Senior Systems Analyst – Dynamics CRM

Jobtailor

São Bernardo do Campo

Presencial

BRL 180 000 - 260 000

Tempo integral

14 dias+

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Resumo da oferta

Jobtailor in Brazil is seeking a Senior Systems Analyst (Dynamics CRM) to analyze and implement projects mainly in Sales, Marketing and Field Services modules, and related integrations. You will produce technical requirements, define execution timelines and ensure solutions meet business needs.

You will collaborate with analysts and users during testing, map processes, customize dashboards, and drive system integration across the Dynamics 365 ecosystem using Power Automate and C#.

Qualificações

Bachelor's degree or higher in Computer Engineering, Computer Science, Information Systems or related field.
Professional certification in MB-240/MB-210/MB-220 or related Dynamics 365 modules is preferred.
Strong knowledge of Dynamics 365 Sales, Marketing, and Field Services modules and CRM integrations.

Responsabilidades

Analyze and implement projects in Dynamics 365 modules, defining technical requirements and timelines.
Collaborate with analysts and users to validate requirements, test plans and acceptance criteria.
Configure flows in Dynamics 365 and Power Automate for new or existing processes.
Develop custom applications and integrate Dynamics 365 with ERP/CRM systems and external tools.
Create and maintain documentation, dashboards and reports for performance analysis.
Support data migration, testing, and post-implementation stabilization.

Conhecimentos

Dynamics 365 CRM

Sales process optimization

Integration with external systems

Power Automate

C# development

Data migration

Testing (unit/integration)

Agile methodologies

English proficiency

Formação académica

Bachelor's degree in Computer Engineering / Computer Science / Information Systems

Ferramentas

Power Automate

Azure Logic Apps

API integration

D365 customization

Descrição da oferta de emprego

As a Senior Systems Analyst (Dynamics CRM), you will be responsible for analyzing and implementing projects primarily related to the Sales, Marketing and Field Services modules, as well as other solutions that integrate with them, producing technical requirements and defining timelines for execution.
Your role will be crucial in ensuring that delivered solutions meet business requirements.
You will interact with other analysts to understand the impact of requests on systems and perform unit and integration tests, ensuring compliance with the validated scope.
In addition, you will be responsible for supporting the definition of test scenarios and collaborating with users during acceptance testing to ensure system stability and efficiency.
Elicit and detail technical and business requirements with the Sales, Marketing and Services areas, mapping processes and creating functional specifications to implement or optimize processes through systemization/automation.
Collaborate with other analysts and involved teams to ensure a clear understanding of the impact of requests on systems and to ensure that requirements are appropriately met.
Participate in implementation projects, ensuring deadlines, budget and quality are met, in addition to measuring project impacts and technical feasibility.
Configure new flows (in Dynamics and/or cloud – Power Automate) for new or existing processes.
Configure and customize the Sales, Marketing and Field Services modules, as well as other solutions that integrate the Microsoft Dynamics 365 ecosystem, to ensure optimal use of functionality and to meet business requirements.
Support the definition of test scenarios and perform unit and integration tests to validate that solutions meet the scope and are delivered as expected.
Prepare technical feasibility studies for the deployment of new systems or projects, aligning with policies and guidelines provided by management, with the goal of measuring impacts on the business environment.
Participate in the integration of new solutions and/or tools with Microsoft Dynamics 365, including the definition of interfaces and integration with other systems used by Sales, Marketing and Services areas, ensuring process fluidity.
Monitor, analyze and validate the data migration process between systems, using appropriate data handling techniques, focusing on optimization and updating of internal systems.
Produce and maintain detailed documentation on implementation projects, including requirements specifications, process flows, system configurations and user manuals.
Contribute to the organization’s digital transformation by implementing innovative solutions and optimizing automation of production processes and material logistics.
Support the development and delivery of end-user training, ensuring adoption and effective use of newly implemented solutions and guaranteeing implementation success.
Oversee the initial operational phases of new solutions, identifying and resolving emerging issues, ensuring solutions meet business requirements and providing ongoing support for adjustments as needed.

Requirements

Education: Bachelor’s degree in Computer Engineering, Computer Science, Information Systems or related fields.
Certifications: Certifications in one or more of the following Dynamics 365 CRM modules: MB-240 (Field Service), MB-210 (Sales), MB-220 (Marketing).
Knowledge:
Expertise in the Sales modules of Dynamics 365, including management of leads, opportunities, contracts and sales forecasting.
Knowledge of sales automation, commercial pipeline and performance analysis.
Configuration of workflows and sales processes to optimize team efficiency.
Proficiency in the Marketing module, with a focus on campaign automation, segmentation and ROI analysis.
Lead management and relationship marketing, integrating Dynamics 365 with digital marketing tools.
Customization and configuration of dashboards and reports for performance analysis.
Integration of Dynamics 365 with other systems (ERP, CRM and external platforms).
Customization of Dynamics 365, including fields, entities, forms, dashboards and reports.
Development of custom applications integrated with Dynamics 365.
Advanced customization using plugins, workflows and C# code to meet specific needs.
Integration of Dynamics 365 with corporate systems using APIs, Web Services and Azure Logic Apps.
Advanced English (reading and writing).
Desirable:
Microsoft Fundamentals certifications: AZ-900 (Azure), MB-910 (Dynamics) and PL-900 (Power Platform).
PL-200 (Power Automate) certification.
Knowledge of the Field Service module, including resource scheduling and dispatching, work order management and optimization of field visits.
Knowledge of inventory and logistics management, integration of stock and spare parts for field services.
Ability to configure and optimize workflows for service management, from scheduling to work order closure.
Experience participating in projects conducted using agile implementation methodologies.

Core Competencies

Demonstrates expertise in Microsoft Dynamics 365 CRM, particularly in Sales, Marketing, and Field Services modules, with a strong focus on system integration, process optimization, and project management. Proficient in configuring workflows, conducting unit and integration tests, and ensuring compliance with business requirements.

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