Senior Dynamics 365 Functional Consultant – Solution Advisory, Presales

This is a fully remote position, open to applicants in India.

📋 Description

• Facilitate discovery workshops involving executives, business leaders, and operational teams.

• Comprehend customer objectives, workflows, challenges, existing systems, and reporting needs.

• Convert requirements into future-state processes and suggest Dynamics 365 capabilities.

• Perform fit-gap assessments and pinpoint necessary extensions or integrations.

• Establish phased implementation roadmaps identifying outcomes, priorities, and dependencies.

• Work alongside specialists and technical architects on integration, security, and data migration requirements.

• Create statements of work detailing deliverables, assumptions, exclusions, responsibilities, and acceptance criteria.

• Divide projects into workstreams and assess functional effort.

• Recognize risks, dependencies, resource needs, cost implications, and timeline effects.

• Propose implementation phases that balance business value, budget, and delivery capacity.

• Ensure a seamless transition from sales to delivery.

• Collaborate with sales to qualify opportunities and evaluate customer needs and solution alignment.

• Lead executive presentations that connect Dynamics 365 capabilities with business priorities.

• Create and present customized customer demonstrations.

• Articulate solution value, address inquiries, manage objections, and communicate trade-offs.

• Contribute to proposals, RFP responses, presentations, and customer workshops.

• Maintain reusable demonstration environments, scripts, and business scenarios.

• Assist in licensing discussions alongside licensing specialists.

• Collaborate with marketing on one-pagers, presentations, webinars, demo videos, and campaign material.

• Represent the company at customer events, partner sessions, and webinars.

• Develop repeatable assessments, implementation packages, and industry-specific offerings.

• Integrate customer insights into AIM’s service development process.

• Support functional design, configuration, testing, training, and adoption as needed.

• Ensure continuity between proposed solutions and implementation.

• Aid in resolving functional queries and evaluating change requests.

• Mentor junior consultants to enhance discovery, documentation, and demonstration standards.

⛳️ Requirements

• Generally, 5+ years of experience in Dynamics 365 functional consulting.

• Multiple successful Dynamics 365 implementations completed.

• Preference for experience across ERP and CRM, with in-depth hands-on expertise in at least one core area: Business Central, Finance and Supply Chain Management, Sales, Customer Service, Field Service, or Project Operations.

• Capability to lead discovery across interconnected business processes and define cross-application solutions.

• Proven experience leading discovery workshops, fit-gap assessments, customized demonstrations, and project scoping.

• Strong grasp of business processes within the primary area of expertise.

• Experience producing requirements, process maps, functional designs, proposals, and statements of work.

• Familiarity with Power Platform, automation, analytics, and integrations within Dynamics 365 solutions.

• Ability to function independently and collaborate with sales, technical, delivery, and marketing teams.

• Executive presence and confidence in engaging with senior decision-makers.

• Skill in articulating complex business and technology concepts clearly.

• Capability to deliver customer-specific demonstrations and facilitate workshops.

• Proficiency in crafting persuasive proposals, statements of work, presentations, and marketing content.

• Strong commercial judgment with the ability to communicate value, address objections, and set realistic expectations.

• Competence to complete a solution presentation or demonstration and discuss scoping during the interview process.

• Experience in a Microsoft partner or consulting organization is preferred.

• Relevant Microsoft certifications are preferred.

• Experience with legacy ERP or CRM migrations is preferred.

• Familiarity with Microsoft Fabric, Copilot, and agent-based business scenarios is preferred.

• Experience in developing packaged services, industry solutions, or marketing content is preferred.

• A background in finance, accounting, supply chain, professional services, or customer operations is preferred.

🏝️ Benefits

• Flexible remote work arrangement.

• Full-time employment opportunity.

• Chance to collaborate with sales, delivery, and marketing teams.

• Opportunity to present at customer events, partner sessions, and webinars.

• Mentoring and practice development opportunities available.

• Exposure to Dynamics 365, Power Platform, Microsoft Fabric, Copilot, and agent-based business scenarios.