Dynamics 365 CRM Project Manager

Role Dynamics 365 CRM Project Manager

Location

Experience: Minimum 10 -12 Years of CRM (Sales/Customer Insights (Marketing) product experience required

Project Manager

• responsible for overseeing the implementation and management of Customer Relationship Management (CRM) projects within an organization
• ensure that CRM systems align with business objectives, improve customer relationships, optimize sales processes, and enhance customer loyalty. This role involves coordinating teams, managing timelines and budgets, tracking progress, and reporting on milestones.

• Conduct Microsoft Dynamics CRM configuration changes, including Workflow, fields, page layouts, record types, custom settings, dashboards and reports
• Ability to communicate (verbal and written) with Microsoft Dynamics business users to understand system requirements and organizational processes
• Communicate with the users to determine problems or design requirements
• Design, develop and maintain the overall architecture of Microsoft Dynamics CRM based applications for internal users
• Troubleshoot problems and provide solutions
• Conduct ongoing research on latest Microsoft Dynamics CRM technologies
• Participate in understanding the productivity gain utilizing Microsoft Dynamics CRM technology and calculate the return on investment.
• Review and/or prepare system documentation in accordance to the Microsoft Dynamics CRM process
• Assist in enforcement of project deadlines, schedules, and methodologies
• Work closely with Quality Assurance team to review testing results or issues

SKILLS AND QUALIFICATIONS:

• Previous Microsoft Dynamics CRM experience
• Knowledge of Power Apps or ability to learn other programming languages supported by Microsoft Dynamics 365
• Strong communication skills with the ability to communicate with both the business community and the technical community
• Strong analytical skills, self-motivation, and attention to detail along with an aptitude to excel in technology transformation projects
• Ability to work with external (vendor) customers
• Understanding of general banking operation principles, programming logic/processes, Jira, Agile methodology and querying tools
• Team oriented and possess a continuous improvement mindset