Lead Microsoft Dynamics D365 F&O Techno-Functional Consultant

Specialist & Consultant

Thirteen years of experience with Project Management, Developing in X++ and Morphx for Dynamics AX, Dynamics AX Finance, Trade and Logistics, POS Retail, Project Accounting, HR/Payroll, and Manufacturing for versions: 3.0, 4.0, AX2009, AX2012, 2012R2, AX2012R3, D365 (AX7), FRx Reporting, Expert SSRS Report Writer, Management Reporter 2012, Biztalk, worked with WMS applications: WAX and TRAX and High Jump. and 12 years of experience within IT with 16 years in PeopleSoft HRMS and Financials systems. Implemented Dynamics AX for Global clients in Spain, Brazil, and Japan. 10 years of Salesforce.com development experience. (Rest, SOAP, API, Salesforce Appsforce, VisualForce, and APEX. Implementations of Sage, Peachtree, and Quickbooks.

Lead Microsoft Dynamics D365 F&O Architect

? Perform development for Financials modules
? Designed and architected the D365 structured environment.
? Provide daily support to users/sites.
? Worked on SOX compliance and Sarbene Oxley.
? Create ETL scripts via SSIS or Informatica to create data scripts for staging and target tables.
? Create DIXF templates to upload AX data.
? Fix any issues that arise within the AX system
? Implement POS Retail.
? Develop PowerApps and Power Flow.
? Built SSRS report, performed integrations, and lead development efforts of the project.
? Lead the efforts of daily scrum meetings with internal team members
? Ensure task are completed on time as per deadline dates.
? Prepare Management Reporter, Power BI reports as per specs.
? Meet with the business users (Functional users and Mgmt) to review requirements and understand business needs and prepare FDDs from discovery sessions.
? Implemented HR module with Case Management functionality.
? Implemented and performed development around HR/Payroll, Core Financials, WMS, and Production.
? Manage the AX Upgrade and projects on time and within budget.
? Ensure the success of the project through approved PM procedures & guidelines by adhering to Project Lifecycle (PLC) methodology
? Manage the development of quality project deliverables
? Client did a merger and performed implementation of AX from Sage.
? Develop ongoing dialogue and review of new and existing processes with all stakeholders involved; receives agreement on all processes prior to architecture in the new environment.
? Build and maintain the project plan (schedule, tasks, and budget); regularly communicates project status to Project Sponsor, Steering Committee and core teams as agreed at the start of the project.
? Communicate regularly with third party vendors to clarify ownership of responsibilities and to ensure vendors adhere to schedule and work plan.
? Control scope through the approved change management process.
? Identify and manage project risks and issues and escalate issues to project sponsors/owners swiftly
? Obtain approval for the phase deliverables and ensure phase change gate process.
? Ensure the ongoing responsibility for the project outcome is officially turned over to operation

? Perform development for MRP and Financial Modules.
? Provide daily support to users/sites.
? Fix any issues that arise within the AX system
? Built code in X++
? Worked on SOX compliance and Sarbene Oxley.
? Performed interfaces with other systems.
? Prepare SSRS and Management Report reports for client.
? Data migrations from one env to another.
? Create AIF services to integrate with other systems.
? Implemented Warehouse system: WAX and TRAX.

Microsoft Dynamics Lead AX 2009 Techno/Functional Consultant

? Development for MRP, WMS Systems HighJump, and Financial Modules.
? Create and modify custom SSRS reports as per technical specs and functional spec.
? Performed interfaces with other systems.
? Perform modifications of issues around UAT testing.
? Migrations of development from one environment to another.
? Provide functional recommendations to business regarding new system setup.
? Setup Product Configurator for AX2012.
? Worked on SOX compliance and Sarbene Oxley.
? Built code in X++
? Setup and implemented AX2012 Commissions.
? Perform integrations with other 3rd party applications.
? Create AIF services to integrate with other systems.
? Implemented Spain localization, tax rates, multi-currency for Spain location. Applying new rules for tax declaration by sending files through XML files.
? Setup SSRS reports in both Spanish and English languages.
? Converted client from 2012 R2 to 2012 R3.

