Enterprise Resources Planning Functional Consultant
Posted 1 day ago by Areti Group | B Corp™
Negotiable
Outside
Remote
England, United Kingdom
Summary: The role of D365 Finance & Operations Functional Consultant focuses on providing functional expertise in finance and supply chain processes, particularly in document management and customization using Docentric. The consultant will work closely with stakeholders to ensure document outputs meet business and compliance standards while minimizing the need for extensive development. This position is ideal for those with a strong understanding of end-to-end business processes and document generation within D365 F&O. The role emphasizes collaboration and the delivery of high-quality document solutions.
Key Responsibilities:
- Provide functional expertise across D365 Finance and Supply Chain Management modules
- Work closely with finance and procurement stakeholders to understand document and reporting requirements
- Ensure document outputs align with business processes, regulatory compliance, and audit requirements
- Configure and customise Docentric templates for D365 F&O
- Design and deliver customised invoices, purchase orders, credit notes, and other business documents
- Produce professional, branded PDF documents directly from D365 F&O
- Apply advanced Docentric configuration and template design techniques, minimising the need for custom X++ development
- Partner with finance teams to ensure documents meet branding, tax, and compliance standards
- Translate functional requirements into effective document solutions
- Support workshops, requirement gathering, and solution walkthroughs
- Support testing and validation of document outputs (UAT support where required)
- Troubleshoot document-related issues and optimise configurations
- Maintain clear documentation and provide knowledge transfer
Key Skills:
- Proven experience as a D365 Finance & Operations Functional Consultant
- Strong functional knowledge of Finance and Supply Chain Management processes
- Hands-on experience with Docentric for document generation and customisation
- Expertise in invoice and document template configuration within D365 F&O
- Ability to deliver complex document layouts without extensive X++ development
- Strong understanding of business, compliance, and branding requirements for financial documents
- Experience working in multi-legal entity or multi-country D365 environments (desirable)
- Familiarity with document automation and PDF generation best practices (desirable)
- Prior experience on ERP transformation or D365 implementation programmes (desirable)
Salary (Rate): undetermined
City: undetermined
Country: United Kingdom
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: IT
D365 Finance & Operations (F&O) Functional Consultant – Document Management / Docentric
Contract Details
Contract Length: 6 Months
Location: Remote
IR35 Status: Outside IR35
Role Overview
We are seeking an experienced Microsoft Dynamics 365 Finance & Operations (D365 F&O) Functional Consultant with strong Document Management and Docentric expertise. This role focuses on finance and supply chain business processes, with a particular emphasis on document generation, invoice customisation, and branded PDF outputs from D365 F&O. This is a hybrid functional and configuration role, suited to a consultant who understands end-to-end business processes and can leverage Docentric to deliver high-quality document solutions without heavy X++ development.
Key Responsibilities
- D365 F&O Functional Consulting
- Provide functional expertise across D365 Finance and Supply Chain Management modules
- Work closely with finance and procurement stakeholders to understand document and reporting requirements
- Ensure document outputs align with business processes, regulatory compliance, and audit requirements
- Docentric / Document Management
- Configure and customise Docentric templates for D365 F&O
- Design and deliver customised invoices, purchase orders, credit notes, and other business documents
- Produce professional, branded PDF documents directly from D365 F&O
- Apply advanced Docentric configuration and template design techniques, minimising the need for custom X++ development
- Stakeholder Collaboration
- Partner with finance teams to ensure documents meet branding, tax, and compliance standards
- Translate functional requirements into effective document solutions
- Support workshops, requirement gathering, and solution walkthroughs
- Testing & Delivery
- Support testing and validation of document outputs (UAT support where required)
- Troubleshoot document-related issues and optimise configurations
- Maintain clear documentation and provide knowledge transfer
Required Skills & Experience
Essential
- Proven experience as a D365 Finance & Operations Functional Consultant
- Strong functional knowledge of Finance and Supply Chain Management processes
- Hands-on experience with (Docentric) for document generation and customisation
- Expertise in invoice and document template configuration within D365 F&O
- Ability to deliver complex document layouts without extensive X++ development
- Strong understanding of business, compliance, and branding requirements for financial documents
Desirable
- Experience working in multi-legal entity or multi-country D365 environments
- Familiarity with document automation and PDF generation best practices
- Prior experience on ERP transformation or D365 implementation programmes
Why This Role Is Unique
Focuses on functional consulting and document configuration, not pure development
Combines business process knowledge with technical aptitude in Docentric
Ideal for consultants who specialise in invoice automation, document standardisation, and branded outputs within D365 F&O