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Hire Microsoft Dynamics 365 Finance consultants
In short
MS Dynamics Guys provides Microsoft Dynamics 365 Finance consultants who work in your finance workstream under your project lead. They configure legal entities, the general ledger, financial dimensions, payables, receivables and close tasks, write test scripts and plan how migrated balances reconcile. Your controller and process owners keep accounting policy and sign-off. If the work needs X++ code or a full implementation, we say so first. X++ is the programming language of finance and operations apps.
When a Finance consultant from MS Dynamics Guys fits
This role is for companies that run Microsoft Dynamics 365 Finance, or are implementing it, and lack functional capacity in the finance workstream. Your own people still make the accounting decisions. These situations are typical:
Where a Finance consultant helps
- Your partner runs the implementation, but nobody on your side prepares the ledger and posting decisions. The partner's questions wait for answers.
- You are adding a legal entity to a live system. Nobody has checked whether it can share your chart of accounts, or which main accounts and dimension values to suspend for it.
- Trial loads do not match the legacy trial balance, and nobody can say whether the mapping, the setup or the old data causes the gap.
- Your month-end close runs from a spreadsheet, and you want its tasks, owners and dependencies inside Finance.
- Your auditor asks who can both receive goods and pay the vendor. Nobody can turn that finding into segregation of duties rules for your administrator.
Where another role or advisor fits better
- The waiting work is code, such as a new data entity for a bank interface or extra logic when vendor invoices post. That work belongs to a finance and operations developer.
- One provider should own the whole Finance implementation and its go-live. Buy a Finance implementation project instead of a hire.
- Your legal entities run on Microsoft Dynamics 365 Business Central instead. Its posting setup works differently, so look for a Business Central consultant.
- The gap is in purchasing, receiving, warehouse or production setup. A Supply Chain Management consultant owns that setup, while costing decisions stay with your controller.
- One person must own a whole process, such as purchase order to vendor payment, across purchasing, receiving and payables. An enterprise resource planning (ERP) consultant owns that kind of workstream and the handoffs inside it.
- Nobody extracts and loads the legacy balances and open items. A data migration engineer runs those loads, and the Finance consultant defines the control totals that each load must match.
- You need someone to decide a tax treatment or answer an audit finding. Your advisors and controller do that in writing. The consultant then configures their position and files it with the configuration record.
- You are still deciding whether your legal entities belong in Business Central or in Finance. Settle that first with a comparison of Business Central with Finance and Supply Chain Management, because the ledger design depends on the product.
Finance decisions and sign-off stay with your team
A consultant can prepare, configure and test. Each decision below needs authority over your accounts, so it stays with your people. Agree this split in writing before the first task.
| Area | Your finance team | MS Dynamics Guys consultant | Evidence of sign-off |
|---|---|---|---|
| Legal entities and chart of accounts | Approves the structure: which entities share one chart of accounts, and where they differ | Models the options, configures the approved one and logs the decision | A ledger design note, signed by your controller before the first posting |
| Financial dimensions and posting profiles | Sets the reporting and accounting policy that each dimension and account serves | Configures both and tests every posting type your processes use | A posting matrix with one test voucher per combination, approved by your controller |
| Period close | Owns the close calendar, the task owners and the deadlines | Builds close templates with due dates and task dependencies | An approved template and one rehearsed close |
| Migrated balances | Signs the reconciliation and sets the tolerance for differences | Designs the reconciliation plan and checks each trial load | A sign-off sheet with control totals and named signers |
| Tax and audit positions | Decides with your tax advisor and auditor | Configures and tests the position your advisors chose | The advisor's written position, filed with the configuration record |
| Segregation of duties | Decides which duties no single person may combine | Drafts rules for your system administrator, who creates and validates them | Validated rules, and a written reason for each conflict your administrator allows |
Your controller or chief accountant is the natural lead subject matter expert (SME) for a Finance workstream. Microsoft's implementation guidance asks the business to name such a lead for each workstream. The consultant prepares each decision, and the SME makes it. If nobody on your side can approve the ledger design, decisions stall while you pay for the consultant's time.
Settle the ledger design first. Once a legal entity has posted transactions, Finance does not let you change its chart of accounts.
