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IBM Microsoft Dynamics CRM Business Analyst in San Jose, California


As an IBM consultant, you directly help clients transform their business and solve complex problems. You will analyze, define, configure, implement, test and support projects that deliver customized solutions using your knowledge of Microsoft. You are a valued team member, serving as a liaison between IBM and our clients to deliver outstanding results.

Your Role and Responsibilities

IBM Services is seeking Microsoft Dynamics Customer Relationship Management (CRM) Business Analysts to collect and analyze requirements and solve client problems using Microsoft Dynamics CRM solutions. You will serve as a liaison between clients and project consultants, particularly during initial project phases. You will work primarily on project execution but may be involved in sales support as well.

Microsoft CRM Business Analysts are responsible for identifying, developing and deploying end-user solutions in CRM systems. Using your deep functional knowledge and familiarity with the Microsoft Dynamics CRM application, you will 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.

Primary Responsibilities:

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

Additional skills required:

  • Microsoft Office Suite, specifically Microsoft Word, Excel, PowerPoint, and Visio

  • Microsoft DevOps

  • Familiarity with Microsoft technologies/trends

  • Strong analytical, presentation, and writing skills



Required Technical and Professional Expertise

  • At least 3 years team lead experience or management experience of 5+ team members (management consultant only)

  • At least 2 years project experience in enterprise business application development and delivery (e.g., CRM, ERP, SCM, HCM)

  • At least 1 year project implementation experience using Microsoft Dynamics 365, Microsoft Dynamics CRM online, or Microsoft Dynamics CRM 2016, 2015, or 2013

  • At least 2 years project experience translating client business needs into software capabilities

  • At least 2 years project experience with business requirements analysis and modeling

  • At least 2 years project experience creating functional designs, test conditions and test scripts

  • At least 2 years experience working within a team environment

  • Basic knowledge of software development methodologies (Waterfall and/or Agile)

Preferred Technical and Professional Expertise

  • At least 2 years consulting experience working for a global systems integrator

  • Microsoft Certified Professional (MCP)

  • At least 1 year project experience working with Microsoft Dynamics 365 Operations or Microsoft Dynamics AX 7, 2012, or 2009

  • At least 1 year project experience working with global and offshore project teams

  • At least 1 year experience with system integration or user acceptance testing

  • At least 1 year experience with organizational design

  • At least 1 year experience with business process design or re-engineering

  • At least 1 year experience with developing and implementing end-user training programs

  • At least 1 year experience implementing or using CRM systems to support sales and marketing functions

  • At least 1 year experience implementing or using CRM systems to support customer service, call center, or field service operations

About Business Unit

IBM Services is a team of business, strategy and technology consultants that design, build, and run foundational systems and services that is the backbone of the world's economy. IBM Services partners with the world's leading companies in over 170 countries to build smarter businesses by reimagining and reinventing through technology, with its outcome-focused methodologies, industry-leading portfolio and world class research and operations expertise leading to results-driven innovation and enduring excellence.

Your Life @ IBM

What matters to you when you’re looking for your next career challenge?

Maybe you want to get involved in work that really changes the world? What about somewhere with incredible and diverse career and development opportunities – where you can truly discover your passion? Are you looking for a culture of openness, collaboration and trust – where everyone has a voice? What about all of these? If so, then IBM could be your next career challenge. Join us, not to do something better, but to attempt things you never thought possible.

Impact. Inclusion. Infinite Experiences. Do your best work ever.

About IBM


Health Insurance. Paid time off. Corporate Holidays. Sick leave. Family planning. Financial Guidance. Competitive 401K. Training and Learning. We continue to expand our benefits and programs, offering some of the best support, guidance and coverage for a diverse employee population.




Our goal is to be essential to the world, which starts with our people. Company wide we kicked off an internal talent strategy program called Go Organic. At our core, we are committed to believing and investing in our workforce through:

•Skill development: helping our employees grow their foundational skills

•Finding the dream job at IBM: navigating our company with the potential for many careers by channeling an employee’s strengths and career aspirations

•Diversity of people: Diversity of thought driving collective innovation


With an employee population of 375,000 in over 170 countries, amazingly we connect, collaborate, and care. IBMers drive a corporate culture of shared responsibility. We love grand challenges and everyday improvements for our company and for the world. We care about each other, our clients, and the communities we live, work, and play in!



Location Statement

For additional information about location requirements, please discuss with the recruiter following submission of your application.

Being You @ IBM

IBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.