Why UKG
At 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 OVERVIEW
We 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 Responsibilities
Business Process Configuration & Analysis
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
Stakeholder Collaboration & Requirements Gathering
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 and constraints to non-technical stakeholders
Hands-On Configuration & Customization
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 with related systems
Implement power automate flows and canvas/model-driven app configurations as needed
Developer Coordination & Custom Development
Identify requirements that exceed standard configuration capabilities
Create detailed technical specifications for custom object development and plugins
Collaborate with development team on solutions architecture and code reviews
Validate developed solutions meet business requirements
Support testing and deployment of custom code solutions
Data Migration & Integration
Plan and execute data migration strategies for M&A scenarios
Configure and validate data integrations between legacy and target systems
Perform data quality assessments and remediation
Document data mapping and transformation logic
Testing, Training & Deployment
Design and execute system testing protocols
Develop training materials and conduct end-user training sessions
Manage change management and user adoption strategies
Support go-live and post-implementation stabilization
Documentation & Best Practices
Maintain comprehensive technical documentation of configurations
Ensure adherence to Dynamics 365 and organizational best practices
Create and maintain configuration decision logs and design documents
Basic Requirements
7+ years of hands-on experience with Microsoft 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
Exposure to API integrations and custom plugin/extension development concepts
Track record of successful end-to-end project delivery in complex environments
Preferred Qualifications
Microsoft Certified: Dynamics 365 Fundamentals or higher certification
Experience with Dynamics 365 Finance & Operations (ERP) consolidation scenarios
Background in business process re-engineering or continuous improvement initiatives
Hands-on experience with custom plugin development or C# coding
Experience with third-party Dynamics 365 extensions and solutions
Background in enterprise resource planning (ERP) or CRM implementations
Experience mentoring junior consultants or technical staff
Technical Competencies
Dynamics 365 Configuration: Entities, attributes, relationships, forms, views, business rules, business process flows, workflows
Data Management: Data import, export, duplication detection, duplicate records management, data quality frameworks
Integration: API fundamentals, integration patterns, Power Automate cloud flows, connector configuration
Development Concepts: Understanding of JavaScript, C#, plugin architecture, and solution packaging
Power Platform: Power Apps (model-driven and canvas), Power Automate, Power BI integration
Office 365 & Azure: Basic familiarity with cloud architecture, Azure Active Directory, Microsoft 365 integration
Advanced Find & Reporting: Query design, FetchXML, Power BI report creation and embedding
Soft Skills
Strong communication skills - ability to explain technical concepts to non-technical stakeholders and business requirements to developers
Excellent problem-solving and analytical capabilities
Detail-oriented with strong documentation practices
Self-motivated and ability to manage multiple workstreams simultaneously
Adaptability to rapidly changing requirements common in M&A environments
Collaborative mindset with ability to build consensus across diverse stakeholder groups
Project management fundamentals - comfortable with Agile and Waterfall methodologies
Proactive approach to professional development and staying current with Dynamics 365 updates
Success Metrics
On-time delivery of configured solutions aligned with project milestones
Zero-defect configuration implementations post go-live
Business requirement satisfaction - measured through stakeholder feedback and sign-offs
Effective collaboration with development team resulting in quality custom solutions
High user adoption rates following training and go-live
Comprehensive documentation of all configurations and decisions
Proactive identification and mitigation of technical risks
Company Overview
UKG 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.
Disability Accommodation in the Application and Interview Process
For individuals with disabilities that need additional assistance at any point in the application and interview process, please email