Technical Consultant

The Senior Technical Consultant is the primary technical authority on D365 F&O engagements. You will own the technical design, X++ development, integration architecture, data migration, DevOps pipeline management, and production deployment across all in-scope modules. You will work in close partnership with the Functional Consultant team and US-based client IT stakeholders — operating remotely with periodic travel to US client sites.

The ideal candidate brings 7+ years of F&O technical experience, has led the technical stream of at least 2–3 full end-to-end implementations, and has hands-on expertise in migrating from Microsoft AX 2012 to D365 F&O — covering legacy code re-architecture, data migration strategy, and technical cutover execution.

The following section defines the full technical requirement for this role. Candidates are expected to demonstrate hands-on proficiency across all areas listed.

Language & Platform

X++, C#, Visual Studio 2022, .NET Framework

F&O Extensibility

Chain of Command (CoC), Event Handlers, Delegates, Attributes

Reporting

SSRS (RDL), Electronic Reporting (ER), Management Reporter, Power BI

Integration Patterns

OData, REST/JSON, SOAP, DIXF, Business Events, Recurring Integrations

Azure Services

Logic Apps, Service Bus, Azure Functions, Data Factory, API Management

Power Platform

Power Automate, Power Apps, Dataverse, Dual-Write, Virtual Entities

Data Migration

DMF, DIXF, Data Entities, Composite Entities, Data Packages

DevOps & ALM

Azure DevOps (Boards, Repos, Pipelines), Git, RSAT, PerfSDK, Trace Parser

Security

RBAC, SoD, AAD Integration, External Users (B2B), Audit Database Logging

Environments & LCS

LCS, Cloud-Hosted Environments, Sandbox Tiers, Platform/App Updates

The Senior Technical Consultant must have technical development and configuration experience across all nine modules listed below. The table defines the specific technical areas within each module that the candidate must have hands-on expertise in.

Finance

12 areas

• General Ledger (GL) — account structures, posting profiles, ledger allocations

• Accounts Payable (AP) — vendor invoicing, 3-way match, payment journal automation

• Accounts Receivable (AR) — customer invoicing, collections, credit management

• Fixed Assets — asset books, depreciation batch, disposal automation

• Budgeting — budget register entries, budget control, budget planning

• Cash & Bank Management — bank reconciliation, bank statement import (MT940/BAI2)

• Tax Engine — sales tax, VAT, withholding tax configurations

• Electronic Reporting (ER) — ER framework, format designer, model mapping

• Financial Reporting — Management Reporter, financial dimension sets

• Expense Management — expense workflow, per diem, receipt management

• Revenue Recognition — revenue schedules, reallocation

• Intercompany Accounting — intercompany posting automation

Supply Chain Management

10 areas

• Procurement & Sourcing — purchase orders, purchase agreements, RFQ automation

• Vendor Collaboration Portal — vendor onboarding, portal configuration

• Inventory Management — inventory journals, inventory counting, item arrival

• Warehouse Management (WMS) — wave processing, work templates, location directives, mobile device menus

• Transportation Management (TMS) — rating engines, route plans, freight reconciliation

• Product Information Management (PIM) — product attributes, variants, product lifecycle

• Trade Agreements — price/discount journal automation

• Landed Cost — voyage costing, auto cost configuration

• Demand Forecasting — forecast model integration, Azure Machine Learning setup

• Sales Order Management — sales agreements, direct delivery, ATP

Manufacturing / Production

10 areas

• Production Orders — production lifecycle, job scheduling, report as finished

• Process Manufacturing — batch orders, formula/co-product management, potency

• Lean Manufacturing — Kanban rules, production flow activities

• Bill of Materials (BOM) — BOM versions, BOM calculations, phantom items

• Routes & Operations — route groups, resource capability, operation scheduling

• Master Planning (MRP/CTP) — coverage groups, planned orders, firming automation

• Production Floor Management — job card terminal, job registration

• Engineering Change Management — ECO workflow, product version control

• Subcontracting — outsourced operations, vendor resource setup

• Capacity Planning — resource scheduling, bottleneck analysis

Quality Management

9 areas

• Quality Orders — auto-creation triggers, test groups, sampling

• Non-Conformance Management — problem types, diagnostic codes, workflow

• Corrective Actions — operation assignments, related operations

• Quarantine Management — quarantine orders, split functionality

• Certificate of Analysis (CoA) — CoA data entities, print management

• Batch Disposition Codes — disposition code setup, reclassification

• Quality Associations — reference types, event types, applicable warehouse processes

