Capco

2 months ago

MS Dynamics Business Analyst (She/He/They)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Capco Poland seeks a CRM Dynamics Business Analyst to support rollout, enhancement, and adoption of Microsoft Dynamics 365 within Private Banking and Wealth Management. You will translate business needs into functional designs, embed CRM into RM workflows, drive adoption, and collaborate with Technology, Data and AI teams to deliver scalable CRM solutions that improve client engagement, wallet share and sales pipeline visibility.

Location: Poland

Workplace: Hybrid

Employment Type: Full time

Job Function: Business Operations

Key Responsibilities

•Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams).
•Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories.
•Design CRM solutions to enhance sales pipeline, client engagement, and revenue growth.
•Embed CRM into day-to-day RM workflows (pipeline management, call reports, client interactions).
•Configure and optimise Microsoft Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)

Key Requirements

•Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams).
•Apply wealth domain knowledge to shape CRM use cases across the client lifecycle (prospecting → advisory → servicing).
•Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories.

Experience:FinanceBankingWealth managementCapital markets

Skills:CommunicationProblem-solving

Languages:English

Tech Stack:Microsoft Dynamics 365Dynamics 365AppwayCo-PilotCRMSalesAI

Company Brief

Capco

Global management and technology consultancy specializing in financial services. Capco advises banks, insurers, and capital markets firms on digital transformation, risk and compliance, technology implementation, and operational improvement, combining industry expertise with advisory and engineering capabilities.

Industry: Management Consulting

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: London, United Kingdom

Founded: 1998

Glassdoor: 3.7

Website LinkedIn

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Capco

2 months ago

MS Dynamics Business Analyst (She/He/They)

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 22 hours agoStatus: Live

Job Summary

Location: Poland

Workplace: Hybrid

Employment Type: Full time

Job Function: Business Operations

Key Responsibilities

•Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams).
•Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories.
•Design CRM solutions to enhance sales pipeline, client engagement, and revenue growth.
•Embed CRM into day-to-day RM workflows (pipeline management, call reports, client interactions).
•Configure and optimise Microsoft Dynamics capabilities (Sales, Marketing Hub, Co-Pilot)

Key Requirements

•Gather and analyse requirements from Private Banking / Wealth Management stakeholders (RMs, advisors, sales teams).
•Apply wealth domain knowledge to shape CRM use cases across the client lifecycle (prospecting → advisory → servicing).
•Translate business requirements into MS Dynamics (Dynamics 365) functional designs and user stories.

Experience:FinanceBankingWealth managementCapital markets

Skills:CommunicationProblem-solving

Languages:English

Tech Stack:Microsoft Dynamics 365Dynamics 365AppwayCo-PilotCRMSalesAI

Company Brief

Capco

Industry: Management Consulting

Company Size: Enterprise (1,001+ employees)

Growth: Established Company

Headquarters: London, United Kingdom

Founded: 1998

Glassdoor: 3.7

Website LinkedIn