Job Description

Position Summary:

The Microsoft Dynamics Business Analyst is responsible for analyzing business requirements, designing solutions, and optimizing business processes through the effective use of Microsoft Dynamics 365. This role acts as a bridge between business stakeholders and internal / 3rd party technical teams, ensuring that Dynamics solutions align with organizational goals and deliver measurable value.

Key Responsibilities:

• Requirements for Gathering & Analysis:
  • Collaborate with business units to elicit, document, and prioritize functional and non-functional requirements.
  • Translate business processes into system configurations and customizations within Microsoft Dynamics 365.
  • Conduct gap analyses to identify areas for system improvement or enhancement.
• System Configuration & Support:
  • Configure Dynamics 365 modules (e.g., Sales, Marketing, Customer Service, Finance, Supply Chain, Business Central) based on business needs.
  • Work with developers to define and test system customizations, integrations, and data migrations.
  • Participate in solution design sessions and provide input on best practices for system configuration.
  • Maintain and update system documentation, workflows, and configuration logs.
• Testing & Quality Assurance:
  • Develop and execute test plans, including units, integration, and user acceptance testing (UAT).
  • Validate that delivered solutions meet business expectations and system standards.
• Hands-on System Work:
  • Perform hands-on system work, including data configuration, data imports, data exports, workflow creation, form customization, and email/SMS execution using Customer Insights – Journeys.
  • Develop and maintain dashboards, reports, and integrations using Dynamics 365 tools and Power Platform.
  • Troubleshoot issues and implement fixes directly within the application environment.
• Training & Change Management:
  • Provide end-user training, create user guides, and deliver support materials.
  • Champion system adoption by promoting best practices and process consistency.
• Ongoing Support & Optimization:
  • Monitor system performance, identify issues, and coordinate resolution.
  • Analyze and propose process improvements to maximize the use of Dynamics capabilities.

Qualifications:

Education:

• Bachelor’s degree in Business Administration, Information Systems, Computer Science, or a related field.

Experience:

• 3–5 years of experience as a Business Analyst with Microsoft Dynamics 365 or older Dynamics versions (AX, CRM, NAV) required.
• Experience in ERP/CRM implementation projects, including requirements gathering, configuration, testing, and training.

Technical Skills:

• Proven experience with, and strong understanding of, Microsoft Dynamics 365 (Sales, Marketing, or Customer Insights).
• Familiarity with Power Platform (Power BI, Power Automate, Power Apps) and Microsoft ecosystem (SharePoint, Teams, Azure).
• Proficient in data analysis, SQL queries, and business process modeling.

Soft Skills:

• Excellent communication, project management, and stakeholder management abilities.
• Strong analytical and problem-solving skills.
• Ability to work independently and manage multiple priorities in a fast-paced environment.
• Demonstrated bias for action, consistently stepping in to accelerate progress, remove obstacles, and ensure timely execution.

Preferred Certifications (a plus):

• Microsoft Certified: Dynamics 365 Fundamentals
• Microsoft Certified: Business Applications Functional Consultant (specific to module)
• PMP, CBAP, or Agile/Scrum certification

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