Lead client discovery workshops, stakeholder interviews, and requirements gathering sessions
Facilitate current state and future state business process analysis
Produce key discovery and business analysis deliverables including: Process maps and swim lane diagrams, Workflow and process documentation, User stories, epics and backlog refinement, Functional requirements and acceptance criteria, Gap fit analysis and solution recommendations
Support for solution roadmaps and Statements of Work
Use Azure DevOps for requirements management, backlog administration, traceability, and test coordination
Leverage AI assisted tools, including Microsoft Copilot and other productivity tools, to support analysis, documentation and solution ideation
Provide business process improvement recommendations and advise clients on best practices
Design and configure solutions across Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, Dynamics 365 Field Service
Leverage Power Platform to extend and enhance Dynamics 365 capabilities
Collaborate with Solution Architects and technical teams to translate business requirements into scalable functional designs
Participate in Agile project delivery including sprint planning, backlog grooming, sprint reviews and retrospectives
Lead and support user acceptance testing, test planning, training and deployment readiness activities
Mentor junior consultants and contribute to delivery excellence across engagements

Five or more years of hands-on experience delivering Dynamics 365 CRM / CE solutions
Proven experience leading discovery or Phase 0 engagements and facilitating business requirements workshops
Strong experience producing business analysis artifacts including workflows, swim lanes, user stories, process diagrams and functional specifications
Deep knowledge of Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Customer Insights, Dynamics 365 Field Service
Strong proficiency with Microsoft Power Platform including Power Apps, Power Automate and Dataverse
Proficiency using Azure DevOps for backlog management, requirements traceability, user stories and testing support
Experience leveraging AI tools or Copilot to support business analysis, documentation and solution delivery
Strong understanding of Agile project delivery methodologies
Excellent communication, facilitation, documentation and stakeholder management skills
Bachelor’s degree in Business, Information Systems, Computer Science or related discipline

Senior Functional Consultant – Business Analyst, Dynamics 365, Power Platform

Key skills