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D365 Financial Migration Consultant

PlanIT Group, LLC

Role overview

Qualifications

  • Demonstrated experience leading at least two Dynamics GP to D365 BC migrations
  • Deep functional knowledge of Binary Stream MEM
  • Proficiency with eOne SmartConnect for data migration
  • Experience in healthcare or multi-entity service environments is highly preferred

Responsibilities

  • Lead the migration of Master Records and transactional history from Dynamics GP to D365 Business Central
  • Translate GP's multi-company account structure into Binary Stream Multi-Entity Management
  • Configure core Financials, Banking, and Payables within BC
  • Guide users through the learning curve of transitioning from GP to BC

About the company

PlanIT Group, LLC logo

PlanIT Group, LLC

Staffing & Recruiting

PlanIT Group is an IT and engineering professional services company which provides top-tier talent to various commercial and government customers. We also provide systems and IT infrastructure integration which allows us to bring the talent and manage the implementation. At PlanIT Group, we pride ourselves on being extremely agile, innovative, and forward thinking. At PlanIT Group, we specialize in sourcing and matching skilled professionals to meet the dynamic demands of the digital landscape. With a focus on precision and expertise, we connect companies with the right individuals, driving innovation, and success in the ever-evolving world of technology. Our customers engage us to create solutions to complex mission challenges, and PlanIT delivers. Innovation. Integration. Integrity.

Company details

IndustryStaffing & Recruiting
Company size51 - 200

Links

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Job description

MS D365 BC Migration Consultant (GP to BC)
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).

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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