CRM Executive

We are seeking a proactive and detail-oriented CRM Executive to take ownership of our Dynamics 365 (D365) platform, ensuring data quality, system effectiveness, and user engagement across the business. In this role, you will manage and administer Dynamics 365, gathering business requirements and translating them into effective Power Platform solutions. You will configure and customise D365 and Power Platform applications, support reporting and data analysis, and work closely with stakeholders to optimise system usage and business processes. You will champion CRM adoption, provide user training and guidance, manage user access and permissions, conduct regular data audits, and resolve data quality issues to ensure the integrity of business information. Keeping up to date with emerging Power Platform functionality and future releases, you will play a key role in driving continuous improvement and maximising the value of our CRM investment. This is an excellent opportunity for an individual with strong CRM administration, data management, stakeholder engagement, and Power Platform skills who enjoys improving systems and supporting users to work more effectively. PRINCIPAL TASKS & ACTIVITIES

• Management and Administration of Dynamics 365.
• Requirements gathering, process mapping and business analysis to translate business requirements into Power Platform solutions.
• Customization and configuration of D365 and Power Platform.
• Data analysis in the context of D365 reporting.
• Stakeholder management and training.
• Maintaining up to date knowledge of Power Platform functionality, future releases etc.
• Providing guidance, training and help to D365 users.
• Conducting audits and reviews of D365 data. Resolving data issues if discovered.
• Assisting with management of D365 users and permissions.
• Championing CRM use., We are proud to support our colleagues and will offer an interview to any candidate with a disability, should they match the skills and experience required for the role.
Liaison Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment regardless of race, colour, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. We pride ourselves on being a place where we can all be ourselves and succeed on merit. Liaison Group are committed to the Good Recruitment Campaign and are official signatories for the Good Recruitment Charter.

At least 3 years in a customization and configuration role in Dynamics 365, preferably in the context of solution delivery. Demonstrable evidence of requirements gathering and process analysis.,
• Administering a D365 system.
• Requirements gathering & process mapping.
• Ability to work alone and to set deadlines.
• Project Management and delivery skills.
• Able to use your own initiative to problem solve.
• Accurate and high attention to detail.
• Comfortable liaising with staff at all levels of the business.
Desirable:
• Other Power Platform - Power Automate, Canvas Apps etc
• Advanced Excel
• M365, Degree-level qualification or equivalent relevant experience
  
  We are a well-established and trusted health economy partner, saving millions for reinvestment in health and social care through our Workforce, Financial, Care and Specialty Transformation businesses.
We are dedicated to improving the health economy through expert advisors, established technology, and best practice process improvement. Our work has also been recognised with numerous HR and Finance industry awards. As a base all our employees work from the comfort of their own home. We now have over 400 employees based across the length and breadth of the UK, enjoying the flexibility of working remotely. We are proud to say that we are currently the: #1 Best Large Company To Work For in the UK #1 Best Consultancy To Work For in the UK We are a 3-star (out of 3) rated company by Best Companies, recognising Liaison Group as a 'World-class Company to Work For'.