D365 Financial Migration Consultant
PlanIT Group
Not Available, GA
4-5 months project
Remote + Travel
Project Scope: Full Lifecycle Migration from Dynamics GP to D365 BC
Key Responsibilities:
- Legacy Mapping: Lead the migration of Master Records and transactional history (24 months of G/L activity) from Dynamics GP to D365 Business Central.
- MEM Configuration: Translate GP's multi-company or segmented account structure into Binary Stream Multi-Entity Management (MEM) to maintain organizational hierarchy.
- Functional Build: Configure core Financials, Banking (ACH/Positive Pay), and Payables within BC, ensuring MICR check formatting matches existing GP outputs.
- Integration Support: Use SmartConnect to bridge legacy data gaps and automate ongoing transaction flows.
- UAT & Training: Guide users through the "GP to BC" learning curve, focusing on the shift from a traditional COA to a Dimensional-based accounting model.
Required Qualifications:
- Migration Expertise: Demonstrated experience leading at least two Dynamics GP to D365 BC migrations.
- Technical Mastery: Deep functional knowledge of Binary Stream MEM is mandatory.
- Tooling: Proficiency with eOne SmartConnect for data migration and ongoing integrations.
- Clinical/Multi-Site Background: Experience in healthcare or multi-entity service environments is highly preferred.
Required D365 BC Module Expertise
- Core Financials: General Ledger, Dimensions, & Financial Reporting (Account Schedules).
- Cash Management: Bank Account Reconciliation, Payment Reconciliation Journals, Positive Pay.
- Accounts Payable: Purchase & Payables, ACH/Electronic Payments, & MICR Check Formatting.
- Accounts Receivable: Sales & Receivables and Customer Management.
- Multi-Entity Management (MEM): Binary Stream (Mandatory experience for managing multiple legal entities in one tenant).
- Administration: User Management, Security Groups, & Permissions.
Technical & Migration Toolset
- Migration: Dynamics GP to D365 BC Conversion (Data Mapping & COA Dimensionality).
- Integration: eOne SmartConnect (for GL, Sales, Bank, and AP transaction automation).
- Reporting: Solver (preferred) and standard BC Document Reporting (Sales Invoices/Checks).
About the Company
PlanIT Group
PLANIT Group is a fast-growing global technology consulting firm dedicated to delivering innovative solutions to our clients that drive results. We collaborate with our partners and customers to help them improve performance, efficiency, and quality. Our team delivers innovative solutions and services - including management consulting, systems integration, ERP solutions, enterprise architecture, communications, and infrastructure services. We focus on delivering value and driving increased productivity and efficiencies for our clients’ mission. Our extensive experience in the Federal, Defense, Intelligence, State, Local, Healthcare and Commercial industries delivers proven results and accelerated benefits.
Clients engage PLANIT for our expertise, innovative approach, and our exceptional team. We promote a creative, client-centric work environment and culture, striving to provide challenging and rewarding opportunities for our company’s employees and partners. Integrity and innovation are the core principles of our company philosophy. Our customers engage us to create solutions to complex mission challenges, and PLANIT delivers. For more information, visit http://www.planitgroup.com/. Innovation. Integration. Integrity.