TALENT Software Services
Senior Dynamics 365 Consultant/Analyst (Redmond)
TALENT Software Services, Redmond, Washington, United States, 98052
Are you an experienced Senior Dynamics 365 Consultant/Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Our client is seeking an experienced Senior Dynamics 365 Consultant/Analyst to work at their company in Redmond, WA.
Position Summary:
We are looking for a practitioner with hands-on experience in entity modelling, relationships, business rules, auditing, and bulk import/export. Strong ETL skills in Power Automate/Dataflows and SQL for data shaping are essential. A track record of simplifying CRM footprints to drive adoption is highly desirable. Security/RBAC fluency and clear stakeholder communication are critical for coordinating while maintaining data quality and compliance. The Data Analyst coordinates changes to computer databases and tests/implements database updates, applying knowledge of database management systems. This role will drive vendor-supported CRM changes to support the full lifecycle from Opportunity to Order/PO, Delivery, Invoice, and Payment, aiming to reduce manual entry and improve data quality and governance.
Primary Responsibilities/Accountabilities: Work with senior management and technical client teams to determine data requirements, business data implementation approaches, and best practices for advanced data manipulation, storage, and analysis strategies. Design the CRM data model to enable one-to-many relationships and multi-delivery tracking under a single opportunity/PO while minimising field bloat. Write code and logical/physical database descriptions; specify identifiers/keys; provide clear specifications to management; and direct coding/descriptions for implementation. Implement, automate, and maintain enterprise ETL processes to ingest PO/Invoice metadata from finance systems and link to CRM records, reducing manual entry. Modify existing databases and database management systems; direct programmers/analysts to make schema, form, view, and business rule changes in CRM. Audit and rationalize fields, define a minimal viable field set per team, and configure role-based forms/views to improve usability and adoption. Test programs and databases; correct errors from modifications and integrations; establish validation rules, duplicate detection, and referential integrity for lookups. Establish governance for data ownership; configure auditing and usage telemetry; and document SOPs, bulk update workflows, and SLAs. Deliver reporting and insights showing delivery status vs. expected inventory, invoice/payment state, and operational KPIs for stakeholders. Maintain security/compliance practices and support environment/solution management for safe change delivery. Purpose of the Team:
The team supports the end-to-end lifecycle of acquiring data from partnersfrom deal brokering, ingestion, and tracking datasets to enabling sharing with AI teams for model training. Key Projects:
This role will drive vendor-supported CRM changes to support the full lifecycle from Opportunity to Order/PO, Delivery, Invoice, and Payment. The aim is to reduce manual entry and improve data quality and governance.
Qualifications: Hands-on experience with Dynamics CRM/Dataverse (entities, relationships, forms, views, business rules, auditing). ETL tools and automation: Power Automate/Dataflows/Power Query; API/webhooks; bulk import/export; Excel-based data update patterns. SQL and one scripting language (e.g., Python or PowerShell) for data shaping, validation, and automation. Power BI dashboards and Dataverse charts for operational reporting. Strong written/oral communication, stakeholder facilitation, troubleshooting, and problem-solving skills; demonstrated success working with data to help businesses make better data-driven decisions. Bachelor's degree in a technical field (Computer Science, Engineering, Information Systems, or related). 810 years of relevant experience, including substantial work with Dynamics/Dataverse and the Power Platform. Experience working with Dynamics Ability to create Power Apps within Dynamics Familiarity with CRM rebuilds or data-related workflow systems Dynamics & Dataverse configuration - expertise in entities/relationships, forms/views, business rules, auditing (57 years). Power Platform ETL automation - Power Automate flows, Dataflows/Power Query, connector-based integrations with finance systems, and robust error handling (46 years). Advanced SQL scripting - T-SQL and PowerShell/Python for data shaping, bulk import/export, keys/lookups, and troubleshooting at scale (5 years).
Position Summary:
We are looking for a practitioner with hands-on experience in entity modelling, relationships, business rules, auditing, and bulk import/export. Strong ETL skills in Power Automate/Dataflows and SQL for data shaping are essential. A track record of simplifying CRM footprints to drive adoption is highly desirable. Security/RBAC fluency and clear stakeholder communication are critical for coordinating while maintaining data quality and compliance. The Data Analyst coordinates changes to computer databases and tests/implements database updates, applying knowledge of database management systems. This role will drive vendor-supported CRM changes to support the full lifecycle from Opportunity to Order/PO, Delivery, Invoice, and Payment, aiming to reduce manual entry and improve data quality and governance.
Primary Responsibilities/Accountabilities: Work with senior management and technical client teams to determine data requirements, business data implementation approaches, and best practices for advanced data manipulation, storage, and analysis strategies. Design the CRM data model to enable one-to-many relationships and multi-delivery tracking under a single opportunity/PO while minimising field bloat. Write code and logical/physical database descriptions; specify identifiers/keys; provide clear specifications to management; and direct coding/descriptions for implementation. Implement, automate, and maintain enterprise ETL processes to ingest PO/Invoice metadata from finance systems and link to CRM records, reducing manual entry. Modify existing databases and database management systems; direct programmers/analysts to make schema, form, view, and business rule changes in CRM. Audit and rationalize fields, define a minimal viable field set per team, and configure role-based forms/views to improve usability and adoption. Test programs and databases; correct errors from modifications and integrations; establish validation rules, duplicate detection, and referential integrity for lookups. Establish governance for data ownership; configure auditing and usage telemetry; and document SOPs, bulk update workflows, and SLAs. Deliver reporting and insights showing delivery status vs. expected inventory, invoice/payment state, and operational KPIs for stakeholders. Maintain security/compliance practices and support environment/solution management for safe change delivery. Purpose of the Team:
The team supports the end-to-end lifecycle of acquiring data from partnersfrom deal brokering, ingestion, and tracking datasets to enabling sharing with AI teams for model training. Key Projects:
This role will drive vendor-supported CRM changes to support the full lifecycle from Opportunity to Order/PO, Delivery, Invoice, and Payment. The aim is to reduce manual entry and improve data quality and governance.
Qualifications: Hands-on experience with Dynamics CRM/Dataverse (entities, relationships, forms, views, business rules, auditing). ETL tools and automation: Power Automate/Dataflows/Power Query; API/webhooks; bulk import/export; Excel-based data update patterns. SQL and one scripting language (e.g., Python or PowerShell) for data shaping, validation, and automation. Power BI dashboards and Dataverse charts for operational reporting. Strong written/oral communication, stakeholder facilitation, troubleshooting, and problem-solving skills; demonstrated success working with data to help businesses make better data-driven decisions. Bachelor's degree in a technical field (Computer Science, Engineering, Information Systems, or related). 810 years of relevant experience, including substantial work with Dynamics/Dataverse and the Power Platform. Experience working with Dynamics Ability to create Power Apps within Dynamics Familiarity with CRM rebuilds or data-related workflow systems Dynamics & Dataverse configuration - expertise in entities/relationships, forms/views, business rules, auditing (57 years). Power Platform ETL automation - Power Automate flows, Dataflows/Power Query, connector-based integrations with finance systems, and robust error handling (46 years). Advanced SQL scripting - T-SQL and PowerShell/Python for data shaping, bulk import/export, keys/lookups, and troubleshooting at scale (5 years).