Dynamics 365 Finance & Operations Admin

Orcapod Consulting Services; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Orcapod Consulting Services in the United States seeks an experienced Dynamics 365 Finance & Operations administrator to design security roles, manage SoD, and govern licensing across manufacturing modules. You will own BOM and routing data, configurator rules, and platform support, collaborating with IT and business teams to ensure compliant, accurate master data and reliable ERP operations.

Strong communication and problem-solving are essential as you navigate audits, cost controls, and

Qualifications

• Hands-on Dynamics 365 F&O administration experience.
• Experience designing and maintaining D365 F&O security roles, duties, and privileges, including segregation of duties analysis.
• Working knowledge of D365 licensing models and license-to-role mapping.
• Practical experience with manufacturing master data: BOMs, formulas, routes, resources, and released products.
• Experience with the D365 product configurator (constraint-based configuration models).
• Proficiency with the Data Management framework for imports, exports, and configuration packages.
• Strong analytical and troubleshooting skills with clear written and verbal communication across technical and non-technical audiences.

Responsibilities

• Design, build, and maintain D365 F&O security roles, duties, and privileges aligned to actual job functions; eliminate redundant, inherited, or over-provisioned roles.
• Develop and maintain a segregation of duties (SoD) matrix; investigate, document, and remediate conflicts or route them through formal channels.
• Administer data security policies, organization-level access, and record-level restrictions for sensitive financial, pricing, and customer data.
• Configure and monitor audit trails, database logging, and user activity reporting to support HIPAA, SOX-style internal controls, and internal/external audit requests.
• Partner with the IT team on conditional access and privileged access management for the ERP platform.
• Maintain BOM and formula structures, including creation, versioning, approval, activation, and expiration of BOM and route versions.
• Maintain routes, operations, resources, and resource groups in coordination with Manufacturing Engineering and Production.
• Enforce engineering change control: validate that BOM and routing changes are requested, reviewed, approved, and released through the documented change management process.
• Govern released product master data — item numbers, product dimensions, units of measure, costing, and item groups — that drives BOM accuracy.
• Support BOM calculation and standard cost roll-ups with Cost Accounting; troubleshoot variances traceable to structure or routing errors.
• Execute mass BOM updates, data imports, and cleanup projects using the Data Management framework, with validation and standardization plans.
• Provide BOM-based reporting to Engineering, Customer Experience, and Production so downstream teams can retrieve accurate as-built configurations.
• Own the D365 F&O product configuration models: constraint-based configuration, attributes, components, expression constraints, calculations, and user-requirement templates.
• Build and maintain configuration rules so quoting and order entry produce valid, manufacturable, correctly priced configurations.
• Maintain configurator-driven BOM and route logic so that generated structures match engineering intent and part-numbering standards.
• Test and validate model changes in sandbox environments prior to production release; maintain regression test cases for high-volume product families.
• Administer configurator security so that model authoring is restricted to authorized users while sales and customer service retain appropriate run-time access.
• Troubleshoot configurator errors, failed configurations, and pricing anomalies raised by Sales, Customer Service, and Production; coordinate vendor/partner escalation when required.
• Serve as tier-2/tier-3 escalation for D365 F&O incidents; track root cause and drive permanent corrective action.
• Maintain standard operating procedures, configuration documentation, and end-user training materials.
• Participate in business continuity and disaster recovery planning for the ERP system.

Skills

Dynamics 365 F&O administration

D365 security roles & SoD analysis

D365 licensing & license-to-role

Manufacturing master data: BOMs, forms

Product configurator (constraint-based

Data Management framework

Tools

Power BI

X++

OData/Data Entities

Data Management framework

Job description

Essential Duties and Responsibilities

Security Administration

• Design, build, and maintain D365 F&O security roles, duties, and privileges aligned to actual job functions; eliminate redundant, inherited, or over-provisioned roles.
• Develop and maintain a segregation of duties (SoD) matrix; investigate, document, and remediate conflicts or route them through formal channels.
• Administer data security policies, organization-level (legal entity) access, and recordlevel restrictions for sensitive financial, pricing, and customer data.
• Configure and monitor audit trails, database logging, and user activity reporting to support HIPAA, SOX-style internal controls, and internal/external audit requests.
• Partner with the IT team on conditional access and privileged access management for the ERP platform.

