelines, and follow-ups.
• Identify opportunities to simplify CRM workflows, improve user experience, and reduce manual work.

What You Will Bring

• 4+ years of CRM administration within Dynamics 365 Sales and Dataverse.
• Experience configuring CRM forms, fields, views, dashboards, business rules, calculated fields, and security settings.
• Strong understanding of CRM data structures, record ownership, duplicate management, and data cleanup.
• Experience with Power Automate, Power BI, Excel, Power Platform.
• Experience with ERP/customer master data, quoting, CPQ and data integrations.
• Microsoft Dynamics 365 or Power Platform certifications.