ERP / CRM Configuration SME

Job Description

Job Description

We are looking for an experienced ERP / CRM Configuration SME to join our team in New Lenox, Illinois. In this role, you will leverage your expertise in Microsoft Dynamics 365 CE to support system configuration, administration, and user adoption. This position offers the opportunity to work collaboratively with cross-functional teams to optimize system functionalities and ensure successful implementation of the Dynamics 365 Field Service module.

Responsibilities :

• Configure and maintain workflows, forms, business rules, and processes within Microsoft Dynamics 365 CE.
• Oversee user roles, permissions, and system administration for Dynamics 365 CE applications.
• Investigate and resolve service requests, issues, and incidents related to Customer Engagement, with a focus on Field Service.
• Collaborate with implementation teams to gather requirements, design solutions, and support the rollout and adoption of Dynamics 365 CE modules.
• Develop comprehensive user documentation and training materials, and conduct training sessions to ensure effective system use.
• Partner with internal teams and external implementation partners during the rollout of the Dynamics 365 Field Service module, handling configuration, testing, and documentation tasks.
• Take ownership of post-implementation support to ensure system stabilization and user adoption.
• Utilize client-side scripting and Microsoft Power Automate to enhance system functionalities.
• Maintain system performance by conducting regular configuration management and updates.
• Support integration efforts using tools such as SSIS and SSRS to streamline data processes.
• Minimum of 2 years of experience working with Microsoft Dynamics 365 CE and related modules.
• Proficiency in client-side scripting and configuration management.
• Strong knowledge of Dynamics 365 Finance & Operations and Customer Relationship Management (CRM).
• Experience with Microsoft Power Automate for process automation.
• Familiarity with SSIS and SSRS for data integration and reporting.
• Ability to create Business Requirement Documents and translate them into actionable solutions.
• Excellent documentation and training skills to support user adoption.
• Strong problem-solving abilities and a collaborative mindset to work effectively with cross-functional teams.