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