Job Description

JOB: Dynamics 365 F&O Consultant

Location/Remote: Hybrid preferred Greenville, Rhode Island (will consider remote also, but local to New England)

Hours per week: 30-40

Duration: 3 months

WHY the need: They went live with Dynamics 365 back in Jan 2026. They need to maximize system usage and train employees across divisions (Finance, Supply Chain, Operations, etc.) on how to utilize the system. Want to optimize the "out-of-the-box" features

Top 3 Skills

1. Dynamics ERP expert
2. Automate invoices automate plug ins & ISV's
3. Reporting(PowerBI)

SUMMARY

POSITION OVERVIEW

Seeking an experienced Microsoft Dynamics 365 Finance & Operations (D365 F&O) Consultant to provide specialized functional and technical expertise in support of our ERP environment.

This is an independent contractor/consulting engagement and is not a regular full-time or part-time employee position . The consultant will provide specialized services related to D365 F&O optimization, troubleshooting, process improvement, automation, reporting, system enhancements, and related ERP initiatives.

The ideal consultant will have extensive hands-on experience with D365 Finance & Operations, particularly Supply Chain Management , and the ability to translate business requirements into practical, scalable system solutions. Experience with Microsoft Power Platform, reporting, document automation, and ERP process optimization is highly valued.

This position will involve working collaboratively with Finance, Operations, Supply Chain, Purchasing, Warehouse, and IT stakeholders to identify opportunities, resolve system challenges, improve business processes, and implement sustainable solutions.

SCOPE OF SERVICES & RESPONSIBILITIES

D365 Finance & Operations Consulting & Support

• Provide specialized functional and technical consulting services related to Microsoft Dynamics 365 Finance & Operations.
• Assess, troubleshoot, and resolve D365 F&O system issues and identify root causes.
• Provide recommendations for system configuration, optimization, and process improvements.
• Support configuration changes, enhancements, testing, documentation, and deployment activities.
• Evaluate existing D365 functionality and recommend solutions that align with business requirements and ERP best practices.
• Provide expertise related to D365 Supply Chain Management, including Inventory, Procurement, Warehouse Operations, Product Information Management, Costing, and related financial processes.
• Assist with system upgrades, new functionality, implementations, integrations, and enhancement projects as needed.

Process Improvement & Automation

• Identify opportunities to streamline manual processes, improve data accuracy, and increase operational efficiency.
• Design and implement automation solutions.
• Develop and enhance workflow and automation solutions supporting Finance, Operations, Supply Chain, and other business functions.
• Support electronic document generation and workflow automation using technologies such as Docentric .
• Recommend opportunities to leverage D365 functionality and related technologies to improve business processes.

Reporting, Data & Business Intelligence

• Develop and enhance operational and financial reporting solutions.
• Create and enhance data entities and other data structures required to support reporting and business intelligence.
• Develop or support reports utilizing technologies such as Power BI, SSRS, Financial Reporter, and Electronic Reporting .
• Assist with data analysis, reporting requirements, and integration-related initiatives.
• Identify opportunities to improve data quality, accessibility, and reporting efficiency.

Project & Implementation Support

• Provide consulting expertise for defined ERP projects, enhancements, and strategic initiatives.
• Translate business requirements into functional and technical recommendations.
• Participate in requirements gathering, solution design, testing, implementation, and post-implementation support.
• Coordinate with internal stakeholders, Microsoft partners, third-party vendors, and other consultants when specialized expertise is required.
• Provide recommendations regarding ERP functionality, integrations, automation, and process improvements.

Documentation & Knowledge Transfer

• Develop and maintain system documentation, process documentation, standard operating procedures, and technical/functional reference materials related to completed projects and solutions.
• Provide knowledge transfer and training to designated internal users as appropriate.
• Develop recommendations and guidance that enable internal teams to effectively utilize D365 F&O functionality.
• Document solutions, configurations, workflows, and processes to support long-term system sustainability.

Cross-Functional Consulting

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