Lead Dynamics 365 Technical Consultant

Lead Dynamics 365 Technical Consultant is a full-time role at Ukg in United States, posted 13 Oct 2026.

Why UKGAt 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 OverviewWe 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 ResponsibilitiesBusiness Process Configuration & AnalysisAnalyze current business processes and translate M&A requirements into Dynamics 365 configurationsConfigure entities, fields, forms, views, business rules, and workflows to support merged entity operationsDocument as-is and to-be business processes in collaboration with business stakeholdersStakeholder Collaboration & Requirements GatheringWork directly with business teams, finance, HR, operations, and sales to understand M&A process requirementsFacilitate workshops and requirement-gathering sessionsCommunicate technical capabilities and constraints to non-technical stakeholdersHands-On Configuration & CustomizationExecute configuration in Dynamics 365 including data models, security roles, and field-level securityBuild forms, views, business process flows, and automated workflowsConfigure and manage integrations with related systemsImplement power automate flows and canvas/model-driven app configurations as neededDeveloper Coordination & Custom DevelopmentIdentify requirements that exceed standard configuration capabilitiesCreate detailed technical specifications for custom object development and pluginsCollaborate with development team on solutions architecture and code reviewsValidate developed solutions meet business requirementsSupport testing and deployment of custom code solutionsData Migration & IntegrationPlan and execute data migration strategies for M&A scenariosConfigure and validate data integrations between legacy and target systemsPerform data quality assessments and remediationDocument data mapping and transformation logicTesting, Training & DeploymentDesign and execute system testing protocolsDevelop training materials and conduct end-user training sessionsManage change management and user adoption strategiesSupport go-live and post-implementation stabilizationDocumentation & Best PracticesMaintain comprehensive technical documentation of configurationsEnsure adherence to Dynamics 365 and organizational best practicesCreate and maintain configuration decision logs and design documentsBasic Requirements7+ years of hands-on experience with Microsoft Dynamics 365 configuration and customization3+ years of experience working on Mergers & Acquisitions or system consolidation initiativesProven expertise in configuring Sales, Service, or Finance & Operations modules within Dynamics 365Experience building and optimizing business process flows, workflows, and automated processesDemonstrated ability to work effectively with development teams and understand custom code implementationsStrong background in data migration and integration between systemsExperience with Power Platform (Power Automate, Power Apps) preferredExposure to API integrations and custom plugin/extension development conceptsTrack record of successful end-to-end project delivery in complex environmentsPreferred QualificationsMicrosoft Certified: Dynamics 365 Fundamentals or higher certificationExperience with Dynamics 365 Finance & Operations (ERP) consolidation scenariosBackground in business process re-engineering or continuous improvement initiativesHands-on experience with custom plugin development or C# codingExperience with third-party Dynamics 365 extensions and solutionsBackground in enterprise resource planning (ERP) or CRM implementationsExperience mentoring junior consultants or technical staffTechnical CompetenciesDynamics 365 Configuration: Entities, attributes, relationships, forms, views, business rules, business process flows, workflowsData Management: Data import, export, duplication detection, duplicate records management, data quality frameworksIntegration: API fundamentals, integration patterns, Power Automate cloud flows, connector configurationDevelopment Concepts: Understanding of JavaScript, C#, plugin architecture, and solution packagingPower Platform: Power Apps (model-driven and canvas), Power Automate, Power BI integrationOffice 365 & Azure: Basic familiarity with cloud architecture, Azure Active Directory, Microsoft 365 integrationAdvanced Find & Reporting: Query design, FetchXML, Power BI report creation and embeddingSoft SkillsStrong communication skills - ability to explain technical concepts to non-technical stakeholders and business requirements to developersExcellent problem-solving and analytical capabilitiesDetail-oriented with strong documentation practicesSelf-motivated and ability to manage multiple workstreams simultaneouslyAdaptability to rapidly changing requirements common in M&A environmentsCollaborative mindset with ability to build consensus across diverse stakeholder groupsProject management fundamentals - comfortable with Agile and Waterfall methodologiesProactive approach to professional development and staying current with Dynamics 365 updatesSuccess Metrics On-time delivery of configured solutions aligned with project milestonesZero-defect configuration implementations post go-liveBusiness requirement satisfaction - measured through stakeholder feedback and sign-offsEffective collaboration with development team resulting in quality custom solutionsHigh user adoption rates following training and go-liveComprehensive documentation of all configurations and decisionsProactive identification and mitigation of technical risksCompany OverviewUKG is the Workforce Operating Platform that puts workforce understanding to work. With the world's largest collection of workforce insights, and people-first AI, our ability to reveal unseen ways to build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that equips our customers with the intelligence to solve any challenge in any industry — because great organizations know their workforce is their competitive edge. Learn more at ukg.com.Equal Opportunity Employer UKG is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, disability, religion, sex, age, national origin, veteran status, genetic information, and other legally protected categories.View The EEO Know Your Rights poster UKG participates in E-Verify. View the E-Verify posters here. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Disability Accommodation in the Application and Interview ProcessFor individuals with disabilities that need additional assistance at any point in the application and interview process, please email [email protected]. The pay range for this position is $133,900 to $190,750. The actual base pay offered may vary depending on skills, experience, job-related knowledge and work location. In addition to base pay, employees may be eligible to participate in a performance-based bonus plan