Responsibilities and tasks, you may undertake as a D365 FO Function Consultant in the finance domain:
1. Requirements Gathering: Collaborating with clients to understand their business needs and financial requirements. Conducting workshops and interviews to gather information.
2. Solution Design: Translating client requirements into functional design specifications for the Dynamics 365 Finance module. Configuring the system to meet specific business needs.
3. System Configuration: Customizing the D365 FO Finance module by configuring various financial components such as general ledger, accounts payable, accounts receivable, cash and bank management, fixed assets, budgeting, and financial reporting.
4. Data Migration: Assisting with data migration activities, ensuring the accurate transfer of financial data from legacy systems to Dynamics 365 Finance. Verifying data integrity and conducting reconciliation.
5. Testing and Training: Creating and executing test plans to ensure the functionality of the finance module. Conducting user acceptance testing (UAT) and training end-users on system usage and best practices.
6. Support and Troubleshooting: Providing post-implementation support to end-users, addressing functional issues, and troubleshooting problems. Assisting with system upgrades and enhancements.
7. Integration and Reporting: Collaborating with technical consultants to integrate Dynamics 365 Finance with other systems or applications. Developing and configuring financial reports using tools like Power BI or SQL Server Reporting Services.
8. Continuous Improvement: Staying updated with the latest features and functionalities of Dynamics 365 Finance. Providing recommendations for process improvements and optimization to enhance financial management practices.