Capax RM
D365 AX/F&O Search Consultant at Capax RM
D365 CE Functional Analyst
Up to $130k + bonus
US Citizens and Green Card holders only – no C2C or third parties
About the Role
We are seeking a
D365 CE Functional Analyst (Sales)
to support, enhance, and optimize our Dynamics 365 Sales solution. This role acts as the bridge between business stakeholders and technical teams, translating sales requirements into scalable D365 CE solutions that improve pipeline visibility, sales performance, and customer engagement.
Key Responsibilities
Act as the functional subject matter expert for
Dynamics 365 Sales (CE)
Partner with Sales, Operations, and Leadership teams to gather, analyze, and document business requirements
Design and configure D365 Sales features including:
Sales processes, BPFs, and forecasting
Dashboards, charts, and reports
Translate business needs into functional designs and user stories
Configure system elements such as:
Forms, views, fields, and business rules
Security roles and access controls
Support integrations with Microsoft Power Platform (Power Automate, Power Apps, Power BI)
Collaborate with technical teams on customizations, plugins, and integrations
Conduct system testing, UAT support, and defect resolution
Provide user training, documentation, and post-go-live support
Identify opportunities for continuous improvement and adoption of D365 Sales best practices
Required Skills Experience
3+ years of experience as a
D365 CE / CRM Functional Analyst , with strong focus on
Sales
Hands‑on experience configuring
Dynamics 365 Sales
Strong understanding of sales processes (lead‑to‑opportunity, opportunity‑to‑close, forecasting)
Experience gathering requirements and producing functional documentation
Familiarity with Power Platform (Power Automate, Power BI, Power Apps)
Strong stakeholder management and communication skills
Experience working in Agile or hybrid delivery environments
Candidates must be happy to work 3 days a week onsite in Chicago (non‑negotiable); they are open to relocators from other areas of the US and a relocation package will be provided.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Information Technology
Industries IT Services and IT Consulting and Manufacturing
#J-18808-Ljbffr
Up to $130k + bonus
US Citizens and Green Card holders only – no C2C or third parties
About the Role
We are seeking a
D365 CE Functional Analyst (Sales)
to support, enhance, and optimize our Dynamics 365 Sales solution. This role acts as the bridge between business stakeholders and technical teams, translating sales requirements into scalable D365 CE solutions that improve pipeline visibility, sales performance, and customer engagement.
Key Responsibilities
Act as the functional subject matter expert for
Dynamics 365 Sales (CE)
Partner with Sales, Operations, and Leadership teams to gather, analyze, and document business requirements
Design and configure D365 Sales features including:
Sales processes, BPFs, and forecasting
Dashboards, charts, and reports
Translate business needs into functional designs and user stories
Configure system elements such as:
Forms, views, fields, and business rules
Security roles and access controls
Support integrations with Microsoft Power Platform (Power Automate, Power Apps, Power BI)
Collaborate with technical teams on customizations, plugins, and integrations
Conduct system testing, UAT support, and defect resolution
Provide user training, documentation, and post-go-live support
Identify opportunities for continuous improvement and adoption of D365 Sales best practices
Required Skills Experience
3+ years of experience as a
D365 CE / CRM Functional Analyst , with strong focus on
Sales
Hands‑on experience configuring
Dynamics 365 Sales
Strong understanding of sales processes (lead‑to‑opportunity, opportunity‑to‑close, forecasting)
Experience gathering requirements and producing functional documentation
Familiarity with Power Platform (Power Automate, Power BI, Power Apps)
Strong stakeholder management and communication skills
Experience working in Agile or hybrid delivery environments
Candidates must be happy to work 3 days a week onsite in Chicago (non‑negotiable); they are open to relocators from other areas of the US and a relocation package will be provided.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Information Technology
Industries IT Services and IT Consulting and Manufacturing
#J-18808-Ljbffr