MS Dynamics Specialist

Key Responsibilities

• Administer and maintain multiple MS Dynamics instances, ensuring data accuracy and integrity, and oversee system security, data access, and backups.
• Collaborate with business stakeholders to understand business requirements and configure MS Dynamics to meet these needs.
• Manage and support the data management process, through data mapping, de-duplication, cleansing, validation and testing, among others
• Use Power Automate to build workflows, automation and trigger-based journeys that respond to user behaviour in real- time.
• Design seamless journeys that move clients from discovery to nurturing to lead handover.
• Lead workshops to document functional specifications, and user stories, and map existing business processes to D365 functionality.
• Manage Dataverse data models and ensure compliance with regulations (GDPR, CAN-SPAM).
• Develop and maintain reports, dashboards, and metrics to support data-driven decision-making

Key competencies

• Bachelor’s degree in digital marketing, information technology or related field
• Strong understanding of Dynamics 365 Sales Enterprise capabilities
• 1-3 years of experience in CRM implementation, specifically Dynamics 365 Customer Engagement (Sales/Marketing)
• Hands-on experience with Customer Insights - Journeys (real-time marketing)
• Experience with data migration and data management, including data mapping, validation, de-duplication and testing
• Solid understanding of B2B/B2C marketing strategies, segmentation, lead management, and sales life cycles
• Excellent written/verbal communication and interpersonal skills, with strong sense of client service.
• Solution-oriented, with focus on quality, attention to detail, accuracy, efficiency, and adherence to tight deadlines.
• Ability to work independently and manage priorities while maintaining consistent quality and performance standards
• Knowledge of capital markets, and asset management
• Relevant certification in MS Dynamics 365 (preferred)