SUMMARY

• A senior consultant with experience in Project Management, Project Coordination, Business Analysis, Pre - Sales and Managing IT initiatives across Microsoft Dynamics customer Engagement, IAM and Risk Compliance, Data privacy, controls and policies.
• Highly Experienced in conducting Conference Room Piloting, Demonstration of the Microsoft dynamics Out of the box Modules and gathering Enhancement & Change request using Fit-Gap Analysis
• Excellent understanding of the Microsoft Dynamics customer engagement module, Microsoft power platform Environment management, Common Data Service & Microsoft flows/automate.
• Highly experienced in creating user stories and translating and articulating the technical requirements to the Microsoft dynamics Technical consultant
• Conducted end to end process review and recommended process optimization & improvement using Microsoft dynamics workflow automation
• Involved in review and design of Microsoft dynamics Dashboard, forms, workflow, reports, security & integration with other systems like ERP & BI .
• Strong understanding of the Project Management methodologies across the project management process groups and knowledge areas.
• Good understanding of building model driven and canvas app in Dynamic 365 using Common data model.
• Collaborate with Information Security Manger and offshore development team to implement security controls.
• Managed business requirement and business process through improvements in information system.
• Good understanding of various SDLC which include the waterfall, Agile Scrum, XP and test driven development which include Requirement Analysis, design and review of business and software requirement specification, Business Process Modeling, Reference Data, Data Modelling, Software Design, OOD, and User Stories.
• Key strengths are in identifying and documenting business processes, business rules, workflows, creating business requirements BRD, Project Scope statement, business Use Cases, Software Requirements Specifications (SRS), Functional Requirements Specification (FRS), Test scripts and Project Plans.
• Conducted requirements feasibility analysis, and risk assessment, Experience in conducting GAP analysis by identifying existing AS-IS technologies, documenting the enhancements to meet the end-state requirements TO- BE process, User Acceptance Testing (UAT), SWOT analysis, Cost Benefit analysis and ROI analysis.
• Facilitated JAD session to coordinate activities for project schedule, presented project deliverable to the management in form of reports. Experience in setting up test strategies like functionality, reliability, load/stress, usability, security and database testing.

PROFESSIONAL EXPERIENCE

Confidential

CRM Business Analyst

Responsibilities:

• Worked with stakeholder, product owner to understand the business need and define the CRM strategy.
• Served as a single point of contact for l CRM requirement and managed requirements in azure boards.
• Engaged with stakeholders to elicit business requirements and recommend solutions based on client needs.
• Participated in the presales and analysis phase of the project by conducting fit gap analysis.
• Work with solution architect to review the functional specification and assist in creating technical documents.
• Managed and priorities product back log items in Azure Dev ops environment.
• Managed and created business rules to implement validation on form and show error messages.
• Developed user stories and future-state process to support the design and development of CRM solution.
• Data migration from inhouse sales systems into Dynamic 365 sales entities.
• Configured Sales, leads, and opportunities into Dynamics365 out of box functionality.
• Categorize users and teams by security role and restrict access based on those roles.
• Created and assigned sales territories to user based on the region in D365 CE sales module.
• Managed security role and access to dynamics 365 instance based on the user line of business.
• Trained business user on how to build canvas and model driven apps using power apps platform.
• Used out-of the box functionality like view, charts, dashboards, advance find in D365 for CE .
• Work with our functional team to identify opportunities for improvement in current processes .
• Trained user on how to create, modify, assign, share and build reports using report Wizard.
• Translate functional requirements into technical solutions for implementation.
• Perform gap analysis to identify process gaps and suggest business with out of box functionality.
• Identified data elements and created Dashboard, custom and list views for business users.
• Trained user on how to create list, dashboard and use advance find to create views.
• Managed user access to D365 instance by assigning security roles, privileges and access levels.
• Implement single sign-on and data protection policy for authentication and data loss in D365.
• Used Business Process flow and business rules to guide user to tracker sales orders.
• Worked with the stakeholder to understand the business unit and assign roles to business users..
• Identified business requirement and worked with developers in creating solution for business.
• Prepared effort estimation based on the customization of new CRM system.
• Deployed customizations and Solutions, on to different Environment.
• Created automated workflows to generate email reminder for business process.
• Used Agile framework to capture requirement and build the product backlog for sales review process.
• Provided dev team with the requirement for building the unified interface for sales review module.
• Set up business rules and Business process flow to set up sales review and integrated with ticketing system.
• Analyzed the current state of the enterprise, defined the future state and implemented a change strategy.
• Was responsible for determining the potential value of the proposed change in context with business needs.
• Managed user stories, task, backlog items, features, work items and bug using Azure boards.
• Prioritize product backlog item based on business value it brings to the stakeholders and business partner.
• Analyzed business process and rules to trigger workflow to manage automatic approval and alerts.
• Worked with business users to identify fields and layout for mobile device.
• Identified and document checkpoints and task set for different business process.

