CRM & Power Platform Administrator

Position Summary

The CRM & Power Platform Administrator is the organization's resident expert on our Microsoft Dynamics 365 environment and the wider Microsoft Power Platform. Reporting to the Executive Director, Development Strategy & Systems, this role owns the day-to-day administration, configuration, security, and continuous improvement of the CRM as the central system supporting donor relations, fundraising, gift processing, charitable tax-receipting, and constituent engagement.

Working across departments, the Administrator translates business needs into reliable, well-documented technical solutions — automating data entry, safeguarding data integrity, building reporting and analytics, and enabling staff through training and standard operating procedures. Because the environment is maintained within a shared, centrally-governed framework, the role delivers enhancements and customizations without compromising the stability, security, or integrity of core CRM functionality, and coordinates with the Jewish Federations of North America (JFNA) collective — distinguishing between local configuration and changes managed centrally.

Responsibilities include, but are not limited to, the following.

• Administer the Dynamics 365 environment day-to-day, including Dataverse tables, forms, views, business rules, and solution/environment management (development, test, and production).
• Configure and maintain the core Dynamics 365 customer engagement apps in line with organizational processes and the shared, centrally-governed build.
• Manage application lifecycle and release practices — testing centrally-managed build updates and Microsoft releases before deployment, and communicating changes to affected staff.
• Distinguish between locally configurable elements and centrally-managed build components, escalating and coordinating accordingly.

• Own the CRM security model: security roles, teams, business units, field-level security, and least-privilege access provisioning and reviews.
• Apply cybersecurity best practices across the platform (access control, MFA/conditional access alignment with Entra /M365, audit logging, and periodic access recertification).
• In collaboration with Marketing, Finance, and other stakeholders, support data privacy and regulatory compliance relevant to Canadian charities — including BC PIPA/PIPEDA for personal information and CASL consent management for electronic marketing — by implementing and maintaining the supporting technical controls.
• Maintain the integrity of gift-processing and charitable tax-receipting workflows to ensure they remain accurate, auditable, and CRA-compliant.

• Design, build, and maintain Power BI reports and dashboards tailored to individual, departmental, and leadership needs.
• Develop robust data models and measures (Power Query / DAX), and review and streamline existing reports to reduce duplication and improve reliability.
• Deliver fundraising, campaign, and donor analytics, and support reconciliation between the CRM and finance systems where required.

• Build and maintain Power Automate flows and Power Apps (canvas and model-driven) to optimize data entry, reduce manual effort, and enforce data integrity.
• Design, build, and deploy in-house enhancements and customizations within Dynamics 365 without compromising the stability, security, or integrity of core CRM functionality.
• Apply light coding and configuration (e.g., Power FX, JavaScript, or basic C#) to extend CRM functionality where needed. This is not a full software-development role, but comfort with light, hands-on technical work is essential.
• Evaluate proposed enhancements for downstream impact on data integrity, reporting, and existing integrations before implementation.
• Design guided data-entry experiences, validation, and duplicate-detection logic to keep records clean at the point of entry.
• Document, version, and monitor automations, resolving failures promptly and avoiding single points of failure (e.g., service-account and connection ownership).