• Quality Charges — charge setup for non-conformance costing

• Test Instruments — calibration tracking, test instrument setup

Asset Management

10 areas

• Functional Locations — location types, lifecycle states, installation

• Assets & Asset Types — asset attribute types, lifecycle models

• Work Orders — work order types, lifecycle states, scheduling

• Maintenance Plans — calendar-based and counter-based maintenance

• Preventive Maintenance — maintenance schedule rounds

• Counters & Measurements — counter registration, counter groups

• Spare Parts Management — item requirements on work orders

• Condition Assessment — assessment templates, condition registration

• Warranty Management — vendor warranty tracking

• Asset Integration — integration with Production and Procurement modules

Project Management & Accounting

10 areas

• Project Contracts — billing rules, funding limits, invoice proposals

• Project Budgets & Forecasts — cost budget, revenue budget, forecast models

• Work Breakdown Structure (WBS) — WBS templates, effort tracking

• Time & Expense Entry — timesheet policies, expense workflows

• Resource Scheduling — resource competencies, capacity view

• Project Invoicing — invoice proposals, on-account transactions

• Revenue Recognition — completed contract, percentage completion

• Intercompany Projects — intercompany cost/revenue posting

• Project Reporting — Power BI integration, project analytics

• Timesheet Approval Workflows — workflow configuration, delegation

1. Technical Architecture & Solution Design

●     Own the technical architecture for D365 F&O engagements — defining the extension model, integration patterns, data migration approach, and DevOps framework for each project.

●     Author Technical Design Documents (TDDs) for all customisations, integrations, and data migration components — ensuring full traceability to functional specifications.

●     Review and challenge technical designs proposed by junior developers; enforce Microsoft best practices and no-overlayering compliance throughout.

●     Evaluate third-party ISV solutions and Azure services for fit within the F&O ecosystem and recommend integration or replacement strategies.

2. X++ Development & Extensions

●     Lead X++ development across all in-scope modules — classes, tables, forms, data entities, workflows, batch jobs, services, and Electronic Reporting formats.

●     Implement all customisations using the F&O extension model exclusively — Chain of Command (CoC), event handlers, delegate subscriptions, form extensions, and table extensions.

●     Develop and maintain custom data entities and composite entities for all DMF-based integrations and data migration pipelines.

●     Build SysOperation-based batch processing frameworks for high-volume Finance, SCM, Production, and Project Accounting transactions.

●     Develop and configure Electronic Reporting (ER) formats for localised financial documents, regulatory reports, and bank file formats (NACHA, MT940, BAI2, SEPA).

3. Integration Architecture & Development

●     Design and build integrations between D365 F&O and third-party systems using OData REST APIs, DIXF recurring integrations, Azure Logic Apps, Service Bus, and Azure Functions.

●     Configure and manage Dual-Write maps between D365 F&O and Dataverse — including custom entity maps, filter expressions, and conflict resolution.

●     Build Power Automate flows and Power Apps connected to F&O via virtual entities and OData — supporting client-facing portal and mobile scenarios.

●     Design and implement bank statement import formats (MT940, BAI2, custom CSV) for Cash & Bank Management automation.

●     Build AP invoice automation integrations (Continia, Kofax, or custom OCR connectors) connecting to the F&O vendor invoice workflow.

4. AX 2012 to D365 F&O Migration — Technical Lead

●     Lead the full technical stream of AX 2012 to D365 F&O migration projects — from legacy codebase analysis through extension re-architecture, data migration design, and production cutover.

●     Perform AX 2012 customisation inventory — classify each object as: rewrite as F&O extension, replace with standard F&O functionality, or retire.

●     Re-architect AX overlay code into F&O compliant extensions — table extensions, form extensions, class extensions, and CoC overrides.

●     Design and execute data migration using DMF — build data packages, transformation logic, staging-to-target pipelines, and error handling for all module data sets.

●     Manage trial data migration runs (minimum 2 full trial loads), validate results, and execute production cutover with zero-data-loss assurance.

●     Document all migration decisions, mapping logic, and known delta items in a technical migration runbook.