- Hourly: $35.00 - $45.00
- Expert
- Est. time: 1 to 3 months, Less than 30 hrs/week
We're a US-based IT and systems integration firm building out a Business Central implementation for a client launching a new US distribution branch. We're looking for an experienced, certified Business Central consultant to work as part of our delivery team on a white-label basis — you deliver the ERP core, we own the client relationship, architecture, and surrounding integration layer. This starts as a scoped implementation with strong potential to become an ongoing relationship as we take on additional Business Central engagements. What the client environment looks like New US distribution branch — distribution, not domestic manufacturing (finished product is imported) Fulfillment handled by a third-party logistics provider (3PL) — no in-house warehouse Small initial user base (2–3 full users), expected to grow Parent company runs SAP; the US branch will need data flow/coordination with the parent Microsoft 365 environment throughout Scope of work Advise on Essentials vs. Premium licensing and environment setup Configure Business Central for a US distribution entity: financials, US sales tax, purchasing, inventory Design and build the integration between Business Central and the 3PL (orders out, receipts in, shipment confirmations, inventory sync — API or EDI depending on the 3PL) Design the data flow / integration approach between Business Central and the parent company's SAP (master data, intercompany, consolidation inputs) Handle landed-cost / import handling for incoming goods Integrate US tax automation (e.g., Avalara or Vertex) Data migration and go-live support Document the build for our internal handoff and ongoing management Required Proven Business Central (and/or Dynamics NAV) implementation experience — please cite specific projects Microsoft certification in Business Central (or clear equivalent demonstrable expertise) Hands-on experience integrating BC with 3PL / logistics systems (API and EDI) Experience with US sales tax configuration and a tax engine (Avalara/Vertex) Comfortable working white-label under a prime contractor, with us as the client-facing party Clear written English and reliable communication in US Eastern business hours Strong plus Experience with BC-to-SAP integration or multi-entity / parent-subsidiary setups Distribution, wholesale, food & beverage, or import/export vertical experience Power Platform / Azure Logic Apps integration experience Multi-currency and international consolidation experience To apply, please include Two or three specific BC implementations you led, with your exact role and the integration work involved Your experience connecting BC to a 3PL and to SAP (name the systems) Your certifications Your hourly rate and typical availability A short note on how you'd approach the 3PL + parent-SAP integration for a small distribution branch We value clear communication and clean documentation as much as technical skill. We're building a bench of reliable partners, so a strong fit here means repeat work.
- Hourly
- Intermediate
- Est. time: Less than 1 month, Less than 30 hrs/week
We are a 5-person sales team at a custom manufacturing company. We need Microsoft 365 email add-ons and Easy Flow created, CRM cleanup, and pipeline setup.
- Hourly: $20.00 - $80.00
- Intermediate
- Est. time: 3 to 6 months, 30+ hrs/week
About the Company We're a B2B distributor of medical, industrial, and veterinary supplies based in Minnesota. Our team operates on a Microsoft-first stack — Microsoft Dynamics GP (Great Plains) as our ERP, SalesPad for order management, SQL Server as our data backbone, and Microsoft 365 across the organization. We're building out a reporting and analytics function to give our sales team and leadership better visibility into the business. What We're Building We need an experienced Power BI developer to work alongside our internal data specialist and sales team to design, build, and deliver a suite of operational dashboards. This is a hands-on development role — you'll be writing DAX, building data models, and working directly with SQL Server as your data source. Initial dashboards will include: Sales by item, item category, and product line Sales by customer and customer segment Sales by rep and sales territory Order volume and revenue trends over time Year-over-year and period-over-period comparisons Item cross reference self-service tools Your Responsibilities Connect Power BI Desktop to SQL Server (via ODBC/DirectQuery or import mode) and build clean, performant data models Write T-SQL queries and views against Dynamics GP tables (SOP, RM, IV modules) and SalesPad tables as the reporting layer Collaborate with our internal data specialist on schema, table relationships, and data definitions Work with our sales team to understand reporting requirements and translate them into dashboard designs Build and publish reports to Power BI Service for sharing across the organization Document your data models, measures, and report logic so work is maintainable internally Required Skills & Experience 3+ years of Power BI development experience (Desktop + Service) Strong T-SQL — you'll be writing queries against GP's table structure (SOP30200, RM00101, IV00101, etc.), not just connecting to a clean data warehouse Experience building star-schema or similar data models in Power BI Proficient in DAX for calculated measures, time intelligence, and KPIs Comfortable working directly with source ERP databases — no pre-built connectors here Strong communication skills — you'll need to translate business questions into data requirements Nice to Have Prior experience with Microsoft Dynamics GP or similar ERP (SAP B1, Sage, Acumatica) Familiarity with SalesPad or distribution/supply chain business processes Experience with Power BI incremental refresh and row-level security (RLS) Experience publishing to Power BI Service and scheduling dataset refreshes
- Hourly: $40.00 - $50.00
- Intermediate
- Est. time: 3 to 6 months, Less than 30 hrs/week
