Lead D365 Deployment Specialist

Caterpillar•Irving, TX

21h

About The Position

The Lead D365 Deployment Specialist leads deployment governance and technical oversight for implementing Cat Converge Suite across Caterpillar dealers. This role is the primary Caterpillar representative responsible for ensuring system integrators deliver deployments in accordance with Caterpillar standards, methodology, and quality expectations. The specialist partners with dealers, system integrators, and Caterpillar product and engineering teams to identify, investigate, and resolve deployment challenges and achieve successful, high-quality outcomes. The position applies expertise in Microsoft Dynamics 365 Finance & Operations (F&O) and Customer Engagement (CE) to anticipate risks, support solution decisions, and accelerate issue resolution, particularly for complex data migration and integration work. It oversees deployment lifecycle activities, SI deliverables and accountability, data migration readiness, risk and issue management, and communication with dealer and Caterpillar leadership. The role also captures field feedback, contributes to continuous improvement of deployment methods and tools, and mentors other deployment specialists.

Requirements

Proven experience leading Microsoft Dynamics 365 Finance & Operations deployments.
Strong working knowledge of Dynamics 365 Customer Engagement modules.
Demonstrated experience working with and governing system integrators in large-scale ERP implementations.
Hands-on enterprise ERP data migration experience, including strategy, tools, validation, and cutover.
Experience managing complex, multi-stakeholder delivery environments involving customers, system integrators, and product teams.
Understanding of D365 F&O and CE architecture, including data models, integrations, and extension patterns.
Strong understanding of ERP deployment lifecycles, methodologies, and governance frameworks.
Ability to assess data structures and migration and validation processes, and oversee data quality, completeness, and integrity.
Ability to understand deployment ecosystems and dependencies across applications, integrations, data, and business processes.
Ability to troubleshoot complex deployment issues and coordinate issue resolution across multiple vendors and teams.
Strong relationship-building and communication skills, including adapting communications for technical discussions and executive briefings.
Ability to review and challenge system integrator design decisions for alignment with standards and best practices.

Nice To Haves

Experience with Power Platform ALM.
Experience with Azure Integration Services.
Experience with data migration and cutover strategy.

Responsibilities

Lead governance and oversight of system integrator execution to ensure adherence to Caterpillar Cat Converge deployment methodology, standards, and playbooks.
Serve as the primary Caterpillar deployment lead for assigned dealers, guiding them throughout the end-to-end deployment lifecycle.
Work with dealers and system integrators to identify risks, issues, and gaps early and drive resolution with appropriate Caterpillar product, engineering, and deployment teams.
Apply Microsoft Dynamics 365 F&O and CE expertise to support solution alignment, troubleshoot issues, and guide decisions.
Oversee and support data migration strategy, execution, and validation to ensure data integrity and go-live readiness.
Conduct or facilitate risk assessments, root cause analysis, and corrective action planning across deployment activities.
Review system integrator deliverables, including designs, configurations, data migration plans, and integrations, for alignment with Caterpillar architectural and business standards.
Drive system integrator accountability for delivery commitments, timelines, and quality measures.
Communicate deployment status, risks, and escalations to stakeholders, including dealer and Caterpillar leadership.
Capture and communicate field feedback to product and engineering teams to improve Cat Converge solutions and deployment processes.
Support continuous improvement of deployment methodologies, tools, and governance frameworks using lessons learned from active deployments.
Mentor and guide other deployment specialists and promote best practices and capability development across the team.
Coordinate resolution of complex issues across D365, integrations, and data migration in multi-vendor environments.
Identify and escalate integration- and environment-related risks that could affect deployment timelines or quality.