Lead Dynamics 365 CE Business Analyst – Configuration, Sales & Power Platform (Customer Service / Field Service Preferred)
$130–$140,000 year
HybridNewport Beach, California, United States
Job Summary
Partner with business leaders across Sales, Customer Service, and Field Operations to gather requirements, lead discovery sessions, and translate strategic objectives into scalable, automated CRM solutions using Dynamics 365 CE and the Power Platform. Design and configure workflows for lead-to-opportunity pipelines, case management, and work orders while establishing data models and integrations. Lead functional workstreams to coordinate with developers, architects, and implementation partners, managing scope, timelines, and risks for enterprise-wide transformation initiatives. Define security roles, drive end-user training, and troubleshoot complex issues to ensure successful adoption and continuous improvement.
Required Qualifications
- Bachelor's degree in Information Systems, Business Administration, Computer Science, or a related field
- 5+ years of experience as a Business Analyst supporting Microsoft Dynamics 365 Customer Engagement (CE) or other enterprise CRM platforms
- 4+ years of hands-on functional experience configuring Microsoft Dynamics 365 CE
- deep expertise in the Sales module
- Strong experience with the Microsoft Power Platform, including Power Apps and Power Automate
- Experience serving as the functional lead between business stakeholders, IT teams, and third-party implementation partners
- Experience leading technology projects, coordinating cross-functional teams, and driving business transformation initiatives
- Experience delivering end-user training and driving adoption of CRM solutions
- Strong analytical, process mapping, documentation, and stakeholder communication skills
- Excellent communication skills with both technical and non-technical audiences
- Strong planning, organizational, problem-solving, and decision-making skills
- Results-driven mindset with a focus on operational efficiency, automation, and continuous improvement
- Advanced skills in Microsoft Office applications, specifically Word, Excel and Outlook
- Experience with Microsoft D365 software solutions
- Location: Newport Beach, CA (Preferred: Hybrid - 4 days onsite, 1 day remote)
- Fully remote may be considered for exceptional candidates
Desired Qualifications
- Energy, distribution, transportation, service, or utility industry experience
- Microsoft Power Platform and/or Dynamics 365 certifications (PL-200, PL-400, MB-210, etc.)
- Experience with Customer Service
- Field Service
- Experience working with CRM integrations involving ERP systems, Microsoft technologies, or third-party applications
- Exposure to Microsoft Copilot, AI-driven automation, or other advanced Dynamics 365 capabilities
- Experience with Power BI
- Knowledge of Microsoft Field Services systems
- Experience with Power BI, AI, and Predictive Analytics
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