Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Blog
Timeline
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Rahul Kiran Talaseela

Rahul Kiran Talaseela

North Brunswick,NJ

Summary

A highly skilled and results-driven Technical Architect and ERP Consultant with over 14+ years of experience in the design, development, and implementation of ERP solutions, specializing in Dynamics 365 F&O/AX. Proven ability to lead full lifecycle implementations, including functional, technical, and integration aspects for both domestic and international clients.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Application Developer

SourceAmerica
09.2024 - Current
  • D365 Finance & Operations, SQL Server 2019, Azure.
  • SourceAmerica is a non-profit organization dedicated to creating job opportunities for individuals with disabilities. Through its affiliation with the AbilityOne Program, SourceAmerica connects government agencies and businesses with a network of non-profit agencies to provide work that empowers people with disabilities.
  • Point of contact and trusted partner for business users to address the pain points, mainly in finance, accounts payable, and accounts receivable.
  • Contributed to a Digital Transformation Initiative (DTI) project by migrating legacy applications to Microsoft ecosystem solutions, including D365 F&O, CE, and transitioning from Tableau to Power BI.
  • Facilitated seamless integration and adoption of these modern tools to enhance operational efficiency, streamline business processes, and enable real-time data analytics for improved decision-making across the organization.
  • Integrated ISV solutions such as Solver for forecast and actuals reporting, enabling seamless data flow between D365 F&O and financial forecasting systems
  • Developed and implemented BYOD (Bring Your Own Data) solutions to export data entities from D365 F&O for enhanced data analytics and reporting
  • Configured Dual Write between D365 F&O and D365 CRM to enable real-time synchronization of data across systems, improving cross-functional data accessibility and reporting
  • Automated customer statement emails to enhance communication efficiency, streamlining the process and reducing manual intervention
  • Led the integration of SharePoint through Power Automate for procurement automation, streamlining the process by seamlessly transferring D365 F&O master data (e.g., vendors, employees integrated with HR systems, financial dimensions, and procurement categories) to SharePoint
  • This eliminated manual data maintenance in spreadsheets and facilitated the creation of lookups for submitting procurement requests and managing workflows
  • Spearheaded data engineering initiatives by integrating D365 F&O, CRM, and FOA to enable better reporting and data analysis, leveraging Power BI for advanced analytics
  • Utilized Azure Data Lake and Azure Data Factory to design and implement scalable data pipelines, automating data processing and transformation tasks
  • Leveraged Azure Data Lake to integrate and connect multiple source systems including D365 F&O, CE, and FOA, utilizing data pipelines to pull, store, and process data in CSV format
  • Curated and transformed the data into Parquet format for optimized storage and performance
  • Further enhanced organizational operations and finance reporting by converting data into Synapse views, enabling efficient access and analysis for cross-functional teams
  • Customized PositivePay format in Dynamics 365 Finance and Operations (F&O) to convert AP payment files into SunTrust format for processing on the Bank of America (BOFA) backend, while also automating the payment confirmation file process to update payment reference details in D365, enhancing reconciliation and supporting finance operations
  • Automated aging reports and customer statements through batch jobs running on selected date ranges, significantly improving operational efficiency and data accuracy
  • Designed and maintained pipelines and released pipelines for continuous integration and continuous deployment (CI/CD) to automate code deployments and updates across environments
  • Configured Dual Write for continuous data integration between D365 F&O and CE/CRM, ensuring seamless synchronization and real-time data exchange across systems
  • Implemented virtual entities in Dynamics 365 Customer Engagement (CE)/CRM to enable direct data access without duplicating data in Dataverse.
  • Utilized this approach to display reference records in CE from D365 Finance and Operations (F&O) and ensure any modifications in CE reference data are updated back in D365 F&O, optimizing data management and minimizing redundancy
  • Developed extensions (COCs), event handlers, labels, and various D365 F&O development-related objects using X++ to meet business requirements
  • Utilized COCs to modify and extend standard logic without altering base objects and implemented event handlers to capture system events for customized processing
  • Created custom labels for multilingual support and consistency across the application, along with designing data entities, tables, SSRS reports, and security roles
  • These solutions were built while ensuring scalability, flexibility, and adherence to best practices within D365 F&O development standards
  • Modified and customized various reports in Dynamics 365 Finance and Operations (F&O) as per business requirements, including the AR Open Transactions Report, AR Customer Aging Report, AP Vendor Payment Journal, AP Payment History Report, Collection Letter Report, and AR Open Transactions Report, as well as developing the Purchase Agreement Fulfillment Report and Customer Account Statement Grouping to meet specific business needs.

