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

Regulated Cannabis Industry: Legacy System Assessment Engagement 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, Bio TrackTHC, 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, 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