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MS D365 & Operations Automation Specialist

Job Description

The MS D365 & Operations Automation Specialist serves as the core technical engine driving our business and financial efficiency. This role bridges the gap between technology and everyday operations by owning the management, customization, and automation of Microsoft Dynamics 365 Business Central and the broader Power Platform ecosystem.

Rather than relying on third-party systems, you will maximize our Microsoft ecosystem to eliminate manual processes, build out financial reporting visibility, and ensure flawless data flow across our business. We are looking for a technically strong, proactive, and solution-focused individual who understands how businesses work in general and can independently improve systems and operational efficiency.

Job Title

  • MS D365 & Operations Automation Specialist

Work Schedule
  • Day Shift
Job Qualifications/Requirements
  • Technical Core Requirements:
    • ERP Experience: Strong, hands-on experience managing and customizing Microsoft Dynamics 365 Business Central workflows, reports, and layouts.
    • Automation Mastery: Advanced knowledge of the Microsoft Power Platform, with a proven track record of developing complex Power Automate workflows.
    • Data Analytics: Expert experience modeling data and developing dashboards inside Power BI, with a comfort level handling financial metrics (cash flow, AR/AP).
    • Ecosystem Expertise: Solid understanding of Business Central APIs, data syncing methods, and integration patterns across the broader M365 suite (Teams, SharePoint, Lists).
    • Independent Problem Solving: A proven track record of troubleshooting complex technical issues independently without requiring constant oversight.
  • Business & Soft Skills:
    • Business Acumen: A strong, holistic understanding of how businesses operate—particularly regarding financial workflows, operational efficiency, and data visibility.
    • Proactive Mindset: A solution-focused attitude with the drive to look at a process and proactively suggest/implement an improvement.
    • Communication: Exceptional ability to explain technical actions and outcomes clearly to team members at all levels.
  • Preferred Technical Stack (Highly Desirable but not required):
    • Development Environments: Experience writing code in AL Development Language utilizing Visual Studio Code.
    • Data Formats: Experience working with REST APIs, JSON, and OData.
    • Reporting Tools: Deep layout development experience using RDLC and Word report layouts.
    • Modern Web & Cloud Stack: Exposure to database and cloud platforms like SQL or Azure, alongside web technologies.
Job Responsibilities
  • Business Central Management & Customization (30%):
    • System Administration: Manage, support, and maintain Microsoft Dynamics 365 Business Central, ensuring system scalability and operational reliability.
    • Independent Troubleshooting: Proactively diagnose and resolve technical issues independently, ensuring minimal disruption to business operations.
    • Core Customization: Modify, add, or remove Business Central pages, fields, forms, and business logic to align with changing operational requirements.
    • Document & Report Engineering: Customize critical Business Central-generated paperwork (invoices, work orders, dispatch paperwork) by modifying layouts, spacing, fonts, and data fields using RDLC and Word report layouts.
  • Power Platform & Workflow Automation (25%):
    • Process Automation: Develop and maintain Power Automate workflows to automate approvals, notifications, document management, and core operational processes.
    • Financial Process Improvement: Focus heavily on the automation and improvement of Accounts Receivable (AR) and Accounts Payable (AP) processes to eliminate redundant data entry.
    • Ecosystem Integration: Build seamless workflow connections across multiple Microsoft technologies, including Business Central, Teams, SharePoint, Outlook, and Microsoft Lists, reducing reliance on third-party software.
    • Efficiency Optimization: Proactively identify operational bottlenecks and independently implement solutions to improve workflow efficiency.
  • Power BI & Financial Reporting Analytics (20%):
    • BI Dashboarding: Develop and maintain advanced Power BI dashboards to track business intelligence, operational KPIs, and leadership metrics.
    • Financial Visibility: Assist with the setup and modeling of cash flow forecasting and financial visibility tools within the Microsoft stack.
    • Data Modeling: Connect and model data sources across Business Central and internal platforms to ensure total reporting and performance accuracy.
  • Custom Application Development & Internal Systems (15%):
    • App Development: Design, develop, and maintain custom internal business applications, dashboards, and portals connected directly to Business Central using the Power Platform.
    • Operational Systems: Build tailored sub-systems focusing on service management, work orders, dispatch, and inventory.
    • Data Integration: Build and maintain secure REST APIs, webhooks, and OData connections to manage reliable data synchronization within the Microsoft ecosystem.
  • Technical Support, Enablement & Communication (10%):
    • Clear Communication: Explain technical updates, system changes, and completed tasks clearly and concisely to non-technical stakeholders.
    • Staff Training & Support: Provide practical, day-to-day solutions to the team, and step in to train and support staff on new workflows or tools when required.
    • Requirements Gathering: Translate operational and financial business needs into smart, technical developments.

To Apply, please create your profile at app.wrkpod.com for your application as this is part of the new application process, and click this link for the job details: here

All successful applicants will be stationed in our office at DUMAGUETE CITY, CEBU CITY, OR ILOILO CITY. 

Good luck and God Bless!