Microsoft Dynamics Lead AX 2012R2 to AX2012R3 Techno/Functional Consultant

(Bloomington, MN) (Remote)	06/13 - 12/13
Robert Half Technology
Microsoft Dynamics AX 2012R2 to AX 2012R3 Techno/Functional Consultant

? Fix both functional and technical issues from users/QA testing in DEV environment and move changes to TEST for UAT, and once issues are fixed, they are migrated to PROD for the Production, HR/Payroll, and Financials modules.
? Create and modify custom SSRS reports as per technical specs and functional specs that I wrote during business requirement sessions for Supply Chain and Core Financials.
? Participate in a daily Agile methology environment.
? Performed interfaces with other systems.
? Worked on SOX compliance and Sarbene Oxley.
? Do the data mappings and extract data structure for upload into AX2012R2
? Create custom Management Reporter 2012 reports
? Implemented WMS with setting up order management, stocktaking, replenishments, wave planning, packing and consolidations, load planning, outbound dock mgmt., yard management, cross docking, and setup customized SSRS Reports.
? Publish and modify existing web services.
? Converted client from 2012 R2 to 2012 R3.

Microsoft Dynamics AX 2012R2 to AX 2012R3 Techno/Functional Consultant

? Fix issues due to 2009 implementation for Production and Core Financials modules.
? Create and modify SSRS reports and Morphx reports.
? Participate in status meetings.
? Worked on SOX compliance and Sarbene Oxley.
? Performed interfaces with other systems.
? Do the data mappings and extract data structure for upload into AX
? Integrated MDM with AX.
? Create BI reports with AX2009.

Microsoft Dynamics AX 2009Technical Consultant

? Lead technical and functional team for the AX upgrade from AX2009 to AX2012.
? Resolved both AX functional and technical JIRA tickets that were assigned accordingly.
? Performed code cleanup of errors. Create environments (DEV, TEST, and PROD). Perform code moves, data migration, data cleansing, extract data and import data into new environment.
? Create AX and BI Reports as per specs.
? Worked on SOX compliance and Sarbene Oxley.
? Implemented Financials, Production, and HR/Payroll.
? Perform data migration s
? Supported 2012 Financial Module and setup system configurations.
? Assist users with testing the Financials (AP, AR, GL, and AM)
? Setup Product Configurator for AX2012.

Microsoft Dynamics AX 2012 Techno-Functional Consultant

? Provide AX technical and functional support for clients.
? Received support tickets via email and fixed escalated issues within SLA.
? Provided AX support for modules: Finance and Production.
? Assist with upgrade environments with providing QA testing for Finance and Production modules.

AX2009 Consultant (Support for Australia)

? Create Schemas (Generated from XML document, as well as, MS Dynamic AX adapter
? Provided mappings, map source data fields to target fields (AX entity fields)
? Used functions such as Scripting, String, and Logical.
? Created Orchestrations and used different shapes called .net assembly in order to validate the Customer and Sales Order existence.
? Deployed BizTalk solution and configured the ports with MQ Series, File adapters, and Dynamics AX adapter.

