Translate business requirements into CRM business solutions, leverage CRM workflow technology to automate business processes Interpreting data, analysing results using statistical techniques
CRM Configuration: Configure and customize Microsoft Dynamics CRM to meet the needs of the business, including designing and implementing workflows, forms, entities, and views.
Data Management: Ensure data integrity by defining data migration and integration strategies, data cleansing, and data validation rules within the CRM system.
System Testing: Develop and execute test plans to validate CRM system changes, including user acceptance testing (UAT), and address any issues that arise during testing.
Training and Support: Provide training and support to end-users and stakeholders on CRM functionalities, ensuring proper adoption of the system.
Documentation: Maintain comprehensive documentation of CRM configurations, processes, and procedures.
Reporting and Analytics: Create and maintain reports and dashboards to provide valuable insights into business performance and customer interactions.
Continuous Improvement: Stay updated on the latest CRM trends, best practices, and Microsoft Dynamics updates to identify opportunities for system improvement.
Develop communication plans, training materials, and workshops to educate stakeholders and promote buy-in for proposed changes.
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