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Dynamic CRM BSA

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Tri-S Recruiters, Inc

2024-11-05 03:41:10

Job location Columbus, Ohio, United States

Job type: all

Job industry: Sales & Marketing

Job description


25% travel
Can live in either Miami, FL or Columbus, OH
on-site


responsible for assisting in the CRM implementation to D365 which will include the setup and conversion to the Microsoft Dynamics platform.


act as a liaison between the BSA team, development team, and business users.


Post implementation activities will include the ongoing support and maintenance of our D365 platform, ongoing training, and daily support for 17 business locations.



  • Serves as a primary point person for configuring, maintaining, and supporting Dynamics 365 CRM for Homebuilding.

  • Will assist the CRM Team (BSAs, DBAs, Developers, Consultants, etc) in guiding the effort to convert existing CRM to Dynamics 365 CRM by analyzing, collecting and prioritizing business requirements, and proposing design solutions aligned with organization goals. Must be able to work in conjunction with other BSAs supporting the existing CRM solution.

  • Ability to assist in the management of project timelines.

  • Knowledge of SDLC (Software Development Life Cycle).

  • Proven testing and quality assurance skills are required. Ability to develop comprehensive test cases, test plans, and documentation of testing results is

  • Familiarity with Change Management processes.


Minimum Education Experience:


Bachelors Degree in Computer Science or related field; Business Analysis Certification such as CBAP, AAC, IIBA; 3 5 years of experience with Microsoft Dynamics 365; Certifications in D365 Business Central, Customer Service, and/or Field Service is recommended; 5+ years of Homebuilding experience is strongly encouraged. Experience with HomebuilderOne may be beneficial in lieu of other education or skills.


Skills and Abilities:


Technical proficiency with D365 modules. Knowledge of general computer applications including Microsoft D365, Microsoft Office (Excel, Outlook, PowerPoint, Word), Power BI, SharePoint365, Sales, and Homebuilding. Excellent verbal and written communication skills. Ability to quickly identify and resolve problems/issues. Working within a team environment is essential. Detail oriented with excellent customer service skills. Prior Leadership skills are also a plus for this position. Ability to handle multiple tasks simultaneously.



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