About the job Microsoft Dynamics 365 Functional Analyst (Sales & Customer Insights)
Microsoft Dynamics 365 Functional Analyst (Sales & Customer Insights)
Position Overview
We are seeking a Microsoft Dynamics 365 Functional Analyst specializing in Sales and Customer Insights modules to analyze business requirements, design solutions, and optimize sales processes while leveraging customer data analytics to drive revenue growth and enhance customer experiences.
Key Responsibilities
Sales Module Analysis & Configuration
Analyze sales business processes and translate requirements into Dynamics 365 Sales configurations
Configure lead management, opportunity tracking, and sales pipeline workflows
Design and implement sales forecasting, quota management, and territory assignments
Configure product catalogs, price lists, and discount structures
Optimize sales automation including email templates, sequences, and follow-up activities
Customer Insights Implementation
Configure Customer Insights data ingestion from multiple sources and systems
Design customer segmentation strategies and create unified customer profiles
Build predictive models for lead scoring, churn prediction, and customer lifetime value
Develop customer journey analytics and touchpoint optimization
Create personalized marketing campaigns based on customer insights and behavioral data
Process Optimization & Analytics
Conduct gap analysis between current sales processes and system capabilities
Design sales performance dashboards and KPI tracking mechanisms
Configure automated workflows for lead qualification and opportunity progression
Implement sales coaching tools and performance management features
Analyze customer data patterns to identify cross-sell and upsell opportunities
Stakeholder Collaboration
Work closely with sales teams to understand requirements and pain points
Collaborate with marketing teams on customer segmentation and campaign targeting
Conduct user training sessions and create functional documentation
Support user acceptance testing and system rollout activities
Provide ongoing functional support and troubleshooting
Required Qualifications
Technical Skills
- 6+ years experience with Dynamics 365 Sales module configuration and customization
6+ years experience with Dynamics 365 Customer Insights or similar customer analytics platforms
Strong knowledge of sales automation, CRM best practices, and customer lifecycle management
Proficiency in Power BI for creating sales and customer analytics dashboards
Experience with data integration, ETL processes, and customer data modeling
Business Skills
Deep understanding of B2B and B2C sales processes and methodologies
Experience with customer segmentation, behavioral analytics, and predictive modeling
Knowledge of marketing automation and customer journey mapping
Strong analytical skills for interpreting customer data and sales metrics
Preferred Qualifications
Bachelor's degree in Business Administration, Marketing, or related field
Microsoft certifications (Dynamics 365 Sales Functional Consultant, Customer Insights Specialist)
Experience with sales forecasting models and revenue operations
Background in customer experience management and data-driven decision making
Knowledge of GDPR and data privacy regulations for customer data handling