Senior Technical Business Analyst - Dynamics 365
Role Overview
The Senior Technical Business Analyst is embedded within the engineering team supporting Microsoft Dynamics 365 Finance & Operations for Cat Digital Dealer and Rental Systems.
The role bridges product owners and developers, translating stakeholder needs into specifications and supporting scalable, supportable solutions aligned with product strategy.
Key Skills for This Role
Full Job Posting
Role overview
The Senior Technical Business Analyst is embedded within the engineering team supporting Microsoft Dynamics 365 Finance & Operations for Cat Digital Dealer and Rental Systems.
The role bridges product owners and developers, translating stakeholder needs into specifications and supporting scalable, supportable solutions aligned with product strategy.
What you will do
- Coordinate with product owners, stakeholders, developers, architects, testers, and support teams on design, development, testing, support, and maintenance issues and solutions.
- Answer customer and field-support questions and provide technical guidance on product integration and infrastructure issues.
- Translate business needs, product goals, and process requirements into actionable stories, acceptance criteria, specifications, data requirements, and backlog items.
- Partner with developers to clarify requirements, business context, edge cases, system impacts, and solution decisions.
- Evaluate D365 F&O configuration, integrations, data entities, workflows, security impacts, reporting needs, and downstream dependencies.
- Support backlog refinement, sprint planning, functional validation, integration testing, user acceptance testing, defect triage, release readiness, and post-deployment issue resolution.
- Prepare documentation, design notes, walkthroughs, demos, and stakeholder communications about business value, technical tradeoffs, decisions, risks, and next steps.
Business analysis and communication
- Communicate requirements, process impacts, system behavior, and technical considerations clearly to technical and non-technical audiences.
- Facilitate working sessions, requirements reviews, demos, and validation discussions with cross-functional teams.
- Create concise documentation and materials, identify gaps or ambiguities, and drive alignment before delivery.
Technical knowledge
- Working knowledge of D365 F&O modules, configuration, workflows, batch jobs, business events, and feature management.
- Review technical designs, data mappings, security impacts, integrations, and exception scenarios.
- Understand D365 F&O data entities, Data Management Framework, OData, APIs, and integration patterns.
- Use Azure DevOps, SharePoint, and Confluence to maintain traceability.
Business analysis work
- Partner with stakeholders to define goals, priorities, and requirements for D365 F&O implementations, enhancements, integrations, upgrades, and production support.
- Assess current processes, identify gaps, and recommend D365 F&O improvements.
- Translate business needs and product vision into user stories, acceptance criteria, process flows, specifications, and delivery-ready backlog items.
- Collaborate with development teams to validate feasibility, dependencies, and solution readiness; support solution validation, release planning, and documentation.
Requirements
- Technical business analysis experience supporting Microsoft Dynamics 365 Finance & Operations.
- Ability to translate business needs and product direction into user stories, acceptance criteria, functional specifications, technical considerations, and delivery-ready backlog items.
- Working knowledge of D365 F&O modules, configuration, workflows, batch jobs, business events, and feature management.
- Ability to review technical designs, data mappings, security impacts, integrations, and exception scenarios.
- Understanding of D365 F&O data entities, Data Management Framework, OData, APIs, and integration patterns.
- Ability to communicate requirements, process impacts, system behavior, and technical considerations to technical and non-technical audiences.
- Ability to facilitate working sessions, identify gaps or ambiguity, and align business and technical teams.
- Ability to create concise documentation, presentations, and walkthrough materials for relevant audiences.
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