Senior Dynamics 365 Business Central Implementation Consultant

Our client is engaging a consultant to implement Microsoft Dynamics 365 Business Central for a hardware VAR division (business model similar to CDW). The division currently uses Activate to push orders into QuickBooks, with equipment drop-shipped through a distributor/partner network. The goal is to move order processing onto Business Central. Dynamics 365 Sales (CRM) is already staffed and not part of this engagement. Suppliers/distributors have existing integration endpoints for Business Central-style backends, so the consultant will integrate against these existing hooks rather than build distributor-side EDI or punchout infrastructure from scratch.

Separately, this division’s Business Central tenant needs to feed a consolidated corporate roll-up in a different Business Central tenant.

Scope of Work

• Inventory Setup
  • Configure Business Central’s inventory module for a drop-ship, pass-through fulfillment model (little to no warehoused stock):
  • Item cards, non-stock/catalog items, item categories, units of measure
  • Vendor setup, vendor item cross-references, vendor catalogs
  • Costing method configuration appropriate for a drop-ship/pass-through model
• Sales Order Processing
  • Configure Business Central’s sales and purchasing modules for correct order flow from quote to fulfillment:
  • Sales order processing tied to purchase orders (special order / drop-ship order types)
  • Native drop-shipment functionality (order-to-order linking between sales and purchase orders)
  • Purchase order configuration and integration against existing supplier API endpoints, ensuring orders placed in Business Central are automatically transmitted to suppliers and order confirmations/tracking flow back
• Quote Intake from CRM
  • Configure the receiving side of the quote-to-order handoff from Dynamics 365 Sales (CRM) into Business Central:
  • Integration to receive approved quotes from CRM and create corresponding Business Central sales orders
  • Product/price catalog alignment between CRM and Business Central item numbers to ensure clean mapping without manual re-entry
  • Validation logic to handle quote-to-order exceptions
• GL Migration from QuickBooks
  • Migrate the division’s general ledger and supporting financial data from QuickBooks into Business Central:
  • Chart of accounts mapping and restructuring using Business Central’s dimension-based approach
  • Historical transaction strategy: import transaction-level detail vs. summarized opening balances
  • Migration of open AR/AP, open purchase orders, and open sales orders (critical due to in-flight orders at cutover)
  • Data cleansing (deduplication, missing account numbers, tax jurisdiction setup)
  • Reconciliation: trial balance tie-out between QuickBooks and Business Central post-migration
• BC Tenant-to-BC Tenant Integration (Corporate Roll-Up)
  • Connect this division’s Business Central tenant to the corporate Business Central tenant (separate Microsoft Entra tenant) for financial consolidation:
  • Configuration of Business Central’s native Consolidation feature using the API-based data import method (required for cross-tenant scenarios)
  • Microsoft Entra app registration and OAuth 2.0 authentication setup in the division’s tenant, including admin consent, for secure data pulls by the corporate tenant
  • Chart of accounts mapping between the division and corporate consolidated company (simplified as both use a matching chart of accounts)
  • Automation of the roll-up (job queue entry or Power Automate flow) for scheduled consolidations
• Core Financial & Master Data Setup (Full Migration Scope)

  A full migration involves more than inventory, orders, and GL balances. The following master data and financial infrastructure must also be set up and migrated for Business Central to function day-to-day:

  • Bank accounts: bank account cards, GL reconciliation accounts, payment methods, positive pay/ACH file setup (if payments are issued electronically)
  • Customer master data: customer cards, credit limits, payment terms, tax exemption/resale certificates, customer posting groups
  • Vendor master data (beyond catalog items): full vendor onboarding, payment terms, banking/ACH details for payables, 1099 vendor flagging and reporting setup (US)
  • Posting groups: general posting groups, customer posting groups, vendor posting groups, and inventory posting groups (these drive GL transaction mapping and must be correctly configured during migration)
  • Sales tax setup: tax jurisdictions, tax groups, and rates for every state/jurisdiction the division sells into (relevant for a hardware VAR shipping across multiple states)

Required Skill Set

• Business Central Functional Configuration
  • Inventory, purchasing, and sales order module setup in Business Central
  • Native drop-shipment configuration experience
  • Prior experience implementing Business Central specifically for a distribution or VAR/reseller business
• Integration Development
  • Business Central API (OData v4 / API v2.0) for reading/writing sales orders, purchase orders, item, and vendor data
  • AL language development for custom event handling or automation beyond standard API calls
  • Experience consuming external vendor/supplier APIs and mapping their data to Business Central’s data model
  • Experience with Dynamics 365 Sales (CRM) to Business Central integration, receiving quote/order data into BC
  • Middleware/orchestration experience (Azure Logic Apps, Power Automate, or Azure Functions)
• Data Migration
  • Business Central native Data Migration / QuickBooks Data Migration extension experience
  • Chart of accounts mapping and financial data reconciliation
  • Experience migrating open transactions (not just static master data or closing balances)
  • Full master data migration experience: bank accounts, customer and vendor records, posting groups, tax setup, number series (not just chart of accounts and GL balances)
• Multi-Tenant Consolidation
  • Business Central native Consolidation feature, specifically the API-based (cross-tenant) import method
  • Experience with cross-tenant Microsoft Entra authentication and admin consent processes

Pay

$90–$120/hour (depends on experience level).

Schedule

This is a contract position with candidates expected to work 40 hours per week.

About the Company

Peterson Technology Partners (PTP) is an IT staffing and recruiting firm based in Park Ridge, IL, with over 500 employees and consultants. For more than 28 years, PTP has focused on building trust, long-term partnerships, and technical excellence. The company is committed to helping clients make optimal hiring decisions and matching professionals with the right IT jobs and career opportunities.