TALENT Software Services

Description

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 partners-from 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).
• 8-10 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 (5-7 years).
• Power Platform ETL automation - Power Automate flows, Dataflows/Power Query, connector-based integrations with finance systems, and robust error handling (4-6 years).
• Advanced SQL scripting - T-SQL and PowerShell/Python for data shaping, bulk import/export, keys/lookups, and troubleshooting at scale (5 years).