MS Dynamics 365 CRM (Fully Remote Job)

Excelraise, LLC
Raleigh, NC Remote Full Time
POSTED ON 5/15/2024 CLOSED ON 5/16/2024

What are the responsibilities and job description for the MS Dynamics 365 CRM (Fully Remote Job) position at Excelraise, LLC?

Job Detail

  • Job Code 737199
  • Tax Term W2 Hourly1099Corp To Corp
  • Career Level Mid Level
  • Experience 7 Years
  • US Work Status US CitizenGreen Card Holder
  • Job Duration 8 Months
  • Qualifications Bachelor's Degree

Job Description

Excelraise, LLC is a rapidly growing full service IT solutions integrator and talent management company headquartered in Denver, CO. Our valued client*s includes fortune 500 companies, Government Agencies.

Currently we are looking for a qualified individual to work as a MS Dynamics 365 CRM (Fully Remote Job) with our direct client in Raleigh, NC.

***This is 100% Remote Job***

Currently CMR stores the requested impacts from the applicant in the “Request Impacts” entity. CRM uses code to create an initial default permit impact location and permit requirement location. Impact location is needed at 3 levels: 1) request impact, 2) permit impacts, 3) request requirement. The data in CRM currently is not available at the request requirement level. CRM currently uses requirement location and service area to define where the requirement needs to be mitigated. This needs to be refined and new data and fields added. Currently, project assets have locations but do not have service areas. CRM only stores the project’s location. The Pooled Credits pools use the projects location to establish the credit pool’s de facto service area. These credits may be used incorrectly if service areas are not properly defined. The refund functionality needs to be streamlined. When a refund is issued, either a negative revenue should be generated or a positive expenditure created. Neither occurs currently in CRM and a manual entry is made. Currently the credit release function can only be utilized after a credit release has been authorized. The proposed credit release, credit release ledger, and debit forms are all maintained in separate excel ledgers outside of CRM which need to change. DMS assigns all program costs including administrative costs to mitigation types and geographic regions. Currently none of this information is stored in CRM or NCAS. CRM assigns costs to projects, contracts, and funds/programs. On multi-credit projects, CRM doesn’t know how much of the costs are assigned to the different mitigation types. These costs need to be assigned to a service area and broken down into mitigation types.

Basic Qualifications:

  • Create, Deliver and Manage CRM Applications
  • Configure Dynamics 365 Setting
  • Demonstrated experience configuring (and developing) with the MS Dynamics 365 CRM online platform (2011-current versions preferred)
  • Manage Dynamics CRM security
  • Manage entity ownership; manage entity properties; understand system and custom entities

Required skills

Configure Dynamics 365 Setting Create Deliver and Manage CRM Applications Manage Dynamics CRM security MS Dynamics 365 CRM online platform
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