Dynamics 365 CRM & Automation Analyst

Lockton; Overland Park (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Lockton Affinity in Overland Park, KS is seeking a Business Applications Analyst to join the Digital Transformation team. You will build, implement, and support technology solutions that reduce manual effort and improve processes, with CRM enhancements, workflow automation, and AI-powered capabilities.

You will work under the Digital Transformation Manager to deliver practical business solutions, improve data quality, and grow your technical skills while delivering value across the organization.

Qualifications

• 1 to 3 years of experience supporting business applications, workflow automation, business systems, or related technology solutions.
• Strong problem-solving and analytical skills with the ability to troubleshoot issues and identify practical solutions.
• Demonstrated ability to learn new technologies, systems, and business processes quickly.
• Strong attention to detail and commitment to delivering high-quality work.
• Ability to translate defined business requirements and solution designs into tested, working solutions.
• Experience working with structured data, including strong Excel skills.
• Excellent communication and collaboration skills.
• Self-motivated with a willingness to take initiative, and work independently when needed.

Responsibilities

• Provide Tier 2 support for Dynamics 365 CRM; navigation, views, dashboards, reporting, data entry, and user access.
• Configure, test, and implement approved enhancements to forms, views, dashboards, fields, business rules, and related functionality.
• Support data quality by identifying duplicates, reinforcing standards, and coordinating corrections.
• Maintain documentation and provide user guidance or training as needed.
• Build and enhance intake forms and Power Automate workflows using approved standards.
• Turn approved requirements and designs into working forms, workflows, and automations.
• Monitor workflow runs, troubleshoot issues, and implement error handling and logging.
• Use approved AI-assisted development tools to research, troubleshoot, test, document, and help build AI-enabled solutions.
• Document current-state processes, including steps, inputs, outputs, and exceptions.
• Assist with gathering and documenting functional requirements, business rules, data requirements, and acceptance criteria.
• Maintain process documentation and workflow diagrams to support future-state design and continuous improvement planning.

Skills

CRM Support

Workflow automation

Excel

Communication

Independent work

Learning fast

Problem solving

Tools

Microsoft Dynamics 365

Power Automate

Power Apps

Formstack / similar

APIs / Integrations

Azure AI services

Copilot tools

Job description

Lockton Affinity in Overland Park, KS is seeking a Business Applications Analyst to join the Digital Transformation team. You will build, implement, and support technology solutions that reduce manual effort and improve processes, with CRM enhancements, workflow automation, and AI-powered capabilities.

You will work under the Digital Transformation Manager to deliver practical business solutions, improve data quality, and grow your technical skills while delivering value across the organization.