Dynamics 365 M&A Lead: Config, Integrations & Data

UKG; Montpelier (VT); On-site; USD 134,000 - 191,000; Full time

Job summary

UKG is seeking an experienced Dynamics 365 Technical Resource to lead configuration and customization for our Mergers & Acquisitions initiatives. This role bridges business requirements and technical implementation, coordinating with development teams for custom object development and ensuring seamless data migration and system optimization.

You will work with cross-functional teams, document processes, and drive end-to-end delivery in complex environments.

Qualifications

• 7+ years of hands-on 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.

Responsibilities

• 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.
• 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 to non-technical stakeholders.
• 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.
• Identify requirements that exceed standard configuration; create detailed technical specifications for custom development.
• Plan and execute data migration strategies and validate data integrations.

Skills

Dynamics 365

Power Platform

Data Migration

APIs

Plugins & Extensions

Project Management

Stakeholder Communication

Education

Microsoft Certified: Dynamics 365 Fundamentals

Tools

Power Automate

Power Apps

Power BI

JavaScript

C#

Azure AD

Job description

UKG is seeking an experienced Dynamics 365 Technical Resource to lead configuration and customization for our Mergers & Acquisitions initiatives. This role bridges business requirements and technical implementation, coordinating with development teams for custom object development and ensuring seamless data migration and system optimization.

You will work with cross-functional teams, document processes, and drive end-to-end delivery in complex environments.