Capax RM
D365 CE Functional Analyst
Up to $130k + bonus
Hybrid, Chicago, Illinois
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: Leads, Accounts, Contacts, Opportunities 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.
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: Leads, Accounts, Contacts, Opportunities 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.