Must Have Technical/Functional Skills
Extensive CRM functional expertise
Experience with Banking Customer
Exposure to MS Dynamics is desired
Experience in writing user stories is a must
Exposure to PO responsibilities is desired
Exceptional in both written and oral communication
Very good at stakeholder management
Experience working in offshore and onshore model
Safe Agilist
Should have worked in Jira already
Should be able to create Jira Dashboards for status report
Should be familiar with Agile ceremonies
Roles & Responsibilities
Work with business stakeholders to gather, analyze, and document business requirements. Translate these requirements into functional specifications for Dynamics 365 solutions.
Analyze existing business processes and workflows. Identify opportunities for process improvements and efficiency gains using D365. Analyze and document current business processes, workflows, and systems.
Connect with onsite BSA regularly to sync up on the progress and direction.
Maintain comprehensive documentation of business requirements, solution designs, and process workflows. Ensure documentation is updated and accessible.
Leverage your knowledge of Dynamics 365 (CRM/F&O) to provide functional support and guidance. Configure D365 modules as needed to align with business processes.
Knowledge on Power platform PowerApps, Power Automate, PVA Documentation skills to write FDD, wire frames, Visio and process documents.
Work with the Dynamics 365 CRM Functional and Technical Consultants to design and configure solutions that meet the client s business needs.
Map requirements to functional modules.
Ability to make fit gap analysis.
Ability to understand persona specific setup, example Sales manager, branch manager, teller etc.
Demonstration skills to explain the functional approach to technical team.
Strong ability to drive the discussions with Business Analyst, Product owners and customers.
Collaborate with stakeholders to define business requirements and functional specifications.
Recommend solutions within D365 to address business needs. Ensure that proposed solutions are scalable, maintainable, and aligned with best practices.
Assist in the planning and execution of D365 implementation project. Work with project managers to ensure timely delivery of solutions.
Coordinate and conduct testing of D365 solutions to ensure they meet the defined requirements and quality standards. Facilitate user acceptance testing (UAT).
Experience working as functional consultant in minimum 2-3 Implementations.
Provide guidance and support to clients during the implementation process, including training and troubleshooting.
Provide support to clients during testing and go-live phases.
Keep up to date with the latest industry developments and product updates related to Dynamics 365 CRM
Knowledge on CRM Integrations, best practices, and DevOps
Develop training materials and conduct training sessions for end-users. Provide ongoing support and troubleshooting for D365-related issues.
Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.