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, PowerApps & 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 (WebJob, 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