Remote Dynamics CRM Optimization Contractor

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

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.