ROLE OVERVIEW The Senior Functional Consultant will serve as the lead functional subject matter expert on D365 F&O; engagements. You will be responsible for the full implementation lifecycle — from requirements gathering and solution design through configuration, testing, training, go-live, and post-go-live support. You will work closely with US-based client stakeholders and cross-functional project teams, operating primarily from home. May have to travel US on need basis.

The ideal candidate brings deep cross-module expertise spanning Finance, Supply Chain, Manufacturing, Quality Management, Asset Management, Project Management & Accounting, AP, AR, and System Administration — and has successfully delivered a minimum of 2 to 3 full end-to-end D365 F&O; implementations.

MODULE COVERAGE & SCOPE OF EXPERTISE

Candidates are expected to demonstrate functional expertise across all modules listed below. Proficiency in related submodules and functional areas is a prerequisite.

Module

Submodules / Functional Areas

Finance

15 areas

General Ledger (GL) • Accounts Payable (AP) • Accounts Receivable (AR) • Cash & Bank Management • Fixed Assets • Budgeting & Budget Control • Cost Accounting • Financial Reporting (Management Reporter) • Consolidations & Eliminations • Tax (Sales Tax / VAT / Withholding) • Currency Revaluation & Translation • Expense Management • Electronic Reporting (ER) • Revenue Recognition • Subscription Billing

Supply Chain Management

13 areas

Procurement & Sourcing • Purchase Orders & Agreements • Vendor Collaboration Portal • Inventory Management • Warehouse Management (WMS) • Transportation Management (TMS) • Sales Order Management • Trade Agreements • Product Information Management (PIM) • Catch Weight Management • Rebate Management • Landed Cost • Item Setup & Released Products

Accounts Payable (AP)

11 areas

Vendor Invoices & Invoice Journals • Three-Way Matching (PO/Receipt/Invoice) • Payment Journals & Proposals • Vendor Payments & Bank Disbursement • Prepayments & Advance Payments • AP Aging & Vendor Statements • 1099 Reporting (US) • Positive Pay • Vendor Bank Account Management • Continia Document Capture / Invoice Automation • AP Workflows & Approval Flows

Accounts Receivable (AR)

10 areas





Customer Invoicing & Free Text Invoices • Collections Management • Customer Payments & Bank Receipts • Credit Management & Credit Limits • Interest Notes & Collection Letters • AR Aging & Customer Statements • Direct Debit / Electronic Payments • Revenue Recognition (AR side) • Subscription & Recurring Billing • AR Workflows & Approval Flows

Manufacturing / Production

11 areas

Production Orders • Process Manufacturing (Batch Orders) • Lean Manufacturing (Kanban) • Bill of Materials (BOM) • Routes & Operations • Master Planning (MRP / CTP) • Production Floor Management • Capacity & Resource Planning • Subcontracting • Engineering Change Management • Product Configuration

Quality Management

9 areas

Quality Orders • Non-Conformance Management • Quality Associations & Triggers • Test Instruments & Test Groups • Corrective Actions • Quarantine Management • Batch Disposition Codes • Certificate of Analysis (CoA) • Quality Charges

Asset Management

11 areas

Functional Locations • Assets & Asset Types • Work Orders • Maintenance Plans & Schedules • Preventive Maintenance • Condition Assessment • Spare Parts Procurement • Counters & Measurements • Asset Lifecycle • Maintenance Requests • Warranty Management

Project Management & Accounting

10 areas

Project Contracts & Quotations • Project Budgets & Forecasts • Time & Expense Entry • Resource Scheduling • Project Invoicing • Work Breakdown Structure (WBS) • Revenue Recognition (Projects) • Intercompany Project Transactions • Project Funding Rules • Timesheet Approval Workflows

System Administration & Security

12 areas

User Management & Roles • Security Roles, Duties & Privileges • Role-Based Access Control (RBAC) • Segregation of Duties (SoD) • Audit Log & Database Logging • Feature Management • Lifecycle Services (LCS) • Setting & Deployment Management • License Configuration • Personalisation & Saved Views • Data Management Framework (DMF) • Power Platform Integration

KEY RESPONSIBILITIES

1. Discovery & Solution Design

● Lead structured requirement gathering and fit-gap analysis workshops with US-based client stakeholders across all in-scope F&O; modules.





● Produce the Business Blueprint documenting agreed scope, To-Be business processes, and F&O; solution design decisions.

● Author detailed Functional Specification Documents (FSDs) per module covering process flows, configuration decisions, business rules, field mappings, and acceptance criteria.

● Present FSDs to client stakeholders and obtain formal written sign-off before build commences.

2. Configuration & Build

● Configure all in-scope F&O; modules in line with signed-off FSDs — including Chart of Accounts, posting profiles, tax setup, inventory parameters, BOM/routes, quality associations, asset books, project categories, and security roles.

● Set up and validate AP workflows (invoice matching, payment approval), AR credit management rules, procurement policies, and quality order triggers.

● Configure Asset Management functional locations, maintenance plans, and work order lifecycle settings.

● Set up Project Accounting parameters, funding rules, WBS templates, timesheet workflows, and revenue recognition methods.

● Conduct unit testing of all configured modules against FSD acceptance criteria; log and resolve defects prior to UAT.

3. AX to D365 F&O; Migration

● Lead or actively contribute to Microsoft AX 2009 / AX 2012 to D365 F&O; migration engagements — covering data assessment, process re-alignment, and cutover planning.

● Map legacy AX configurations and customisations to equivalent D365 F&O; capabilities; identify gaps and recommend solutions.

● Guide clients through functional and process changes introduced in the F&O; platform compared to AX — ensuring confidence and readiness across business users.

● Validate migrated data accuracy across all modules (master data, open transactions, opening balances, historical records) in the production environment.

4. Testing & UAT

● Author end-to-end UAT test scripts covering all in-scope modules and business processes, with 100% requirement-to-test traceability.

● Facilitate and co-ordinate UAT sessions with business users; manage defect triage, resolution, and retest tracking.

● Obtain formal written UAT sign-off from client stakeholders prior to go-live.

5. Training & Change Management

● Design and deliver role-based end-user training sessions covering all in-scope F&O; modules — remotely or on-site at US client locations.

● Produce user guides, quick-reference cards, and process documentation tailored to client business roles.

📌 Senior Functional Consultant(F & O) (India)
🏢 GTR TEK
📍 India