UNIFY Dots

Solutions Engineer

• Lead implementation of Microsoft Dynamics 365 Finance, Project Operations, Human Resources, and Copilot for Finance projects across analysis, design, build, testing, training, cutover, operations, and support
• Manage client engagement and lead client workshops to define business requirements
• Capture requirements in Business Scenario Documents, Functional Requirements Documents, User Stories, and Azure DevOps
• Lead Conference Room Pilots demonstrating D365 solutions to clients
• Create design documents for complex customizations and report modifications
• Lead data mapping and data imports into D365 using data entities
• Perform field mapping between D365 and integrating systems
• Lead configuration of dual-write between D365, Power Apps, and Dynamics 365 Customer Engagement Apps
• Review team members’ design documents, reports, data mapping, and integration mapping
• Ensure design documents include boundary conditions and comprehensive test scenarios
• Oversee D365 and Copilot configuration
• Lead functional, integration, and automated testing using the Regression Suite Automation Tool
• Lead D365 and associated systems training for clients and Unify Dots team members
• Lead pre-go-live cutover and post-go-live client support, managing issues and escalating to Microsoft when needed
• Provide pre-sales support for D365 deals by leveraging AI, writing business scenarios, configuring systems, and presenting demonstrations
• Lead organizational use of AI and Copilot, including training sessions and agent creation for ERP implementations
• Prepare estimations, scopes of work, and assumptions for customizations, report enhancements, workflows, batch jobs, upgrades, integrations, and data migration

Solutions Architect – ERP, Finance