Work a Finance consultant can own
The areas cover the ledger, the subledgers that post to it and the close. Your role brief names the areas in scope. The assessment summary says which of them the exercises tested.
| Area | Consultant's tasks | What you receive |
|---|---|---|
| Legal entities and ledgers | Sets up each legal entity's ledger: chart of accounts, account structures, fiscal calendar, accounting currency and any reporting currency. Shares one chart of accounts where it fits and handles exceptions with legal entity overrides. | A ledger design note with the options, the choice and its approver |
| Main accounts and account structures | Creates main accounts and links them to main account categories, which the default financial reports use. Writes account structures and advanced rules that accept only valid combinations of main account and dimension values. | An account structure matrix, with test entries that must post and entries that must fail |
| Financial dimensions | Sets up dimensions and their values, suspends values for legal entities that must not use them, and sets default values where your processes need them. | A dimension plan: each dimension, the account structures that use it and the legal entities where its values are suspended |
| Posting profiles | Sets up customer and vendor posting profiles, which choose the summary accounts for customer and vendor balances. Marks each main account used in a posting profile as Do not allow manual entry, so no journal or import posts to it directly. | A posting matrix with one test voucher per profile and transaction type |
| Accounts payable | Configures vendor groups, methods of payment, and invoice matching policies with price tolerances, as your payables lead defines them. | Setup notes and test scripts from vendor invoice to payment |
| Accounts receivable | Configures customer groups, terms and methods of payment, interest codes and collection letters, as your credit lead chooses. | Setup notes and test scripts from customer invoice to settled payment |
| Period close | Builds financial close templates on the Financial period close configuration page. Each task gets its legal entities, an owner, a due date relative to the period end and its dependencies. A task link opens the page where the work happens. Your team then tracks each close in the Financial period close workspace. | A close template and the record of one rehearsed close |
| Reconciliation | Plans how migrated balances and open transactions are proven, and reconciles each subledger to the ledger every period. If your team uses the Account reconciliation workspace, sets it up to compare the ledger with payables, receivables, tax and bank. The workspace reads its accounts from your posting profiles and your bank and tax setup. | A reconciliation plan, workpapers per trial load and an exceptions log |
| Segregation of duties | Drafts rules that keep conflicting duties apart, such as receiving goods and paying the vendor, for your system administrator to create and validate. | A rule list with risks and mitigations, plus the validation results |
| Service updates | Posts the posting matrix's test vouchers again in your user acceptance testing (UAT) sandbox before each service update reaches production. | Voucher results per update and a defect list with owners |
Your people shape the work. Your controller approves decisions, process owners run UAT, your system administrator issues access, and your partner keeps the areas in its contract. The consultant keeps a configuration record of each setting, the reason for it and its approver.
Your finance regression set is the posting matrix with its test vouchers, so it grows with your setup. It runs at least twice a year, because Microsoft requires at least two service updates a year. When Microsoft applies an update automatically, your designated UAT sandbox receives it seven days ahead of production. In that week, the consultant posts the test vouchers again in that sandbox. Any voucher that now posts to a different account goes on the defect list with an owner. Keep the set as written steps with expected vouchers, not only as Task recorder recordings. The Regression suite automation tool (RSAT) turns such recordings into tests, but Microsoft will not support it after May 15, 2027.
Fixed assets, budgeting, consolidation, cash and bank management, and inventory costing need their own experience. So does a live system that still runs Dynamics AX 2012, the product that came before Finance and Supply Chain Management. Name each of them in your role brief, and our fit review says in writing which of them we can cover.
If you also run Supply Chain Management, your controller chooses the costing methods and owns the inventory close. The consultant adds the inventory close to the close template. If the fit review confirms costing experience, the consultant also prepares each costing choice as an options note for your controller.
Some Finance requests that sound like code are configuration. Microsoft built Electronic reporting (ER) so that business users can configure electronic documents, such as vendor payment files and regulatory reports, without a developer. The consultant sets up the ER formats that your payments and reports use. Designing a new format or changing one is specialist ER work, so name it in your role brief.
When a requirement still needs code, the consultant specifies the X++ extension and the test it must pass. MS Dynamics Guys can then add an X++ developer who builds against that test.
How a Finance consultant is assessed before your interview
The exercises use invented ledgers and legal entities. Each one ends in a written result that your controller could review. A Finance practitioner checks each result and asks the candidate to defend every choice. You receive the written results before you meet anyone.
| Skill | Exercise | Evidence you receive |
|---|---|---|
| Process fit | Sort the steps of a written record-to-report process into standard, configuration or gap, following Microsoft's fit-to-standard and fit-gap analysis | A fit-gap note with a reason for each step |
| Ledger design | Decide whether two legal entities with different reporting needs should share one chart of accounts, and how legal entity overrides would handle the differences | A one-page design note, including the rejected option and why |
| Account structures | Find and fix the rule that blocks a test posting. The cause may be a range that mixes account numbers of different lengths, because account structures compare values as text. Or it may be a blank segment that the structure or an advanced rule forbids. | Corrected rules, one entry that must post and one that must fail |
| Posting | Trace a vendor invoice and predict each voucher line. Name the posting profile line that sets the summary account: the vendor's own line, its group's line or the line for all vendors. | Expected vouchers, compared with a real posting in a demonstration environment |
| Reconciliation | Draft a cutover reconciliation plan for one legal entity: control totals, the order of checks and the signer of each one | A plan with control totals, signers and an exceptions log format |
Record to report covers the steps from posting a transaction to producing the financial statements. How we assess specialists explains the full review and the limits of any assessment.
