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Mid-Level Dynamics 365 Pre-Sales Consultant
Nexer Enterprise ApplicationsConsultor de Pré-vendas Dynamics 365 apoiando soluções CRM e Microsoft na Nexer Brazil. Participação em discovery, propostas, demonstrações e arquitetura funcional.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Microsoft Dynamics 365 solutions, including Customer Engagement, Field Service, and Project Operations, while effectively translating business needs into functional architecture and proposals. Strong communication and collaboration skills are essential for engaging with diverse teams and presenting solutions to clients.
Highest-signal resume keywords
Microsoft Dynamics 365 Customer EngagementDynamics 365 Field ServiceDynamics 365 Project OperationsPower PlatformSolution Architecture
ATS Keywords
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Hard Skills
Requirements GatheringProcess DesignFunctional DocumentationTechnical ProposalsIntegrationsBusiness Process MappingAI AgentsPower AppsPower AutomateDataverse
Soft Skills
Strong Communication SkillsCollaborative MindsetCurious and Consultative Approach
Tools & Technologies
Microsoft AzureCopilot StudioREST/SOAP IntegrationsAPI ManagementAzure Functions
Certifications & Qualifications
Microsoft Certifications in Dynamics 365Power PlatformCopilot StudioAzureSolution Architecture
Industry Keywords
Pre-Sales ActivitiesClient PresentationsDiscovery WorkshopsBusiness ObjectivesOperational Gains
Tech Stack
Tools & technologiesAzureERPSOAP
About the role
Key responsibilities & impact- Collaborate with the sales team and solution architects on pre-sales activities, discovery, opportunity qualification, RFPs, RFIs, and client presentations
- Participate in discovery workshops to understand pain points, processes, requirements, constraints, integrations, and business objectives
- Support the design of technical and functional solutions using Dynamics 365 Customer Engagement, Field Service, Project Operations, Copilot Studio, Power Platform, Dataverse, and Microsoft Azure
- Support the preparation of technical and commercial proposals, including scope, assumptions, exclusions, risks, effort estimates, timelines, and deployment models
- Map business processes to the functionalities and capabilities of Microsoft solutions
- Support the development of consultative narratives that demonstrate business value, operational gains, solution differentiators, and alignment with the client’s strategy
- Prepare to present and defend solutions to technical, executive, and business audiences, initially accompanied by the team and progressively with greater autonomy
- Support the creation of demos, proofs of concept, executive architectures, technical and functional diagrams, roadmaps, and sales enablement materials
- Participate in demonstrations involving Dynamics 365 Field Service, Project Operations, Copilot Studio, and AI agents
- Work with Architecture, Delivery, Development, and Project Management teams to ensure solution feasibility and a clear transition from pre-sales to implementation
- Support solution design for CRM, customer engagement, process automation, field services, project management, integrations, and platform governance
- Develop knowledge of solution architecture, Microsoft licensing, estimates, integrations, security, data, and governance
- Stay up to date on Microsoft technologies, market trends, Copilot Studio, AI agents, Power Platform, and Dynamics 365
- Participate in the training program offered by the team, applying knowledge to real opportunities
- Gradually develop the ability to lead meetings, workshops, demonstrations, and solution proposals with greater autonomy
Requirements
What you’ll need- Experience as a functional consultant, business analyst, or implementation professional working with Microsoft Dynamics 365 Customer Engagement
- Knowledge of customer relationship, sales, customer service, field service, project management, or commercial journey processes
- Experience gathering requirements, designing processes, preparing functional documentation, and interacting with clients or business users
- Ability to understand business needs and relate them to Dynamics 365 functionality and the Microsoft ecosystem
- Functional knowledge of Dynamics 365 Sales and Customer Service
- Knowledge of Dynamics 365 Field Service, including work orders, resources, scheduling, schedule board, mobile app, assets, inspections, and agreements
- Knowledge of Dynamics 365 Project Operations, including project planning, tasks, resources, time entry, expenses, approvals, contracts, and execution tracking
- Initial knowledge of Microsoft Copilot Studio and AI agents, or a strong interest in and ability to quickly develop expertise in these technologies
- Knowledge of Power Apps, Power Automate, and Dataverse
- Interest in learning how to transform business needs into functional architecture, backlogs, roadmaps, scope, and effort estimates
- Interest in developing skills related to preparing technical proposals, executive presentations, assumptions, risks, and solution documentation
- Strong verbal and written communication skills, with the ability to explain functional and technical topics in a simple, structured, and consultative manner
- Ability to work collaboratively with sales, technical, functional, development, and Delivery teams
- Availability to participate in a practical training program in pre-sales and solution architecture
- Curious, challenging, consultative mindset, with an interest in learning about new technologies, products, and trends
- Solid functional foundation in Dynamics 365, knowledge of Field Service and Project Operations processes, and a genuine interest in developing expertise in Dynamics 365 CE, Copilot Studio, and AI agents
- Experience in consulting firms, systems integrators, or Microsoft partners is a plus
- Participation in Dynamics 365 Field Service implementation projects is a plus
- Participation in Dynamics 365 Project Operations implementation projects is a plus
- Experience creating agents with Microsoft Copilot Studio is a plus
- Knowledge of AI agents, AI Builder, Customer Insights, and intelligent automation scenarios is a plus
- Experience with demonstrations, training, workshops, or client presentations is a plus
- Knowledge of Azure Functions, Service Bus, API Management, REST/SOAP integrations, plugins, custom APIs, and ALM is a plus
- Knowledge of ERP, specialized systems, BI, Analytics, and enterprise integrations is a plus
- Participation in effort estimates, agile methodologies, discovery, assessments, roadmap design, or business cases is a plus
- Experience preparing functional documentation, process flows, user stories, and backlogs is a plus
- Microsoft certifications related to Dynamics 365, Power Platform, Copilot Studio, Azure, or Solution Architecture are a plus
- English proficiency for interaction with global teams and participation in meetings as needed is a plus
- Previous pre-sales experience is not mandatory
Benefits
Comp & perks- Porto Seguro health insurance
- Paid leave – 10 days per year
- In Orbit language learning incentive
- Psychological support hotline – a space for listening, support, and guidance, in partnership with Instituto Estar
- Multi-benefit card worth R$500 to R$1,000 for candidates who speak English and/or Spanish, subject to assessment
- Partnerships with Mackenzie, USP Esalq, Senac, FIAP, among others
- Microsoft certifications