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

About the Role
This position plays a crucial role in managing Accounts Receivable (AR) and Accounts Payable (AP) functions within Dynamics 365 Finance and Operations (F&O). The successful candidate will be responsible for configuring and supporting the financial systems, enhancing processes with automation, and implementing AI solutions to improve efficiency. This role requires both functional and technical expertise to ensure compliance with fiscal regulations and improve operational workflows.

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 processes: free-text invoices, customer payments, collections, credit management, interest and collection letters, and aging schedules.
   • Configure and support Procure-to-Pay processes: 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 (Federal Tax Authority) 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 General Ledger (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 purposes.
   • Configure workflows, security roles, duties, and privileges for AR/AP users.
   • Manage code through Azure DevOps: version control, builds, deployable packages, and releases across Development, 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 coding standards.

3. AI Agents & Automation

   • Implement and configure Copilot capabilities in D365 Finance, including collections assistance, customer summaries, and vendor communication.
   • Build custom AI agents with Microsoft Copilot Studio and Azure AI Foundry for tasks like 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, 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 custom applications 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 for dashboards and reporting.
   • Collaborate with SQL Server and Dataverse teams on data mapping, migration, and data quality initiatives.

5. Support, Testing & Knowledge Transfer

   • Provide Level 2/Level 3 support for AR/AP and integration incidents within agreed Service Level Agreements (SLAs).
   • Plan and execute unit, integration, regression, and user acceptance testing, maintaining test scripts.
   • Assess and apply Microsoft One Version service updates, validating their impact on customizations.
   • Train finance users and key users; write user guides and Standard Operating Procedures (SOPs).
   • Coordinate with Microsoft partners and vendors on system enhancements and escalations.

Requirements

• Education: Bachelor's degree in Accounting, Finance, Computer Science, or Information Systems is required. 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 operations, not limited to configuration tasks only.
  • At least 3 years of X++ development and extension work experience.
  • Delivered at least one integration between F&O and D365 CRM or another external system.
  • Experience within government, semi-government, or chamber-of-commerce sectors 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).