Functional Specialist D365

About PENTAX Medical

Our mission is to improve the standard of patient care and quality of healthcare delivery by providing the best endoscopic products and services with a focus on QUALITY, CLINICALLY RELEVANT INNOVATION, and SIMPLICITY. Through leading edge R&D and manufacturing, PENTAX Medical provides endoscopic imaging devices and solutions to the global medical community.

Position Opening: D365 Functional Specialist

Why JOIN Us?

We are an established medical device leader that is preparing for high growth. This means that PENTAX is looking to invest in its team and provide a collaborative and encouraging work environment.  

PENTAX Medical is proud of its comprehensive benefits program and generous Paid Time Off and Holiday policy.  

Want More INFO?

We are seeking a Dynamics 365 Functional Specialist to bridge the gap between business processes and technical delivery. This role will partner closely with our D365 F&O Analyst and business stakeholders to translate requirements into effective solutions within Microsoft Dynamics 365 Finance & Operations and related modules. This is not a developer role. We are looking for someone who understands the functional capabilities of Dynamics 365 F&O and can guide configuration, workflows, forms, screens, and processes to ensure the platform meets business needs.

Responsibilities of D365 Functional Specialist:

• Act as the functional SME for Dynamics 365 Finance and Operations, providing guidance on modules, features, and process mapping.
• Apply working knowledge across Finance, Supply Chain Management (SCM), Operations, Sales, and Service Management:
• Finance: General Ledger, AP/AR, Fixed Assets, Budgeting, Financial Reporting.
• SCM: Procurement & Sourcing, Inventory Management, Product Information Management, Vendor Collaboration.
• Operations: Production Control, Master Planning (MRP), Resource Scheduling, Shop Floor Control.
• Sales: Order entry, pricing, fulfillment, invoicing, returns management.
• Service: Service orders, warranty tracking, repair workflows.
• Ensure end-to-end process alignment across modules, maintaining data consistency within the D365 ecosystem.
• Collaborate with business stakeholders to translate process requirements into system solutions.
• Serve as a bridge between business users and technical teams, ensuring clarity in requirements and solution design.
• Configure forms, workflows, views, security roles, dashboards within D365.
• Assist with configuration, testing and deployment of system changes and enhancements.
• Collaborate with development teams by understanding Visual Studio basics, change sets, and pipelines for smooth handoffs.
• Participate in system upgrades, patching, and new feature rollouts.
• Stay current on new D365 features, modules, and best practices.
• Provide day-to-day support for D365 ERP users across multiple modules.
• Troubleshoot and resolve system issues, escalating to technical teams or Microsoft support as needed.
• Liaise with external vendors and Microsoft support for issue resolution and solution implementation.
• Maintain data integrity through monitoring, validation, and correction activities.
• Manage and prioritize the D365 backlog using Azure DevOps boards, queries, and dashboards.
• Support structured delivery by understanding task tracking, versioning, and deployment processes.
• Partner with project managers, IT, and business leaders to drive successful rollouts, upgrades, and enhancements.
• Provide end-user support, training, and knowledge transfer for effective D365 adoption.
• Document support procedures, FAQs, and training materials to build a sustainable knowledge base.
  
  

Global Collaboration

While this role is primarily focused on supporting our North American operations, the D365 Functional Specialist may occasionally be asked to assist with initiatives or provide guidance related to other regional instances of Dynamics 365. This includes collaborating with colleagues in international offices to share best practices, support process alignment, and contribute to global system improvements. No travel is required, but a global mindset and ability to work across time zones and cultures is a plus.

Requirements of D365 Functional Specialist:

• 5 years of hands-on experience with Microsoft Dynamics 365 (Finance & Operations, Supply Chain, Sales, or CRM modules) in a functional capacity.
• Strong knowledge of D365 functionality including forms, workflows, roles, security, and reporting.
• Proven experience in Azure DevOps (Boards, Queries, Dashboards) for project management and requirements tracking.
• Familiarity with development tools and practices, including Visual Studio, change sets, and basic source control concepts, to effectively collaborate with technical teams and understand the lifecycle of customizations.
• General understanding of SQL for querying and troubleshooting data-related issues.
• Ability to work cross-functionally with business stakeholders, analysts, and IT teams.
• Excellent problem-solving and process analysis skills.
• Strong communication skills, with the ability to translate technical concepts for non-technical audiences.
• Experience supporting ERP/CRM implementations, upgrades, or platform migrations.
  
  
  

Preferred Qualifications

• Experience with Azure DevOps (non-dev) and Dynamics LCS and PPAC.
• Exposure to Power Platform (Power BI, Power Apps, Power Automate).
• Experience with multi-region or multi-entity D365 environments.
• Familiarity with Salesforce or other CRM systems a plus.
• Prior involvement in global or enterprise-scale projects.
• Microsoft D365 Certification a plus.