Senior Business Analyst, Dynamics 365 CRM
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Summary
Senior Business Analyst/Functional Consultant for a Dynamics 365 CRM transformation in a financial services organization. The role involves end-to-end analysis, process modeling, and defining requirements for custom workflows, integrations, and data migrations using D365 and Power Platform.
Job title: Senior Business Analyst / Functional Consultant, Dynamics 365 CRM
About the Role:
Join a major CRM and automation transformation within a leading Australian financial services organisation. With the Dynamics 365 platform heading towards its first major release, you'll join the team early to support delivery, work closely with the implementation partner, and help build lasting internal capability.
The first release is just the beginning. The following 12 months will focus on expanding the platform through custom workflows, integrations, automation and broader functionality, so this is a chance to shape the solution, not just maintain it.
As the bridge between the business and technology, you will translate complex business needs into clear, implementation-ready requirements for Dynamics 365 and Power Platform initiatives.
Key Responsibilities:
Essential Criteria:
Highly regarded:
If this looks like your next role, please apply, and kindly highlight any Dynamics 365 and Power Platforms experience in your application.
- Work type: 12 month contract
- Location: Sydney + WFH
About the Role:
Join a major CRM and automation transformation within a leading Australian financial services organisation. With the Dynamics 365 platform heading towards its first major release, you'll join the team early to support delivery, work closely with the implementation partner, and help build lasting internal capability.
The first release is just the beginning. The following 12 months will focus on expanding the platform through custom workflows, integrations, automation and broader functionality, so this is a chance to shape the solution, not just maintain it.
As the bridge between the business and technology, you will translate complex business needs into clear, implementation-ready requirements for Dynamics 365 and Power Platform initiatives.
Key Responsibilities:
- Own business and technical analysis end to end, from discovery and design through build, testing, implementation and transition to support
- Partner with business stakeholders, product owners, architects, developers, testers, data teams and third-party providers to define problems, outcomes and scope
- Elicit, analyse and prioritise functional, data, integration, reporting, security and non-functional requirements, maintaining traceability throughout
- Model current and future-state processes, user journeys, business rules, data flows and role-based access
- Translate business needs into Dynamics 365 requirements, including entities, forms, views, workflows, automation and interfaces
- Facilitate workshops, challenge assumptions and support decisions that balance business value, user experience, risk and technical feasibility
- Support data migration and integration analysis, including mapping, cleansing rules, reconciliation and API requirements
- Define acceptance criteria and support SIT, UAT, defect triage and go-live readiness
- Contribute to better BA standards, reusable patterns and delivery practices
Essential Criteria:
- 7+ years of business analysis experience delivering complex technology and business change, with senior-level ownership of outcomes
- Proven experience as a technical BA or functional consultant on Microsoft Dynamics 365 CRM (or a comparable enterprise CRM)
- Strong knowledge of D365 concepts, including configuration, customisation, entities and data models, forms, views, workflows, security roles and solution lifecycle
- Experience defining requirements for APIs, third-party integrations, data migration, reporting, identity and access, and non-functional needs
- Excellent stakeholder management and communication skills, with the confidence to work across business teams, engineers and delivery partners
- Strong process modelling, workshop facilitation and requirements traceability skills
Highly regarded:
- Background in wealth management, financial advice, superannuation or banking
- Hands-on experience with Power Apps, Power Automate and Power BI
- Exposure to Azure integration services
- Proficiency with Jira, Confluence, Azure DevOps, Visio and Miro, and experience in Agile, Waterfall or hybrid environments
- Tertiary qualifications in business or IT, and/or a Dynamics 365 or Power Platform certification
If this looks like your next role, please apply, and kindly highlight any Dynamics 365 and Power Platforms experience in your application.