MS CRM BA

3 days ago

Bengaluru, India Tech Mahindra Full time

Title: Business Analyst - MS CRM

Experience: 7 - 12 years

Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.

Domain: Banking only

Job Location: Dubai

Notice Period: Immediate Joiner


Job Description:


Business Analysis: Act as the primary liaison between business units and IT, ensuring alignment of Dynamics 365 capabilities with business objectives.


  • Requirements Gathering: Lead structured workshops and interviews to capture and validate

business and functional requirements.

  • Proven track record delivering Microsoft Dynamics 365 CE and F&O implementations, ideally in a Financial Services Regulator or in companies that they regulate.
  • Deep experience on CE/CRM projects which amounts to approx. 75% of overall project scope
  • Strong understanding of regulatory processes, financial systems, and reporting requirements.
  • Solution Design: Collaborate with technical teams and vendors to shape solutions using

Dynamics 365 CE & F&O modules and Power Platform tools like (Power Apps, Power

Automate, Power BI) and Dataverse

  • Expertise in configuration of Dynamics modules, workflows, forms, and integrations.
  • Skilled in Fit/Gap analysis, stakeholder facilitation, and user training.
  • Documentation: Produce clear and complete Functional Specification Documents (FSDs), user stories, Business Process diagrams and workflows.
  • Gap Analysis: Identify process or system gaps and recommend optimized solutions and

configurations.

  • Delivery Oversight: Support configuration, testing (including UAT), training, and change

management across the project lifecycle.

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