Position Overview
We are seeking a techno-functional Dynamics 365 F&O professional to help support and optimize an enterprise ERP environment while introducing AI and workflow automation across the business.
This role sits between business operations and technology. You’ll serve as a functional expert for D365 Finance & Operations, translate business requirements into system solutions, improve workflows, and identify opportunities to use AI tools and automation to make processes more efficient.
This is not a heavy development/coding position. The ideal candidate understands how ERP processes work end-to-end and can map, configure, improve, and communicate those processes effectively. D365 F&O Consultant Intake Meet…
What You’ll Do
- Serve as a functional SME for Microsoft Dynamics 365 F&O, particularly Finance
- Support GL, AP, AR, workflows, reporting, master data, and system configuration
- Gather business and technical requirements and translate them into functional designs
- Configure and optimize D365 and connected enterprise systems
- Partner with technical teams on integrations, reporting, testing, and issue resolution
- Identify processes that can be improved through AI and workflow automation
- Build or support AI-powered workflows, prompts, and lightweight agents using tools such as Copilot, Claude, or similar platforms
- Leverage Power Platform tools to automate and improve business processes
- Lead or support requirements gathering, testing/UAT, documentation, and user adoption
- Train business users and help teams successfully adopt new processes and technology
What We’re Looking For
- 3–6+ years of Dynamics 365 F&O or comparable ERP functional experience
- Strong hands-on knowledge of D365 Finance, ideally GL, AP/AR, workflows, and reporting
- Experience with requirements gathering, functional design, configuration, and UAT
- Strong understanding of end-to-end business processes and ERP workflows
- Practical experience using AI/LLM tools such as Copilot, Claude, Cursor, or similar
- Experience creating prompts, automated workflows, or basic AI agents
- Ability to communicate with both technical teams and business stakeholders
Nice to Have: Power Automate, Power Apps, Power BI, RAG/knowledge-based AI, enterprise integrations, or experience within finance, insurance, or operationally complex environments.
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