Senior Application Engineer

Antares Capital LP
New York, NY
03.2022 - 08.2024
  • D365 Finance & Operations, SQL Server 2019, Azure
  • Antares Capital LP is a private equity and venture capital investment firm that provides financing solutions to middle-market companies. The firm primarily focuses on providing senior secured loans, mezzanine financing, and equity co-investment opportunities to support buyouts, acquisitions, and growth capital for companies in various industries.
  • Antares Capital LP works closely with financial sponsors, including private equity firms, to structure customized capital solutions that help their portfolio companies achieve long-term growth and success.
  • D365 F&O served as the core system for General Ledger (GL) and financial reporting, seamlessly integrating data from upstream systems such as LoanIQ, BMS, Concur, Workday, Reuters and WSO to support FP&A and reporting functions through Data Hub, BYOD, and OneStream
  • Led and managed a team of 7 offshore and 2 onsite professionals, overseeing the integration of financial data and facilitating end-to-end processes, from budgeting and forecasting to financial analysis and reporting, ensuring that all systems were aligned and optimized for accurate reporting
  • Support OneStream for comprehensive budgeting, forecasting, and financial reporting by developing custom reporting cubes, dashboards, and planning modules that improved decision-making and financial planning processes across the organization
  • Implemented RSAT (Regression Suite Automation Tool) to automate 200+ test cases by recording each process performed by business users in Dynamics 365 environments, significantly reducing manual testing effort and cutting testing time from 1 month to 1 week; however, integrations remained manual due to RSAT's lack of support for automated integration testing
  • Implemented and integrated Identity and Access Management (IAM) solutions with SailPoint, D365 F&O, and OneStream to automate user provisioning, role assignments, and access controls, ensuring compliance with security policies
  • Streamlined audit trail management and regulatory compliance by integrating with third-party auditing tools for capturing audit trails, generating compliance reports, and automatically submitting audit logs
  • Automated real-time alerts and report generation enhanced security monitoring, while the automation of user onboarding and offboarding processes ensured timely and accurate submissions, reducing manual effort
  • Utilized Dynad (HSO) ISV to automate the creation of new legal entities by copying setups from existing entities, leveraging ISV functionality for consolidation and other features
  • Additionally, addressed bug fixes within the ISV model, enabling the customer to make necessary changes and ensure seamless functionality
  • Automated the Expense Allocation process, utilizing IVP to ensure accurate vendor reimbursements during deal closures
  • Managed the allocation of deal-related expenses and streamlined the reconciliation process between WSO and D365 F&O
  • Led the conversion of financial data from WSO into a lean GL file format, facilitating accurate data loads, ensuring correct data reconciliation between WSO and D365 F&O, and simplifying the integration of third-party financial data for reporting purposes
  • Designed and implemented robust Power Automate workflows to automate vendor expense approvals, streamlining the approval process for project-level expenses and invoices, significantly reducing manual errors and improving overall efficiency
  • Collaborated with the Power BI team to enhance GL reconciliation processes and facilitate more accurate financial reporting by integrating data from upstream systems and ensuring that all transactions were synchronized across D365 F&O, Power BI, and external data sources
  • Automated wire transfer payments/Positive Pay for Accounts Payable (AP) using Bank of America integrations, implemented MoveIT for secure file transfers, and ensured timely and error-free payment processing, including accurate file naming conventions for seamless transactions
  • Integrated Workday payroll data and Concur expense data via SFTP, enabling real-time synchronization of employee records, reporting manager details, and payroll data across systems
  • This integration streamlined expense management and enhanced overall data integrity
  • Oversaw the entire D365 F&O ecosystem, including system administration, role-based security setup, and ongoing system updates
  • Utilized Azure DevOps for code management, LCS for lifecycle services, and ensured seamless deployment and release management across multiple environments (Development, Test, Staging, and Production)
  • Conducted comprehensive data migrations, integrating data from various external systems into D365 F&O for financial reporting, forecasting, and budgeting
  • Ensured data accuracy and consistency during the migration process, enabling improved reporting and decision-making
  • Developed and customized SSRS reports and maintained financial data analytics tools to meet internal and external reporting requirements, empowering senior management and business users to make data-driven decisions.

