Dynamics 365 CRM & Project Management Specialist – 20798

September 11, 2023
Gaithersburg, MD / Hybrid
Job Type
$100K - $115K + 5% Bonus
Job ID Number
Jarvis Walker Recruiter
David Ruiz


We are seeking a skilled and motivated Dynamics 365 CRM and Project Management Specialist to join our team and play a critical role in the management, customization, and optimization of our customer relationship management (CRM) system using Microsoft Dynamics 365. Additionally, you will leverage your expertise in project management to oversee and coordinate various initiatives that enhance our business processes. As a Dynamics 365 CRM and Project Management Specialist, you will collaborate with cross-functional teams to ensure the CRM platform effectively supports our sales, marketing, and customer service efforts, driving improved customer experiences and business growth.

Join our team and contribute to our efforts in optimizing customer relationships, enhancing business processes, and driving success through the effective use of Dynamics 365 CRM and project management principles. We offer a collaborative and innovative work environment with opportunities for professional growth and development.


System Configuration and Customization

• Customize and configure Dynamics 365 CRM to meet the specific needs of the organization, including workflows, entities, fields, forms, and views.
• Develop and maintain solutions for data integration, migration, and synchronization with other business applications.

Data Management

• Ensure data accuracy, integrity, and consistency within the CRM system.
• Manage data imports, exports, and cleansing activities, as necessary.

Project Management

• Apply project management principles to plan, execute, and monitor initiatives related to CRM enhancement, process optimization, and system integration.
• Collaborate with stakeholders to define project scopes, objectives, and deliverables.

User Training and Support

• Provide training to end users on Dynamics 365 CRM functionality, best practices, and efficient data management techniques.
• Address user inquiries, troubleshoot issues, and provide timely support for the CRM system.

System Monitoring and Maintenance

• Monitor system performance for Dynamics 365 CRM, diagnose issues, and implement necessary fixes or optimizations.
• Collaborate with IT teams to manage system updates, patches, and security configurations.

Custom Development

• Develop custom workflows, plugins, and scripts for Dynamics 365 CRM as needed.
• Collaborate with developers to create and maintain integrations with external applications.

Requirements Gathering

• Work closely with business stakeholders to gather and document functional requirements for CRM system enhancements and new features.

Best Practices and Innovation

• Stay current with the latest developments in Dynamics 365 CRM and related technologies, recommending innovative solutions to enhance the system's capabilities.
• Implement best practices for CRM administration, customization, and project management.



• BS Computer Science, Information Technology, Business Administration, or a related field.
• Proven experience (2-5 years) as a Dynamics 365 CRM Specialist, CRM Administrator, or similar role.
• In-depth knowledge of Microsoft Dynamics 365 CRM platform, including configuration, customization, and administration.
• Proficiency in CRM data management, including data import, export, and manipulation.
• Excellent communication and interpersonal skills to collaborate effectively with stakeholders and end users.


• Strong project management skills with experience overseeing initiatives and coordinating cross-functional teams.
• Experience in developing custom workflows, plugins, or scripts (e.g., C#, JavaScript) is a plus.

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