About the Role We’re looking for a dynamic AI trainer who can help our teams unlock the full potential of Microsoft 365 Copilot and other AI technology and tools. This is a full-time contract engagement running through March, 2027, focused on driving real adoption, not just awareness, across multiple functional groups and levels of the organization. You’ll design and deliver engaging training sessions (virtual and in-person), surface practical use cases, and build a lasting library of prompts and agents tailored to how our people work. What You’ll Do • Deliver interactive, high-energy training sessions on Microsoft 365 Copilot for teams across the organization, virtually and in-person on-site at various locations across our Beazer footprint. • Tailor content to different functional groups (finance, operations, sales, HR, marketing, construction, etc.), meeting people where they are in their AI journey. • Conduct discovery conversations with teams to identify workflows where MS Copilot and ai technology can save time, reduce friction, or improve output. • Document use cases by function and translate them into a shared, organized library of prompts, templates, and custom Copilot agents. • Partner with internal Learning & Development to align training with broader organizational goals and adoption strategy. • Track adoption metrics and provide periodic recaps on engagement, competency growth, and emerging opportunities. What We’re Looking For • Proven experience training non-technical business users on AI tools – specifically but not limited to Microsoft 365 Copilot (Word, Excel, PowerPoint, Outlook, Teams, and related agents). • A facilitation style that’s engaging, practical, and energizing, not lecture-heavy. • Ability to translate complex AI concepts into clear, actionable guidance for audiences at a variety of skill level. • Experience building prompt libraries, AI playbooks, or similar shared resources. • Comfort working across multiple business functions and adapting quickly to different team needs. • Willingness to travel for in-person sessions. • Strong organizational skills; you’ll be cataloging use cases and maintaining a living resource library. Required • Experience with Microsoft Copilot Studio and building custom agents. Nice to have • Background in change management or organizational adoption strategies. • Familiarity with residential construction, homebuilding, or real estate industries.
- Hourly: $55.00 - $95.00
- Expert
- Est. time: More than 6 months, Less than 30 hrs/week
We’re hiring a hands-on Marketing Analytics & Tracking Specialist to help clients fix and upgrade their marketing tracking infrastructure—primarily centered around GA4, Google Tag Manager, conversion tracking, and marketing stack integrations. This role starts part-time / project-based, and can expand into more work (and potentially full-time) depending on performance and demand. What You’ll Do You’ll own implementation and troubleshooting across: 1) GA4 & Google Tag Manager Setup Deploy and configure GA4 for accurate event + conversion tracking Implement and maintain Google Tag Manager (GTM) for clean tag architecture Ensure proper tracking across websites (including common CMS + site builders) 2) Marketing Stack Integrations (Data Flow + Attribution) • Integrate GA4 with: HubSpot Shopify Salesforce Microsoft Dynamics 365 • Ensure key business outcomes (like revenue + pipeline) can be tied back to marketing activity 3) Conversion API & Platform Tracking Implement CAPI-style server-side tracking where applicable Improve tracking quality for paid media and measurement reliability Integrate Stape where necessary. 4) Client-Ready Execution Communicate clearly, move fast, document work Deliver setups that are durable and easy for others to maintain Ideal Background You have deep hands-on experience with: GA4 implementation and troubleshooting Google Tag Manager and Server Google Tag Manager B2B and B2C/DTC tracking setups Marketing stack integrations (CRM + analytics + ecommerce) Conversion tracking accuracy + attribution quality Work Style / Role Structure Starts part-time and flexible Work is remote Work begins small and scales based on demand This is a high-responsibility role: clients depend on accurate data As part of the process, you will be asked to complete a real tracking deployment: Implement GA4/GTM + integrations on our own environment first
- Hourly: $60.00 - $70.00
- Intermediate
- Est. time: 1 to 3 months, Not sure
We are seeking a hands-on, detail-oriented Dynamics 365 ERP Manager on a freelance basis to oversee core product data architecture, system configuration, and data integrity. In this role, you will be the functional gatekeeper for how our products are defined, structured, and tracked within D365, ensuring seamless operational execution from initial part setup through to final reporting. The ideal candidate has deep expertise in standardizing master data, managing complex product configurations, and supporting cross-functional teams through product lifecycles. Key Responsibilities - Product & Part Setup: Own the end-to-end creation and maintenance of master data, including items, bills of materials (BOMs), routes, and specific product variants. - Configuration Management: Define and manage product configuration models, ensuring pricing, constraints, and attribute logic flow correctly through the system. - Lifecycle Support: Assist technical and business teams through product lifecycle states, managing data migrations, validation tracking, and environment readiness (Sandbox to Production). - Reporting & Analytics: Design, generate, and maintain functional ERP reports and data views to monitor data health, tracking variances, and operational KPIs. Required Qualifications & Skills - D365 Expertise: 3+ years of direct functional experience configuring and managing Dynamics 365 Finance & Operations (specifically Product Information Management and Supply Chain modules). - Data Integrity: Exceptional understanding of relational data structures, ERP data migration practices, and master data governance. - Lifecycle Management: Direct experience managing item lifecycle states, engineering change management, or product releases within an ERP environment. - Technical Literacy: Proficient with data management frameworks (DIXF/DMF) in D365; strong SQL skills or experience with Power BI for ERP reporting is highly preferred. - Execution Focus: A self-starter who can interpret business requirements and translate them into clean, precise system configurations with minimal supervision.
