Customer Relationship Management Analyst

Strategic Staffing Solutions; Makati; Hybrid; PHP 600,000 - 1,000,000; Full time

Benefits offered by this job

Competitive salary

Hybrid (Ayala Makati)

HMO coverage up to PHP 500k

Leave credits prorated

Job summary

Strategic Staffing Solutions (S3) is seeking a Microsoft Dynamics 365 Functional Analyst to support and enhance our Dynamics 365 CRM platform. You will translate business requirements into effective CRM solutions, work with stakeholders, and drive operational efficiency.

The ideal candidate has hands-on experience with Dynamics 365 CRM configuration, business analysis, requirements gathering, testing, and user support, with a solid understanding of the Microsoft Power Platform.

Qualifications

• Bachelor's degree in Information Technology, Computer Science, Business, or a related field.
• 2–3+ years of hands-on experience with Microsoft Dynamics 365 CRM.
• Experience with Dynamics 365 Customer Service, Sales, or similar CRM modules.
• Strong understanding of CRM business processes and requirements analysis.
• Hands-on experience configuring Tables/Entities, Forms and Views, Business Rules, Workflows, Security Roles.
• Familiarity with Dataverse and Power Automate.
• Experience with functional testing and UAT coordination.

Responsibilities

• Gather, analyze, and document business requirements, user stories, and functional specifications.
• Configure and maintain Dynamics 365 CRM, including tables/entities, forms, views, dashboards, business rules, workflows, and security roles.
• Analyze and optimize CRM and customer service business processes.
• Support workflow automation using Dynamics 365 and Power Automate.
• Conduct functional testing and coordinate User Acceptance Testing (UAT).
• Provide end-user support, troubleshooting, training, and system guidance.
• Collaborate with developers, product owners, and technical teams to deliver scalable CRM solutions.
• Identify opportunities for continuous improvement, process optimization, and increased user adoption.
• Assist with CRM data, integrations, migration activities, and related operational requirements.

Skills

Dynamics 365 CRM

Stakeholder management

UAT coordination

Power Platform

Dataverse

Power Automate

Education

Bachelor's degree in IT/CS/business or related

Tools

Dataverse

Power Automate

APIs

Job description

We’re looking for a functional CRM professional who can bridge business needs and technology. The ideal candidate should be comfortable working directly with stakeholders, translating requirements into Dynamics 365 configurations, coordinating UAT, supporting users, and continuously improving CRM processes.

Microsoft Dynamics 365 Functional Analyst

Location: Philippines

Employment Type: Full-Time

Experience Level: 2–3+ Years

About the Role

We are seeking a Microsoft Dynamics 365 Functional Analyst to support and enhance our Dynamics 365 CRM platform. This role will work closely with business stakeholders, product owners, and technical teams to translate business requirements into effective CRM solutions that improve customer experience, streamline business processes, and drive operational efficiency.

The ideal candidate has strong experience in Dynamics 365 CRM configuration, business analysis, requirements gathering, testing, and user support, with a good understanding of the Microsoft Power Platform.

Key Responsibilities

• Gather, analyze, and document business requirements, user stories, and functional specifications.
• Configure and maintain Dynamics 365 CRM, including tables/entities, forms, views, dashboards, business rules, workflows, and security roles.
• Analyze and optimize CRM and customer service business processes.
• Support workflow automation using Dynamics 365 and Power Automate.
• Conduct functional testing and coordinate User Acceptance Testing (UAT).
• Provide end-user support, troubleshooting, training, and system guidance.
• Collaborate with developers, product owners, and technical teams to deliver scalable and sustainable CRM solutions.
• Identify opportunities for continuous improvement, process optimization, and increased user adoption.
• Assist with CRM data, integrations, migration activities, and related operational requirements.

Required Qualifications

• Bachelor's degree in Information Technology, Computer Science, Business, or a related field.
• 2–3+ years of hands-on experience with Microsoft Dynamics 365 CRM.
• Experience with Dynamics 365 Customer Service, Sales, or similar CRM modules.
• Strong understanding of CRM business processes and requirements analysis.
• Hands-on experience configuring:
• Tables/Entities
• Forms and Views
• Business Rules
• Workflows
• Security Roles
• Familiarity with Dataverse and Power Automate.
• Experience with functional testing and UAT coordination.
• Strong analytical, communication, documentation, and stakeholder management skills.
• Familiarity with Agile delivery methodologies.

Preferred Qualifications

• Experience with Dynamics 365 Customer Service Workspace and Omnichannel.
• Knowledge of Power Apps and Microsoft Power Platform.
• Exposure to APIs, system integrations, and data migration.
• Experience supporting CRM solutions across Customer Service, Sales, Finance, or Operations.
• Microsoft Dynamics 365 or Power Platform certification is a plus.

Why Join Strategic Staffing Solutions (S3)?

Competitive Salary Package

Hybrid Work Setup: Ayala Makati (2 Days Onsite / 3 Days Remote)

HMO Coverage: Up to 500K

Leave Credits: Prorated, applicable on first day