Biztalk/AX Developer

? Provide AX2009 support to client after their go live with AX modules (Finance, Production, FRx Reporting, Warehouse Mgmt, Enterprise Portal, Production (Shop Floor Control) and Textile (new mod put in place for client)
? Implement Fixed Assets for client from legacy system
? Installed and deployed Enterprise Portal.
? Worked on SOX compliance and Sarbene Oxley.
? Deploy Role Centers and setup user profiles.
? Setup and configure complex BI and data warehousing.
? Under business users' requirements for BI.
? Develop and enhance BU reporting capability.
? Setup BI source and target structure.
? Setup column charts using auto design.
? Setup components in Enterprise Portal and configure Enterprise Portal Security.
? Customize and personalize options.
? Worked with webparts, user controls, data access, forms and reports.
? Administer AOT web objects.
? Build custom applications for Dynamics AX using X++ and integrating systems using BizTalk 2009
? Installed the BizTalk adapter to enable the exchange of the application Integration Framework (AIF) messages between Microsoft BizTalk Server and Microsoft Dynamics AX to wok together.
? Design Technical and Functional Documents for Fixed Assets.
? Prepared FA templates for client.
? Performed FA upload of FA in Dev environments.
? Provided FA training to client.
? Create test plans, test scripts for users in preparation for UAT (user acceptance testing).
? Fixed issues and provide support during testing.
? Evaluated ERP software systems and provided recommendations as to which clients would get which systems according to the nature of their business.
? Setup field configurations for Axapta.
? Modify existing Axapta reports using the ERP system and standard reporting tools via the AOT.
? Provide network desktop support.
? Managed issues and ensure they are being resolved in a timely manner.
? Arrange design sessions with each lead for each department to build functional requirements document.
? Perform FRx demos for clients.
? Perform upgrade and implementations for AX2009
? Develop customizations for reporting, labels, forms, and fields as per the client's requests.
? Setup and design scribe with CRM and PR21.
? Integrations with Great Plains, SharePoint, Scribe, Web Services, and BizTalk.
? Used Scribe adapter to load data into CRM.
? Use Scribe workbench to map changed fields, match records on fields, perform data functions, capture business events.
? Use Scribe templates with Scribe Insight to integrate with PR21 and CRM in order to integrate with order entry systems.
? Used scribe workbench for lookups, formulas, step controls, testing, custom creations, and configurations.
? Performed integrations and migrations using Scribe Insight.
? Implement business workflows in accounting and CRM systems using integration tools such as Scribe Insight.
? Used Scribe Console for event management, errors, notifications, and data views.
? Used Scribe Integration server for window services, internal databases, and footprints.
? Deploy solutions of scribe with MS CRM and PR21.
? Implemented CRM from 3.0 to 4.0.
? Implement with Microsoft Outlook.
? Performed configuration, integration, data mappings, data migrations, data conversions, customizations, database developed from CRM 3.0 to MS CRM 4.0
? Migrate opportunity, customer, contact history, calendar records, accounts, order, invoice, and purchase order data from MS Dynamics CRM 3.0 to Microsoft Dynamics CRM
? Create a button on the CRM Client Screen that includes a script to create a client website on Sharepoint using the already existing Client template within Sharepoint. The client site name will be based on the "accountnumber" attribute. It included logic that only makes the site if one does not exist.
? Assist in the installation of CRM maintenance, and general support of the system.
? Coordinate escalation of CRM support cases with the organization and across divisions.
? Provide network desktop support.
? Code using X++, ASP.net.

Microsoft Dynamics Axapta 9.0 Technical Consultant

? Worked with VAR to implement and provide support around Retail POS add-on module.
? Setup POS terminals, interface layouts, and employee permissions.
? Setup sales order payments, inventory with POS.
? Setup PO returns, voids, markdowns, and inventory receipt.
? Setup and publish catalogs.
? Setup POS user interface with customizations.
? Customize and code any development specs for client.

Microsoft Dynamics Axapta 4.0 Technical Consultant (Retail POS)

