About AvePoint:
Securing the Future. AvePoint is a global leader in data management and data governance, and over 21,000 customers worldwide rely on our solutions to modernize the digital workplace across Microsoft, Google, Salesforce and other collaboration environments. AvePoint’s global channel partner program includes over 3,500 managed service providers, value added resellers and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit www.avepoint.com.
At AvePoint, we are committed to investing in our people. Agility, passion and teamwork set us up to do our best work and foster a culture where you are empowered to craft your career, make an impact, and own (y)our future. Unleash the power of you!
Job Description:
The goal of the engagement is to help us optimize our Dynamics 365 CRM so that we can continue to use and scale our CRM system as primary system of record for customers. We need to support both direct and indirect business and reduce process and procedure burdens on our teams.
Responsibilities:
- Conduct a comprehensive audit of our current Dynamics CRM 365 system, including features, customizations, workflows, security/RBAC, integrations, records and storage growth, data quality and consistency, best practices, and antipatterns.
- Identify areas of technical debt, inefficiencies, and antipatterns.
- Evaluate information architecture and data structures to ensure they model our business correctly.
- List out external system dependencies and integration points.
- Interview key process owners and stakeholders to understand their specific needs and challenges.
- Gather insights from the CRM administration team regarding system maintenance and issues.
- Engage with stakeholders to understand strategic goals and future requirements.
- Analyze findings from the system audit and stakeholder interviews.
- Recommend strategies for addressing technical debt and improving system efficiency.
- Propose a detailed plan for what our CRM system should look like to support current and future business growth.
- Advise on industry best practices and appropriate design principles and patterns.
Qualifications:
- Extensive experience (5-10 years) with Dynamics 365 CRM system usage, architecture, implementation, and optimizations.
- Strong understanding of CRM customization, configuration, and integration.
- Experience with extending Dynamics 365 CRM with Power Platform
- Microsoft Certified: Dynamics 365 + Power Platform Solution Architect Expert or equivalent certifications preferred.
- Proven track record of successfully managing CRM projects for B2B SaaS environments.
- Experience architecting CRM solutions using industry practices.
- Excellent verbal and written communication skills, with the ability to convey complex technical concepts to non-technical stakeholders.
- Strong analytical and problem-solving skills.
AvePoint is proud to employ talent from many different backgrounds, experiences, and identities. We believe that diversity and inclusion drives our success and is at the core of how we hire, communicate, and collaborate to deliver value and excellence. We are committed to fostering an environment where people can bring their whole selves to work and feel a sense of belonging, and we continue to work toward creating a workforce that represents the diversity of our customers and communities.
Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice.
Top Skills
What We Do
Collaborate with Confidence. AvePoint provides the most advanced platform to optimize SaaS operations and secure collaboration. Over 17,000 customers worldwide rely on our solutions to modernize the digital workplace across Microsoft, Google, Salesforce and other collaboration environments. AvePoint's global channel partner program includes over 3,500 managed service providers, value added resellers and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit www.avepoint.com.
Why Work With Us
AvePoint is committed on talent development via internal mobility, mentoring, & continued learning so that each person can make an impact & feel recognized. As a newly public company, we are energetic & passionate about our continued growth and how each person has a role in that, so we can go further, together.
Gallery
