2 of 2 Practice Management Jobs in the Midlands

intended features and functionality are working as expected. Supporting the development and implementation of the integration of Dynamics CRM with other systems such as practice management software, client portal and website. Maintaining awareness of the latest features in Dynamics CRM to explore opportunities for innovation to further drive … joiners and leavers. Be the Dynamics data steward for firm. In conjunction with our users, develop dashboards and other processes to aid pipeline management, to inform business decisions, to increase use of the system and to identify data quality issues. Develop and maintain Marketing & BD reports (via PowerBI etc. ...

intended features and functionality are working as expected. Supporting the development and implementation of the integration of Dynamics CRM with other systems such as practice management software, client portal and website. Maintaining awareness of the latest features in Dynamics CRM to explore opportunities for innovation to further drive … date documentation. Considering how other systems might interact/integrate with Dynamics CRM. Data quality and reporting You will help develop and implement data management practices to ensure the accuracy and integrity of CRM data and enable data-driven decision-making through reporting. Periodically perform data audits and clean ...