Microsoft Dynamics / Pre-Sales Solution Engineer

Posted Yesterday
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Hiring Remotely in México
Remote
Mid level
Information Technology • Software
The Role
Lead discovery workshops and technical assessments for Microsoft Dynamics modernization and migration. Analyze existing Dynamics environments, identify risks and migration approaches, define high-level solution designs, support pre-sales activities, document recommendations, and coordinate with delivery teams for environment setup, code upgrades, data migration, testing/UAT, training, and cutover planning.
Summary Generated by Built In

We are seeking a Pre-Sales Solution Engineer to support a new U.S.-based client on Microsoft Dynamics modernization and migration initiatives. This role is ideal for a hands-on technical professional who can work closely with customers during the early phases of an engagement, understand their current systems, and help define the best migration strategy.

The ideal candidate combines technical knowledge with strong communication skills and is comfortable leading discovery sessions, analyzing existing environments, and translating business and technical requirements into solution designs. This is not an architect-level position; we are seeking an engineer with practical experience and a consultative mindset.

What You'll Lead and Build

  • 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.

Requirements
  • Fluent English.
  • 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.

Nice to Have

  • Experience with Microsoft Azure and cloud migrations.
  • Knowledge of data warehousing concepts and reporting solutions.
  • Experience with Microsoft Power Platform.
  • Exposure to enterprise architecture concepts.
  • Microsoft Dynamics certifications are a plus.

Skills Required

  • Fluent English
  • 3+ years as a Solution Engineer, Systems Engineer, Technical Consultant, or similar
  • Hands-on experience with Microsoft Dynamics (Dynamics 365, AX, NAV, Business Central) 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
  • Experience with Microsoft Azure and cloud migrations
  • Knowledge of data warehousing concepts and reporting solutions
  • Experience with Microsoft Power Platform
  • Exposure to enterprise architecture concepts
  • Microsoft Dynamics certifications
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The Company
HQ: Chicago, IL
140 Employees
Year Founded: 2005

What We Do

Intersog® is a Chicago-based provider of software engineering, custom development, and IT consulting solutions. We help companies address IT talent shortage challenges and jump fast on the innovation bandwagon by building dedicated software development teams locally in the USA, Canada, Mexico, or our R&D centers in Ukraine, as well as providing ad-hoc project resources for short- and long-term software project needs. Our primary goal in partnering with you is to exceed your expectations and foster an ongoing relationship that envelopes innovation, industry leadership, and business strategy while delivering products that resonate with your audience and bring exceptional user experience, brand elevation, and market dominance. We fit perfectly in any software development partnership and empower innovation with our 6 A's strengths: Advisory, Application Development, Automation, Analytics, Access to Talent, and Actual Results. Riding technology's wave® is Intersog's philosophy that we have been following for over 18 years to create teams and products that are technologically native and agile.

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