Overview
On Site
BASED ON EXPERIENCE
Contract - W2
Contract - Independent
Contract - 1+ mo(s)
Skills
INVOICE
ORDER/PO
PURCHASE ORDER
M365 DYNAMICS
M365
D365
POWER AUTOMATE
DATAFLOWS
POWER QUERY
PYTHON
POWERSHELL
T SQL
SCRIPTING
Job Details
Senior Dynamics 365 Consultant/AnalystJob Summary: Talent Software Services is in search of a Senior Dynamics 365 Consultant/Analyst for a contract position in Redmond, WA. The opportunity will be for two months with a strong chance for a long-term extension.
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).
If this job is a match for your background, we would be honoured to receive your application!
Providing consulting opportunities to TALENTed people since 1987, we offer a host of opportunities, including contract, contract to hire, and permanent placement. Let's talk!
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