Dynamics 365 Business Analyst

CyberPro Consulting; South Africa; On-site; ZAR 600 000 - 900 000; Full time

Job summary

A consulting firm in South Africa is looking for a skilled professional to support the transition from Sage to Dynamics 365 CRM. The role involves analyzing existing systems, documenting business requirements, and coordinating data migration efforts. Strong expertise in Dynamics 365 CRM, Azure services, and financial processes is essential. The successful candidate will also facilitate user acceptance testing and provide training for the new system post-migration, ensuring effective implementation.

Qualifications

• Strong knowledge of Dynamics 365 CRM for finance and ERP.
• Understanding of Azure services for integrations.
• Experience with data migration projects.

Responsibilities

• Analyze current systems and document business requirements.
• Coordinate data migration efforts and validate data accuracy.
• Support UAT and facilitate training for users.

Skills

Dynamics 365 CRM (finance and ERP)

Azure services (Logic Apps, Azure Functions)

Data migration projects

Financial processes and ERP concepts

Job description

Job Description

Discovery & Requirements Gathering

• 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: Help 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)
• Understanding of Azure services (e.g., Logic Apps, Azure Functions) for integrations
• Experience with data migration projects
• Familiarity with financial processes and ERP concepts (to understand Sage)