Dynamics 365 Sales Business Analyst
Listed on 2026-08-10
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IT/Tech
IT Business Analyst, Business Systems & Technology Analysis, Data Analyst
Microsoft Dynamics 365 Sales Business Analyst
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About the RoleWe are seeking a proactive and analytical Microsoft Dynamics 365 (D365) Sales Business Analyst to serve as a key liaison among the Sales organization, Revenue Operations, and enterprise technology teams. In this role, you will optimize the performance, adoption, and business value of the Dynamics 365 Sales platform by translating business needs into clear requirements, supporting system enhancements, coordinating user acceptance testing, and enabling data-driven sales operations.
You will collaborate closely with Sales leadership, Revenue Operations, IT, Enterprise Applications, developers, quality assurance teams, release managers, and other business stakeholders. The ideal candidate combines strong D365 Sales functional knowledge with business process analysis, stakeholder engagement, documentation, and change management skills to support current business needs and future growth.
D365 Functional Ownership and Business Analysis
- Serve as the functional subject matter expert for Dynamics 365 Sales features, functionality, configuration options, and related business processes.
- Partner with Sales leadership, Revenue Operations, IT, and Enterprise Applications teams to assess current and future business needs and align D365 Sales capabilities accordingly.
- Facilitate requirements-gathering sessions, fit-gap analyses, process mapping, and documentation for sales lifecycle processes, including lead-to-opportunity, opportunity-to-close, account and contact management, pipeline management, forecasting, and reporting.
- Translate business needs into user stories, acceptance criteria, process flows, functional specifications, and backlog items for development and configuration teams.
- Recommend process improvements and practical system solutions that support evolving business priorities.
Solution Delivery and Project Support
- Contribute to sprint planning and backlog refinement led by the Product Owner.
- Support solution demonstrations, release-readiness activities, and coordination among developers, quality assurance teams, release managers, and business stakeholders.
- Collaborate with enterprise development teams to deliver system enhancements, workflow optimization, automation, reporting improvements, and integrations that meet evolving business requirements.
- Support the full D365 Sales project lifecycle, including design, configuration validation, go-live readiness, post-go-live stabilization, and ongoing production support.
- Document system configurations, business processes, decision points, release impacts, and best practices to support internal knowledge sharing and ongoing operations.
Data Quality, Reporting, and Governance
- Identify data needs, data-integrity issues, duplicate records, validation gaps, and master-data opportunities.
- Partner with stakeholders to improve CRM data quality, governance, cleansing, deduplication, validation, security, and permissions.
- Define and monitor adoption and data-quality key performance indicators in partnership with Revenue Operations.
- Track progress against target metrics and recommend improvements that increase reporting accuracy, scalability, efficiency, and sales productivity.
- Monit…
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