F&O Presales Consultant

sa.global Group; Kuala Lumpur; On-site; MYR 111,600 - 167,400; Full time

Job summary

A leading technology solutions provider in Kuala Lumpur is seeking a skilled Microsoft Dynamics 365 Finance & Operations Presales Consultant. In this role, you'll support the sales team by providing functional expertise and leading discovery sessions. Ideal candidates will have strong experience with D365 F&O, excellent communication skills, and a collaborative attitude. The position is crucial for aligning customer objectives with D365 capabilities, ensuring a strong client-centric approach throughout the presales process.

Qualifications

• 5+ years of experience with Microsoft Dynamics 365 Finance & Operations.
• Strong expertise in solution design and configuration.
• Excellent communication and presentation skills.

Responsibilities

• Support sales team with functional expertise in D365 F&O.
• Lead discovery sessions and gather business requirements.
• Design and deliver tailored product demonstrations.

Skills

Microsoft Dynamics 365 Finance & Operations expertise

Solution design

Business process analysis

Presales activities

Strong communication skills

Stakeholder management

Education

Bachelor’s degree in Information Technology or equivalent

Tools

Microsoft Dynamics 365

Job description

sa.global addresses industry challenges through vertical‑focussed solutions. Leveraging modern technologies like AI and Copilot, we empower organizations to make intelligent decisions and act faster. Our solutions and services are 100% based on Microsoft business applications and the Microsoft Business cloud, benefiting advertising and marketing, accounting, architecture and engineering, consulting, homebuilding, legal, and IT services companies. Through our industry‑first approach, we put solutions in the hands of people closest to the problem to enable organisations to act faster and make intelligent decisions.

About the Role

sa.global is looking for a highly skilled and experienced Microsoft Dynamics 365 Finance & Operations (F&O) Presales Consultant to join our dynamic team. In this role, you will work closely with sales and delivery teams to support business development by positioning Dynamics 365 F&O solutions that meet customer needs.

The ideal candidate brings strong functional expertise in Dynamics 365 F&O and proven presales experience, including leading solution presentations, running discovery workshops, and collaborating with sales teams to create compelling proposals that drive customer success.

Main Responsibilities

• Support the sales team throughout the presales cycle by providing functional expertise and solution advisory for Microsoft Dynamics 365 Finance & Operations (D365 F&O).
• Lead discovery sessions, analyse client business processes, and gather business requirements to identify opportunities and align D365 F&O capabilities with customer objectives.
• Design, build, and deliver tailored product demonstrations and scenario‑based solution walkthroughs that address key client requirements and industry use cases.
• Collaborate with the sales team on RFI/RFP responses, bid management, solution scoping, estimations, and preparation of proposals and Statements of Work (SOW).
• Perform fit‑gap analysis and develop high‑level solution designs.
• Document business requirements, functional specifications, and “as‑is” and “to‑be” business processes to support solution design and implementation.
• Support or participate in implementation activities including system configuration, solution setup, and data migration planning when required.
• Work closely with delivery teams, developers, and project managers to ensure proposed solutions are feasible and successfully transitioned from presales to delivery.
• Advise delivery teams during functional solution design and support user acceptance testing (UAT), user training, and knowledge transfer to ensure successful adoption of D365 F&O.
• Act as a subject‑matter expert and trusted advisor to clients, facilitating discussions and guiding decision‑making aligned with business objectives.
• Ensure solution quality through proper documentation, adherence to functional standards, and collaboration with internal and global teams.
• Provide post‑implementation or production support when required and assist in addressing ongoing client issues.
• Stay up to date with the latest features, capabilities, and best practices related to Microsoft Dynamics 365 F&O.

Skills and Experience

• Proven experience with Microsoft Dynamics 365 Finance & Operations (D365 F&O) as a Functional Consultant, Solution Consultant, Presales Consultant, or Solution Architect.
• Strong understanding of D365 F&O modules with hands‑on experience in solution design, configuration, implementation, integration, and testing following Microsoft best practices or implementation methodologies.
• Experience participating in presales activities such as discovery workshops, solution demonstrations, proposal development, RFI/RFP responses, and solution estimation.
• Ability to analyse business processes, perform fit‑gap analysis, and translate business requirements into functional solution designs and specifications.
• Experience preparing high‑quality functional documentation, business process mapping, and “as‑is / to‑be” process analysis.
• Excellent communication, presentation, and product demonstration skills with the ability to engage both technical and non‑technical stakeholders.
• Strong consulting and stakeholder management skills with the ability to influence decision‑makers throughout the sales cycle.
• Good understanding of software implementation lifecycles, development methodologies, integrations, and enterprise application architecture.
• Experience supporting user acceptance testing (UAT), user training, and post‑implementation support.
• Strong problem‑solving, analytical thinking, and ability to manage multiple priorities in a fast‑paced environment.
• Experience working with cross‑functional and global teams with strong collaboration and relationship‑building skills.
• Experience across multiple industries and a strong client‑centric mindset with focus on delivering business value.
• Fluency in written and spoken English is required; additional languages such as Mandarin or Cantonese are an advantage.
• Minimum Bachelor’s degree, preferably in Information technology or equivalent professional qualification.
• Relevant Microsoft certifications are preferable.
• Project Management certification is highly desirable.