sa.global

Consultant

• Cover all aspects of consulting - including presales and supporting the sales team, product demonstrations, analysis, implementation, and training of end users utilising Dynamics 365 F&O
• Provide expertise and in-depth knowledge of D365 F&O application, evaluating the customer’s business processes against standard Microsoft Dynamics functionality
• Responsible for documenting the business requirements which express what actions a solution must take and what outcome is expected
• Collaborate with stakeholders throughout the organization to ensure a comprehensive set of requirements, aligned to business objectives, gaining full understanding of current and future state business processes
• Facilitate the customer’s decision-making process and develop the functional design document that will drive the development process
• Responsible for conducting user acceptance testing and train customer resources to successfully use and maintain D365 F&O application
• Liaise with product vendors on any issues relevant for our customers or the company’s services
• Ensure that the technical aspects of projects meet required standards for functionality, operability and documentation
• Work with project managers and team leaders to cater for resource changes across projects
• Liaise with developers and clients – act as a point of communication
• Responsible for Quality Assurance & Documentation
• Production support as required
• Collaborate with our Global teams
• Always self-update with the latest feature and technology of D365 F&O

Dynamics 365 F&O Functional Consultant

Manager

• Oversee and manage IT service delivery for Microsoft Business Applications, ensuring alignment with client needs and industry best practices.
• Maintain high-performing service delivery as defined in the client contract.
• Coordinate with internal teams (application support, development, infrastructure) and clients for seamless service execution.
• Uphold and manage service level agreements (SLAs) and key performance indicators (KPIs) to drive efficiency and effectiveness.
• Manage day-to-day client engagement, ensuring SLA adherence and acting as a point of escalation.
• Be accountable for service quality, performance, and continuous adherence to agreed metrics.
• Act as the primary client liaison, cultivating strong, professional relationships to ensure satisfaction and retention.
• Own client communications and coordinate interactions between various internal and external stakeholders.
• Maintain strong stakeholder engagement through regular, transparent updates and feedback loops.
• Coordinate support resources, manage workloads, and prioritize tasks to ensure timely resolution of service requests and change management.
• Take ownership of major incidents, ensuring effective coordination, communication, and post-incident reviews.
• Drive continuous service improvement initiatives across teams, identifying opportunities for process optimization and enhanced delivery.
• Lead customer and internal service review meetings to evaluate performance, share improvements, and align on future actions.
• Collaborate with clients to understand evolving business requirements.
• Provide strategic guidance and recommendations that enhance service delivery and uncover managed service growth opportunities.

Service Manager

Customer Success Manager

• Provide expertise in one or all D365 CE modules: Customer Service, Sales, Field Service, Marketing, Project Operations, Customer Insights
• Serve as a primary functional lead and trusted advisor for client stakeholders, including business leaders and end users
• Lead client-facing discovery sessions, workshops, and design reviews to understand sales processes, customer engagement models, and operational needs
• Clearly communicate solution options, risks, trade-offs, and recommendations to both technical and non-technical audiences
• Document the business requirements which express what actions a solution must take and what outcome is expected
• Configure and extend solutions using Dataverse, Power Automate, and Power Apps
• Partner with architects and developers on integrations, data migration, and scalable solution patterns
• Define and execute test strategies and support deployment and post-go-live activities
• Drive user adoption through training, documentation, and change management support
• Support project planning, estimates, and scope management
• Mentor junior consultants and contribute to practice standards and reusable assets
• Contribute towards a working environment that epitomizes “one sa.global” where everyone is seen as an equal, and equality and diversity is championed
• Interact with a wide variety of colleagues, customers, and stakeholders at all levels with respect, courtesy and professionalism

Senior D365 Customer Engagement Consultant

• Undertake the full implementation lifecycle of Dynamics 365 including business analysis and requirement gathering
• Lead customer-client workshops
• Advise and instruct the customer on Microsoft Dynamics D365 Project Operations solution
• Produce appropriate documentation according to project methodology
• Ensure the implementation is correctly configured and customized
• Design modifications that allow customers to perform identified procedures
• Present to customers at all levels
• Communicate progress updates
• Train end users and provide on-going support

Dynamics 365 F&O Functional Consultant

Service Manager

Senior D365 Customer Engagement Consultant

Senior Dynamics 365 F&O Consultant