Environment: Dynamics CRM, Data verse, Azure Board, Visual Studio, AZURE DevOps, Microsoft Team.

Confidential, Tampa, FL Business Analyst

Responsibilities:

• Worked with stakeholder, product owner to understand the business need and define the business objective.
• Managed business relationships with stakeholders to gather requirements, develop plans and drive solution implementation.
• Elicit detailed functional / business requirements from users and business stakeholders
• Work with developers to understand the designs and validate that the software solution will satisfy the business needs.
• Provided training and product knowledge to stakeholder from different LOB.
• Conduct business process analysis and create Fit/Gap report.
• Collaborate with the Information Technology team on the configuration of the Dynamics 365 CE.
• Assisted business user on how to create canvas and model driven apps using power platform.
• Identify creative workarounds to minimize customizations and ensure an easy upgrade path.
• Understand and research the functional capabilities and limitations for out-of-the-box functionality.
• Create and document technical design specifications for configuration.
• Used Business Process flow and business rules to guide user while creating application.
• Gather business requirements and performed gap analysis.
• Prepared effort estimation based on the customization of new CRM system.

Environment: Microsoft Dynamics CRM, Dataverse, Azure DevOps, JavaScript, workflows, Visual Studio

Confidential, Tampa, FL

Responsibilities:

• Worked with stakeholder, product owner to understand the business need and define the business objective.
• Elicit detailed functional / business requirements from users and business stakeholders
• Work with developers to understand designs and validate software solution to business needs.
• Worked with business to understand the access level for user and managed them in the admin center.
• Identified requirements for managing controls and policy that needed to be configured in the admin center.
• Assisted in Data migration from ITSM, change and access management into dynamics 365 for CE.
• Conduct business process analysis and create Fit/Gap report.
• Worked with the project manager to estimate customization by breaking it into smaller work units.
• Identified and configured queues, routing rules and automatic record creation for case management.
• Collaborate with technology team on the configuration of the Dynamics 365 sales, and service module.
• Identified KPI and provided the key attributes needed to build the dashboard for customer service.
• Demonstrated the customer service on how to use the knowledge management area in dynamics.
• Worked with service desk to setup routing, automatic record creation rules and business process flows.
• Support the development of test scenarios/scripts and coordinate client testing of developed solution
• Translate functional requirements into technical solutions for implementation.
• Perform gap analysis between our organization's requirements and the functionality within Microsoft Dynamics 365 suite of applications and recommend solutions.
• Identify creative workarounds to minimize customizations and ensure an easy upgrade path.
• Understand and research the functional capabilities and limitations for out-of-the-box functionality.
• Create and document technical design specifications for configuration.
• Used Business Process flow and business rules to guide user while creating application.
• Gather business requirements and performed gap analysis. Prepared effort estimation based on the customization of new CRM system.

Environment: Dynamics CRM, Dataverse, Azure DevOps, JavaScript, workflows, Confluence, JIRA, Microsoft Team