Functional Consultant – Microsoft Dynamics 365 Finance & Operations (Finance, Procurement & Supply Chain)

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Experience Level:

Domain Focus:

Overview:

Microsoft Dynamics 365 Finance & Operations Functional Consultant

hands-on functional leadership role

Key Responsibilities:

Business Process & Functional Leadership

• Analyze and document business requirements across

  Finance, Procurement, Inventory, and Warehouse

  functions.
• Lead workshops with business users to identify

  pain points, system gaps, and optimization opportunities

  .
• Map business requirements to D365 F&O capabilities, ensuring alignment with operational model.
• Own end-to-end process design for

  Accounts Payable, Accounts Receivable, GL, Fixed Assets, Procurement, and Budgeting

  .
• Conduct fit-gap analysis and define process improvements leveraging

  standard D365 functionality

  before customization.

System Configuration & Implementation

• Configure modules including

  GL, AP, AR, Procurement & Sourcing, Project Management, Inventory, and Fixed Assets

  .
• Define and maintain workflows, approval hierarchies, and automation rules (ExFlow, Vertex, etc.).
• Collaborate with technical teams for integration validation (Amdocs, MuleSoft, Concur, Salesforce, OfficeTrack).
• Support creation of test cases, conduct UAT, and manage deployment activities for new enhancements.
• Work closely with

  Service Delivery and Technical Architects

  to ensure smooth transition and knowledge transfer.

Finance & Procurement Optimization

• Streamline

  A/P matching and invoice automation

  workflows using ExFlow and D365 tools.
• Implement controls for

  budget transfers, purchase requisitions, and expense approvals

  .
• Recommend process automation opportunities leveraging

  Power Platform (Power Automate, Power BI)

  .
• Support reconciliation and reporting between

  Warehouse, Procurement, and Finance

  modules.

Reporting, Documentation & Knowledge Transfer

• Define business KPIs and reporting requirements for finance and procurement.
• Support Power BI dashboard design for

  A/P Aging, Variance, and Financial Close

  metrics.
• Maintain

  Functional Design Documents (FDDs)

  ,

  Process Maps

  , and

  Configuration Workbooks

  .
• Conduct end-user training and ensure

  internal team becomes self-sufficient

  post-transition.

Governance & Support Alignment

• Participate in

  CAB (Change Advisory Board)

  meetings and

  SLA-based support reviews

  .
• Work with ServiceNow-based ticketing and triage processes (L1/L2/L3).
• Define and implement

  financial governance and change control

  mechanisms.
• Partner with offshore and onshore teams for 24×7 support coverage and escalations.

Required Skills & Qualifications

• Bachelor’s degree in Finance, Accounting, Information Systems, or equivalent experience.

• 5+ years of hands-on experience

  with D365 Finance & Operations or Dynamics AX (2012 R3 or later).
• Deep functional expertise in

  GL, AP, AR, FA, Procurement, Inventory, and Project Management

  modules.
• Proven experience with

  ExFlow

  ,

  Vertex

  , and

  Procurement/Inventory automation

  .
• Strong understanding of

  financial reporting, month-end close, and audit controls

  .
• Experience designing

  functional solutions for complex ERP integrations

  .
• Excellent communication and presentation skills for client-facing discussions.
• Ability to collaborate across business, technical, and data teams in a hybrid delivery model.

Preferred Skills

• Knowledge of

  MuleSoft

  ,

  Power BI

  , or

  ServiceNow integration

  frameworks.
• Experience working in

  Telecom, Utilities, or Financial Services

  domains.
• CPA or finance background is an added advantage.
• Microsoft Certified: Dynamics 365 Finance Functional Consultant Associate.

Soft Skills

• Strong analytical and problem-solving mindset.
• Ability to communicate complex solutions in simple business language.
• Proactive ownership of deliverables with minimal supervision.
• Flexibility to operate in global delivery and time zone overlap model.

Sample Deliverables

• Process Gap-Fit Analysis Report
• Functional Design Documents (FDDs)
• UAT Test Cases & Results Summary
• Data Mapping Sheets (for ExFlow, Vertex, Amdocs)
• Power BI KPI Requirement Matrix
• End-User Training Material