Full Job Description
ROLE OVERVIEW
We are seeking an experienced Dynamics 365 Technical Resource to lead configuration and customization efforts for our Mergers & Acquisitions initiatives. This role is critical to ensuring seamless business process integration, data consolidation, and system optimization during M&A activities. The ideal candidate will bridge the gap between business requirements and technical implementation, managing both configuration work and coordination with development teams for custom object development.
Duties and Responsibilities:
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
Stakeholder Collaboration & Requirements Gathering
• Work directly with business teams, finance, HR, operations, and sales to understand M&A process requirements
• Facilitate workshops and requirement-gathering sessions
• 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
• Validate developed solutions meet business requirements
• 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
Testing, Training & Deployment
• Design and execute system testing protocols
• Develop training materials and conduct end-user training sessions
• Manage change management and user adoption strategies
• Support go-live and post-implementation stabilization
Documentation & Best Practices
• Maintain comprehensive technical documentation of configurations
• Ensure adherence to Dynamics 365 and organizational best practices
• Create and maintain configuration decision logs and design documents
Basic Requirements
• 7+ 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
Preferred Qualifications
• 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
Technical Competencies
• 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
Soft Skills
• 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
The pay range for this position is $133,900 to $190,750. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan and to receive restricted stock unit awards as part of total compensation. Learn more about UKG's benefits and rewards at https://www.ukg.com/about-us/careers/benefits
