Dynamics 365 Business Analyst
Johannesburg, South Africa | Posted on 01/09/2026
Responsibilities
- Understand current systems: Analyse how Sage is currently used, including financial processes, customer data, and integrations.
- Stakeholder interviews: Engage with finance, sales, support, and IT to understand pain points, workflows, and expectations.
- Gap analysis: Compare current Sage functionality with Dynamics 365 and identify gaps, overlaps, or improvements.
Documentation & Planning
- Document business requirements: Define detailed functional and non-functional requirements for the new system.
- Process mapping: Create "as-is" and "to-be" business process flows.
- Define data migration strategy: Work with technical teams to determine which data from Sage will move to Dynamics and how (format, structure, volume, etc.).
Solution Design Support
- Support system design: Collaborate with stakeholders to shape the CRM to meet business needs.
- Recommend modules & customizations: Advise which Dynamics 365 modules to use and where customization or Power Platform extensions might be needed.
- Security & compliance: Help define roles, access levels, and ensure compliance with data governance policies.
Migration & Integration Oversight
- Coordinate data migration efforts: Validate migrated data for accuracy and completeness.
- Define integration points: Identify and document integration needs between Dynamics, Azure services, and any other business systems.
Testing & Training
- Support UAT (User Acceptance Testing): Create test cases, coordinate testing sessions, gather feedback, and drive defect resolution.
- Training facilitation: Help prepare training materials and support onboarding of users to the new system.
Change Management & Post-Go-Live Support
- Change readiness: Help manage change impacts and assist in communication plans.
- Go-live support: Provide hands‑on support during and after go‑live to address issues, gather feedback, and ensure business continuity.
Ideal Skills/Experience
- Strong knowledge of Dynamics 365 CRM (finance and ERP).
- Experience with data migration projects.
- Familiarity with financial processes and ERP concepts (to understand Sage).