Remote Dynamics CRM Contractor (Project-Based)

SURGO; South Africa; Remote; ZAR 600,000 - 900,000; Full time

Job summary

Surgo (Pty) Ltd is seeking an experienced Microsoft Dynamics CRM Contractor to lead a one-off CRM optimisation and data remediation project. The contractor will analyse the current Dynamics CRM environment, cleanse and consolidate data, implement governance, and introduce automated workflows to ensure long-term sustainability.

The engagement is project-based, remote from South Africa, with a fixed project fee negotiated on experience and approach.

Qualifications

• Proven experience implementing Microsoft Dynamics CRM / Dynamics 365 CE.
• Extensive data cleansing and database consolidation experience.
• Knowledge of Power Platform components (Power Automate) is advantageous.
• Experience with SQL and data migration tools.

Responsibilities

• Conduct a comprehensive assessment of the existing Microsoft Dynamics CRM environment.
• Identify, analyse and remove duplicate records using best practice data cleansing techniques.
• Configure duplicate detection rules, validation rules and other preventative controls to maintain ongoing data quality.
• Design, develop and implement backend workflows, business process automation and system logic to reduce manual intervention and prevent future data degradation.
• Review existing CRM configurations and recommend improvements to enhance usability, efficiency and performance.
• Develop documentation outlining the implemented solution, governance controls and maintenance recommendations.
• Perform testing and quality assurance to ensure all changes function as intended.
• Provide knowledge transfer and handover to the client's internal stakeholders upon project completion.

Skills

CRM data governance

Data cleansing

Workflow automation

Analytical

Stakeholder engagement

Independent contractor

Tools

Power Automate

SQL

Power Platform

CRM Dynamics 365

Job description

Project Overview

Our client is seeking an experienced Microsoft Dynamics CRM Contractor to lead a once-off CRM optimisation and data remediation project. This is a project-based contract focused on improving the integrity, structure and automation of an existing Microsoft Dynamics CRM environment. The successful contractor will be responsible for analysing the current CRM environment, cleansing and consolidating data, implementing governance measures to maintain data quality, and introducing automated workflows to ensure the long-term sustainability of the solution.

The current CRM contains approximately 57,000 records requiring review and optimisation.

Key Responsibilities

• Conduct a comprehensive assessment of the existing Microsoft Dynamics CRM environment.
• Identify, analyse and remove duplicate records using best practice data cleansing techniques.
• Configure duplicate detection rules, validation rules and other preventative controls to maintain ongoing data quality.
• Design, develop and implement backend workflows, business process automation and system logic to reduce manual intervention and prevent future data degradation.
• Review existing CRM configurations and recommend improvements to enhance usability, efficiency and performance.
• Develop documentation outlining the implemented solution, governance controls and maintenance recommendations.
• Perform testing and quality assurance to ensure all changes function as intended.
• Provide knowledge transfer and handover to the client's internal stakeholders upon project completion.

Minimum Requirements

• Proven experience implementing and administering Microsoft Dynamics CRM / Dynamics 365 Customer Engagement.
• Demonstrated experience with large-scale CRM data cleansing and database consolidation projects.
• Strong understanding of CRM data architecture, entity relationships and data governance principles.
• Experience configuring duplicate detection, business rules, workflows and process automation.
• Knowledge of Power Platform components, including Power Automate, will be advantageous.
• Experience working with SQL, data migration tools and CRM import/export processes is beneficial.
• Strong analytical and problem-solving skills.
• Ability to work independently and manage deliverables within a project-based environment.
• Excellent communication and stakeholder engagement skills.

Deliverables

• A fully cleansed and consolidated CRM database.
• Duplicate detection and data validation controls to maintain data integrity.
• Automated workflows and backend processes to reduce manual administration.
• Improved CRM data structure and governance.
• Technical documentation detailing the implemented solution and future maintenance recommendations.
• Project handover and knowledge transfer.

Contract Details

• Contract Type: Independent Contractor / Project-Based
• Duration: Project duration (timeframe to be agreed based on project assessment)
• Remuneration: Fixed project fee, negotiated based on experience and proposed approach
• Work Arrangement: Remote based in South Africa

Ideal Candidate

We are looking for a contractor who enjoys solving complex data challenges and can transform a fragmented CRM into a reliable, well-governed business asset. The ideal candidate combines strong technical expertise with practical business understanding and has a proven track record of delivering CRM optimisation projects from assessment through to implementation.

Important Information

Surgo (Pty) Ltd will consider all applications in terms of its Employment Equity (EE) and is committed to maintaining diversity in its appointments. Surgo (Pty) Ltd therefore also encourages people with disabilities and from other diverse backgrounds to apply. Surgo (Pty) Ltd does not charge any application fees. Your CV will be kept on our database for future opportunities.