Business Analyst, Microsoft Power BI and CRM – 20759

July 27, 2023
Gaithersburg, Maryland / Hybrid
Job Type
Compensation Details
$85K - $90K + Bonus
Job ID Number
Jarvis Walker Recruiter
David Ruiz


About The Role

We are seeking a highly skilled and experienced Business Analyst with expertise in Microsoft Business Intelligence (BI) and Dynamics 365 Customer Relationship Management (CRM) to join our team. As a Business Analyst, you will play a pivotal role in driving business growth and enhancing operational efficiency by leveraging your knowledge and experience in Microsoft BI and Dynamics 365 CRM. You will collaborate closely with cross-functional teams, stakeholders, and clients to understand business requirements, analyze data, and deliver actionable insights and solutions. Your technical expertise and business acumen will be instrumental in driving strategic decision-making and supporting the successful implementation of BI and CRM initiatives.

Location: This is not a remote position and is expected to be local to Gaithersburg, Maryland.

Office employees have transitioned to a hybrid working schedule, requiring employees to report in-person Monday through Wednesday, with the option to telework on Thursday and Friday each week. Due to the collaborative, cross-functional nature of the organization, employees at the Gaithersburg office are required to work in-person for the above-mentioned days, outside of any People & Culture-approved disability accommodation request.


  • Collaborate with stakeholders to gather and understand business requirements, objectives, and key performance indicators (KPIs).
  • Analyze complex data sets from various sources, including Microsoft BI and Dynamics 365 CRM, to identify trends, patterns, and insights that drive business outcomes.
  • Design, develop, and maintain reports, dashboards, and data visualizations using Microsoft BI tools such as Power BI, SSRS, and Excel.
  • Perform data modeling, data mapping, and data integration tasks to ensure data accuracy, integrity, and consistency within the BI and CRM systems.
  • Provide expertise in configuring, customizing, and extending Dynamics 365 CRM to meet business needs, including workflows, forms, entities, and plugins.
  • Collaborate with IT teams and developers to define technical requirements and ensure seamless integration of BI and CRM solutions.
  • Conduct user training sessions and create documentation to facilitate user adoption and self-service reporting capabilities.
  • Stay up to date with industry trends, best practices, and emerging technologies related to Microsoft BI and Dynamics 365 CRM and make recommendations for process improvements and system enhancements.
  • Work closely with project managers to ensure projects are delivered on time, within budget, and meet quality standards.
  • Provide ongoing support, troubleshooting, and maintenance of BI and CRM systems, including investigating and resolving user-reported issues.

Qualifications and Skills


  • Bachelor’s Degree in Computer Science, Business Administration, or a related field. A master's degree is a plus.
  • Minimum of 3 years of experience working as a Business Analyst, with a focus on Microsoft BI and Dynamics 365 CRM.
  • Strong expertise in Microsoft BI tools, including Power BI, SSRS, and Excel.
  • Proficient in data modeling, ETL processes, and SQL for data extraction, transformation, and loading.

Extensive experience with Dynamics 365 CRM configuration, customization, and integration.


  • Certifications in Microsoft BI and Dynamics 365 CRM are highly desirable.
  • Solid understanding of business processes and CRM best practices across various industries.
  • Excellent analytical skills with the ability to derive actionable insights from complex data sets.
  • Strong communication and interpersonal skills to effectively collaborate with cross-functional teams, stakeholders, and clients.
  • Proven track record of delivering high-quality BI and CRM solutions within deadlines and budget constraints.
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