Example first work package: an opening-balance reconciliation plan
Engagement options that leave accounting decisions with your controller
Under every option, the finance decisions and sign-off listed earlier stay with your controller. Choose by who should plan the consultant's work and who should answer when a deliverable fails your controller's review.
| Option | Who plans the work | Who answers for the result | Suits a company that |
|---|---|---|---|
| One consultant in your finance workstream (staff augmentation) | Your project lead, with finance priorities from your controller | Your company owns the outcome and every accounting decision. The consultant answers for the setup, tests and records they deliver. | Has a controller who can sign ledger and posting decisions each week, and lacks only the person who prepares and configures them |
Rates, working hours, overlap with your finance team, notice, minimum term and replacement are agreed in writing per engagement. Staff augmentation versus project delivery includes a worksheet for choosing between these models.
Can a Finance consultant from MS Dynamics Guys work to our controller's decisions inside our partner's project?
Yes. Your project lead assigns the consultant's tasks, and your controller approves each ledger and posting decision before the consultant configures it. Your partner keeps the setup areas that its contract names. Each change is tested in a sandbox before it reaches production, and each step below leaves something you can review.
Role brief
Name the legal entities and countries in scope, your deployment (cloud or on-premises) and the project phase. Add your partner's role, who directs the work, who signs finance decisions, your close dates and your finance team's working hours.
Fit review
We check what kind of gap it is: functional work, X++ code, data loading or advice that only your advisors can give. You get our written answer on staffing the role before any introduction.
Profiles with consent
Profiles reach you only for candidates who passed the five Finance exercises and agreed to share their details. Each reviewer's summary says which of your countries and areas the exercises covered, and which your interview must test.
Interview led by your controller
Your controller or chief accountant runs the interview. Bring a reconciliation problem from your own system, after removing sensitive data. The decision on who joins stays with you.
Agreement and decision owners
The services agreement sets hours, overlap, notice, replacement and document ownership. A one-page decision table then names the approver of each area: ledger design, posting setup, close calendar, migrated balances, tax settings and segregation of duties. Your partner's areas sit beside it, so each posting profile and account structure has one team that may change it.
Named account, least privilege
Your administrator creates a named account in a sandbox first and gives it only the security roles that the Finance tasks need. Assign the roles to the account itself, because segregation of duties checks skip roles that come from Active Directory domain groups.
Controller signs the first item
Your controller signs one small item before larger work starts. For a new legal entity, that is the ledger design note. In a live system, it can be the record of one rehearsed close.
When the consultant and your partner disagree on a setting, the consultant records both positions, and your project lead decides. How we work describes the delivery model behind every engagement.
The onboarding checklist for external specialists covers owners, the first day and exit steps. The Finance access steps are the ones above.
Evidence you can check before the first task
We publish no client stories on this page, and no reviews. A client story would appear only with that client's written permission.
Three checks work without any client story. You read the written assessment summary. Your controller runs an interview on a reconciliation problem from your own system. Then your controller signs or rejects the first deliverable. How we assess specialists shows who reviews each exercise. A buyer scorecard for Microsoft Dynamics 365 specialists helps you compare candidates from any provider.
MS Dynamics Guys prepared this sign-off sheet as an original demonstration for this page. It shows what a strong answer to the reconciliation exercise looks like. It contains no client data and no candidate's work.
| Control total | Compared with | Signed by |
|---|---|---|
| Trial balance by main account | The legacy trial balance on the cutover date, through the account mapping | Your controller |
| Balances by financial dimension, if dimensions are migrated | Legacy reports by department, cost center or other analysis code | Your controller or management accountant |
| Open vendor transactions | The legacy payables aging, and the vendor summary account balances in Finance | Your payables lead |
| Open customer transactions | The legacy receivables aging, and the customer summary account balances in Finance | Your receivables or credit lead |
| Bank balances | Bank statements on the cutover date | Your treasury or cash lead |
| Tax balances | The legacy tax accounts on the cutover date, and the tax periods still to be reported | Your controller, with your tax advisor |
| Exceptions | Each difference in the exceptions log, with its cause, owner and decision | Your controller, before new transactions start |
Good answers also put the checks in order. The trial balance comes first, because a mapping error there distorts every other total. Open items come next, because totals can agree while single documents are wrong or missing.
Questions about hiring a Finance consultant
Does the consultant give accounting, tax or audit advice?
