Business Systems Analyst, D365

Trust AutomationSan Luis Obispo, CA
Onsite

About The Position

Under the supervision of the ERP Supervisor, the Business Systems Analyst, D365 will serve as a functional subject matter expert across all D365 F&O modules including Finance, Sales and Marketing, Supply Chain Management, and Master Planning. This is an internal, hands-on position within the IT organization, acting as the bridge between business operations and the D365 F&O platform. The analyst works directly with business stakeholders to gather and document requirements, design functional solutions, and drive the configuration and implementation of D365 F&O capabilities.

Requirements

  • Bachelor's degree or equivalent work experience in Computer Science, Accounting, Management Information Systems, Business Administration, or related field.
  • 3–5 years of hands-on experience configuring and implementing D365 F&O Supply Chain Management, Master Planning, Finance, and Sales and Marketing modules.
  • Demonstrated experience working across multiple D365 F&O functional areas including Supply Chain Management, Master Planning, Finance, and Sales and Marketing.
  • Strong knowledge of manufacturing processes including production control, MRP planning, BOMs, routing, and shop floor control.
  • Working knowledge of Planning Optimization, MRP, and demand forecasting configurations within D365 F&O.
  • Understanding of Power Platform (Power BI, Power Automate, and Power Apps) and F&O integration.
  • Knowledge of best practices in D365 F&O development and system configuration
  • Understanding of workflow design and approval hierarchies in D365 F&O
  • Deep understanding of ERP architecture and data flow across modules
  • Ability to troubleshoot system issues and identify root causes
  • Analytical mindset with strong problem-solving capabilities
  • Excellent verbal and written communication skills for both technical and non-technical audiences
  • Ability to facilitate meetings with executives, managers, and end-users
  • Collaborative team player who takes ownership of deliverables and drives work to completion.

Nice To Haves

  • Microsoft Dynamics 365 certification in one or more functional modules (Supply Chain Management, Finance, or related) is preferred.

Responsibilities

  • Partner with stakeholders across finance, sales, supply chain, procurement, and operations to elicit, document, and translate business requirements into D365 F&O functional solutions.
  • Partner with IT and business leadership to align D365 roadmap priorities with evolving operational needs.
  • Lead fit-gap analysis sessions across all functional areas to identify process gaps and design scalable, practical D365 configurations that meet business needs.
  • Own the full solution design lifecycle — from initial requirements gathering through functional specification, configuration, testing, and deployment.
  • Evaluate existing business processes, identify inefficiencies, and develop D365-based solutions that drive measurable improvement.
  • Develop and maintain functional design documents, business requirement documents (BRDs), and configuration specifications across all modules.
  • Configure, implement, and support D365 F&O modules across the full functional spectrum, with primary focus in Supply Chain Management and Master Planning.
  • Stay current on Microsoft D365 F&O release waves, new features, and best practices — evaluating applicability and making recommendations to the ERP Supervisor.
  • Manage and prioritize a backlog of system enhancements, bug fixes, and configuration requests in collaboration with the ERP Supervisor.
  • Identify and resolve functional configuration issues across all D365 F&O modules, escalating technical issues to development resources when needed.
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