MS Dynamics - 365 (F&O) Technical Consultant

Role Description & Responsibilities

1. System Support & Maintenance

• Provide comprehensive technical support for D365 F&O, including troubleshooting, performance monitoring, and resolving system-related issues.
• Maintain and configure D365 system settings, workflows, and business logic to align with organizational needs.
• Serve as Tier Two/Tier Three escalation support, working with internal teams and Microsoft support as needed.
• Monitor and support D365 integrations with other enterprise systems.
• Ensure system documentation for configurations, changes, and issue resolutions are maintained.

2. Security Role Administration & User Access Management

• Manage and maintain security roles, permissions, and user access controls.
• Review and troubleshoot user access issues, ensuring compliance with role-based security policies.
• Support periodic access audits and segregation of duties (SoD) reviews to maintain security best practices.
• Collaborate with business stakeholders to define and enforce strategies for role-based access control (RBAC).

3. Configuration & Technical Support

• Support the configuration, integrations, and maintenance of D365 modules, ensuring optimal system performance.
• Assist in testing and validating new configurations, workflows, and system updates.
• Perform data analysis and system adjustments as needed to ensure smooth operations.
• Work with business users to optimize D365 workflows and automation within existing capabilities.

4. Upgrade & System Refresh Support

• Assist in planning, testing, and validating D365 system upgrades and patches to ensure business continuity.
• Support system refreshes, including data migration and validation.
• Work closely with Microsoft Lifecycle Services (LCS) and Azure DevOps to coordinate updates and system health monitoring.
• Ensure upgrade and patching strategies are aligned with business objectives and minimal disruption to users.
• Support troubleshooting and resolution of financial module-related issues in collaboration with key business stakeholders.
• Strong knowledge of D365 security models, user roles, and access control administration.
• Experience with Data Management Framework (DMF), system integrations, and performance monitoring.
• Ability to analyze and troubleshoot D365 configurations, workflows, and security settings.
• Familiarity with Lifecycle Services (LCS), Azure DevOps, and system update processes.

Preferred Skills:

• Experience with SQL, SSRS reporting, and database troubleshooting within D365.
• Familiarity with Power Platform (Power Automate, Power Apps) for workflow automation.
• Understanding of ERP security best practices, including segregation of duties (SoD) and role management.

Required Skills, Experience & Qualities

• 7-10 years of experience in D365 Finance & Operations technical support, configuration, and system maintenance.
• Strong communication skills to work effectively with business users, IT teams, and external vendors. Experience in supporting Accounting, AP, AR, and GL modules within D365.
• Strong understanding of D365 configuration, security roles, system updates, and technical issue resolution, ensuring smooth day-to-day operations for end users while supporting system refreshes, patches, and upgrades.
• Troubleshooting skills in L2/L3 support, performance tuning, and issue resolution.
• Experience with X++, SQL, SSRS, and API integrations.
• Familiarity with data migration, custom reports, and automation (Power Automate, RPA).
•  Microsoft certifications in Dynamics 365 Finance & Operations (preferred).