- Hourly: $40.00 - $75.00
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
We are seeking a Microsoft Dynamics 365 subject matter expert for a CRM implementation and replacement in a GCC High Environment. This is a 90-day engagement, requiring expertise in CRM systems and security compliance. The ideal candidate will have experience with Microsoft Dynamics CRM and be able to work effectively in a fast-paced environment.
- Hourly
- Expert
- Est. time: More than 6 months, 30+ hrs/week
Microsoft Dynamics 365 CRM Trainer (Virtual & On-Site) We are seeking an experienced and engaging Microsoft Dynamics 365 CRM Trainer to support a large-scale training initiative. The ideal candidate is passionate about user enablement, possesses deep Microsoft Dynamics 365 CRM knowledge, and has a proven track record delivering both virtual and instructor-led classroom training. This role requires excellent presentation and facilitation skills, the ability to engage diverse audiences, and a willingness to travel within the United States as needed. Responsibilities • Deliver end-user training for Microsoft Dynamics 365 CRM. • Facilitate both virtual and on-site instructor-led training sessions. • Provide post-training support and answer user questions. • Collaborate with project stakeholders to ensure training objectives are met. • Adapt training delivery to meet the needs of different learner groups. • Maintain a high level of professionalism and customer service throughout all training engagements. • Training materials will be provided, along with a structured Train-the-Trainer program to ensure readiness and consistency in delivery. Schedule • Training schedule for 2026 will be provided in advance. • Part-time engagement throughout 2026. • Anticipated full-time training schedule for approximately six months during 2027. • Travel required; all training locations will be within the United States. Qualifications • Proven experience delivering Microsoft Dynamics 365 CRM training to end users. • Strong knowledge of Microsoft Dynamics 365 CRM functionality and business processes. • Microsoft Dynamics 365 certification preferred; equivalent hands-on implementation and training experience will be considered. • Financial Services Industry experience is a plus. • Demonstrated experience delivering both virtual and classroom-based training. • Strong interpersonal, organizational, and facilitation skills. • Ability to work independently and collaboratively within a project team. • Willingness and ability to travel as needed throughout the United States.
- Hourly
- Intermediate
- Est. time: 1 to 3 months, Less than 30 hrs/week
Project Overview We are an energy distribution and marketing company running Microsoft Dynamics 365 Business Central. We are evaluating whether we can build an internal cash application automation workflow instead of purchasing a third-party SaaS solution. The objective is to automate the matching of incoming customer payments to open invoices using: Bank transaction feeds (BAI2 files from Frost Bank) Remittance emails from Outlook Open AR invoices in Business Central AI-assisted matching where appropriate This is not a chatbot project. This is an accounting workflow automation project. Current Process Treasury downloads bank activity. Treasury reviews remittance emails. Accounting manually identifies customer payments. Accounting matches payments to open invoices. Accounting creates and posts entries in Business Central. We would like to reduce manual effort while maintaining accounting review and approval controls. Desired Future State Data Sources Frost Bank BAI2 files Outlook shared mailbox containing remittance emails Business Central: Open AR invoices Customer master Vendor master Payment journals Workflow Read incoming remittance emails. Extract: Customer name Payment amount Invoice numbers Payment references Read bank transactions. Match payments to customers and invoices. Generate confidence scores. Present suggested matches for review. Push approved entries into Business Central Payment Reconciliation Journal or Cash Receipts Journal. Maintain audit trail of AI recommendations and user approvals. Deliverables Requested Phase 1 – Discovery Provide: Recommended architecture Estimated implementation effort Recommended technology stack Estimate of expected match rates Build vs buy recommendation Phase 2 – Proof of Concept Build a prototype that: Reads remittance emails Parses BAI2 transactions Pulls open invoices from BC Suggests invoice matches Provides confidence scoring Phase 3 – Production Build Optional based on successful POC. Preferred Technology Strong preference for: Microsoft Business Central Power Automate Azure OpenAI Azure Functions BC APIs SQL Server/Azure SQL Open to alternatives if justified. Required Experience Please provide examples of: Microsoft Business Central projects Payment reconciliation projects Cash application automation Bank integration projects AI-assisted document processing Accounting or ERP workflow automation Screening Questions How many Business Central implementations have you personally worked on? Have you integrated BAI2 bank files before? Have you built payment reconciliation workflows? What match rates would you expect before and after AI assistance? Would you use Power Automate, Azure Functions, or another architecture? What are the biggest risks in this project?