ERP Implementation Lead (Dynamics 365 Business Central & Sales)

Responsibilities

• Lead the full lifecycle implementation of Microsoft Dynamics 365 Business Central & Sales.
• Own project governance, scope management, risk management, and stakeholder communication.
• Develop and maintain project plans, budgets, and status reporting.
• Manage change requests and scope variations.
• Conduct discovery workshops to capture business processes, requirements, and pain points.
• Design system configuration aligned with industry best practices and project scope.
• Configure Business Central modules: Finance, Purchasing, Inventory, Sales, and Payables/Receivables.
• Configure Dynamics 365 Sales for lead/opportunity management, dashboards, and reporting.
• Implement integrations including: ConnectWise (via mConnect app), HubSpot Marketing Professional, ACSISS Connect for bank feeds, Power BI dashboards
• Implement extensions such as Sales Quoting improvements, Purchase Order automation, and document layouts via third-party integration or custom development.
• Prepare functional specifications for enhancements and validate delivered solutions.
• Define data migration strategy (customers, vendors, items, COA, open balances).
• Oversee data cleansing, transformation, and validation.
• Enable reporting across Business Central & Sales using Power BI.
• Deliver role-based training sessions to finance, operations, and sales teams.
• Support development of SOPs and training materials.
• Drive adoption and manage change resistance.
• Coordinate User Acceptance Testing (UAT) and cutover activities.
• Manage system walk-throughs, test cutovers, and issue resolution.
• Provide on-site hypercare during go-live.

Essential

• 5+ years’ experience in ERP implementation, with at least 3 years in Microsoft Dynamics 365 Business Central / NAV.
• Proven end-to-end project delivery of ERP systems (including finance, inventory, and sales).
• Strong knowledge of financials, supply chain, and CRM workflows.
• Hands-on configuration skills in Business Central and Dynamics 365 Sales.
• Experience with system integrations (e.g., PSA tools like ConnectWise, APIs, third-party apps).
• Proficiency with Power BI reporting and data modelling.
• Excellent stakeholder engagement, workshop facilitation, and training skills.
• Strong project management experience (formal certification such as PMP, PRINCE2, or Agile/Scrum an advantage). 

Desirable

• Familiarity with Australian GST requirements
• Familiarity with ACSISS Connect (bank feed integration).
• Previous consulting / partner-side experience.
• Background in IT services or MSP industry operations. 

Performance Indicators

• Successful go-live of Business Central & Sales within agreed budget and timeline.
• High user adoption and satisfaction scores post go-live.
• Accurate, reconciled data migrated from legacy systems.
• Reduction in manual rework between systems (measured against pre-project baseline).
• Delivery of required reports and dashboards in Power BI.