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At UKG, the work you do matters. The code you ship, the decisions you make, and the care you show a customer all add up to real impact. Today, tens of millions of workers start and end their days with our workforce operating platform. Helping people get paid, grow in their careers, and shape the future of their industries. That's what we do.

We never stop learning. We never stop challenging the norm. We push for better, and we celebrate the wins along the way. Here, you'll get flexibility that's real, benefits you can count on, and a team that succeeds together. Because at UKG, your work matters-and so do you.

ROLE OVERVIEW

We are seeking an experienced Dynamics 365 Technical Resource to lead configuration and customization efforts for our Mergers & Acquisitions initiatives. This role is critical to ensuring seamless business process integration, data consolidation, and system optimization during M&A activities. The ideal candidate will bridge the gap between business requirements and technical implementation, managing both configuration work and coordination with development teams for custom object development.

Duties and Responsibilities:

Business Process Configuration & Analysis

● Analyze current business processes and translate M&A requirements into Dynamics 365 configurations

● Configure entities, fields, forms, views, business rules, and workflows to support merged entity operations

● Document as-is and to-be business processes in collaboration with business stakeholders

Stakeholder Collaboration & Requirements Gathering

● Work directly with business teams, finance, HR, operations, and sales to understand M&A process requirements

● Facilitate workshops and requirement-gathering sessions

● Communicate technical capabilities and constraints to non-technical stakeholders

Hands-On Configuration & Customization

● Execute configuration in Dynamics 365 including data models, security roles, and field-level security

● Build forms, views, business process flows, and automated workflows

● Configure and manage integrations with related systems

● Implement power automate flows and canvas/model-driven app configurations as needed

Developer Coordination & Custom Development

● Identify requirements that exceed standard configuration capabilities

● Create detailed technical specifications for custom object development and plugins

● Collaborate with development team on solutions architecture and code reviews

● Validate developed solutions meet business requirements

● Support testing and deployment of custom code solutions

Data Migration & Integration

● Plan and execute data migration strategies for M&A scenarios

● Configure and validate data integrations between legacy and target systems

● Perform data quality assessments and remediation

● Document data mapping and transformation logic

Testing, Training & Deployment

● Design and execute system testing protocols

● Develop training materials and conduct end-user training sessions

● Manage change management and user adoption strategies

● Support go-live and post-implementation stabilization

Documentation & Best Practices

● Maintain comprehensive technical documentation of configurations

● Ensure adherence to Dynamics 365 and organizational best practices

● Create and maintain configuration decision logs and design documents

Basic Requirements

● 7+ years of hands-on experience with Microsoft Dynamics 365 configuration and customization

● 3+ years of experience working on Mergers & Acquisitions or system consolidation initiatives

● Proven expertise in configuring Sales, Service, or Finance & Operations modules within Dynamics 365

● Experience building and optimizing business process flows, workflows, and automated processes

● Demonstrated ability to work effectively with development teams and understand custom code implementations

● Strong background in data migration and integration between systems

● Experience with Power Platform (Power Automate, Power Apps) preferred

● Exposure to API integrations and custom plugin/extension development concepts

● Track record of successful end-to-end project delivery in complex environments

Preferred Qualifications

● Microsoft Certified: Dynamics 365 Fundamentals or higher certification

● Experience with Dynamics 365 Finance & Operations (ERP) consolidation scenarios

● Background in business process re-engineering or continuous improvement initiatives

● Hands-on experience with custom plugin development or C# coding

● Experience with third-party Dynamics 365 extensions and solutions

● Background in enterprise resource planning (ERP) or CRM implementations

● Experience mentoring junior consultants or technical staff

Technical Competencies

● Dynamics 365 Configuration: Entities, attributes, relationships, forms, views, business rules, business process flows, workflows

● Data Management: Data import, export, duplication detection, duplicate records management, data quality frameworks

● Integration: API fundamentals, integration patterns, Power Automate cloud flows, connector configuration

● Development Concepts: Understanding of JavaScript, C#, plugin architecture, and solution packaging

● Power Platform: Power Apps (model-driven and canvas), Power Automate, Power BI integration

● Office 365 & Azure: Basic familiarity with cloud architecture, Azure Active Directory, Microsoft 365 integration

● Advanced Find & Reporting: Query design, FetchXML, Power BI report creation and embedding

Soft Skills

● Strong communication skills - ability to explain technical concepts to non-technical stakeholders and business requirements to developers

● Excellent problem-solving and analytical capabilities

● Detail-oriented with strong documentation practices

● Self-motivated and ability to manage multiple workstreams simultaneously

● Adaptability to rapidly changing requirements common in M&A environments

● Collaborative mindset with ability to build consensus across diverse stakeholder groups

● Project management fundamentals - comfortable with Agile and Waterfall methodologies

● Proactive approach to professional development and staying current with Dynamics 365 updates

Success Metrics

● On-time delivery of configured solutions aligned with project milestones

● Zero-defect configuration implementations post go-live

● Business requirement satisfaction - measured through stakeholder feedback and sign-offs

● Effective collaboration with development team resulting in quality custom solutions

● High user adoption rates following training and go-live

● Comp...

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