Dynamics CRM Administrator

Job Scope:

The Dynamics CRM Administrator (Data Governance) is a member of the team providing support for and developing the Society’s MS Dynamics 365 CRM platform, but focusing on data quality. The role will work closely with the Society’s Senior CRM manager, CRM Administrator, members of the Application Support Team and other members of the IT Team.

Key to the role is working with end users and Sections to encourage and improve the use of the CRM, to foster both good data handling and the efficient use of data. This will be achieved in several ways, including, training, documentation and developing new process within the CRM platform.

Use good skills either from the beginning, or that will be developed while in the role, in the development and deployment of customisations to the CRM and MS Power Platform Flows.  These will be used to add tools and workflows that help teams maintain high quality data.

Please note that we are unable to offer sponsorship for this role.

Reports to: CRM Support Manager

Pay band: D

Salary: £38,000 to £44,931 per annum

Contract type: 18 Months FTC

Hours: 35

Location: Carlton House Terrace, London, SW1Y 5AG plus the option for some hybrid remote working
Closing date for applications: 19 January 2025

Interviews will be held: WC 3 February 2025

• Support teams within in the Royal Society with the maintenance of CRM contact data records for the organisation, overseeing data cleansing and update initiatives, and looking for continuous improvement to increase the functionality and accuracy of the data held within the CRM.
• Working with other members of the CRM and wider IT Team to add support within the CRM for verifying contact and account (organisations) data with external systems such as ORCID, Ringold and UK Govt data sources.
• Working with other members of the CRM and wider IT Team to add tools that support data owners in fulfilling their data review, retention and deletion policies.
• Provide first-line support and troubleshooting on issues with the CRM platform concentrating of data quality. Also, however, support more general CRM support questions as required as part of sharing the workload within the CRM team.
• Provide support and CRM training to staff on an ongoing basis to best utilise the system, implementing “how to” guides, resolving user issues and interfacing with external support as required.
• Increase the utilisation of the CRM through user engagement, developing MS PowerPlatfom Flows and Apps, extracting data, producing tailored reports, and responding to other user requests for system functionality.
• Perform end-user administration tasks as required to share this workload within the team.
• Create and manage CRM export and import processes that include data validation steps to support team requirements and improve data quality at source.

Essential

Good understanding of how to handle and manage personal data.

Experience of data management and validation.

Proficient in the use of Microsoft Dynamics 365 CRM.

Good understanding and practical experience of using the MS Power Platform to add functionality and Task Automaton to Microsoft Dynamics 365 CRM.

Strong working knowledge of Microsoft Office 365, with advanced skills in Word and Excel.

Strong analytical and problem-solving skills, with methodical attention to detail.

Good interpersonal and communication skills with people at various levels, and ability to work with both technical and non-technical users.

Strong customer service skills

Strong time management skills with the ability to adapt varying needs and prioritise tasks.

Desirable

Experience of using PowerBI for reporting

Experience in Functional Customisation of Microsoft Dynamics 365 CRM

Experience of Microsoft Dynamics 365 CRM Managed/Unmanaged Solutions and Security Roles

Experience of providing training to end users, in the form of both group and 1 to 1 training sessions and producing user guides and training materials.

Experience of capturing requirements and understanding system issues from end users and communicating these on to other members of the CRM team. The ability to look at these requirements critically and challenge them when required

Pay Band D – Role Descriptor and Competencies

At Band D you will hold a role as a  Senior Specialist or Professional in your field. Pay Band D roles are described in the following dimensions:

Decision-making - You organise and undertake a range of specialist tasks.   You take action, makes decisions or recommendations within established policies or guidelines which are standard for your area of work.  You seek guidance on complex or unfamiliar matters. 

Thinking challenges - You undertake the analysis needed to find the best solution to unusual situations or issues where the answer is not available through existing policies, standards or procedures.   You use your initiative to investigate new ways of working or to improve policies or procedures.

Communicating - You shares and present information or ideas to others, tailoring your language, style and media used to meet the needs of varied situations and responds to specialist queries.  If your role demands, you make new contacts and participate in external networks on behalf of Royal Society. 

Developing people – You are likely to have direct line responsibility for one or more staff members in a narrow field of work.  If you are in a specialist role, you advise, guide or train others in a specific discipline or field of work.

Managing Resources – You are likely to have delegated responsibility for allocating resources, for reconciling financial information or for monitoring and recording use of a delegated budget.

Applying knowledge & expertise - You apply your specialist or technical skills in a specific area of expertise that requires theoretical understanding gained through vocational or professional qualification, practical knowledge and skill, or equivalent level of expertise obtained through relevant specialist experience.