Microsoft Dynamics 365 F&O Technical and Functional Expert with cannabis industry compliance backgro

D365 F&O Health Check Consultant ( Ability to travel to Stamford, CT

Regulated Cannabis Industry — Legacy System Assessment Engagement

Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience.

Scope of Engagement

• Conduct a comprehensive health check/assessment of an existing (legacy) Dynamics 365 Finance & Operations instance

• Deliver findings report covering technical debt, configuration gaps, performance issues, and upgrade readiness

• Provide prioritized remediation recommendations

Experience

• 5+ years hands-on with Dynamics 365 F&O, including experience specifically performing system health checks or pre-upgrade assessments (not just implementations)

• Track record reviewing legacy/aging instances — identifying customizations, deprecated features, unsupported ILV (Isolated Layer Versioning) code, and technical debt

• Experience in regulated or highly-audited industries preferred (cannabis, pharma, alcohol/tobacco)

Technical Skills

• Ability to assess code quality/customizations (X++), database performance, integration health, data quality, and security/role configuration

• Experience evaluating integrations with seed-to-sale tracking systems (e.g., METRC, BioTrackTHC, Leaf Data Systems)

• Familiarity with Microsoft's LCS environment monitoring and diagnostic tools

• Experience evaluating on-prem vs. cloud readiness if a migration path is being considered

• Ability to assess SSRS reports and identify broken/redundant reporting

Compliance & Regulatory Knowledge

• Understanding of state cannabis regulatory frameworks and how they intersect with ERP controls

• Ability to evaluate whether current configuration adequately supports 280E cost allocation and audit trail requirements

• Experience assessing chain-of-custody and inventory reconciliation controls within the system

Deliverables Expected

• Written health check report (technical and functional findings)

• Risk/gap assessment tied to compliance requirements

• Roadmap or recommendations for remediation, optimization, xhyhwjd or upgrade

Soft Skills

• Strong written communication — the report must be digestible for both IT and business/compliance stakeholders

• Comfortable working independently with limited handholding (assessment engagements often start with sparse documentation)

• Vendor-neutral perspective, since findings may include recommending replacement of certain customizations or integrations

Nice to Have

• Prior D365 F&O upgrade project experience (health checks often feed into upgrade decisions)

• Experience with a specific state's cannabis compliance system

• Sample health check report or assessment methodology available for review