CRM Administrator

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Here at dotdigital, we are looking for a CRM Administrator to join our Business Solutions team.  We are currently running Microsoft Dynamics 365 CE, which supports client impacting business operations across the UK, US and APAC regions and is a vital tool for the continued success of the business.  With an ever evolving ecosystem, this role is pivotal in supporting our staff through issues that arise on a daily basis and where necessary providing either broad release or indeed more focused training.

You will be the front-line of the Business Solutions team, taking responsibility for administering user access, workflows and customisations. You will also have responsibility for data cleansing and ensuring that our data validation standards are maintained.  While this role sits firmly in the support team, you will be working very closely with our Solutions Development team, keeping abreast of the latest enhancements.  This is a great opportunity for a proven self starter to showcase their knowledge, while also taking their next career steps.

- 1st line response for user support (issues, queries & requests) in line with SLAs
- Data cleansing – maintain integrity of the CRM by ensuring that policies for data quality are followed
- Data Import & Monitoring
- Provide user training covering navigation, business processes, creation of views and using the report wizard
- Production and maintenance of training documentation
- Supporting testing & QA
- Creation of dashboards and custom views
- Good problem solving and communication skills


- Experience with being the front-line support person in the team, taking support queries via email, telephone or walk ups
- Knowledge of the Microsoft Dynamics Unified InterfaceSolid understanding of Dynamics CRM functionality specifically around the sales process covering leads, opportunities, accounts, quotes, orders and activities management
- Understanding of business process flows, how they are configured and usedKnowledge of importing/exporting data
- Ability to build views and dashboards using Advanced Find FunctionalityAbility to build Reports using Report Wizard
- Good communication skills, oral and written
- Experience in user training and delivering training documentation
- Excellent problem solving and be an enthusiastic team player
- Excellent time management and work prioritisation skills
- Ability to manage your workload even with changing priorities
- Fantastic attention to detail – especially when working under time pressure
- Proactive and enjoy interacting with users across all areas of the business, understanding needs and feeding back to the team so change can happen where appropriate


- High level understanding of PowerBI and how it is used alongside Dynamics CRM for reporting
- High level understanding of how relational databases are structured
- Awareness of workflows and business rules and high level understanding of how these are used to automate data collection and processes
- Knowledge of Outlook App for Dynamics 365

Or, know someone who would be a perfect fit? Let them know!

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Workplace & Culture

It all started in a pub in Croydon, UK – we even have the original tables and stools in our London Bridge HQ. Today, we’re a growing global business with 350+ employees and counting. So if you’re interested in becoming part of the dotfamily there may be an opportunity for you.

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