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Mayank Bhatnagar

Mayank Bhatnagar

Technical CRM Business Analyst | Microsoft Dynamics 365 CE/CRM Functional Consultant

Talent
New YorkMember since October 6, 2026
Requirements elicitationWorkshopsBRD/FRDUser storiesAcceptance criteriaBacklog refinementTeam leadershipDynamics 365 CESalesCustomer ServiceModel-driven appsDefect triageJiraAzure DevOpsMicrosoft CopilotGenAIAI BuilderWorkflow automationDiscovery workshopsRFP/RFI responsesDataversePower AutomatePower PlatformCopilot StudioDocuSign APIsWhatsAppIVRIBM CloudData & AIAutomation
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Requirements elicitationWorkshopsBRD/FRDUser storiesAcceptance criteria

About

15+ Years of Experience: Senior Technical Business Analyst and MS D365 CE/CRM Functional Consultant specializing in digital transformation, CRM deployments, and process automation across the Automotive, Manufacturing, Retail, and IT sectors Microsoft Cloud Expertise: Hands-on mastery of Dynamics 365 CE (Sales, Customer Service, Customer Insights, Omnichannel Contact Center), Power Platform (Power Automate, Canvas/Model-Driven Apps), and Dataverse. End-to-End Delivery: Proven track record in Agile/Scrum environments leading stakeholder workshops, requirements elicitation (BRD/FRD), user story creation, UAT coordination, and cross-functional team leadership. AI-Driven Productivity: Expert at integrating Microsoft Copilot, GenAI, and Copilot Studio workflows to accelerate technical documentation, test prep, and business automation, and leading cross-functional teams Work Status: Authorized to work in the USA for any employer (No sponsorship required) Targeting: Detroit Metro / Hybrid / Remote Roles Availability: Immediate

Experience

Senior Business Analyst / Dynamics 365 CE Functional Consultant - Capgemini - US / North America Delivery

(2022-02 - 2026-09)

  • Led end-to-end functional design and requirements elicitation for enterprise Dynamics 365 CE (Sales, Customer Service) and Power Platform deployments, delivering scalable CRM solutions for over 2000 users across 4 regional business units
  • Partner with business, product, and technical stakeholders to translate business needs into user stories, acceptance criteria, functional specifications, process flows, and solution design artifacts
  • Business architected Omnichannel for Customer Service routing (Chat, WhatsApp, IVR) and defined complex SLA KPIs, improving Omnichannel case routing accuracy and enabling a 15% increase in First Call Resolution (FCR)
  • Configured Dataverse-driven D365 CE solutions and Power Automate Cloud Flows, integrating DocuSign APIs to automate contract approvals, reducing manual processing time by 30%
  • Directed solution delivery lifecycles, sprint backlog refinement, and defect triage utilizing Jira and Azure DevOps, coordinating cross-functional technical teams to achieve a on-time deployment for quarterly releases
  • Applied Microsoft Copilot, GenAI, AI Builder, and Azure OpenAI-aligned patterns to accelerate analysis, documentation, test support, workflow automation, and productivity-focused proof of concepts
  • Facilitated complex stakeholder discovery workshops, translating business needs into comprehensive user stories, acceptance criteria, and functional design artifacts (BRD/FRD) to secure accelerated sign-offs from product and business sponsors

Presales Lead / CRM & Power Apps Consultant - Larsen & Toubro Ltd

(2019-08 - 2022-02)

  • Spearheaded presales strategy and solution architecture for enterprise Dynamics 365 and Power Apps opportunities, orchestrating discovery workshops and generating comprehensive RFP/RFI responses that contributed to a increase in CRM pipeline conversion
  • Partnered directly with enterprise sales directors and technical delivery units to architect value-driven CRM roadmaps, delivering high-level project estimates and implementation plans for contracts
  • Built stakeholder confidence through structured communication, milestone reporting, consultative selling, and cross-functional coordination across business and delivery teams.
  • Mentored a cross-functional batch of 20 business analysts and functional consultants, standardizing requirements documentation and delivery-readiness practices, which accelerated project kickoff timelines

Enterprise Sales / Digital Transformation Consultant - Datamato Technologies - IBM Platinum Business Partner

(2016-01 - 2019-01)

  • Led enterprise sales motions for IBM Cloud, Data & AI, Automation, Storage, and Power Systems solutions across strategic accounts.
  • Developed pipeline through prospecting, account planning, consultative selling, demos, and multi-stakeholder engagement with business and technical decision-makers
  • Coordinated with SMEs and solution architects to position platform capabilities, manage complex sales cycles, and improve forecasting through CRM and digital sales tools

Retail Operations / Sales & Marketing Leadership - Future Group and Shoppers Stop Ltd

(2011-02 - 2015-12)

  • Led retail operations, sales execution, merchandising, customer engagement, marketing campaigns, loyalty initiatives, vendor coordination, and inventory-focused business improvements
  • Built a strong foundation in front-line operations, customer experience, revenue management, team leadership, and process improvement across retail environments

Education

MBA - Marketing & Systems

Bachelor of Engineering - Computer Science

Skills

Technical CRM Business Analyst

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