Microsoft Dynamics 365 F&O Technical and Functional Expert with cannabis industry compliance backgro
Job Description
D365 F&O Health Check Consultant ( Ability to travel to Stamford, CT )
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Regulated Cannabis Industry — Legacy System Assessment Engagement
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Scope of Engagement
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• Conduct a comprehensive health check/assessment of an existing (legacy) Dynamics 365 Finance & Operations instance
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• Deliver findings report covering technical debt, configuration gaps, performance issues, and upgrade readiness
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• Provide prioritized remediation recommendations
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Experience
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• 5+ years hands-on with Dynamics 365 F&O, including experience specifically performing system health checks or pre-upgrade assessments (not just implementations)
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• Track record reviewing legacy/aging instances — identifying customizations, deprecated features, unsupported ILV (Isolated Layer Versioning) code, and technical debt
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• Experience in regulated or highly-audited industries preferred (cannabis, pharma, alcohol/tobacco)
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Technical Skills
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• Ability to assess code quality/customizations (X++), database performance, integration health, data quality, and security/role configuration
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• Experience evaluating integrations with seed-to-sale tracking systems (e.g., METRC, BioTrackTHC, Leaf Data Systems)
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• Familiarity with Microsoft's LCS environment monitoring and diagnostic tools
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• Experience evaluating on-prem vs. cloud readiness if a migration path is being considered
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• Ability to assess SSRS reports and identify broken/redundant reporting
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Compliance & Regulatory Knowledge
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• Understanding of state cannabis regulatory frameworks and how they intersect with ERP controls
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• Ability to evaluate whether current configuration adequately supports 280E cost allocation and audit trail requirements
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• Experience assessing chain-of-custody and inventory reconciliation controls within the system
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Deliverables Expected
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• Written health check report (technical and functional findings)
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• Risk/gap assessment tied to compliance requirements
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• Roadmap or recommendations for remediation, optimization, or upgrade
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Soft Skills
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• Strong written communication — the report must be digestible for both IT and business/compliance stakeholders
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• Comfortable working independently with limited handholding (assessment engagements often start with sparse documentation)
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• Vendor-neutral perspective, since findings may include recommending replacement of certain customizations or integrations
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Nice to Have
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• Prior D365 F&O upgrade project experience (health checks often feed into upgrade decisions)
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• Experience with a specific state's cannabis compliance system
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• Sample health check report or assessment methodology available for review