Dynamics 365 Functional Analyst

4 days ago


Cardiff, Cardiff, United Kingdom Sadler Recruitment Full time £46,000 - £60,000 per year

Job Title:
D365 Functional Analyst

Location:
Fully Remote home working (4 trips to South Wales annually)

Salary:
£46,000 per annum + company bonus option

The role

The role focuses on the support, optimisation and continuous development of the Divisional Microsoft Dynamics 365 system.

This role sits at the centre of a global organisation operating across 12 business units and supporting over 650 users on the latest version of Dynamics 365 CRM.

You'll be part of a small, focused team (2 people) responsible for maintaining and developing CRM functionality at a divisional level. The work is 80% configuration and 20% support, with the service desk handling standard user queries.

Responsibilities

  • Analyse business requirements and translate them into CRM solutions using configuration, workflows, and automation.
  • Configure D365 entities, forms, business rules, views, and dashboards to meet functional needs.
  • Manage user access, permissions, and data structures, including master data items and product or contract configurations.
  • Investigate and resolve escalated issues relating to CRM functionality, integrations, or data integrity.
  • Work with developers and vendors to implement technical solutions.
  • Provide expert guidance on CRM capabilities and limitations.
  • Reduce manual tasks through intelligent use of CRM features and integrations.
  • Deliver training sessions and create user guides to improve CRM adoption.
  • Act as a point of contact for CRM-related queries and troubleshooting.
  • Monitor system health, data integrity, and performance metrics.
  • Develop prompts, templates, and use cases that leverage Copilot across Outlook, Teams, Excel, and Dynamics 365.
  • Test, document, and deploy CRM changes into production following agreed processes.
  • Monitor system adoption and performance, providing insights and recommendations for improvement.
  • Support integration points with tools such as
    Experlogix SmartFlows, ClickDimensions
    , and external web forms.
  • Contribute to wider data and CRM initiatives across the organisation, helping standardise and streamline business processes.

Technology Environment

  • Microsoft Dynamics 365 CRM (latest release)
  • Experlogix SmartFlows for process automation and document generation
  • ClickDimensions for marketing automation
  • External web forms integrated with D365
  • Power Platform including Power Automate and citizen developer enablement
  • Three data centres across the US, Europe, and Southeast Asia

Experience needed

  • Experience in a 2nd line support OR as a super user
  • MS Dynamics CRM expertise
  • Experience with data transfer tools
  • Experience of configuration
  • Understanding of master data
  • Understanding of change management
  • Strong analytical skills

Nice to Haves

  • Experience with programming languages (C#, Javascript)
  • Experience in SQL and SSRS
  • Hands on experience with Microsoft Co-pilot

Why Join?

  • Exposure to a large-scale, global D365 environment with varied requirements
  • Be part of the Autopilot global rollout
  • Opportunity to drive CRM configuration and process improvement rather than purely support work
  • Be part of an organisation committed to automation, data integration, and citizen-led development
  • Work across multiple business units, gaining experience with different operating models and regions
  • Stable business-as-usual environment with a focus on continuous enhancement, not firefighting

Remuneration

  • Permanent contract
  • Annual bonus dependent on company performance. Pays up to 15%.
  • 24 days annual leave plus bank hols
  • Pension 5% employer and 4% employee
  • 4 x salary life assurance
  • Cycle to work scheme
  • Retailer discounts
  • Employee Assistance Program
  • Annual Pay Review

For immediate consideration please send your CV in today



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