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Dynamics CRM Administrator, IT
2 weeks ago
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, but focusing on data quality. The role will work closely with the Society's Dynamics CRM manager, CRM Administrator, 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 several ways, including, training, documentation and developing new process within the CRM platform.
Use good skills either from the beginning, or that will be developed while in the role, in the development and deployment of customisations to the CRM and MS Power Platform Flows. These will be used to add tools and workflows that help teams maintain high quality data.
Please note that we are unable to offer sponsorship for this role.
Reports to: Dynamics CRM Manager
Line manages: No
Pay band: D
Salary:£38,000-£44,000 per annum
Contract type: Full time 12 months Fixed Term Contract
Hours: 35 hours a week
Location: Carlton House Terrace, London, SW1Y 5AG plus the option for some hybrid remote working
Closing date for applications: Midnight on 12 November 2025
Interviews will be held: 24th and 25th November 2025
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.
Working with other members of the CRM and wider IT Team to add support within the CRM for verifying contact and account (organisations) data with external systems such as ORCID, Ringold and UK Govt data sources.
Working with other members of the CRM and wider IT Team to add tools that support data owners in fulfilling their data review, retention and deletion policies.
Provide first-line support and troubleshooting on issues with the CRM platform concentrating of data quality. Also, however, support more general CRM support questions as required as part of sharing the workload within the CRM team.
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 PowerPlatform Flows and Apps, extracting data, producing tailored reports, and responding to other user requests for system functionality.
Perform end-user administration tasks as required to share this workload within the team.
Create and manage CRM export and import processes that include data validation steps to support team requirements and improve data quality at source.
Key Knowledge and Skills Required:
Essential
Good understanding of how to handle and manage personal data.
Experience of data management and validation.
Proficient in the use of Microsoft Dynamics 365 CRM.
Good understanding and practical experience of using the MS Power Platform to add functionality and Task Automaton to 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 various levels, and ability to work with both technical and non-technical users.
Strong customer service skills.
Strong time management skills with the ability to adapt varying needs and prioritise tasks.
Competencies:
Desirable
Experience of using PowerBI for reporting.
Experience in Functional Customisation of Microsoft Dynamics 365 CRM.
Experience of Microsoft Dynamics 365 CRM Managed/Unmanaged Solutions and 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.
