Consultant II

12 - 15 Years
1 Opening
Trivandrum

Job Title: Lead Business Analyst – Microsoft Dynamics 365 CRM

Role Overview

The Lead Business Analyst – Microsoft Dynamics 365 CRM is responsible for driving end-to-end business analysis, requirements management, and solution design support for Dynamics 365 CRM implementations. This role acts as a bridge between business stakeholders and technical delivery teams to ensure CRM solutions are aligned with business objectives, scalable, and optimized for performance, usability, and adoption.

The role requires strong functional expertise in Dynamics 365 CRM, particularly Sales, with the ability to lead discovery, guide solution design, and support successful implementation and user adoption across the organization.

Key Responsibilities

Business Process Analysis & Requirements Management

• Lead business process discovery workshops and stakeholder interviews across multiple business functions.

• Elicit, analyze, and document business, functional, and non-functional requirements.

• Develop and maintain Business Requirement Documents (BRD), Functional Design Documents (FDD), user stories, and acceptance criteria.

• Perform detailed fit-gap analysis against standard Microsoft Dynamics 365 CRM capabilities.

• Ensure end-to-end traceability of requirements throughout the delivery lifecycle.

Solution Design & Implementation Support

• Collaborate closely with Solution Architects and Functional/Technical Consultants to support CRM configuration and customization design.

• Review and validate functional designs to ensure alignment with approved business requirements.

• Support solution walkthroughs, design reviews, sign-offs, and deployment readiness activities.

• Participate in data migration planning, data validation, and business sign-off processes.

• Define and document integration requirements with internal and external systems.

Testing & Quality Assurance

• Define User Acceptance Testing (UAT) strategy, including entry and exit criteria.

• Develop UAT scenarios and support test case preparation.

• Coordinate and support UAT execution with business users.

• Validate test results, manage defect triage from a business perspective, and support resolution activities.

Stakeholder & Change Management

• Act as the primary liaison between business stakeholders and project delivery teams.

• Manage stakeholder expectations, scope changes, and change requests effectively.

• Support training strategy, end-user training delivery, and development of user documentation.

• Contribute to organizational change management and user adoption initiatives.

Governance & Best Practices

• Ensure solutions adhere to Microsoft Dynamics 365 best practices, governance frameworks, and organizational standards.

• Promote reuse, standardization, and continuous improvement across CRM implementations.

Required Skills & Experience

Experience

• 10+ years of overall experience in business analysis and CRM implementations.

• Minimum of 4–5 end-to-end Microsoft Dynamics 365 CRM implementations in a Lead Business Analyst role.

Functional Expertise

• Strong expertise in Microsoft Dynamics 365 CRM modules:

  • Sales (mandatory)

  • Customer Service and Marketing (preferred)

• Strong understanding of the Dynamics 365 CRM data model, security roles, business rules, workflows, and process automation.

• Working knowledge of the Microsoft Power Platform, including Power Apps, Power Automate, Power BI, and Dataverse.

Technical Awareness

• Good understanding of CRM integrations, APIs, data migration strategies, and reporting.

• Familiarity with Azure-based integration patterns is an added advantage.

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