Sr, AX Technical Architect

S’well Bottle, It LLC
New York, NY
11.2016 - 03.2022
  • Can’t Live Without, : D365 Finance & Operations, SQL Server 2016, Azure
  • S'well Bottle, also known under the official company name Can’t Live Without It LLC, is a prominent New York-based company that designs and manufactures high-quality, insulated steel water bottles and other drinkware products
  • The company’s core product line consists of reusable, insulated stainless steel water bottles that help reduce the use of single-use plastic bottles
  • S'well's water bottles are designed to keep beverages cold for up to 24 hours and hot for up to 12 hours, using triple-layer vacuum-insulated technology
  • This feature has made their products highly popular among customers looking for premium hydration solutions
  • Collaborated with business users to gather, analyze, and map requirements, and developed tailored solutions within D365 F&O
  • Developed and deployed a comprehensive end-to-end integration framework, enabling seamless data exchange between D365 F&O and other business systems, including portals which were built on different platforms Laravel & woo commerce
  • Led the implementation of EDI integration for automating file transfers, facilitating regular data flow into D365 F&O, and enhancing system efficiency
  • Integrated D365 with fulfillment centers (warehouses) using SFTP & APIs (endpoints) to send and receive picking lists, shipment confirmations, invoices, tracking numbers, packing slip confirmations, products, real-time hand inventory, inventory adjustments, year-end closing inventory adjustments, and WMS systems
  • Integrated the Stripe payment gateway, enabling seamless credit card payments directly from D365 F&O via DLLs for secure transaction processing
  • Developed an in-house integration framework and deployed it on an Azure VM as an IIS service to handle real-time API integration with third-party applications
  • This solution eliminated the need to export the D365 OData endpoints and service endpoints, leveraging OAuth security for added protection
  • It strengthened security by managing API call limitations, ensuring data integrity, and preventing unauthorized access, while also improving system performance and scalability
  • Integrated D365 F&O with frontend systems (e.g., websites) via APIs/web services, enhancing the customer order experience and system synchronization
  • Integrated the Avalara tax system using web services to automate tax calculations and compliance, ensuring accurate and up-to-date tax reporting
  • Played a key role in the D365 F&O upgrade from version 7.0 to 8.0 & 10.0, ensuring smooth transitions and minimal disruptions
  • Managed continuous production upgrades and maintenance, keeping D365 F&O up to date with the latest patches and enhancements
  • Streamlined the testing process by implementing RSAT (Regression Suite Automation Tool) for automating test scenarios, enhancing test accuracy and efficiency, and reducing testing cycle time from a month to just two weeks, while manually managing integrations due to RSAT’s limitations
  • Created customized SSRS reports and key financial reports, including Balance Sheet, P&L, Income Statement, and Expense reports by cost centers
  • Developed and configured workflows within procurement and finance modules to automate business processes, such as invoice approvals and payment processing
  • Created and modified data entities for smooth data migration, including customer data, sales orders, purchase orders, invoices, items, and payment journals
  • Facilitated the integration of third-party BI systems with D365 F&O, enabling advanced business intelligence and reporting capabilities
  • Configured and managed security roles in D365 F&O to control access permissions and ensure compliance with company security policies
  • Established and maintained development, testing, and building environments to streamline deployment and testing of customizations and updates
  • Developed deployable packages to support continuous integration and continuous delivery (CI/CD), enabling rapid and error-free deployment
  • Provided support for ERP modules such as Accounts Payable, Accounts Receivable, Procurement, Inventory, Sales & Marketing, Finance, and Product & Information Management.

Sr. AX Developer

MomentoUSA LLC
Dubai, UAE
10.2015 - 11.2016
  • Environment: Microsoft Dynamics AX 2012 R3, SQL Server 2012, Windows Server 2012 R2
  • MomentoUSA is a global technology consulting and talent acquisition firm headquartered in Bellmawr, New Jersey
  • The company specializes in delivering high-impact solutions and top-tier resources to help organizations achieve greater operational efficiencies and profitability
  • By leveraging cutting-edge technology and expert consulting services, MomentoUSA helps businesses across industries streamline their processes, enhance productivity, and drive sustainable growth
  • The firm partners with leading organizations, including high-profile clients such as The New York Times, to provide tailored solutions that propel businesses forward in an ever-evolving digital landscape
  • Full cycle development in Microsoft Dynamics AX 2012 R2 and R3
  • Installation and Configuration of the Microsoft Dynamics AX 2012 development, UAT and production servers
  • Worked on DIXF framework for data migration and integrations
  • Created SSRS reports and user interfaces
  • Created FTP module for integrating with other systems
  • Created Roles, Duties, and privileges in MS Dynamics AX security
  • Worked on AX database restore and reconfiguration of the settings after the database restore
  • Involved in executing the User Acceptance Tests and Unit tests.

