We are looking for a Dynamics 365 CRM Admin to oversee the performance, configuration, and continuous enhancement of the Microsoft Dynamics 365 environment in Milwaukee, Wisconsin. This is an opportunity for someone who can bridge the gap between technology and sales operations while helping drive CRM adoption, data integrity, automation, and AI initiatives across the organization. The ideal candidate is comfortable serving as the primary subject matter expert, improving user adoption, and helping the organization get maximum value from Dynamics 365 and Microsoft Power Platform. This is a hybrid opportunity at 2 days a week in office, candidates that are local to Wisconsin are desired.
Responsibilities:
- Manage the daily administration of Microsoft Dynamics 365, ensuring the platform remains stable, effective, and aligned with operational needs.
- Adjust and maintain system components such as forms, views, dashboards, workflows, and business rules using standard platform functionality.
- Oversee user access by assigning roles, maintaining permissions, and enforcing governance practices that support data accuracy and appropriate security.
- Work closely with business partners to understand process needs and translate them into practical CRM solutions that improve usability and efficiency.
- Deliver onboarding, training, and ongoing user assistance to strengthen adoption and help teams use the system confidently.
- Support the sales-focused areas of Dynamics 365 by refining layouts, features, and processes that enable productive day-to-day work.
- Coordinate application updates, release activities, and environment changes with IT while maintaining clear documentation of system modifications and improvements.
- Assist with audit preparation, compliance-related access reviews, and other governance activities tied to the CRM environment.
- Collaborate with technical development resources on advanced issues, integrations, data migration efforts, and enhancements within Dynamics 365 and the Power Platform.
- Bachelor’s degree or equivalent practical experience.
- At least 3 years of hands-on experience administering Microsoft Dynamics 365 in a business environment.
- Strong ability to communicate effectively with both technical teams and non-technical stakeholders.
- Demonstrated experience training end users, resolving support issues, and promoting successful system adoption.
- Familiarity with user provisioning, security configuration, and data governance within a CRM platform.
- Proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
- Experience working with IT teams, developers, or integration partners to support CRM enhancements and connected systems.
- Knowledge of Copilot for Dynamics 365, data migration activities, or system integrations is preferred.