Trust Automation, Inc. · 21 hours ago
Dynamics 365 Functional Lead
San Luis Obispo
Full-time
Onsite
Senior Level, Lead/Staff
$131K/yr - $160K/yr
8+ years expTrust Automation has over 30 years of experience in custom motors, linear drives, digital drives, and systems which meet the unique needs of its customers. The Dynamics 365 Finance and Operations Functional Lead will serve as Trust Automation’s in-house ERP expert and strategic advisor, leading the optimization and expansion of the D365 F&O platform while collaborating with business stakeholders to enhance operational capabilities.
Industrial EngineeringManufacturingService Industry
Responsibilities
Serve as the primary functional expert and point of contact for D365 F&O across the organization
Partner with business stakeholders to identify opportunities where D365 F&O can improve efficiency and reduce overhead
Provide functional guidance and best practice recommendations to end users and management
Lead cross-functional initiatives to enhance system adoption and optimize business processes
Collaborate with technical resources to ensure solutions align with business requirements
Configure and optimize Microsoft Dynamics 365 Finance & Operations modules including: Financials: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Cash & Bank Management, Financial Dimensions. Supply Chain Management: Inventory Management, Procurement and Sourcing, Sales and Marketing. Production Control: Discrete and process manufacturing, production orders, job costing, shop floor execution. Master Planning: Planning Optimization engine, MRP, demand forecasting. Project Management and Accounting: Project tracking, resource scheduling, project costing
Work with technical resources to ensure any enhancements or customizations meet user requirements without jeopardizing application performance
Verify and sign-off on all enhancements, parameter changes, and customizations prior to releasing them to end users for final testing
Review customizations and extensions to validate they meet functional requirements and business process needs
Perform system administration tasks including security role design, user management, and environment maintenance
Define business requirements, document functional specifications, and translate them into system configurations
Conduct fit-gap analysis sessions with stakeholders across finance, operations, manufacturing, and supply chain functions
Identify at-risk processes within the Company's current business process model and provide viable solutions
Identify opportunities for process improvement and automation within D365 F&O
Qualification
Required
Bachelor's degree or equivalent work experience in Computer Science, Accounting, Management Information Systems, Business Administration, or related field
8+ years of experience in the implementation, functional support, and auditing of D365 F&O systems as a consultant and end user
Proven experience in full-cycle ERP implementations, upgrades, and migrations
Strong knowledge of manufacturing processes including production control, MRP planning, BOMs, routing, and shop floor control
Experience with financial modules: General Ledger, Accounts Payable, Accounts Receivable, Fixed Assets, Project Accounting, Cash & Bank Management
Ability to troubleshoot complex system issues and identify root causes
Analytical mindset with strong problem-solving capabilities
Excellent verbal and written communication skills for both technical and non-technical audiences
Ability to facilitate meetings with executives, managers, and end-users
Strong stakeholder management and relationship-building skills
Preferred
Microsoft Dynamics 365 certifications in Finance and Operations, Supply Chain Management, or related modules (highly preferred)
Preferred experience in Finance, Supply Chain, and/or Project Management modules
Proficiency with Lifecycle Services (LCS), Azure DevOps, and RSAT (Regression Suite Automation Tool)
Experience with integrations using REST APIs, OData, dual-write, and Azure services
An understanding of the Agile development framework and knowledge of leveraging Azure DevOps within the SDLC process
An understanding of the SCRUM methodology for tracking issues and enhancements
Knowledge of Power Platform (Power BI, Power Automate, and Power Apps) and F&O integration
Knowledge of best practices in D365 F&O development and system configuration
Experience with X++ development, extensions, and customizations
Understanding of workflow design and approval hierarchies in D365 F&O
Deep understanding of ERP architecture and data flow across modules
Company
Trust Automation, Inc.
Trust Automation has 35 years of experience in custom; motors, linear drives, digital drives and systems which meet the unique needs of its customers in the Defense, Semiconductor, Industrial Automation, Greentech and Medical industries.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-11
Company data provided by crunchbase