D365 CE Functional Analyst

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.

• 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

• 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.

Mid‑Senior level

Full‑time

Information Technology

IT Services and IT Consulting and Manufacturing