Job Description
Overview
Robert Half is searching for a Business Analyst with significant experience working with Dynamics 365 (D365), for our client in Madison, WI. The Dynamics Analyst will support Microsoft Dynamics 365 CRM, updates/upgrades to the system, integrations with CRM, process improvement, requirements gathering, and work directly with end-users.
This is a Direct Hire position that will require an onsite work schedule (5 days).
Relocation assistance may be available for highly qualified candidates.
*SPONSORSHIP IS NOT AVAILABLE FOR THIS ROLE*
Key Responsibilities
• Support daily use of Dynamics 365 CRM across the business groups.
• Work with internal teams to understand business needs and translate them into documented requirements for system updates or new capabilities.
• Produce functional specifications and user stories that guide development work.
• Facilitate discovery sessions to evaluate workflows and identify areas where CRM functionality can streamline processes.
• Configure and adjust Dynamics 365 Customer Engagement modules including Sales, Customer Service, and Marketing.
• Assist with data migration tasks, system integrations, and CRM reporting needs.
• Review current processes to identify gaps and propose practical solutions that improve system performance and user experience.
• Coordinate with technical teams and project stakeholders to deliver CRM enhancements on schedule.
• Provide user training, documentation, and general support.
• Monitor new features and updates released for Dynamics 365 Customer Engagement and apply best practices.
Qualifications
• At least three years of experience working as a Business Analyst with Microsoft Dynamics 365 CRM.
• Prior involvement implementation projects.
• Solid understanding of CRM processes.
• Experience with the Microsoft Power Platform such as Power Automate, Power Apps, or Power BI.
• Skilled in writing functional documentation, process maps, and user stories.
• Strong communication and analytical abilities with proven experience working with business stakeholders.
• Bachelor’s degree in Information Systems, Computer Science, or similar.
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