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Microsoft Dynamics 365 CRM Functional BA role - Sales & Service Modules- Banking

As a Business Analyst, you will play a crucial role in supporting our Dynamics 365 CRM Implementation initiatives. You will work closely with cross-functional teams, gathering business requirements, and translating them into functional specifications. Your ability to align specifications from multiple systems and interfaces, coupled with your skills in JIRA triage, will be critical to the success of our projects.

Key Responsibilities:

- Business Requirements Gathering: Collaborate with stakeholders to gather and document detailed business requirements for Dynamics 365 CRM projects.

- Functional Specification Documentation (FSD): Write clear and comprehensive Functional Specification Documents to guide development teams.

- Dynamics 365 CRM Expertise: Apply functional knowledge of Microsoft Dynamics 365, particularly in areas such as retail customer leads and service requests.

- Cross-Team Interaction: Work closely with multiple teams, including IT, development, and operations, to ensure alignment and integration of business requirements.

- Systems Alignment: Ensure alignment of specifications from various systems and interfaces, contributing to seamless system integration.

- JIRA Triage: Manage and prioritize JIRA tickets, assigning them to the appropriate teams based on priority and complexity.

- Stakeholder Communication: Facilitate communication between stakeholders to ensure clarity and alignment of project objectives.

Must Have Skills:

- MSD Functional Knowledge: Proficiency in Microsoft Dynamics 365, particularly in one of the following areas:

  - Retail Customer Leads

  - Service Requests

- Implementation experience with Banking clients (3-4 years) and over all 8+ years as BA and MS Dynamics / D365.

- Business Requirements Gathering: Strong skills in gathering and documenting business requirements.

- Writing FSD: Experience in writing detailed and clear Functional Specification Documents (FSD).

- Cross-Functional Collaboration: Ability to effectively interact with multiple teams, ensuring clear communication and project alignment.

- Systems Integration: Proven ability to align specifications from multiple systems and interfaces for cohesive system functionality.

- JIRA Triage: Experience in managing JIRA tickets, with the ability to prioritize and assign tasks to the appropriate teams.

Good to Have:

- MSD Environment Knowledge: Familiarity with the Microsoft Dynamics 365 environment.

- Banking Experience: Previous experience working in the banking sector.

Qualifications:

- Bachelor’s degree in business administration, Information Systems, or a related field.

- minimum 8 years of experience in a business analyst role or related position.

- MS Dynamics CRM Certified.

- Strong Implementation Experience on Sales & Service modules

-Banking domain experience.

- Strong analytical, problem-solving, and communication skills.

- Ability to work independently and within a team environment.

What You Should Know About Microsoft Dynamics 365 CRM Functional BA role - Sales & Service Modules- Banking, Unison Consulting Pte Ltd

Are you a talented Business Analyst looking to make a significant impact? Join us at our dynamic team in the Microsoft Dynamics 365 CRM Functional BA role, where you will play a pivotal part in driving our Sales & Service Modules initiatives within the banking sector. Your primary responsibility will be to gather essential business requirements and translate them into detailed functional specifications. This position isn't just about documentation; it's about crafting a comprehensive understanding of how our systems work together. You’ll collaborate with a range of cross-functional teams, from IT to operations, ensuring that every stakeholder is aligned with the project goals. With your expertise in Dynamics 365 CRM, especially in areas like retail customer leads and service requests, you’ll facilitate seamless system integration. JIRA will also be in your hands as you triage and manage tickets, prioritizing based on urgency and complexity. If you've got experience in the banking industry, and you're passionate about using your analytical and problem-solving skills to drive success, we want to hear from you! Come help us streamline our operations and enhance our customer service with your knowledge and vision. Your journey towards making an impactful difference starts here!

Frequently Asked Questions (FAQs) for Microsoft Dynamics 365 CRM Functional BA role - Sales & Service Modules- Banking Role at Unison Consulting Pte Ltd
What are the key responsibilities of a Microsoft Dynamics 365 CRM Functional BA at your company?

As a Microsoft Dynamics 365 CRM Functional BA, your key responsibilities include gathering detailed business requirements, documenting Functional Specification Documents (FSD), and ensuring seamless integration across various systems. You will work closely with stakeholders and cross-functional teams to align business objectives and facilitate clear communication throughout the project lifecycle.

