D365 F&O Health Check Consultant ( Ability to travel to Stamford, CT )Regulated Cannabis Industry — Legacy System Assessment EngagementScope 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 recommendationsExperience • 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, BioTrackTHC, 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 reportingCompliance & 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 systemDeliverables Expected • Written health check report (technical and functional findings) • Risk/gap assessment tied to compliance requirements • Roadmap or recommendations for remediation, optimization, or upgradeSoft 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 integrationsNice 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