User Access and License Governance

• Maintain standardized user profiles by department so that onboarding is consistent, repeatable, and documented.
• Conduct scheduled user access reviews (minimum quarterly) with business owners; capture approvals and evidence in an audit-ready format.
• Administer D365 licensing Base, Attach, Operations/Activity, and Team Member —right-sizing assignments to actual role requirements and identifying cost-reduction opportunities.
• Reconcile license consumption reports against assigned security roles and flag discrepancies, unused licenses, and users no longer with the organization.
• Maintain accurate documentation of roles, license mappings, and access-approval workflows; support renewal planning and true-up cycles with IT leadership and Microsoft partners.

Bills of Materials (BOM) and Routing

• Administer BOM and formula structures, including creation, versioning, approval, activation, and expiration of BOM and route versions.
• Maintain routes, operations, resources, and resource groups in coordination with Manufacturing Engineering and Production.
• Enforce engineering change control: validate that BOM and routing changes are requested, reviewed, approved, and released through the documented change management process.
• Govern released product master data — item numbers, product dimensions, units of measure, costing, and item groups — that drives BOM accuracy.
• Support BOM calculation and standard cost roll-ups with Cost Accounting; troubleshoot variances traceable to structure or routing errors.
• Execute mass BOM updates, data imports, and cleanup projects using the Data Management framework, with validation and standardization plans.
• Provide BOM-based reporting to Engineering, Customer Experience, and Production so downstream teams can retrieve accurate as-built configurations.

Product Configurator

• Own the D365 F&O product configuration models: constraint-based configuration, attributes, components, expression constraints, calculations, and user-requirement templates.
• Build and maintain configuration rules so quoting and order entry produce valid, manufacturable, correctly priced configurations.
• Maintain configurator-driven BOM and route logic so that generated structures match engineering intent and part-numbering standards.
• Test and validate model changes in sandbox environments prior to production release; maintain regression test cases for high-volume product families.
• Administer configurator security so that model authoring is restricted to authorized users while sales and customer service retain appropriate run-time access.
• Troubleshoot configurator errors, failed configurations, and pricing anomalies raised by Sales, Customer Service, and Production; coordinate vendor/partner escalation when required.

Platform Administration and Support

• Serve as tier-2/tier-3 escalation for D365 F&O incidents; track root cause and drive permanent corrective action.
• Maintain standard operating procedures, configuration documentation, and end-user training materials.
• Participate in business continuity and disaster recovery planning for the ERP system.

Qualifications

Required

• Hands-on Dynamics 365 Finance & Operations (or Dynamics AX 2012) administration experience.
• Demonstrated experience designing and maintaining D365 F&O security roles, duties, and privileges, including segregation of duties analysis.
• Working knowledge of D365 licensing models and license-to-role mapping.
• Practical experience with manufacturing master data: BOMs, formulas, routes, resources, and released products.
• Experience with the D365 product configurator (constraint-based configuration models).
• Proficiency with the Data Management framework for imports, exports, and configuration packages.
• Strong analytical and troubleshooting skills with clear written and verbal communication across technical and non-technical audiences.

Preferred

• Experience in a regulated manufacturing environment
• Exposure to X++, OData/Data Entities, Power BI, or Power Platform.

Performance Measures

• Completion of scheduled access reviews with documented business-owner approval.
• Reduction in segregation-of-duties conflicts and over-provisioned accounts.
• Accuracy of license assignments relative to role requirements and realized licensing savings.
• BOM and routing data accuracy, measured by production and costing exception rates.
• Configurator defect rate and time to resolve configuration-related order issues.