Senior Dynamics 365 Functional Consultant – Solution Advisory & Presales
- Compensation
- Not disclosed
- Location
- Not listed
- Work setup
- Remote
- Seniority
- Senior
- Employment
- Not specified
- Experience
- 5+ years
- Category
- Solutions engineering
- Posted
Skills
Must have
- Typically 5+ years of Dynamics 365 functional consulting experience, including multiple completed implementations.
- Ideally, experience across both ERP and CRM, with deep hands-on expertise in at least one core area: ERP: Business Central or Finance and Supply Chain Management. CRM and service applications: Sales,
- Ability to lead discovery across interconnected business processes, scope cross-application solutions, and engage specialists where deeper expertise is required.
- Demonstrated experience leading discovery workshops, fit-gap assessments, tailored demonstrations, and project scoping.
- Strong understanding of business processes within the candidate’s primary area of expertise.
- Experience producing clear requirements, process maps, functional designs, proposals, and statements of work.
- Familiarity with Power Platform and the role of automation, analytics, and integrations within Dynamics 365 solutions.
- Ability to work independently and collaborate effectively with sales, technical, delivery, and marketing teams.
Nice to have
- Experience within a Microsoft partner or consulting organization.
- Relevant Microsoft certifications.
- Experience with legacy ERP or CRM migrations.
- Familiarity with Microsoft Fabric, Copilot, and agent-based business scenarios.
- Experience developing packaged services, industry solutions, or marketing content.
- Background in finance, accounting, supply chain, professional services, or customer operations.
Full description
About the Role
AIM is seeking a commercially minded Dynamics 365 Functional Consultant who can connect business needs with technology, lead compelling customer conversations, and turn opportunities into clearly defined projects.
This role combines business discovery, functional solution design, project scoping, presales, demonstrations, and marketing support. You will work closely with our sales, delivery, and marketing teams to help customers understand the value of Dynamics 365 and establish a practical path to implementation.
The ideal candidate brings experience across ERP and CRM, with deep hands-on expertise in at least one core Dynamics 365 area and the ability to shape solutions across interconnected business processes.
Exceptional presentation and communication skills are a critical success factor. You must be able to engage executives, facilitate productive workshops, explain complex concepts clearly, and deliver persuasive demonstrations grounded in customer needs.
Key Responsibilities
Business Discovery and Solution Design
- Lead discovery workshops with executives, business leaders, and operational teams.
- Understand customer objectives, business processes, pain points, existing systems, and reporting requirements.
- Translate requirements into future-state processes and recommended Dynamics 365 capabilities.
- Conduct fit-gap assessments, prioritizing standard functionality and identifying justified extensions or integrations.
- Define phased implementation roadmaps with clear outcomes, priorities, and dependencies.
- Collaborate with specialists and technical architects to validate cross-application, integration, security, and data migration requirements.
Project Scoping and Estimation
- Develop statements of work covering deliverables, assumptions, exclusions, customer responsibilities, and acceptance criteria.
- Break projects into workstreams and estimate functional effort, collaborating with technical and delivery leads to validate the overall plan.
- Identify risks, dependencies, resource requirements, and factors that could affect cost or timelines.
- Recommend implementation phases that balance business value, budget, and delivery capacity.
- Ensure a complete handover from sales to delivery, maintaining alignment between customer expectations and project commitments.
Presales, Presentations, and Demonstrations
- Partner with sales to qualify opportunities and assess customer needs and solution fit.