Dynamics CRM Administrator

3 weeks ago

London, United Kingdom Royal Society Full time

Job Scope:
The Dynamics CRM Administrator is a member of the team providing support for and developing the Society’s MS Dynamics 365 CRM platform. The role will work closely with the Society’s Senior Database manager, members of the Application Support Team and other members of the IT Team.

Key to the role is working with end users and Sections to encourage and improve the use of the CRM, to foster both good data handling and the efficient use of data. This will be achieved in a number of ways, including, training, documentation and developing new process within the CRM platform.

**Reports to**: Senior Database Manager

**Line manages**: None

**Location**:Carlton House Terrace, London, SW1Y 5AG plus hybrid remote working

**Pay Band**: D

**Salary**: £35,931-£44,931

**Contract type**: Permanent

**Hours**: 35 hours per week (full time)

Closing date**:9 March 23:59pm**

**Responsibilities**:
Support teams within in the Royal Society with the maintenance of CRM contact data records for the organisation, overseeing data cleansing and update initiatives, and looking for continuous improvement to increase the functionality and accuracy of the data held within the CRM.

Provide first-line support and troubleshooting on issues with the CRM platform, MS PowerPlatfom and third-party tools, e.g. Click Dimensions, for all users.

Provide support and CRM training to staff on an ongoing basis to best utilise the system, implementing “how to” guides, resolving user issues and interfacing with external support as required.

Increase the utilisation of the CRM through user engagement, developing MS PowerPlatfom Flows and Apps, extracting data, producing tailored reports and responding to other user requests for system functionality.

Perform end-user administration tasks.

Create and manage CRM export and import processes to support team requirements.

Key Knowledge and Skills Required:
**Essential**

Proficient in the use of Microsoft Dynamics 365 CRM.


Strong working knowledge of Microsoft Office 365, with advanced skills in Word and Excel.

Strong analytical and problem solving skills, with methodical attention to detail.

Good interpersonal and communication skills with people at different levels, and ability to work with both technical and non-technical users.

Strong customer service to skills

Strong time management skills with the ability to adapt varying needs and prioritise tasks.

**Desirable**

Experience in Functional Customisation of Microsoft Dynamics 365 CRM.

Understanding of Microsoft Dynamics 365 CRM Managed and Unmanaged Solutions, Security Roles

Experience of providing training to end users, in the form of both group and 1 to 1 training sessions and producing user guides and training materials.

Experience of capturing requirements and understanding system issues from end users and communicating these on to other members of the CRM team. The ability to look at these requirements critically and challenge them when required.

Good understanding and practical experience of using the MS PowerPlatfom to add functionality and task automaton to Microsoft Dynamics 365 CRM.

Hands-on, functional knowledge of Click Dimensions.

Competencies:
**Self-management**
- Works unsupervised and can motivate self
- Produces results under pressure
- Can manage in stressful situations
- Pushes for the best results

**Working with others**
- Contributes ideas and identifies opportunities to work with others both within the team and across the organisation
- Willing to provide feedback to sectional colleagues when requested
- Produces succinct presentations and papers for senior colleagues
- Understands when to seek senior advice on potentially delicate negotiations

**Resource management**
- Makes the best of internal/external resources and coordinates well with external partners to best meet the needs of the Society
- Builds contingency into projects taking into account possible outside factors
- Sets and monitors performance against quality and results orientated targets.
- Focuses on both short and long-term goals

**Critical thinking**
- Determines and clarifies the exact requirements of any situation
- Checks information for accuracy and raises concerns if information is inaccurate
- Extracts the key points succinctly, clearly and accurately
- Puts forward suggestions for improvement concerning current processes or systems
- Tries different ways of doing things to get the best results

**Adaptability**
- Overcomes obstacles and is not deterred by setbacks; checks assumptions and first principles and works out alternative approaches
- Reacts proactively to new challenges and works in a flexible manner to produce solutions
- Provides feedback and participates in discussions surrounding new ideas approaches or projects

**Managing people and relationships**
- Delegates effectively, setting clear expectations and authority
- Monitors results and feedbacks to team on a regular basis
- Recognises others’ co

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