Dynamics 365 F&O Presales Consultant

About the Role

sa.global is looking for a highly skilled and experienced Microsoft Dynamics 365 Finance & Operations (D365 F&O) to join our dynamic team. In this role, you will work closely with sales and delivery teams to support business development by positioning Dynamics 365 Finance & Operations (D365 F&O) solutions that meet customer needs.

The ideal candidate brings strong functional expertise in D365 Finance & Operations (D365 F&O) and proven presales experience, including leading solution presentations, running discovery workshops, and collaborating with sales teams to create compelling proposals that drive customer success.

Main Responsibilities

• Support the sales team throughout the presales cycle by providing functional expertise and solution advisory for Microsoft Dynamics 365 Finance & Operations (D365 F&O).
• Lead discovery sessions, analyze client business processes, and gather business requirements to identify opportunities and align D365 F&O capabilities with customer objectives.
• Design, build, and deliver tailored product demonstrations and scenario-based solution walkthroughs that address key client requirements and industry use cases.
• Collaborate with the sales team on RFI/RFP responses, bid management, solution scoping, estimations, and preparation of proposals and Statements of Work (SOW).
• Perform fit-gap analysis and develop high-level solution designs.
• Document business requirements, functional specifications, and “as-is” and “to-be” business processes to support solution design and implementation.
• Support or participate in implementation activities including system configuration, solution setup, and data migration planning when required.
• Work closely with delivery teams, developers, and project managers to ensure proposed solutions are feasible and successfully transitioned from presales to delivery.
• Advise delivery teams during functional solution design and support user acceptance testing (UAT), user training, and knowledge transfer to ensure successful adoption of D365 F&O.
• Act as a subject matter expert and trusted advisor to clients, facilitating discussions and guiding decision-making aligned with business objectives.
• Ensure solution quality through proper documentation, adherence to functional standards, and collaboration with internal and global teams.
• Provide post-implementation or production support when required and assist in addressing ongoing client issues.
• Stay up to date with the latest features, capabilities, and best practices related to Microsoft Dynamics D365 F&O.

Skills and Experience

• Proven experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O) as a Functional Consultant, Solution Consultant, Presales Consultant, or Solution Architect.
• Strong understanding of D365 F&O modules with hands-on experience in solution design, configuration, implementation, integration, and testing following Microsoft best practices or implementation methodologies.
• Experience participating in presales activities such as discovery workshops, solution demonstrations, proposal development, RFI/RFP responses, and solution estimation.
• Ability to analyze business processes, perform fit-gap analysis, and translate business requirements into functional solution designs and specifications.
• Experience preparing high-quality functional documentation, business process mapping, and “as-is / to-be” process analysis.
• Excellent communication, presentation, and product demonstration skills with the ability to engage both technical and non-technical stakeholders.
• Strong consulting and stakeholder management skills with the ability to influence decision-makers throughout the sales cycle.
• Good understanding of software implementation lifecycles, development methodologies, integrations, and enterprise application architecture.
• Experience supporting user acceptance testing (UAT), user training, and post-implementation support.
• Strong problem-solving, analytical thinking, and ability to manage multiple priorities in a fast-paced environment.
• Experience working with cross-functional and global teams with strong collaboration and relationship-building skills.
• Experience across multiple industries and a strong client-centric mindset with focus on delivering business value.
• Fluency in written and spoken English is required.
• Minimum Bachelor’s degree, preferably in Information technology or equivalent professional qualification.
• Relevant Microsoft certifications are preferable.
• Project Management certification is highly desirable.