Senior Business Analyst, Dynamics 365 CRM
Job title: Senior Business Analyst / Functional Consultant, Dynamics 365 CRM
Work type:12 month contract
Location: Sydney + WFH
About the Role: Join a major CRM and automation transformation within a leading Australian financial services organisation.
With the Dynamics 365 platform heading towards its first major release, you'll join the team early to support delivery, work closely with the implementation partner, and help build lasting internal capability.
The first release is just the beginning.
The following 12 months will focus on expanding the platform through custom workflows, integrations, automation and broader functionality, so this is a chance to shape the solution, not just maintain it.
As the bridge between the business and technology, you will translate complex business needs into explicit, implementation-ready requirements for Dynamics 365 and Power Platform initiatives.
Key Responsibilities:
Own business and technical analysis end to end, from discovery and design through build, testing, implementation and transition to support
Partner with business stakeholders, product owners, architects, developers, testers, data teams and third-party providers to define problems, outcomes and scope
Elicit, analyse and prioritise functional, data, integration, reporting, security and non-functional requirements, maintaining traceability throughout
Model current and future-state processes, user journeys, business rules, data flows and role-based access
Translate business needs into Dynamics 365 requirements, including entities, forms, views, workflows, automation and interfaces
Facilitate workshops,



challenge assumptions and support decisions that balance business value, user experience, risk and technical feasibility
Support data migration and integration analysis, including mapping, cleansing rules, reconciliation and API requirements
Define acceptance criteria and support SIT, UAT, defect triage and go-live readiness
Contribute to better BA standards, reusable patterns and delivery practices
Essential Criteria:
7+ years of business analysis experience delivering complex technology and business change, with senior-level ownership of outcomes
Proven experience as a technical BA or functional consultant on Microsoft Dynamics 365 CRM (or a comparable enterprise CRM)
Strong knowledge of D365 concepts, including configuration, customisation, entities and data models, forms, views, workflows, security roles and solution lifecycle
Experience defining requirements for APIs, third-party integrations, data migration, reporting, identity and access, and non-functional needs
Excellent stakeholder management and communication skills, with the confidence to work across business teams, engineers and delivery partners
Strong process modelling, workshop facilitation and requirements traceability skills
Highly regarded:
Background in wealth management, financial advice, superannuation or banking
Hands-on experience with Power Apps, Power Automate and Power BI
Exposure to Azure integration services
Proficiency with Jira, Confluence, Azure DevOps, Visio and Miro, and experience in Agile, Waterfall or hybrid environments
Tertiary qualifications in business or IT, and/ou a Dynamics 365 or Power Platform certification
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📌 Senior Business Analyst, Dynamics 365 Crm (Sydney)
🏢 Bluefin Resources Pty
📍 Sydney