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Sonata Software - MS Dynamics 365 Automation Specialist

Posted on: 02/02/2026

Job Description

Description :


Role Objective :


To lead the implementation and optimization of ExFlow (SignUp Software) within the Dynamics 365 Finance & Supply Chain environment, ensuring a touchless, compliant, and efficient vendor invoice process.


Key Responsibilities :


- Solution Design : Lead design workshops to map "as-is" manual AP processes to "to-be" automated ExFlow workflows.


- OCR & Data Capture Configuration : Setup and fine-tune ExFlow Data Capture (EDC) or integrated OCR services to maximize field recognition accuracy (Header and Line level).


- 3-Way Matching Logic : Configure complex matching rules between Vendor Invoices, Purchase Orders (PO), and Product Receipts, specifically handling price and quantity tolerances common in manufacturing.


- Workflow Engineering : Design and implement multi-level approval hierarchies using ExFlows Position-Based or Dimension-Based routing.


- Exception Handling : Create standard operating procedures (SOPs) for managing variances, "Unmatched" invoices, and vendor communication within the ExFlow portal.


- Analytics & Reporting : Deploy and customize Power BI dashboards for AP performance tracking (e.g., "Time to Approve," "Touchless Ratio," and "Early Payment Discount" realization).


Required Technical Skills :


- ExFlow Expertise : Minimum 3 years of hands-on experience with ExFlow AP (v10.x and above) and the ExFlow Connector for D365.


- Functional D365 Finance : Strong knowledge of the Accounts Payable and General Ledger modules in Dynamics 365 F&SCM.


- Integration Knowledge : Experience with Azure Logic Apps or Power Automate for extending ExFlow notifications or external data flows.


- Data Migration : Proficiency with the Data Management Framework (DIXF) for importing vendor master data and open AP balances.


Strategic Competencies for Manufacturing :


- Landed Cost Management : Ability to configure ExFlow to correctly handle miscellaneous charges (freight, duty) that affect inventory valuation.


- Inter-Company Automation : Experience setting up automated invoice posting across multiple legal entities (common in global manufacturing groups).


- Audit & Compliance : Deep understanding of internal controls, Segregation of Duties (SoD), and VAT/GST tax compliance requirements within the AP cycle.


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