In the world of ERP implementation, the D365 F&O Solution Architect is the cornerstone of success, turning business complexities into seamless technical solutions. But what does this pivotal role really entail, and why is it so crucial?

Let’s break it down, starting with a handy infographic that highlights some of the key skills of a D365 F&O Solution Architect:

Understanding the Business

A D365 F&O Solution Architect starts by getting under the skin of a business. They engage with stakeholders, often including business analysts, to help map out the company’s current processes, pain points, and future goals. Whether it’s streamlining supply chain operations or refining financial workflows, the architect’s job is to translate these business needs into a clear, actionable technology roadmap.

In some cases, it can be beneficial to have a Solution Architect with specific industry experience, but for the most part, such knowledge should be drawn from the business team.

Designing the Blueprint

Once they’ve got a grip on the business, it’s time to get technical. Solution Architects should seek to craft a tailored architecture that leverages D365 F&O to its fullest potential. This involves designing a solution that’s not only scalable and secure but also seamlessly integrates with other systems, be it CRM, third-party applications, or wider Microsoft services like Azure and Power Platform.

While D365 F&O offers powerful out-of-the-box functionality, every business has unique needs. The Solution Architect identifies where customization can provide a competitive edge – whether that means creating entirely new modules or tweaking existing ones for maximum efficiency.

Mastering the Functional Puzzle

When talking about ERP, and D365 F&O in particular, the depth and breadth of functional complexity means it is generally accepted that there is more of a functional emphasis of the role, ideally backed up by a capable Technical Architect.

This is in contrast to say, CRM, where the relatively simplistic level of functionality means the role of Solution Architect is far more more technical in nature.

D365 F&O Solution Architects need to have a thorough appreciation and understanding of finance, supply chain, human resources, and other business processes. This empowers them to perform gap analyses to identify discrepancies between business needs and system capabilities, offering strategic recommendations for enhancements or workarounds.

Leading Teams to Build Lasting Solutions

Being the architect doesn’t stop at the design. They lead the build effort, guiding functional and technical teams and ensuring that the solution is built according to the blueprint, and handling inevitable change requests that emerge as an implementation progresses.

As such, they are senior problem solver on a project, addressing functional, technical, and business challenges, and ensuring quality is achieved through rigorous testing.

An essential part of the role is balancing technology and innovation with best practice and real world practical adoption. Furthermore, it’s not just about solving today’s problems; it’s about building a solution that will stand the test of time, adapt to change, and scale with the business.

Stakeholder Management: The Unsung Hero Skill

A huge component of the job that is frequently underestimated is stakeholder management, achieved via communication, leadership, and psychosocial skills.

The Solution Architect must be able to explain complex technical concepts in a way that non-technical stakeholders can understand. This requires patience, clarity of thought, and a strong command of written and spoken language.

Working with both junior and senior stakeholders, the role also requires humility and recognition of the ratio of two ears, one mouth, when it comes to listening.

They must be able to present their solutions, ensure alignment with business objectives, and provide training and support to end-users and IT teams.

Managing Projects and Mitigating Risks

Project management is another string to the bow of a fully-skilled SA. Whilst there should always be a dedicated project management team to handle governance, milestones and process, the Solution Architect is essential to help plan and scope projects, estimating resources, timelines, and costs.

They also play a crucial role in identifying risks and developing strategies to mitigate them, ensuring smooth project delivery.

Driving Continuous Improvement

The Solution Architect’s work doesn’t end with deployment. They continuously evaluate new updates and features in D365 F&O, always looking for ways to improve processes and keep a business on the cutting edge.

Focus and Experience

It should go without saying, but the skillset described in this post is not just acquired overnight. It takes more than just a couple of Microsoft certifications and a cheery disposition to pull together an ERP solution!

Furthermore, I’d posit that the best experience is gained from doing “the hard yards”, which is my way of saying, having taken at least one major D365 F&O implementation project from concept through to hypercare, overlaid with a variety of additional experiences.

Jumping between multiple clients, partners and/or projects every couple of months might give good industry exposure, but it doesn’t build the full project experience, or evidence the completeness of character required for riding out a project or owning a successful solution.

The Bottom Line

A good D365 F&O Solution Architect is more than just a functional expert. They are technically-minded and business savvy problem solver; a strategic partner for leveraging the power of the platform and supporting technologies.

From initial discovery through to cutover and beyond, they play a crucial role in ensuring that the solution not only meets but ideally exceeds business expectations.

Whether you’re considering a career as a Solution Architect or need one for your next project, it’s clear that this role is essential for ERP success. What challenges have you faced in D365 F&O implementations? Share your thoughts below on how an experienced Solution Architect can help your business thrive.

Published by Mike Pearsall

Mike is a founding editor of AX7 - The D365 F&O Blog. He is a business and solution architect with experience of successfully implementing D365 F&O on both client and partner side, as well as strong knowledge of the wider D365 suite and Power Platform.

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