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

About the Job
This role focuses on the financial modules related to Accounts Receivable (AR) and Accounts Payable (AP) within Dynamics 365 Finance. The position encompasses managing functional configurations, technical customizations, AI integration, and E2E testing while ensuring compliance with local regulations and fostering effective automation and integration processes.

Key Responsibilities

• 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 processes: free-text invoices, customer payments, collections, credit management, interest and collection letters, and aging.
  • Configure and support Procure-to-Pay activities: 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.
  • Conduct requirement workshops with Finance, document business processes (as-is / to-be), and create functional design documents (FDDs).
  • Support month-end and year-end close for AR and AP subledgers, resolving any reconciliation differences with the GL.
• 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 adhere to Microsoft best practices and the Chamber's coding standards.
• AI Agents & Automation
  • Implement and configure Copilot capabilities in D365 Finance, enhancing collections assistance, customer summaries, and vendor communication.
  • Build custom AI agents with Microsoft Copilot Studio and Azure AI Foundry for tasks such as invoice capture and coding, payment status inquiries, dunning follow-up, and vendor query handling.
  • Automate repetitive AR/AP tasks using Power Automate and AI Builder for document processing, approvals, and notifications.
  • Define guardrails for AI use, including data access, approval steps, audit trails, and human review of financial actions.
  • Measure agent outcomes (time saved, error rate, adoption) and report results to management.
• 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 custom applications (membership, certificate of origin, e-services 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, managing 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.
  • Collaborate with SQL Server and Dataverse teams on data mapping, migration, and data quality.
• Support, Testing & Knowledge Transfer
  • Provide L2/L3 support for AR/AP and integration incidents within agreed SLAs.
  • Plan and execute 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, while writing user guides and SOPs.
  • Coordinate with Microsoft partners and vendors regarding 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 limited to configuration alone.
  • At least 3 years of experience in X++ development and extension work.
  • Delivered at least one integration between F&O and D365 CRM or another external system.
  • Experience in government, semi-government, or chamber-of-commerce environments 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)