? Assist in the installation of Axapta, maintenance, and general support of the system.
? Coordinate escalation of Axapta support cases with the organization and across divisions.
? Troubleshoot and develop technical solutions for SQL Server 2005, CRM, and Axapta.
? Develop enhancement reports and modify existing Axapta and CRM reports via code.
? Work with clients and conduct interview sessions around Axapta modules (HR, Finance, Inventory, Projects, Product Builder, Warehouse Mgmt, Manufacturing, and Payroll module.
? Prepare fit/gap analysis for modules in Axapta.
? Design Technical Document.
? Migration email and contacts.
? Document company's best practices.
? Create test plans, test scripts for users in preparation for UAT (user acceptance testing).
? Fixed issues and provide support during testing.
? Evaluated ERP software systems and provided recommendations as to which clients would get which systems according to the nature of their business.
? Document business processes, business mappings for Axapta modules.
? Perform data import and export into Axapta from legacy system.
? Setup field configurations for Axapta.
? Modify existing Axapta reports using the ERP system and standard reporting tools via the AOT.
? Provide network desktop support.
? Arrange design sessions with each lead for each department to build functional requirements document.
? Setup stored procedures.
? Integrate SSRS with servers.
? Setup SSRS with SQL Server 2005.
? Setup and configure SQL Server, wrote query and sql via query analyzer.
? Setup SSIS to integrate with various components.
? Manage various upgrade and implementations for Axapta 4.0 and AX2009.
? Coordinate escalation of support cases with the organization and across divisions.
? Support existing client base in the areas of MS Dynamics Axapta and AX.
? Analyze and develop recommendations to meet deliverable targets and complete project tasks within budget and to client's satisfaction.
? Prepare project plans for go live.
? Define application interfaces, including their transaction and interface volumes and requirements; anticipate and resolve integration issues for technical infrastructures
? Lead implementations/upgrades with the responsibility of the delivery of the technical architecture designs, strategies, and quality assurance plans that was delivered.
? Provided expertise in solutions, integrations, data migration, and custom development that was used in envisioning, architecture, and design discussions.
? Refined and enhanced the implementation methodologies company-wide.
? Designed, developed, and articulate solutions based on a customer's strategic business or technical requirement.
? Worked closely with Project Sponsors in the design, development, and implementation of the technical content defined in the Statement of Work.
? Created Project status reports, Project Plans, and accurately track/manage project issues and risks.
? Providing guidance, mentorship, and reviews for development staff on coding and design.
? Migration of code between environments, such as DEV, QA, TEST, and PRD.
? Responsible for code by getting the latest version at checkout, comparing branches, annotating code, and tracking workspaces.
? Setup, administer, configure, and install CCH Sales Tax Load Utility software.
? Worked with Wolfe Kluwer to send me monthly tax downloads.
? Setup, administer, configure, and install ZipProduct Manager.
? Document Sales Tax Load Utility processes.
? Worked with Wolfe Kluwer to resolve escalated issues.
? Code using X++, and VB.NET.
? Software Engineering using Visual Basic, Oracle, MS SQL Server 2005, MS Access, and Crystal Reports.
? Implemented CRM for 70 users and supported users after go-live.
? Perform migration data loads for Axapta and CRM.
? Perform server, database, and desktop support.
? Responsible for enhancements and upgrades.
? Developed client servers in order to integrate with .NET web applications using Visual Basic
? Develop automated reports via XML in order for the reports to get sent via Excel.
? Coordinate and approve maintenance plan for six business units.
? Provide database structured for tables and indexes.
? Lead Axapta and CRM implementations/ upgrade for various clients.

Project Manager and Microsoft Dynamics Axapta Technical Consultant

Performed Peoplesoft Security Upgrades and Implementation, along with SOX Compliance, for the following clients:

? NEU (Northeastern University) - upgraded Student Administration from v 7.6 to 8.9. Setup Security user profiles for 16,000 users for Campus Community, Student Recruiting, Student Admissions, Records and Enrollment, Financial Aid, Student Financials, Academic Advising, and Records and Enrollment. Implemented Peoplesoft CRM v8.8, Tools Rel. 8.44.06.

? KCTCS (Kentucky Community Technical College) - implemented Student Administration for 9.0. Setup Security user profiles for 13,300 users for Campus Community, Student Recruiting, Student Admissions, Records and Enrollment, Financial Aid, Student Financials, Academic Advising, and Records and Enrollment.

? CBT (Caleb Brett) - upgraded Financials from v8.0 to 8.8. Setup Security for 200 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Inventory, Commitment Control, and Asset Management. Implemented eRecruit module. Upgraded Peoplesoft HRMS from v.8.3 to 8.9. Setup Security for 97 users for PS HRMS (HR, Global Payroll, Benefits).

? Navitarie - upgrade Financials from v8.0 to 8.8. Setup Security for 630 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, Inventory, Commitment Control, and Project Costing.

