Remote D365 & Power Platform Specialist

The Chartered Institute of Export & International Trade.; United States; Remote; USD 60,000 - 70,000; Full time

Benefits offered by this job

36.5 hours per week

4pm Friday finish

25 days annual leave + birthday day

Annual performance-related bonus

Employee Assistance Programme

Private healthcare including Optician/

Life Assurance (Salary x4)

Personalised training

Discounts for shopping, holidays and/"

Free breakfast in Peterborough

2 days volunteering a year

Job summary

The Chartered Institute of Export & International Trade is seeking a D365 Functional Specialist to administer, configure, and support Dynamics 365 and Power Platform environments from a home-based setup. You will ensure data quality, assist users, and drive automation improvements in a not-for-profit professional services context.

Reporting to the CTO, the role involves governance, testing, training, and working with external partners to deliver reliable systems that support members and trade

Qualifications

• Experience supporting or administering Dynamics 365.
• Understanding of Dynamics 365 Customer Engagement modules such as Sales and Customer Service.
• Experience using Power Automate and Power Apps.
• Good understanding of Dataverse tables, relationships, and security concepts.
• Experience working with Dynamics 365 solutions, releases, and configuration changes.
• Ability to troubleshoot workflows, Power Automate flows, and standard system configurations.
• Understanding of integrations and data management principles.
• Ability to gather business requirements and translate them into practical system solutions.
• Experience working in a membership, not-for-profit, or professional services environment would be advantageous.
• Familiarity with web content management systems such as Umbraco would be beneficial.
• Strong communication and customer service skills.
• Experience working within Agile or project delivery environments.
• Good attention to detail and a structured approach to problem solving.
• Able to work independently while following established governance and support processes.

Responsibilities

• Manage user accounts, security roles, and access permissions within Dynamics 365.
• Assist with the administration of Development, Test, and Production environments.
• Configure and maintain forms, views, dashboards, charts, and business rules.
• Build, maintain, and troubleshoot Power Automate flows, classic workflows and process automations.
• Support business users by investigating issues and providing system support.
• Assist with testing and validation of system changes prior to deployment.
• Maintain data quality through regular cleansing, deduplication, and validation activities.
• Document system configurations, automations, and support procedures.
• Maintain CRM user guides, process documentation, and supporting materials.
• Work with external support partners to resolve system issues and implement approved changes.
• Deliver user training and provide guidance on system best practices.
• Monitor system performance and escalate as needed.
• Follow established governance processes, naming conventions, and change control procedures.
• Support integrations between Dynamics 365, Power Platform, and related business systems.
• Assist with identifying opportunities to improve business processes through automation and system enhancements.

Skills

Dynamics 365 administration

Dynamics 365 CE modules (Sales & CS)

Power Automate & Power Apps

Dataverse concepts

Dynamics 365 solutions & releases

Troubleshooting workflows

Integrations & data management

Requirements gathering

Not-for-profit / professional services

Umbraco CMS familiarity

Communication & customer service

Agile / project delivery

Attention to detail & problem solving

Independent work with governance

Tools

Umbraco

Job description

The Chartered Institute of Export & International Trade is seeking a D365 Functional Specialist to administer, configure, and support Dynamics 365 and Power Platform environments from a home-based setup. You will ensure data quality, assist users, and drive automation improvements in a not-for-profit professional services context.

Reporting to the CTO, the role involves governance, testing, training, and working with external partners to deliver reliable systems that support members and trade