Microsoft Dynamics 365 Finance Integration Contractor- (Native Connector)

Company: Bob.ai (ERP for Public Housing Agencies)
Engagement: Contract (remote) • 20–40 hrs/week to start • Option to extend
Start: ASAP

Overview

Bob.ai emits Finance event APIs for HUD/PHA workflows (Actions 1–15) and will add Action 0 (Master Data). We seek a Dynamics 365 Finance (F&O) specialist to implement a Microsoft-native integration—Power Automate or Azure Logic Apps + OData + DMF + Business Events—that consumes our events and posts the correct AP/AR/GL artifacts.
Critical: The system must run in real-time shadow mode so PHAs can test immediately with no data uploads.

Core Responsibilities

Build native connector flows that map Bob events → D365 Finance entities:

OData: vendor/customer upsert; create/update AP recurring HAP (and AR recurrences for PH); status/suspend/terminate/transfer.

DMF: batch imports for periodized retro credits/debits and optional history loads.

Business Events / callbacks: confirm posted/voucher IDs or failures back to Bob.

Implement Document Management (URL) attachments on AP/AR headers and recurrences (deep link to Bob source).

Enforce dimension/COA mapping (Fund, Program, Project/Grant, Site/Property, Object/Account). Validate and reject when dims are missing.

Ensure idempotency (keyed by Bob eventId), retries/backoff, and dead-letter handling with reason codes.

(Later) Stand up data conversion via DMF for legacy master data—optional, but you should be able to own it.

🔶 Shadow Mode — Must Deliver

We expect customer-facing UAT in real-time shadow mode when the pilot completes:

Shadow company (or a dedicated “SHADOW” financial dimension) in D365 Finance.

All Actions 0–15 wired to run in SHADOW by default, with per-action feature flags (kill switches).

No PHA uploads required to start: load a HUD-style chart of accounts & dimensions, minimal system setup (fiscal calendar, number sequences, payment methods, one dummy bank account, 1099 settings).

Approvals OFF and budget control OFF in SHADOW initially (or seed tiny budgets if you want to demo that feature).

Status callbacks to Bob (accepted|posted|failed, voucher/journal references).

A small Shadow Dashboard (can be simple logs/metrics) to monitor throughput, success %, and top error codes.

Goal: A PHA user can perform actions in Bob and immediately see corresponding AP/AR/GL artifacts in the shadow Finance environment with Bob links attached—end-to-end, no manual data prep.

Pilot Scope (first 4–6 weeks)

Action 0 (FEIN-first vendor/PM/customer upsert; PM→Owner invoiceAccount; provisional vendors on hold until compliance).

Action 1 (HAP_APPROVED): create AP recurrence (12-mo baseline), apply dims, attach Bob link.

Action 2/3 (REVISED): amend recurrence; load periodized retro via DMF (AP credit/debit or GL per policy).

Action 7 (UNIT_TRANSFER): terminate old / start new (no overlap), vendor switch & dims update.

Shadow mode on for all actions, at minimum staged/posted appropriately; per-action kill switches available.

Callbacks and error handling end-to-end in DEV/UAT.

Deliverables

Design spec (entities, OData endpoints, DMF projects, Business Events, posting logic per action).

Working flows (DEV/UAT/PROD) with exportable artifacts (PA solution/Logic App ARM/Bicep).

Shadow mode configuration (company setup, toggles, logging/metrics).

Status callback API to Bob (voucher #s, journal IDs, error details).

COA/dimension mapping table + validator.

Doc attachment implementation (URL) on AP/AR header & recurrence.

Runbook (deployments, throttling/backoff, Key Vault, monitoring, rollback).

UAT pack: pass golden tests for Actions 0, 1, 2/3, 7 + key edge cases (retro across months, mid-month effective dates, voids).

Must-Have Experience

5+ years delivering D365 Finance (F&O) integrations.

Hands-on with OData, DMF (data entities, packages, API), Business Events, and Power Automate or Logic Apps.

AP/AR expertise: AP Recurring Invoices, AR recurrences, voids/reversals, vendor 1099, bank/EFT.

Document Management attachments via API.

Designing idempotent flows with retries/backoff and DLQ patterns.

Strong understanding of COA/dimensions and mapping governance.

Nice to Have

Public sector / PHA/HUD experience (HAP, UAR, portability, VMS/eVMS).

Azure DevOps pipelines for PA/Logic Apps/DMF artifacts.

Data migration cutovers using DMF.