- Location
- US
- Workplace
- Remote
- Type
- Full-time
- Department
- Engineering
- Seniority
- Lead
- Experience
- 3+ years
- Source
- Eightfold
Description
Business Process Configuration & Analysis ● Analyze current business processes and translate M&A requirements into Dynamics 365 configurations ● Configure entities, fields, forms, views, business rules, and workflows to support merged entity operations ● Document as-is and to-be business processes in collaboration with business stakeholders ● Work directly with business teams, finance, HR, operations, and sales to understand M&A process requirements ● Communicate technical capabilities and constraints to non-technical stakeholders Hands-On Configuration & Customization ● Execute configuration in Dynamics 365 including data models, security roles, and field-level security ● Build forms, views, business process flows, and automated workflows ● Configure and manage integrations with related systems ● Implement power automate flows and canvas/model-driven app configurations as needed Developer Coordination & Custom Development ● Identify requirements that exceed standard configuration capabilities ● Create detailed technical specifications for custom object development and plugins ● Collaborate with development team on solutions architecture and code reviews ● Support testing and deployment of custom code solutions Data Migration & Integration ● Plan and execute data migration strategies for M&A scenarios ● Configure and validate data integrations between legacy and target systems ● Perform data quality assessments and remediation ● Document data mapping and transformation logic ● 10+ years of hands-on experience with Microsoft Dynamics 365 configuration and customization ● 3+ years of experience working on Mergers & Acquisitions or system consolidation initiatives ● Proven expertise in configuring Sales, Service, or Finance & Operations modules within Dynamics 365 ● Experience building and optimizing business process flows, workflows, and automated processes ● Demonstrated ability to work effectively with development teams and understand custom code implementations ● Strong background in data migration and integration between systems ● Experience with Power Platform (Power Automate, Power Apps) preferred ● Exposure to API integrations and custom plugin/extension development concepts ● Track record of successful end-to-end project delivery in complex environments ● Microsoft Certified: Dynamics 365 Fundamentals or higher certification ● Experience with Dynamics 365 Finance & Operations (ERP) consolidation scenarios ● Background in business process re-engineering or continuous improvement initiatives ● Hands-on experience with custom plugin development or C# coding ● Experience with third-party Dynamics 365 extensions and solutions ● Background in enterprise resource planning (ERP) or CRM implementations ● Experience mentoring junior consultants or technical staff ● Dynamics 365 Configuration: Entities, attributes, relationships, forms, views, business rules, business process flows, workflows ● Data Management: Data import, export, duplication detection, duplicate records management, data quality frameworks ● Integration: API fundamentals, integration patterns, Power Automate cloud flows, connector configuration ● Development Concepts: Understanding of JavaScript, C#, plugin architecture, and solution packaging ● Power Platform: Power Apps (model-driven and canvas), Power Automate, Power BI integration ● Office 365 & Azure: Basic familiarity with cloud architecture, Azure Active Directory, Microsoft 365 integration ● Advanced Find & Reporting: Query design, FetchXML, Power BI report creation and embedding ● Strong communication skills - ability to explain technical concepts to non-technical stakeholders and business requirements to developers ● Excellent problem-solving and analytical capabilities ● Detail-oriented with strong documentation practices ● Self-motivated and ability to manage multiple workstreams simultaneously ● Adaptability to rapidly changing requirements common in M&A environments ● Collaborative mindset with ability to build consensus across diverse stakeholder groups ● Project management fundamentals - comfortable with Agile and Waterfall methodologies ● Proactive approach to professional development and staying current with Dynamics 365 updates Success Metrics ● On-time delivery of configured solutions aligned with project milestones ● Zero-defect configuration implementations post go-live ● Business requirement satisfaction - measured through stakeholder feedback and sign-offs ● Effective collaboration with development team resulting in quality custom solutions ● High user adoption rates following training and go-live ● Comprehensive documentation of all configurations and decisions ● Proactive identification and mitigation of technical risks