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What qualifications are needed to apply for the Microsoft Dynamics 365 CRM Functional BA role?

To apply for the Microsoft Dynamics 365 CRM Functional BA role, candidates must hold a Bachelor's degree in business administration, Information Systems, or a related field, and possess a minimum of 8 years in a business analyst position. Additionally, MS Dynamics CRM certification and strong implementation experience in the banking sector will highly benefit your application.

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What skills are essential for success as a Microsoft Dynamics 365 CRM Functional BA in the banking sector?

Key skills for success in this role include expertise in Microsoft Dynamics 365, experience in gathering and documenting business requirements, proficiency in writing detailed Functional Specification Documents, and the ability to facilitate cross-functional collaboration. Familiarity with the banking sector and skills in managing JIRA tickets will also significantly enhance your effectiveness.

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How does the Microsoft Dynamics 365 CRM Functional BA role interact with other teams?

In the Microsoft Dynamics 365 CRM Functional BA role, you will collaborate closely with the IT, development, and operations teams. Your ability to communicate and align specifications across these teams is vital to ensure cohesive system functionality and project implementation, making cross-team interaction a cornerstone of this role.

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What experience is beneficial for a Microsoft Dynamics 365 CRM Functional BA position?

Prior experience implementing Microsoft Dynamics 365 solutions, specifically within the banking industry, is highly beneficial for this role. A background that includes over 3-4 years of banking experience, along with strong skills in documentation and systems integration, will provide a solid foundation for success as a Microsoft Dynamics 365 CRM Functional BA.

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Common Interview Questions for Microsoft Dynamics 365 CRM Functional BA role - Sales & Service Modules- Banking
Can you describe your experience with Microsoft Dynamics 365 and how it applies to the CRM Functional BA role?

When answering this question, highlight specific experiences you've had with Dynamics 365, illustrating how you've gathered requirements and documented specifications in past projects. Mention any particular modules you've worked with and how your contributions led to project success.

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How do you prioritize tasks in JIRA, and what approach do you take to manage tickets effectively?

In your response, share your method for assessing the urgency and complexity of JIRA tickets. Explain your strategy for assigning tickets to team members, highlighting your experience in ensuring that high-priority tasks receive immediate attention.

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What steps do you follow for gathering business requirements from stakeholders?

Outline a structured approach you use for requirements gathering. Discuss techniques like interviews, workshops, or surveys, and emphasize how you ensure that you capture not just the stated needs but also underlying goals and constraints.

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Describe a time when you faced challenges with cross-team collaboration and how you overcame them.

Think of a specific example and explain the nature of the challenge, the steps you took to improve collaboration, and the results that followed. This demonstrates your problem-solving skills and your ability to foster teamwork.

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What is your approach to writing Functional Specification Documents?

Discuss the importance of clarity and detail in FSDs. Explain your process for ensuring that the documentation is understood by development teams and aligns with stakeholder requirements, perhaps mentioning any templates or methodologies you utilize.

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How do you handle changes in business requirements during the project lifecycle?

Explain your flexible approach to changes, emphasizing the need for constant communication with stakeholders and the team. Share how you document changes and re-align project goals to accommodate new requirements.

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Can you give an example of how you improved a process using Dynamics 365?

Provide a specific situation where your expertise in Dynamics 365 led to meaningful process improvements. Discuss what actions you took and the benefits realized by the team or business as a result.

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What techniques do you use to facilitate effective communication among stakeholders?

Share strategies such as regular meetings, updates, and the use of collaboration tools. Highlight your ability to listen actively and clarify any misunderstandings that may arise.

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How do you ensure that your specifications align with both business needs and technical capabilities?

Describe how you bridge the gap between business and IT by involving both sides in discussions and ensuring that you understand both sets of needs. Outline how you validate specifications throughout the project.

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What challenges do you foresee in the Banking domain while working with Dynamics 365, and how would you tackle them?

Address potential challenges like regulatory compliance or legacy system integration. Discuss proactive strategies you would employ to mitigate risks and keep projects on track while adhering to industry standards.

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Full-time, remote
DATE POSTED
December 23, 2024

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