Microsoft Dynamics AX Developer

Al Arif Group
Dubai, UAE
10.2013 - 10.2015
  • Environment: Microsoft Dynamics AX 2012 R3, SQL Server 2012, Windows Server 2012 R2
  • Al Arif Group began as a contracting firm and quickly became one of the leading quality contractors in the Emirates
  • Over the years, the company expanded into a multi-faceted enterprise, diversifying its operations to include various sectors and services
  • By establishing in-house departments and sister companies, Al Arif Group has strengthened its ability to serve the diverse needs of its clients while staying true to its core commitment to quality
  • Full-cycle development in Microsoft Dynamics AX 2012
  • Installed and configured Microsoft Dynamics AX 2012 for optimal system performance
  • Migrated master data and opening balances from an existing ERP to MS Dynamics AX 2012 using X++ scripts and the Data Migration Framework
  • Created multiple RDP and query-based SSRS reports and made modifications to existing reports using X++ code
  • Designed and developed forms, tables, and views based on business requirements
  • Developed new functionalities, such as an error log to track and manage errors during invoice and payment postings in the AR and AP modules
  • Worked on the Cost Accounting module, creating interfaces to monitor project, contract, and subcontract costing
  • Created reports in the Cost Accounting module to monitor project estimations, billing, and revenue recognition
  • Maintained the physical database by monitoring and optimizing performance, data integrity, and SQL queries for maximum efficiency using SQL Profiler
  • Utilized Trace Parser to capture traces and analyze code for performance issues
  • Trained end users on how to operate new or modified forms and reports.

Microsoft Dynamics AX Developer

Trident Information Systems Pvt. Ltd
, India
07.2010 - 10.2013
  • Environment: Microsoft Dynamics AX 2009/2012, SQL Server 2008, Windows Server 2008
  • Is a leading provider of business advisory and co-sourcing services in the Retail, Supply Chain, and Finance domains
  • The company specializes in the implementation of ERP, CRM, and Business Intelligence solutions across a wide range of industries
  • With a global presence, Trident serves clients in India, the Middle East, North America, and the Asia Pacific region
  • Known for its strong project delivery and support services, Trident Information Systems prides itself on maintaining sustained business relationships through high-quality engagements and solutions that consistently meet client expectations
  • Created reports for the Inventory, AR, AP, and General Ledger modules
  • Developed libraries to customize the POS and screens for integration with stores
  • Implemented AIF integrations for SOAP/XML-based data transfers from stores to headquarters in real-time, rather than during off-hours synchronization
  • Imported data from Excel to AX 2009 using X++ scripts
  • Created and configured security roles to manage user access in Dynamics AX
  • Developed batch jobs for the automatic posting of sales and purchase invoices
  • Created batch jobs for automatic reconciliation of financial transactions
  • Designed and monitored software performance tests for new and existing programs to identify and correct errors, improve performance, and ensure general debugging
  • Managed system upgrades through regular rollup and patch fixes to maintain system stability
  • Created and modified classes, EDTs, tables, and forms to meet business requirements
  • Developed reports in the AR and GL modules to enhance financial reporting
  • Created multiple tables, forms, and reports, some of which were generated during runtime as needed.

