Team Red Dog · 3 weeks ago
Dynamics 365 / Dataverse Data Analyst
Team Red Dog is partnering with a Global data and analytics innovator to hire a Dynamics 365 / Dataverse Data Analyst to support enterprise CRM modernization for their client. This role focuses on Dynamics 365, Dataverse, Power Platform automation, and data governance, driving end-to-end lifecycle visibility within a Microsoft ecosystem.
Human ResourcesSoftwareStaffing Agency
Responsibilities
Partner with senior stakeholders and technical teams to define data requirements and implementation strategies across the Opportunity → Order/PO → Delivery → Invoice → Payment lifecycle
Design and evolve Dataverse data models to support one-to-many relationships, multi-delivery tracking, and minimal field bloat
Implement and maintain Power Automate and Dataflow solutions to ingest and link finance system data with CRM records
Modify and extend Dynamics 365 schemas, forms, views, and business rules to improve usability and adoption
Audit and rationalize CRM fields, defining a minimal viable field set and configuring role-based experiences
Establish data validation, duplicate detection, and referential integrity across core entities
Define governance models, ownership RACI, auditing, SOPs, and bulk update workflows
Deliver operational reporting and insights via Power BI and Dataverse charts
Maintain security, compliance, and environment management best practices for safe change delivery
Qualification
Required
Dynamics 365 CRM and Dataverse configuration experience, including entity modeling, relationships, forms, views, business rules, auditing, and security configuration to support complex operational workflows
Power Platform automation and ETL expertise using Power Automate, Dataflows, and Power Query to integrate finance systems, reduce manual data entry, and improve data reliability
Advanced SQL and scripting proficiency (T-SQL plus Python or PowerShell) for data shaping, bulk import/export, validation, troubleshooting, and automation at scale
Power BI and Dataverse reporting experience to deliver operational dashboards, KPIs, and lifecycle insights for business and finance stakeholders
Hands-on experience with Dynamics 365 CRM and Dataverse configuration
Strong ETL and automation background using Power Automate, Dataflows, Power Query, and APIs
Advanced SQL and scripting experience for data shaping and validation
Power BI dashboarding and operational reporting experience
Excellent written and verbal communication skills with a track record of stakeholder collaboration
Bachelor's degree in Computer Science, Engineering, Information Systems, or a related technical field
8–10 years of relevant professional experience, including substantial work with the Microsoft Power Platform
Benefits
Health insurance (medical, dental, vision, and life)
Employer-matched 401K plan
Paid time off
Paid holidays
Profit sharing