Business Analyst - CRM Sales

Role: Business Analyst / Consultant / Techno-Functional Consultant in CRM Domain

Tools & Technologies:

• Microsoft Dynamics 365 Sales

• Power Platform: Power Automate, Power BI, Power Apps

• Administrator Level Access on Dataverse

Skills & Knowledge:

• CRM Expertise:

• Experience with CRM software (e.g., Salesforce, Microsoft Dynamics)

• Understanding of basic CRM Sales modules, best practices, and functionality

• Dynamics 365, Power

Apps & Power Platform:

• In-depth knowledge of Dynamics 365 Sales

• Proficiency in leveraging advanced features such as Power BI for analytics

• Customization and configuration: creating and editing views, fields, charts, entities, dashboards, workflows, processes, security roles, and reports

• Continuous system improvement: keeping the system up-to-date with the latest features and functionalities

• Solution-Oriented Mindset:

• Ability to design and implement solutions that align with business objectives

• Analytical prowess to troubleshoot and solve complex issues within Dynamics 365

Future Scope:

• Copilot

• Dynamics 365 Plugin for Outlook Integration

• GenAI Basics: Sales Navigator & Next Action Suggestions

Integration Perspective:

• Build and manage solutions & feature flagging

• Dependent data model

• Azure API Services (Web

Job, Queue, Subscriptions)

Certification:

• Dynamics 365 Sales Functional Consultant Associate (MB-210)

• Level: Intermediate

• Product: Dynamics 365

• Renewal Frequency: 12 months

Industry Exposure:

• CRM and its market applications

• Shipping and/or Logistic industries

Additional Skills:

• Workshop management and team building

• Agile experience

• User story writing/management

• Customer-centric mindset

Responsibilities:

• Manage requirement gathering process by meeting with stakeholders to define business and functional requirements

• Work with Solution Architects and Developers to outline high-level and low-level solution designs

• Collaborate with the Product Owner to contribute to the Product Vision

• Own the Product Backlog and ensure requirements are documented correctly in User Stories

• Support the Development Team daily by providing specifications or descriptions of the User Stories

• Manage the dependencies of the Product Backlog with other Products