Typical expectation from a Microsoft Dynamics CRM Business Analyst

There seems to be confusion of roles and responsibilities between Dynamic CRM developer or technical lead and a business analyst who are involve in Dynamic CRM implementation.

Most of my friend who were in core development are shifting towards functional side of dynamic CRM.

Small and mid-scale business are cutting their cost by not involving BA in their project plans, but a BA does play a very important role.

Here in this blog, I would like to draft few expectations from Business Analyst that an organization are looking into.

Role and Responsibilities:
Microsoft CRM Business Analysts are responsible for identifying, developing and deploying end-user solutions in CRM systems. Using in-depth functional knowledge and familiarity with the Microsoft Dynamics CRM application, they need to ensure that client business requirements are met while providing a variety of advisory services around project management, business process development, implementation support and end-user training.

Duties:

Project Execution
• Support the translation of client business requirements into CRM solutions, including requirements approval, communication, traceability and reuse
• Contribute to the transfer of functional requirements to development and test teams
• Use CRM workflow technology to automate business processes
• Stay abreast on updates and new releases in CRM technologies (Microsoft’s and its competitors)
• Educate end-users on CRM functions
• Provide end user classroom training on the configured CRM application before go-live and individual training during hyper-support after the cut-over

Sales Support
• Help determine and translate customer needs into a solution and approach
• Contribute to proposal development
• Contribute to scope, approach, and estimating input to the proposal team
• Contribute to and participate in client demonstrations and presentations

Qualifications
• Microsoft dynamics certification (Refer below)
• Bachelor of Science preferably in Computer Science or Computer Engineering
• Microsoft Office Suite, specifically Microsoft Word, Excel, PowerPoint, and Visio
• Microsoft DevOps
• Familiarity with Microsoft technologies/trends
• Strong analytical, presentation, and writing skills
• Team lead or management experience of 5+ team members (management consultant only)
• Project experience in enterprise business application development and delivery (e.g., CRM, ERP, SCM, HCM)
• Project implementation experience using Microsoft Dynamics 365, Microsoft Dynamics CRM online, or Microsoft Dynamics CRM 2016, 2015, or 2013
• Project experience in translating client business needs into software capabilities
• Project experience with business requirements analysis and modeling
• Project experience in creating functional designs, test conditions and test scripts
• Basic knowledge of software development methodologies (Waterfall and/or Agile)

Advisable Certifications

• MB-200 : Microsoft Dynamics 365 Customer Engagement Core
• MB-210 : Microsoft Dynamics 365 for Sales
• MB-220 : Microsoft Dynamics 365 for Marketing
• MB-230 : Microsoft Dynamics 365 for Customer Service

For updated list - refer here 

Business Analyst Career Growth

The career growth of a Business Analyst further moved towards a Business Development Manager or a Sales Development Representative.

Business Analyst work and report closely to Delivery Head / Country Head and help them bringing more business in one organization.

Business Analyst help in estimation, building proposal and preparing sales collateral.

If any business analyst is looking to take long jump in his career, then he must have other ERP’s knowledge as well like Sugar CRM, Salesforce, Siebel CRM.

He must be through with latest pricing and key difference between various CRM available in the market.

Higher Responsibilities

• Respond, engage and qualify inbound leads and inquiries
• Engage current users to expand awareness, educate, ask for referrals, identify new opportunities and develop account intelligence
• Schedule appointments and demos for Founder
• Hold intelligent and engaging conversations over the phone and email
• Act as the subject matter expert on product offerings/solution development skills
• Effectively make use of core sales tools: Hubspot CRM, LinkedIn, Crunchbase, Google Apps, Microsoft Office
• Collaborate with a distributed sales team
• Capability of understanding customer pain points, requirements and correlating potential business
• Strong and professional communication skills -- written, verbal, presentation
• Aptitude to manage numerous requests and time demands concurrently, while achieving production goals from assigned territory or set of accounts
• Promotes a strong sense of urgency for reaching goals and key deliverables. Acts without being told what to do. Brings new ideas to the company
• Contributes fully to the team effort and plays an integral part in the smooth running of teams without necessarily taking the lead
• Drive, Grit, Team Oriented: strong desire to compete and win

Refer here for Expectation and skill set required for CRM Technical Developer
https://vjcity.blogspot.com/2019/08/typical-expectation-from-microsoft_23.html

Please let me know if you would like to add few more point which I might missed here.

Regards,

Vipin Jaiswal

vipinjaiswal12@gmail.com