| Detail | For this role |
|---|---|
| Department | Information Technology |
| Level | Mid level |
| Reports to | IT Project Manager |
| Direct reports | None |
| Experience | 3 to 7 years in Dynamics AX, NAV or Dynamics 365 implementation or support |
Dynamics 365 Consultant job description template
Copy this job description, replace the text in square brackets and post it on your careers page or a job portal.
Job title: Dynamics 365 Consultant
Department: Information Technology
Reports to: IT Project Manager
Location: [City], [office, branch or site]
About the role
A Dynamics 365 Consultant implements and supports Microsoft Dynamics 365, usually Finance and Operations, Business Central or the Sales and Customer Service apps. They gather requirements, configure modules, design workflows, prepare data migration, test, train users and handle post-go-live support. Consultants in Indian IT services firms and Microsoft partner companies work under a project manager or practice lead, while in-house consultants report to the ERP manager. A good Dynamics 365 Consultant fits the system to the business process with configuration first and customization last.
Key responsibilities
- Run requirement workshops with finance, sales, procurement or service teams and write the fit-gap document.
- Configure modules such as general ledger, payables, receivables, inventory or sales according to the agreed design.
- Set up Indian localization for GST, TDS and e-invoicing, and test it with sample transactions.
- Design workflows, security roles and approval hierarchies for each department.
- Prepare data migration templates, cleanse client data and load masters and opening balances.
- Write functional specifications for customizations, reports and integrations, and review what developers deliver.
- Write test scripts, run system testing and support user acceptance testing with key users.
- Train key users and end users, and prepare process-wise user guides.
- Support go-live and hypercare, resolving user issues within the agreed SLAs.
- Follow Microsoft release waves and advise the client on changes that affect their setup.
Requirements
- B.Com, M.Com, MBA, B.E. or MCA
- Microsoft certification such as MB-310, MB-330, MB-800 or MB-210
- CA Inter or an accounting background is an advantage for finance modules
- 3 to 7 years in Dynamics AX, NAV or Dynamics 365 implementation or support
KRAs and KPIs for a Dynamics 365 Consultant
Key result areas for the appraisal form, each with a KPI you can measure every month or quarter.
| Key result area | How to measure it |
|---|---|
| Requirement coverage | Fit-gap document signed off by the client before configuration starts |
| Configuration quality | No critical configuration defect found in UAT for modules the consultant owns |
| Data migration | Migrated masters and balances fully reconciled with legacy data before go-live |
| Hypercare support | Hypercare tickets resolved within SLA, with no severity 1 issue open beyond 1 working day |
| User readiness | Every key user trained and signed off before go-live |
| Billable utilization | Billable utilization at or above the practice target each month |
Skills and tools
Tools used day to day: Dynamics 365 Finance and Operations, Business Central, Lifecycle Services or Power Platform admin centre, Data Management Framework, Excel, Azure DevOps.
Reporting line and career path
Next roles: ERP Manager, Solution Architect, IT Project Manager
Interview questions for a Dynamics 365 Consultant
- Walk me through the procure-to-pay cycle in Dynamics 365 and the setups it depends on.
- How do you configure GST for a company with branches in three states?
- A client wants a customization for something standard features can handle. How do you respond?
- How do you reconcile migrated opening balances with the legacy system?
- How would you design security roles for a finance team of fifteen people?
- Tell me about a go-live issue you resolved during hypercare.
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What does a Dynamics 365 consultant do?
A Dynamics 365 consultant implements and supports Microsoft Dynamics 365 for a business. They gather requirements, configure modules such as finance, supply chain or sales, set up GST and e-invoicing, migrate data, write specifications for customizations, test, train users and support the system after go-live.
What is the difference between a functional and a technical Dynamics 365 consultant?
A functional consultant works with business users and configures the system to match their processes, writing specifications where custom work is needed. A technical consultant builds customizations, extensions, integrations and reports in X++, C# or the Power Platform. When a job post says only Dynamics 365 consultant, it usually means the functional role.
Which certification is needed for a Dynamics 365 consultant?
Microsoft role-based certifications are the standard proof: MB-310 for finance, MB-330 for supply chain, MB-800 for Business Central and MB-210 for Sales. Employers in India also value accounting knowledge for finance modules and hands-on experience with at least one full implementation.