The Role
Manage and optimize Microsoft Dynamics 365 CRM operations across Sales and Customer Service. Responsibilities include configuring workflows, dashboards, forms, security roles, business process flows, routing rules, SLAs, and automation; supporting CRM data quality, integrations, testing, reporting, user training, and troubleshooting; documenting processes; gathering requirements; and partnering with RevOps, Innovation, and technical teams to improve sales lifecycle efficiency and CRM adoption.
Summary Generated by Built In
Job Title: Microsoft Dynamics 365 CRM Admin - Techno Functional
Location: Kolkata & Bangalore
Shift Timings: 3:00 PM – 12:00 AM IST (UK Shift)
Company Overview
Sarder Inc. is a global family of innovative companies united by a bold vision — to educate and certify over one billion people worldwide. We are redefining lifelong learning through a diverse portfolio that spans corporate training, AI certifications, eLearning, proctoring solutions, and thought-leadership media.
Our ecosystem includes NetCom Learning, NetCom+, AI Certs, AI Labs 365, Adoptify AI, and Sarder TV, each contributing to our mission of shaping a future-ready workforce in an AI-driven world.
With a strong culture of innovation and continuous learning, Sarder Inc. empowers individuals and organizations to upskill, stay relevant, and thrive in a rapidly evolving digital era.
About the Role
We are looking for a process-oriented and business-focused Dynamics 365 CRM Admin to support and optimize our CRM ecosystem.
This is a purely Admin-focused role that will act as a liaison between the Revenue Operations (RevOps) and Innovation teams to ensure smooth CRM operations, process standardization, workflow improvements, and user support across business functions.
The ideal candidate should have strong understanding of the end-to-end sales lifecycle, CRM implementation, business process optimization, user administration, and CRM operations within the Dynamics 365 ecosystem.
What’s in it for You
- Opportunity to work closely with global Sales, RevOps, and Innovation teams
- Exposure to large-scale CRM operations and business process transformation initiatives
- High ownership and visibility across cross-functional business operations
- Opportunity to drive process improvements and CRM optimization initiatives
- Fast-paced and growth-oriented work environment
What Will You Do
- Manage and optimize Dynamics 365 CRM operations, workflows, dashboards, forms, views, entities, and system configurations across Sales and Customer Service modules
- Troubleshoot CRM-related issues and implement business-requested changes across teams
- Manage user access, permissions, security roles, business units, field-level security, and CRM governance settings
- Work closely with RevOps and Innovation teams to reduce operational bottlenecks and improve process efficiency
- Standardize business processes and maintain SOPs, workflow documentation, and process maps
- Support lead-to-opportunity lifecycle management and understand the end-to-end customer and sales journey
- Design and implement workflows, Business Process Flows (BPFs), routing rules, queues, SLAs, and automation processes to improve operational efficiency
- Support CRM implementation, process enhancements, workflow configuration, and system adoption initiatives
- Gather business requirements and coordinate with technical/development teams for enhancements and integrations where required
- Maintain CRM data quality, duplicate management, auditing, reporting accuracy, and operational visibility across teams
- Monitor sales lifecycle processes and recommend improvements to optimize workflows and remove redundancies
- Conduct UAT/testing support, stakeholder coordination, and user training/support to improve CRM adoption and effectiveness
- Support CRM integrations and system enhancement initiatives as needed
What We Are Looking For
- 8-12 years of experience in Dynamics 365 CRM Administration, CRM Operations, Sales Operations, or Business Operations roles
- Strong domain expertise in Dynamics 365 CRM, specifically around Sales and Inside Sales modules
- Good understanding of CRM implementation, workflow setup, and business process standardization
- Experience managing user access, permissions, security settings, dashboards, and reporting
- Strong understanding of lead lifecycle management, pipeline tracking, and end-to-end sales/customer journey
- Exposure to CRM process optimization, troubleshooting, and stakeholder coordination
- Good database understanding and ability to work with CRM data structures and reporting
- Experience creating SOPs, workflow documentation, and process maps
- Exposure to CRM integrations is an added advantage
- Strong communication, coordination, and problem-solving skills
- More functional/admin-focused rather than hardcore technical development focused
Why Join NetCom Learning?
- Opportunity to work with industry-leading experts and cutting-edge technologies
- Collaborative and inclusive work culture
- Ongoing professional development and growth opportunities
If you are passionate about driving CRM excellence, operational efficiency, and business process transformation, we would love to hear from you.
Apply now to join our team at NetCom Learning.
Skills Required
- 8-12 years of experience in Dynamics 365 CRM Administration, CRM Operations, Sales Operations, or Business Operations
- Strong expertise in Dynamics 365 CRM, particularly Sales and Inside Sales modules
- Understanding of CRM implementation, workflow setup, and business process standardization
- Experience managing user access, permissions, security settings, dashboards, and reporting
- Understanding of lead lifecycle management, pipeline tracking, and the end-to-end sales/customer journey
- Experience with CRM process optimization, troubleshooting, and stakeholder coordination
- Good database understanding and ability to work with CRM data structures and reporting
- Experience creating SOPs, workflow documentation, and process maps
- Exposure to CRM integrations
- Strong communication, coordination, and problem-solving skills
- More functional and administration-focused experience rather than hardcore technical development
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