Scope
- Support sandbox data preparation and environment setup for training and testing purposes within Microsoft Dynamics 365 CE and F&O.
- Create role-based test case data, assignments and simulation scripts that align with business processes and test scenarios.
- Structure and maintain a SharePoint-based knowledge repository, including subpages, metadata, web parts, and layout.
- Develop technical documentation, assignment steps, and knowledge articles from system test cases, workflows, or process maps.
- Apply inclusive, plain language, user-centered design standards to all structured documentation and SharePoint content.
- Coordinate with training designers, developers, and project team members to ensure readiness of sandbox environments and digital assets.
Assignment Deliverables
- Assignment/test case scripts aligned to training objectives and sandbox role scenarios
- SharePoint knowledge base site with structured content, metadata, and web part layout
- Sandbox configuration guides and data entry protocols by user role
- Documentation and crosswalks mapping DevOps test cases to training use scenarios
- Content packages and structured folders with SharePoint-published knowledge objects
- Recorded walkthroughs or annotated guides for handover to internal teams
Requirements
Experience and Skill Set Requirements:
Must Haves
- Experience working in Microsoft Dynamics 365 CE and/or Finance & Operations (F&O) environments (or related CRM systems) particularly in a testing, data configuration, or sandbox context (e.g., managing user roles, creating records, validating workflows).
- Experience with SharePoint teams sites for organizing, structuring and publishing digital content—such as building subpages, creating web parts and managing access and layout of knowledge repositories or internal learning portals.
- Strong practical knowledge of creating and manipulating system data to support scenarios such as training simulations or testing use cases
Skill Set Requirements
Mandatory Requirements:
- Experience working in Microsoft Dynamics 365 CE and/or Finance & Operations (F&O) environments (or related CRM systems) particularly in a testing, data configuration, or sandbox context (e.g., managing user roles, creating records, validating workflows).
- Experience with SharePoint teams sites for organizing, structuring and publishing digital content—such as building subpages, creating web parts and managing access and layout of knowledge repositories or internal learning portals.
- Strong practical knowledge of creating and manipulating system data to support scenarios such as training simulations or testing use cases
- Familiarity with documenting and organizing technical information, user guides, or system content that supports end-user learning—whether through task documentation, assignment instructions, or repository entries.
- Detail-oriented with a structured approach to system task breakdowns and assignment creation, including the ability to align sandbox data to intended learning or testing outcomes.
Desired Skills and Experience
- Hands-on experience using Microsoft Dynamics CE and/or F&O environments, with a focus on test data entry, role simulation, and system validation
- Demonstrated ability to interpret and transform technical documentation, business processes, and system workflows into structured training-aligned content
- Proficiency in SharePoint Online site creation, page structuring, and web part configuration for training content delivery
- Strong analytical skills for designing, reviewing, and preparing assignment data and testing logic
- Knowledge of content tagging, organization, and user navigation best practices in internal learning repositories
- Familiarity with plain language and AODA accessibility standards for digital and written content
System Application & Sandbox Data Support
- Demonstrated experience working in Microsoft Dynamics 365 CE and/or F&O sandbox or live environments to set up, configure, and manipulate system data.
- Ability to generate and manage realistic training/test case data aligned to user roles and business processes.
- Proficiency in logging in with multiple roles or profiles to simulate different user experiences and validate assignments.
- Experience creating or supporting test cases, acceptance testing, or scripted simulation steps for training and testing purposes.
SharePoint and Knowledge Content Structuring
- Demonstrated experience designing, maintaining, and updating SharePoint Online sites, with a focus on web part configuration and subpage layout.
- Ability to translate training and system documentation into SharePoint knowledge repositories for user access.
- Skilled in content tagging, foldering and metadata application for ease of search and retrieval.
- Strong organizational thinking to structure content that supports learner self-navigation and training reference.
Technical and Documentation Skills
- Skilled in reading and applying business processes, DevOps test cases and workflows to create structured content (e.g., assignment steps, simulation scripts).
- Ability to draft clear, step-based documentation or “how-to” guides that align with technical system functionality.
- Familiar with versioning, content updates and maintaining traceability across documents and systems.
- Awareness of AODA and plain language writing principles in technical or system documentation.
Collaboration and Communication
- Comfortable working with cross-functional teams (training, IT, business) to ensure data accuracy and assignment readiness.
- Strong communicator who can clarify technical questions or escalate data gaps or assignment logic issues.
- Responsive to feedback and capable of iterating system inputs or content based on evolving training needs.