Solutions Architect – ERP, Finance

UNIFY Dots

. 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 .

Posted 9/22/2026full-timeRemote • ColombiaSeniorLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in implementing Microsoft Dynamics 365 Finance and Project Operations, with a strong focus on client engagement, requirement gathering, and system configuration. Proficient in leading training sessions and managing post-go-live support while leveraging AI and Copilot for enhanced ERP solutions.

Highest-signal resume keywords

Microsoft Dynamics 365 Finance ImplementationBusiness Requirements GatheringData Mapping and IntegrationFunctional Testing and AutomationAI and Copilot Utilization

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Dynamics 365 FinanceDynamics AX2012R3Data EntitiesRegression Suite Automation ToolField MappingCustomizationsReport ModificationsAzure DevOpsBusiness Scenario DocumentsFunctional Requirements Documents

Soft Skills

Client EngagementWorkshop FacilitationTraining DeliveryIssue ManagementCommunication

Tools & Technologies

Power AppsDynamics 365 Customer Engagement AppsAI SolutionsAgentic AI Business Solutions Architect

Certifications & Qualifications

Bachelor’s DegreeCA or CPA CertificationAgentic AI Business Solutions Architect Certification

Industry Keywords

ERP ImplementationPre-Sales SupportCutover ManagementPost-Go-Live SupportBusiness Process Analysis

Tech Stack

Tools & technologies

AzureERP

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s Degree
At least 8+ years of experience in implementing Dynamics 365 Finance and Dynamics AX2012R3
Knowledge of D365 Finance - GL, AP, AR, FA, Expense Mgmt and PMA is required
Conversational skills in English language
CA or CPA certification would be an added advantage
Maintain the Agentic AI Business Solutions Architect certification
May require travel to the client site

Benefits

Comp & perks

Market competitive compensation
Medical Insurance for Team member + Spouse + Children + Parents
Laptop for Work From Home
People before Profit Culture that values team members over financial numbers