No. Your controller sets accounting policy, and your tax advisor and auditor decide their positions. The consultant explains what Microsoft Dynamics 365 Finance can do, sets out the options and configures the choice you make. For tax settings, the consultant works from your advisor's written position. That record also shows your auditor who decided what.
Our trial loads do not match the legacy trial balance. Do we need a Finance consultant, a migration engineer or both?
Often both, with a clear split. The migration engineer owns extraction, transformation and loading. The Finance consultant prepares the finance side: which legacy account becomes which main account and dimension values, and which totals must agree. Your controller approves that mapping. Start with the consultant when the mapping is in doubt. Start with the engineer when the mapping is agreed but records go missing in the load.
Can we change posting profiles after go-live?
Rarely, and with care. Microsoft advises against changing a posting profile once transactions exist, because reconciliation can fail and the ledger and subledgers can fall out of balance. Posted transactions are not updated. If a change is unavoidable, test it outside production first. Then make it during a period close, while no other transactions post. Reconcile the ledger to the subledgers before and after, and decide whether adjusting entries are needed. Moving a customer or vendor to another group needs the same care when your posting profiles use groups.
Our legal entities are in several countries. Can one Finance consultant cover them all?
Usually for the shared design. Country by country, it depends. One consultant can design the chart of accounts, account structures and posting profiles that your legal entities share. Country features are a separate skill. Finance includes them for the countries and regions in Microsoft's Product localization and translation availability guide. Each legal entity gets the features for the country or region of its primary address. Microsoft does not supply these features for other countries. There, any local requirement needs a solution from a partner or an independent software vendor (ISV), or your own extension. Name every country in your role brief. The assessment summary then says which countries were tested and which your interview must cover. Each country's tax positions stay with your local advisors.
Besides the consultant's time, what costs should we plan for?
MS Dynamics Guys agrees the basis for the consultant's time in writing per engagement and publishes no rates. Three other costs stay on your side. Your controller and process owners spend time on decisions, tests and sign-off. Your tax advisor and auditor may charge for the positions they write and for reviewing the migration evidence. Microsoft licenses are a separate purchase. In a time-based engagement, slow answers on your side extend the paid time, so plan your people's time first.
Which records does the consultant leave for our auditor?
Records that show who decided what, kept in your systems and your workspace. The configuration record lists each setting, the reason for it and its approver. Microsoft recommends database logging for posting profiles and for the parameter tables that control posting. With logging on, the log shows each change, who made it, when, and the previous value. Ask your administrator to set it up before go-live. The All financial period close tasks page shows who completed each close task, and when. Each segregation of duties conflict that your administrator allowed carries a written reason. Ask your auditor early which records they need, so the consultant keeps them from the first day. The written agreement sets ownership of these work products. Before the last day, the consultant hands open items to a named person on your team.
Describe the Finance workstream
Tell us the legal entities and countries in scope and where your project stands. Add who signs finance decisions, what your partner owns and the hours your finance team needs covered. Our written reply says whether we can staff the role, before anyone is introduced.
Product documentation referenced on this page
- Configure ledgers Microsoft Learn, checked October 4, 2026
- Plan your chart of accounts Microsoft Learn, checked October 4, 2026
- Account structures overview Microsoft Learn, checked October 4, 2026
- Financial dimensions and tags Microsoft Learn, checked October 4, 2026
- Vendor posting profiles Microsoft Learn, checked October 4, 2026
- Customer posting profiles Microsoft Learn, checked October 4, 2026
- Recommended practices for posting profiles Microsoft Learn, checked October 4, 2026
- Accounts payable invoice matching overview Microsoft Learn, checked October 4, 2026
- Account reconciliation Microsoft Learn, checked October 4, 2026
- Financial period close workspace Microsoft Learn, checked October 4, 2026
- Set up segregation of duties Microsoft Learn, checked October 4, 2026
- Identify and resolve conflicts in segregation of duties Microsoft Learn, checked October 4, 2026
- Globalization resources for finance and operations apps Microsoft Learn, checked October 4, 2026
- Electronic reporting (ER) overview Microsoft Learn, checked October 4, 2026
- Service update availability for finance and operations apps Microsoft Learn, checked October 4, 2026
- One Version service updates FAQ Microsoft Learn, checked October 4, 2026
- Regression suite automation tool (RSAT) Microsoft Learn, checked October 4, 2026
- Optimize your implementation with a fit-to-standard and fit-gap analysis Microsoft Learn, checked October 4, 2026
- Organize your Microsoft Dynamics 365 project team Microsoft Learn, checked October 4, 2026
- X++ language reference Microsoft Learn, checked October 4, 2026
- Extensibility home page for finance and operations apps Microsoft Learn, checked October 4, 2026