Dynamics 365 Functional Solution Architect (Finance and Supply Chain)

Job Title: Dynamics 365 Functional Solution Architect (Finance and Supply Chain)

Company Overview

Job Description: Dynamics 365 Functional Solution Architect (Finance and Supply Chain)

Key Responsibilities

Client Engagement & Solution Leadership

• Act as the primary day-to-day functional contact for client business stakeholders, product owners, and project sponsors.
• Build trusted relationships with client teams through proactive communication, strong domain understanding, and reliable delivery.
• Lead functional discovery sessions, workshops, backlog refinement sessions, and solution-design discussions.
• Advise clients on D365 F&SCM standard capabilities, leading practices, process improvements, and solution trade-offs.
• Own the functional direction of the engagement, ensuring solutions remain aligned with business priorities, project scope, and long-term supportability.
• Communicate risks, dependencies, decisions, scope impacts, and recommendations clearly to both business and technical audiences.

Requirements, User Stories & Functional Design

• Elicit, analyze, challenge, and elaborate business requirements with client stakeholders.
• Convert business requirements into well-defined user stories, including acceptance criteria, business rules, process flows, assumptions, dependencies, and priority.
• Facilitate backlog grooming and prioritization with client product owners and delivery teams.
• Lead fit-gap analysis to determine whether requirements can be met through standard configuration, process changes, integrations, extensions, or custom development.
• Produce high-quality functional design documentation, including process maps, functional design documents, configuration workbooks, data requirements, and test scenarios.
• Ensure user stories and functional designs are complete, unambiguous, testable, and ready for development.

Techno-Functional Solution Design

• Translate functional requirements and user stories into clear technical approaches for developers, integration teams, data teams, and solution architects.
• Partner with technical leads to define solution designs for extensions, reports, workflows, integrations, security, data migration, and automation.
• Provide functional input into Technical Design Documents, ensuring technical solutions meet business intent and are maintainable.
• Evaluate and recommend the appropriate approach between standard configuration, extension, integration, reporting, Power Platform capability, or process redesign.
• Collaborate on integration requirements involving APIs, OData, data entities, EDI, middleware, and third-party applications.
• Support the definition of data migration requirements, including source-to-target mapping, data validation, reconciliation, and business sign-off.
• Participate in design reviews and challenge solutions that create unnecessary customization, technical debt, performance risk, or support complexity.
• Maintain awareness of D365 F&SCM architecture, extensibility principles, security roles, data entities, batch processing, and release-management considerations.

Delivery, Testing & Quality Assurance

• Lead functional workstreams and coordinate activities across functional consultants, developers, testers, and client subject matter experts.
• Support sprint planning, daily delivery coordination, backlog management, and functional issue resolution.
• Review delivered functionality against user stories, acceptance criteria, and functional designs.
• Define and support functional unit testing, system integration testing, user acceptance testing, regression testing, and defect triage.
• Assist client stakeholders with UAT planning, test-script development, test execution, and sign-off.
• Support deployment readiness, cutover planning, release communications, and post-deployment stabilization.
• Identify opportunities for continuous improvement in business processes, solution design, team delivery practices, and client adoption.

Team Leadership & Engagement Management

• Provide functional leadership, direction, mentoring, and quality oversight to functional team members.
• Coordinate work across onshore, offshore, client, and partner resources as applicable.
• Promote a collaborative, accountable, and client-focused delivery environment.
• Support estimation, planning, resource coordination, and status reporting for functional workstreams.
• Contribute to engagement governance by tracking functional deliverables, risks, decisions, issues, and dependencies.
• Ensure documentation, knowledge transfer, and operational handover materials are complete and current.

Day-to-Day Activities

Typical activities in this role include:

• Meeting daily with client stakeholders to discuss priorities, clarify requirements, review progress, and resolve issues.
• Facilitating workshops to define future-state processes and elaborate user stories.
• Reviewing user stories with product owners and refining acceptance criteria before development begins.
• Working with developers to explain business requirements and agree on the technical approach for enhancements or integrations.
• Reviewing functional and technical designs to ensure they are aligned with D365 F&SCM leading practices.
• Supporting sprint ceremonies, including planning, backlog refinement, stand-ups, demos, and retrospectives.
• Answering functional questions from development and testing teams throughout the delivery lifecycle.
• Reviewing configuration, completed development, reports, interfaces, and workflows against expected business outcomes.
• Leading defect triage sessions and prioritizing remediation activities with client and delivery teams.
• Preparing client-facing status updates, decision logs, functional documentation, and delivery plans.
• Mentoring functional consultants and reviewing their work products for quality and completeness.
• Identifying risks, dependencies, scope changes, and opportunities to improve the solution or delivery approach.

Qualifications

Required Experience

• Minimum 5 years of hands-on functional experience with Microsoft Dynamics 365 Finance and Supply Chain Management.
• Demonstrated experience leading functional workstreams, project teams, or delivery teams in a client-facing environment.
• Strong experience engaging directly with business stakeholders on a daily basis, including senior leaders, process owners, and subject matter experts.
• Proven ability to lead discovery, requirements gathering, fit-gap analysis, user-story elaboration, and functional design activities.
• Experience translating functional requirements into clear technical approaches for development and integration teams.
• Experience delivering D365 F&SCM implementation, enhancement, transformation, or application managed services engagements.
• Strong expertise in one or more D365 F&SCM functional areas, such as:
  • Supply Chain Management
  • Inventory Management
  • Procurement and Sourcing
  • Warehouse Management
  • Transportation Management
  • Asset Management
  • Finance, including General Ledger, Accounts Payable, Accounts Receivable, Budgeting, Fixed Assets, or Cash and Bank Management
• Experience working with D365 F&SCM integrations, data migration, reporting, and security requirements.
• Strong knowledge of Agile delivery practices, including user stories, acceptance criteria, backlog management, sprint planning, and UAT.
• Excellent written and verbal communication skills, with the ability to communicate effectively with business and technical audiences.

Techno-Functional Capabilities

• Strong understanding of D365 F&SCM configuration, business processes, data entities, and functional dependencies.
• Ability to assess requirements and recommend configuration, customization, integration, reporting, or process-change options.
• Working knowledge of D365 F&SCM extensibility principles and the ability to collaborate effectively with X++ development teams.
• Familiarity with integrations using REST APIs, OData, data entities, EDI, and middleware platforms.
• Understanding of data migration processes, including data mapping, transformation, validation, and reconciliation.
• Familiarity with D365 security concepts, including roles, duties, p