Sourced finance and insurance context
Policies, accounts, and controlled transactions: Dynamics 365 CRM
Hartford's 2025-2029 consolidated plan reports finance, insurance, and real estate as 30 percent of city jobs in its business-activity table and identifies finance and insurance among the city's highest-paying industries. Translate the operating setting into accounts, contacts, opportunities, cases, work orders, assets, and activities. Require a reason for each custom table or process variation. Insurance and financial systems can join accounts, policies, premiums, claims, payments, identity, risk rules, approvals, reconciliations, reporting, and audit evidence.
Evidence to request: Use a process-design case and require table, form, automation, security, reporting, and ownership decisions. Name the product, transaction or claim, system of record, money movement, control owner, reporting date, reconciliation, exception path, and production support target.
Sourced education and health care context
Care, learning, and protected records: Dynamics 365 CRM
The Hartford plan reports education and health care services as 28 percent of city jobs and names health care and social assistance among the city's largest industries. Define the Dataverse, Power Platform, ERP, identity, and external-service boundaries. Candidates should cover APIs, events, virtual tables, security, retries, and monitoring. Health and education systems may connect clinical or student records, scheduling, billing, grants, workforce data, access controls, retention rules, and formal review.
Evidence to request: Review an ERP or external integration with source-of-truth rules, matching, failure handling, replay, and reconciliation. Set the care, research, teaching, or administrative process, source record, data classification, access reviewer, integration, reporting obligation, and acceptance owner.
Sourced data and professional services context
Analysis, telecommunications, and client delivery: Dynamics 365 CRM
Hartford's plan describes the city as a major data-processing and telecommunications center and reports professional, scientific, and management services as 12 percent of city jobs. Set migration and release ownership. Ask how the consultant profiles source data, controls duplicates, tests roles and automation, sequences cutover, and supports users afterward. Data and professional-services work can cross client environments, source systems, identity boundaries, analytical definitions, delivery evidence, and several operating teams.
Evidence to request: Ask for a migration or release the consultant owned, including data quality, role testing, defects, training handoff, and acceptance. Clarify whether the role owns an internal platform or client delivery, then document the source data, service boundary, users, access model, output, service measure, and handoff.