? Self Realization Fellowship - implemented Peoplesoft HRMS for v9.0. Setup Security for 332 users for PS HRMS (HR, Payroll, Benefits). Implemented Peoplesoft Financials for v8.8. Setup Security for 150 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, eBill, and Project Costing

? Williams Lea - implemented Peoplesoft HRMS and ePerformance for v8.9. Setup Security for 554 users for PS HRMS (HR, Payroll, Benefits). Implemented Peoplesoft Financials for v8.8. Setup Security for 223 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, and Project Costing).

? UAP (United Agriculture) - upgraded Peoplesoft Financials from v8.3 to 8.8. Setup Security for 287 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, and Project Costing. Upgraded Peoplesoft HRMS from 7.5 to 8.9. Setup Security for 327 users for PS HRMS (HR, Payroll, Benefits

? UMG (Universal Music) - upgraded Peoplesoft Financials from v8.3 to 8.8. Setup Security for 665 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, and Project Costing). Established user profiles, roles, and permissions for each user according to role.  Upgraded Peoplesoft HRMS Time & Labor from 8.3 to 8.9. Setup Security for 25 users for Time & Labor and 1200 Time Entry users.

? BWAY - upgraded Peoplesoft Financials from v8.3 to 8.8. Setup Security for 132 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, and Project Costing). Implemented eRecruit, ePay, ePerformance, and eCompensation, for v8.9. Setup Security for 3211 users for eApp modules

? Scott & White - upgraded Peoplesoft Financials from v8.0 to 8.8. Setup Security for 643 users for General Ledger, Account Payable, Purchasing, Accounts Receivable, Billing, Asset Management, Workflow, Inventory, and Project Costing). Implemented PS HRMS, (HR, Payroll, Benefits) for v8.9. Setup Security for 103 users.


DAILY RESPONSIBILITIES:
? Provide expert of troubleshooting tickets, via HEAT, for isolating technical \ function problems within Kronos Payroll, Peoplesoft HRMS (HR, Payroll, Benefits, Student Administration, Self - Service, eBenefits, eCompensation, eRecruit, ePerformance, and Time and Labor) and Financials (Accounts Payable, Accounts Receivable, Asset Management, General Ledger, Billing, Workflow, Purchasing, Project Costing, Inventory, Commitment Control, CRM, from versions 7.5 to 8.9 for 56 hosting clients.
? Provided Kronos and Peoplesoft Security restructure for all clients' systems are in compliance with Sarbanes Oxley.
? Implemented Fast View Table 1 on JOB_DATA and PERSONAL_DATA components for Search Records EmpL_SRCH_COR and PERS_SRCH_GBL. Used FAST_SCRTY_1 in order to load a pre-indexed table, FAST_SCRTY_1, with the security tree information matched with the content of the job data record.  With this one used, system performance is greatly enhanced. Also, resolved the fast security issues with a recommended Peoplesoft customization to the HR_FASTVIEW app engine to allow the process to see inactive departments.
? Provide resolution for Peoplesoft Patches/Fixes and Tax Update issues, debugging, migrating of objects from one environment to the other via Data Mover and/or ftp on both NT and Unix servers, app engine, peoplecoding, testing menu and component panels before going 'live' with new customizations, and provide modifications to SQRs.
? Work with DBAs to ensure refreshes of environments are being completed when requested.
? Work with DBAs to ensure all .ora name files are being updated accordingly.
? Work with Winserver Administration team to ensure printer setups and new installation of servers are installed accordingly.
? Work with Network Administration team to ensure IP changes, router changes, outages of network, and Firepass issues/changes are completed in a timely manner.
? Create scripts via SQL Plus and Data Mover to import and export data from one environment to another.
? Prepare documentation on Security policies and procedures for each client.
? Create PS Queries, upon customer's request.
? Troubleshoot issues with nVision and Crystal reports.
? Create projects and test plans for each task that I am assigned to in regards to upgrades and implementations.
? Ensure Unix and NT Process Schedulers are brought up in a timely manner when down, via PC Anywhere.
? Bounce app servers when requested.
? Ensure SLA's (Service Level Agreements) - Target and Actual resolution and response times are responded to within 15 minutes and resolved in a timely manner.

