Dynamics 365 Functional Analyst

Sadler Recruitment Ltd; Newport; Remote; GBP 39,000 - 46,000; Full time

Job summary

A leading recruitment agency is seeking a D365 Functional Analyst to support and optimize the Dynamics 365 system. This fully remote role requires expertise in MS Dynamics CRM and involves configuration, support, and training. You'll join a focused team contributing to a global organization while working on continuous improvement initiatives.

Benefits

Annual bonus up to 15%

24 days annual leave plus bank holidays

Pension 5% employer and 4% employee

Cycle to work scheme

Retailer discounts

Qualifications

• Experience in a 2nd line support OR as a super user.
• Experience with data transfer tools.
• Experience of configuration.
• Strong analytical skills.

Responsibilities

• Analyse business requirements and translate them into CRM solutions.
• Configure D365 entities, forms, business rules, and dashboards.
• Investigate and resolve escalated issues relating to CRM functionality.
• Deliver training sessions and create user guides.

Skills

MS Dynamics CRM expertise

Strong analytical skills

Experience in 2nd line support

Understanding of change management

Tools

Microsoft Dynamics 365 CRM

Experlogix SmartFlows

ClickDimensions

Power Platform

SQL

Job description

Job Title

D365 Functional Analyst

Location

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

Salary

£46,000 per annum

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