Techno-Functional Consultant, D365 F&O (AR/AP)

Key responsibilities

• 1. Functional – Accounts Receivable & Accounts Payable

• Own the AR and AP modules: customer and vendor setup, posting profiles, payment terms,

• methods of payment, settlement, and number sequences.

• Configure and support Order-to-Cash: free-text invoices, customer payments, collections, credit

• management, interest and collection letters, and aging.

• Configure and support Procure-to-Pay: vendor invoices, invoice matching (two- and three-way),

• invoice approval workflows, payment proposals, and vendor payment journals.

• Manage bank integration and reconciliation, including electronic payment formats and

• Advanced Bank Reconciliation.

• Ensure compliance with UAE VAT (FTA) and prepare the system for the UAE e-invoicing

• mandate.

• Run requirement workshops with Finance, document business processes (as-is / to-be), and

• write functional design documents (FDDs).

• Support month-end and year-end close for AR and AP subledgers, and resolve reconciliation

• differences with the GL.

• 2. Technical – Customization & Development

• Develop and maintain X++ extensions: new forms, tables, classes, chain-of-command

• extensions, and event handlers, without over-layering.

• Build and modify SSRS reports and Electronic Reporting (ER) formats for invoices, statements,

• payment files, and regulatory reports.

• Create and extend data entities for imports, exports, and integration.

• Configure workflows, security roles, duties, and privileges for AR/AP users.

• Manage code through Azure DevOps: version control, builds, deployable packages, and releases

• across Dev, UAT, and Production through Lifecycle Services (LCS) or the Power Platform admin

• center.

• Write technical design documents (TDDs) and follow Microsoft best practices and the Chamber's

• coding standards.

• 3. AI Agents & Automation

• Implement and configure Copilot capabilities in D365 Finance, such as collections assistance,

• customer summaries, and vendor communication.

• Build custom AI agents with Microsoft Copilot Studio and Azure AI Foundry, for example: invoice

• capture and coding, payment status inquiries, dunning follow-up, and vendor query handling.

• Automate repetitive AR/AP tasks with Power Automate and AI Builder (document processing,

• approvals, notifications).

• Define guardrails for AI use: data access, approval steps, audit trail, and human review of

• financial actions.

• Measure agent outcomes (time saved, error rate, adoption) and report results to management.

• 4. Integration – D365 CRM & Custom Applications

• Design and build integrations between D365 F&O and D365 CRM (Customer Engagement) using

• dual-write, virtual entities, or Dataverse, covering customers, invoices, payments, and account

• balances.

• Integrate F&O with the Chamber's custom applications (membership, certificate of origin, eservices

• portals) through OData, custom services, the Data Management Framework, Business

• Events, and Azure Integration Services (Logic Apps, Service Bus, API Management).

• Build and monitor batch jobs and recurring integrations; handle errors, retries, and data

• reconciliation between systems.

• Expose AR/AP data to Power BI and Microsoft Fabric (Synapse Link / Fabric Link) for dashboards

• and reporting.

• Work with SQL Server and Dataverse teams on data mapping, migration, and data quality.

• 5. Support, Testing & Knowledge Transfer

• Provide L2/L3 support for AR/AP and integration incidents within agreed SLAs.

• Plan and run unit, integration, regression, and user acceptance testing; maintain test scripts.

• Assess and apply Microsoft One Version service updates and validate their impact on

• customizations.

• Train finance users and key users, and write user guides and SOPs.

• Coordinate with Microsoft partners and vendors on enhancements and escalations.

• Requirements

• Qualifications & skills

• Education. Bachelor's degree in Accounting, Finance, Computer Science, or Information Systems. A

• finance or accounting background combined with development skills is strongly preferred.

Experience

• 5–8 years with Dynamics 365 F&O or Dynamics AX 2012, including at least 2 full-cycle

• implementations or major upgrades.

• Proven hands-on delivery in AR and AP, not configuration only.

• At least 3 years of X++ development and extension work.

• Delivered at least one integration between F&O and D365 CRM or another external system.

• Government, semi-government, or chamber-of-commerce experience in the GCC is an

• advantage.

• Certifications (preferred)

• MB-310: Microsoft Dynamics 365 Finance Functional Consultant

• MB-500: Microsoft Dynamics 365 Finance and Operations Apps Developer

• MB-700: Finance and Operations Apps Solution Architect (advantage)

• PL-200 / PL-400 or Copilot Studio certification (advantage)