Peoplesoft Security and HRMS/Financials Team Lead

(HRMS, Time and Labor, Financials, Kronos, JP Morgan)

? Over a five-year period provided Security upgrade knowledge for the following projects; Peoplesoft HRMS 6.0 to 7.0 to 7.5 to 8.3 to 8.8 and Peoplesoft Financials 6.0 to 7.0 to 7.5 to 8.4.
? Provided leadership and direction to the Security staff to insure group goals are met and served as subject expert for security group
? Maintained security for PeopleSoft Financials & HRMS including adding, deleting, and reassigning users for domestic offices; provided documentation and developed processes and methodology for regional security of London and Hong Kong office
? Oversee day-to-day operations for Security related issues.
? Worked with Management Team to ensure PeopleSoft issues were resolved in a timely manner.
? Assisted with QA testing for security as part of change control security testing for Financials and HRMS environments, which include Base Benefits.
? Reviewed Remedy tickets daily to ensure they were resolved in a timely manner.
? Supported 2400 PeopleSoft end users, both domestic and international.
? Performed regular system access password changes for PeopleSoft Financials & HRMS, both domestic and international
? Performed security audits on all systems, end-user testing, create/maintain security documentation
? Backup for migrations team. Migrated objects and projects from one environment to the other.
? Produced and distribute security reports quarterly to Controllers in accordance with security policy
? Provided expertise in configuring PeopleSoft security for both Financials and HRMS to meet functional requirements. This includes configuring role actions, roles and permission lists, row level security, and user preferences, and workflow.
? Provided expertise in using LDAP authentication in the PeopleSoft environment.
? Provided knowledge of security issues around integrating PeopleSoft with other applications using an integration broker.
? Provided knowledge of single sign-on in the PeopleSoft environment.
? Created scripts via SQL Plus and Data Mover to import and export data from one environment to another.
? Prepared and maintained documentation on Security policies and procedures.
? Maintained Security for all environments such as: QA, Train, Production, Conversion, Sandbox, Configuration, Developments, and Test.
? Maintained Security for tree manager in HRMS.
? Added departments and companies in HRMS environment to appropriate tree node (business unit)
? Maintained effective - dated trees within HRMS to make sure appropriate departments and companies were added.
? Customized payroll company table within application designer to fit Security structure for payroll departments
? Created queries according to user requests.
? Acted as a liaison between project team and user community in order of gathering requirements for upgrade of Financials and HRMS.
? Added appropriate tables to query access groups within HRMS.
? Maintained department tables for Payroll, HR, Benefits, and GLI.
? Worked with development in starting and stopping PIA (Peoplesoft Internet Architecture) in order to remove cache.
? Determined functional/business requirements.
? Processed documentation for the implementation of Administer Training, eRecruit, eCompensation, Base Benefits, and Career and Succession Planning within the HRMS Peoplesoft system.
? Constructed process analysis for technical and functional team.
? Assisted with end -user training materials.
? Assisted technical group in the development life cycle.
? Used Mercury as an automation tool for load testing of HRMS 8.8.

Peoplesoft Security Analyst

? Responsible for accuracy of assets in Peoplesoft Fixed Assets System.
? Reviewed maintenance and supplies expense for capital purchases.
? Maintained the schedule of prepaid maintenance contracts and amortize to expense.
? Reconciled bank statements, prepared journal/accrual entries, and reviewed P&L statements during month-end close.
? Compared quarterly, month-to-month, and year-to-date variances.
? Reviewed balance sheets and budgets for all Medaphis business units.

Sr. Staff Accountant/Analyst

Find out detailed information about Angela Williams, Lead Microsoft Dynamics D365 F&O Techno-Functional Consultant in Acworth, GA

Angela Williams: Lead Microsoft Dynamics D365 F&O Techno-Functional Consultant in Acworth, GA

Angela Williams

Mississippi Valley State University