Lead discovery workshops and technical assessments with customers.
Analyze current Microsoft Dynamics environments and understand existing customizations, integrations, and processes.
Identify migration opportunities, risks, and dependencies.
Define and present high-level solution designs and migration approaches.
Collaborate with sales teams during pre-sales activities and provide technical guidance.
Document findings, recommendations, and proposed architectures.
Support planning for: Environment setup, Code upgrade strategy, Data migration and cloud migration, Warehouse implementation, Testing and User Acceptance Testing (UAT), Training activities, Mock go-live and cutover planning.
Work closely with delivery and implementation teams to ensure a smooth transition from design to execution.
Participate in customer presentations and provide technical expertise throughout the sales cycle.

3+ years of experience as a Solution Engineer, Systems Engineer, Technical Consultant, or in a similar role.
Hands-on experience with Microsoft Dynamics (Dynamics 365, AX, NAV, Business Central, or related products), including configuration, customization, integrations, troubleshooting, and supporting upgrade or migration initiatives.
Experience participating in ERP modernization, upgrade, or migration projects.
Ability to conduct discovery sessions and analyze existing business and technical environments.
Understanding of application architecture, APIs, integrations, databases, and cloud-based solutions.
Experience creating solution designs, technical documentation, and migration recommendations.
Familiarity with code upgrade strategies, data migration, and cloud migration approaches.
Knowledge of testing processes, User Acceptance Testing (UAT), and deployment activities.
Strong communication and presentation skills with customer-facing experience.
Ability to collaborate with sales, delivery, and engineering teams throughout the project lifecycle.

Pre-Sales Solution Engineer – Microsoft Dynamics Migration

Key skills