Education

Microsoft Dynamics AX 2012– Installation & Development - Information Technology

Universal Technical Institute
05-2010

Microsoft Dynamics AX 2009 – Installation & Development -

Skills

  • ERP Implementation & Architecture
    14 years of experience in Microsoft Dynamics 365 F&O, AX 2012, and earlier versions (AX 40, 2009, 2012 R2, R3)
    Involved in 6 full life cycle implementations
  • Cloud & Azure Solutions
    Expertise in Azure services: Data Factory, Storage, Data Lake, Synapse, and Active Directory
    Experience with configuring Azure-based solutions for data warehousing, analytics, and enterprise applications
  • Technical Proficiency
    Advanced knowledge of X, C#, MorphX, Visual Studio
    Skilled in developing extensions and CoCs to extend functionality and integrate with custom models
  • Functional Expertise
    Deep experience in financial, procurement, and manufacturing modules within D365 F&O
    Expertise in modules: General Ledger, Accounts Payable/Receivable, Procurement, Inventory, Fixed Assets, and more
  • End-to-End Process Knowledge
    Expertise in Procure-to-Pay (P2P), Order-to-Cash (O2C), and inventory management
    Hands-on experience with 3PL integration for inbound and outbound logistics
  • Integration & Customization
    Experience with D365 F&O integrations: REST API, SOAP, SFTP, Payment Gateways
    Skilled in integrating third-party ISVs like Solver, True Commerce EDI, Dynad (HSO), Avalara
  • Data Migration & Management
    Extensive experience with data migration using X scripts, DIXF/Data management
    Proficient in BYOD configuration for exporting data entities from D365
  • Azure DevOps & Continuous Integration
    Expertise in setting up and maintaining Azure DevOps environments for CI/CD pipelines
    Skilled in VSTS/TFS for source control and code deployments
  • Business Intelligence & Reporting
    Expertise in Power BI, Azure Analysis Services, SSIS, SSRS for reporting
    Skilled in Power BI integration with Azure Data Lake for analytics
  • Automation & Optimization
    Proficient in configuring Power Automate for business process automation (eg, journal entries, file saving, email alerts)
  • System & Performance Tuning
    Proven track record in performance tuning across ETL processes, SQL queries, and D365 customizations
  • D365 F&O User Interface Development & Customization
    Expertise in designing custom user interfaces to enhance user experience
    Skilled in customizing forms, grids, and menus to meet business requirements
  • SSRS Reports & Finance Reports Development
    Proficient in building custom SSRS and finance reports, including complex business logic for financial and operational insights
  • Business Workflow Development & Automation
    Experience in creating custom workflows to automate approval processes, task routing, and compliance
    Expertise in developing workflows for financial and non-financial processes
  • Custom Validation Rules & Business Logic Implementation
    Strong ability to implement custom validation rules for data accuracy
    Proficient in designing business logic for processes like order processing, invoicing, procurement
  • Data Integration Using OData & Data Entities
    Skilled in using OData and data entities for seamless data exchange between D365 F&O and third-party applications
  • API Development for Third-Party Integrations
    Expertise in developing custom APIs for third-party integrations with payment gateways, logistics providers, and external systems
  • Event-Based Triggers & Business Events
    Extensive experience with event-based triggers and business events for automation and notifications within D365 F&O

Certification

  • Microsoft Dynamics AX 2009 – Installation & Development
  • Microsoft Dynamics AX 2012– Installation & Development

Accomplishments

  • Successfully led multiple D365 F&O and AX 2012 R3 implementations, delivering seamless solutions for clients across various industries.
  • Integrated Solver with D365 F&O for budget and forecasting vs. actuals using BYOD.
  • Designed and implemented scalable architecture using Azure Data Lake, Data Factory, and Synapse for robust, data integration and reporting solutions.
  • Developed and optimized custom Azure Data Factory pipelines for complex ETL operations, enhancing data processing and storage efficiency.
  • Played a pivotal role in integrating D365 F&O with third-party financial systems such as Workday, Concur, and OneStream for enhanced FP&A functionality.
  • Delivered automated and efficient end-to-end logistics solutions by integrating 3PL processes and EDI with Dynamics 365.
  • Developed custom services for API integrations and OData using OAuth and basic authentication methods.
  • Spearheaded the successful migration of critical data using custom scripts and entities for seamless transition from legacy systems to D365.
  • Supported the month-end and year-end closing processes, ensuring smooth reconciliation and submission of company audit reports, providing technical support on both the technology and accounting sides to ensure timely and accurate submissions.
  • Automated release pipelines for CI/CD, streamlining code integration, testing, and deployment processes, while implementing code review and approval workflows to ensure high-quality and secure code delivery.
  • Identity Access Management (IAM - Sailpoint) solutions ensuring proper user access and audit trail management for timely and accurate submissions and automation of onboarding and offboarding of users, including auto-assigning the security roles.

Blog

http://rahulmsdax.blogspot.com

Timeline

Senior Application Developer

SourceAmerica
09.2024 - Current

Senior Application Engineer

Antares Capital LP
03.2022 - 08.2024

Sr, AX Technical Architect

S’well Bottle, It LLC
11.2016 - 03.2022

Sr. AX Developer

MomentoUSA LLC
10.2015 - 11.2016

Microsoft Dynamics AX Developer

Al Arif Group
10.2013 - 10.2015

Microsoft Dynamics AX Developer

Trident Information Systems Pvt. Ltd
07.2010 - 10.2013

Microsoft Dynamics AX 2012– Installation & Development - Information Technology

Universal Technical Institute

Microsoft Dynamics AX 2009 – Installation & Development -

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Rahul Kiran Talaseela