About the role
We are seeking a Business Analyst to support requirement gathering, analysis, and solution design for Dynamics 365 CRM Customer Engagement initiatives in the Banking and Financial Services domain. This role requires strong expertise in MS Dynamics 365 CRM, integrations with third-party tools, and data migration processes. You will be responsible for driving workshops, defining requirements, preparing functional documentation, and collaborating with technical teams to deliver high-quality CRM solutions.
Key Responsibilities
- Lead requirement gathering, analysis, and workshops to capture business and technical requirements.
- Facilitate stakeholder review and approval of requirements.
- Develop use case diagrams, UMLs, sequence diagrams, and Visio flows.
- Author and groom user stories, integration backlogs, and identify dependencies.
- Provide demos to Product Owners and stakeholders for sign-off.
- Support sprint planning, backlog refinement, story grooming, and reviews.
- Perform impact analysis of change requests on existing business flows.
- Partner with Product Owners to determine fitment of change requests into existing flows.
- Transfer functional requirements to development and testing teams.
- Conduct system integration and user acceptance testing.
- Perform application-level testing to certify features.
- Stay current with CRM updates and releases, educating end users on new functions.
Technical Profile
- 8–12 years of experience with MS Dynamics 365 CRM Customer Engagement.
- Strong understanding of D365 Sales, Service, Dataverse, and Power Apps.
- Hands-on experience with:
- Integration architecture and mapping functional usage to patterns.
- Third-party integrations using MuleSoft, APIs, REST, ODATA, Web APIs, SSIS packages.
- Data migration, analysis, mapping, harmonization with Dynamics 365 OOB tools and Azure Data Factory.
- CRM Dynamics configuration rules, workflows, plugins, form customizations, and administration.
Functional Profile
- Strong domain knowledge in Banking and Financial Services.
- Skilled in workshops facilitation, stakeholder management, and requirements documentation.
- Experience authoring/grooming user stories, conducting walkthroughs, and backlog prioritization.
- Capable of impact analysis, change management, and business flow optimization.
- Effective in collaborating across Business, Technical, Development, and QA teams.
Skills Summary Core Expertise:
- Business Analysis in CRM environments
- Banking & Financial Services domain knowledge
- Dynamics 365 CRM (Customer Engagement)
Languages & Frameworks
- REST, ODATA, Web APIs
UI & Styling Libraries
- CRM Form Customization
Build & Testing Tools
- SSIS, Azure Data Factory
- System Integration & UAT testing
Other Tools & Technologies
- MS Dynamics 365 (Sales, Service, Dataverse, Power Apps)
- MuleSoft, Middleware integration tools
- Visio, UML, Sequence Diagrams
- Plugins, Workflows, CRM Administration
Soft Skills
- Stakeholder engagement and facilitation
- Strong communication and documentation skills
- Problem-solving and impact analysis
- Agile methodology (sprint planning, backlog refinement, story grooming)
- Continuous learning and adaptability to CRM releases
About Capgemini
Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.
Get The Future You Want | www.capgemini.com
About the role
We are seeking a Business Analyst to support requirement gathering, analysis, and solution design for Dynamics 365 CRM Customer Engagement initiatives in the Banking and Financial Services domain. This role requires strong expertise in MS Dynamics 365 CRM, integrations with third-party tools, and data migration processes. You will be responsible for driving workshops, defining requirements, preparing functional documentation, and collaborating with technical teams to deliver high-quality CRM solutions.
Key Responsibilities
- Lead requirement gathering, analysis, and workshops to capture business and technical requirements.
- Facilitate stakeholder review and approval of requirements.
- Develop use case diagrams, UMLs, sequence diagrams, and Visio flows.
- Author and groom user stories, integration backlogs, and identify dependencies.
- Provide demos to Product Owners and stakeholders for sign-off.
- Support sprint planning, backlog refinement, story grooming, and reviews.
- Perform impact analysis of change requests on existing business flows.
- Partner with Product Owners to determine fitment of change requests into existing flows.
- Transfer functional requirements to development and testing teams.
- Conduct system integration and user acceptance testing.
- Perform application-level testing to certify features.
- Stay current with CRM updates and releases, educating end users on new functions.
Technical Profile
- 8–12 years of experience with MS Dynamics 365 CRM Customer Engagement.
- Strong understanding of D365 Sales, Service, Dataverse, and Power Apps.
- Hands-on experience with:
- Integration architecture and mapping functional usage to patterns.
- Third-party integrations using MuleSoft, APIs, REST, ODATA, Web APIs, SSIS packages.
- Data migration, analysis, mapping, harmonization with Dynamics 365 OOB tools and Azure Data Factory.
- CRM Dynamics configuration rules, workflows, plugins, form customizations, and administration.
Functional Profile
- Strong domain knowledge in Banking and Financial Services.
- Skilled in workshops facilitation, stakeholder management, and requirements documentation.
- Experience authoring/grooming user stories, conducting walkthroughs, and backlog prioritization.
- Capable of impact analysis, change management, and business flow optimization.
- Effective in collaborating across Business, Technical, Development, and QA teams.
Skills Summary Core Expertise:
- Business Analysis in CRM environments
- Banking & Financial Services domain knowledge
- Dynamics 365 CRM (Customer Engagement)
Languages & Frameworks
- REST, ODATA, Web APIs
UI & Styling Libraries
- CRM Form Customization
Build & Testing Tools
- SSIS, Azure Data Factory
- System Integration & UAT testing
Other Tools & Technologies
- MS Dynamics 365 (Sales, Service, Dataverse, Power Apps)
- MuleSoft, Middleware integration tools
- Visio, UML, Sequence Diagrams
- Plugins, Workflows, CRM Administration
Soft Skills
- Stakeholder engagement and facilitation
- Strong communication and documentation skills
- Problem-solving and impact analysis
- Agile methodology (sprint planning, backlog refinement, story grooming)
- Continuous learning and adaptability to CRM releases
About Capgemini
Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.
Get The Future You Want | www.capgemini.com