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Remote Dynamics CRM Contractor (Project-Based)

Surgo PTY
24 hours ago
Full-time
Remote
South Africa
CRM Management

Project Overview

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.

The successful contractor will be responsible for analysing the current CRM environment, cleansing and consolidating data, implementing governance measures to maintain data quality, and introducing automated workflows to ensure the long-term sustainability of the solution.

The current CRM contains approximately 57,000 records requiring review and optimisation.

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.