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Remote Dynamics CRM Contractor (Project-Based)

Surgo PTY
5 days ago
Part-time
Remote
South Africa
CRM Management
Our client is seeking an experienced Microsoft Dynamics CRM Contractor to lead a once-off CRM optimisation and data remediation project. This is a project-based contract focused on improving the integrity, structure and automation of an existing Microsoft Dynamics CRM environment.

Duties & Responsibilities

Key Responsibilities

  • Conduct a comprehensive assessment of the existing Microsoft Dynamics CRM environment.
  • Identify, analyse and remove duplicate records using best practice data cleansing techniques.
  • Configure duplicate detection rules, validation rules and other preventative controls to maintain ongoing data quality.
  • Design, develop and implement backend workflows, business process automation and system logic to reduce manual intervention and prevent future data degradation.
  • Review existing CRM configurations and recommend improvements to enhance usability, efficiency and performance.
  • Develop documentation outlining the implemented solution, governance controls and maintenance recommendations.
  • Perform testing and quality assurance to ensure all changes function as intended.
  • Provide knowledge transfer and handover to the client's internal stakeholders upon project completion.

Desired Experience & Qualification

We are looking for a contractor who enjoys solving complex data challenges and can transform a fragmented CRM into a reliable, well-governed business asset. The ideal candidate combines strong technical expertise with practical business understanding and has a proven track record of delivering CRM optimisation projects from assessment through to implementation.