Microsoft Consultant at Potentiam · Bengaluru (Bangalore) · 3 - 8 years · ₹10L - ₹30L / yr · Profitable · Posted 21 Apr 2025
Job Description
Duties And responsibilities
Requirement Gathering & Analysis
· Work with clients to understand their business processes, goals, and pain points.
· Conduct workshops to gather functional and technical requirements.
· Map business requirements to Business Central functionalities.
Solution Design & Customisation
· Design workflows, processes, and solutions within Business Central to meet client needs.
· Configure Business Central modules (e.g., logistics, inventory, manufacturing/production).
· Recommend and design customisations or integrations with third-party tools where needed.
Implementation & Deployment
· Set up and deploy Business Central in client environments.
· Migrate data from legacy systems to Business Central.
· Test configurations and customisations to ensure accuracy and effectiveness.
Training & User Support
· Provide training to end-users and stakeholders to ensure they are comfortable using the system.
· Develop documentation and user manuals for reference.
· Offer post-implementation support and resolve any issues that arise.
Continuous Improvement
· Identify opportunities for process improvement using Business Central features.
· Stay updated on Microsoft Dynamics updates and recommend upgrades or new features to clients.
Collaboration with Teams
· Work closely with developers for custom solutions, integrations, or system extensions.
· Collaborate with project managers to deliver implementations on time and within budget.
· Positively contribute to pre-sales engagements, farming work to existing customer.
· Keep awareness of budgets and aiding the Project Management Team.
· Aid in improving delivery methodologies across the ERP delivery function.
Required Experience
· 3-8 years’ experience as a MS Business Central Consultant.
· Ideally full project lifecycle experience as listed in Responsibilities.
· Business Central Qualification.
· Understanding of financial and accounting processes – an accounting/finance background will be beneficial.
· Ideally industry experience in Production/Manufacturing/Logistics.
· Ability to understand solution architecture of digital transformation projects.
· Awareness / Experience of other functional areas beneficial.
· Exceptional verbal and written communication skills.
· Outstanding interpersonal abilities with a focus on customer service.
· Client facing at all levels within a business.
· Critical thinking and problem-solving skills.
· Self-motivated with a desire and curiosity to learn.
· Able to work within a team (virtually) or independently.
· Able to work on multiple projects simultaneously.
· Leading customer facing workshops and training sessions.
Shubham Vishwakarma
Full Stack Developer - Averlon
About Potentiam
About
Potentiam helps SME companies build world-class offshore teams. Our model is our locations and your dedicated staff under your management. Potentiam have offices in Iasi in Romania, Bangalore and Cape Town, home to large pools of offshore talent working for international companies. Potentiam's management team have had over 15 years experience in building offshore teams, and have specialist functional expertise to support the transition offshore in technology, finance, operations, engineering, digital marketing, technology and analytics. For decades corporations' scale has enabled them to benefit from the cost and skills advantage of offshore operations. Now SME companies can enjoy a similar benefit through Potentiam without any upfront investment. What is Offshoring? • Degree educated staff • Dedicated staff under your management • Located in highly cost-effective and practical locations • Supported by advanced communication technology and data security • Highly flexible and easy to start with as little as one role
Candid answers by the company
Potentiam is a progressive organization that provides offshoring solutions to UK based SMEs.
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As a techno-functional consultant you will be responsible for delivering and optimizing end-to-end solutions on the Dynamics 365 platform by bridging business requirements with technical implementation. The role focuses on configuring and enhancing Dynamics 365 Customer Service and Field Service modules, enabling seamless integration with SAP systems, and supporting multiple Power Pages portals for customers and subcontractors. The objective is to ensure efficient business process execution, secure and scalable integrations, and improved user experience through continuous collaboration with stakeholders, proactive problem-solving, and adherence to best practices and standards.
Tasks & Responsibilities:
- Bridge the gap between business requirements and technical delivery across D365 Customer Service and Field Service
- Contribute to functional workshops, requirement gathering sessions, and solution design discussions with business stakeholders
- Good to have basic process understanding of SAP system.
- Configure D365 modules and implement light customizations — plugins, custom APIs, JS/TS, and Power Automate flows
- Design end-to-end solutions covering data model, SLAs, entitlements, and integrations
- Support UAT, produce functional specification document, and ensure solutions align with Microsoft best practices
- Training delivery and end-user adoption support post go-live
- Understanding of Model-Driven App design including entities, forms, views, dashboards, security roles etc.
- Strong client relationships to engage business and technical audiences equally
- Prepare and maintain key project documentation including Functional Specification Documents (FSD), Solution Design Documents (SDD), business process flows, and UAT documents
- Create and manage user stories, acceptance criteria, and test cases in Azure DevOps, ensuring traceability and alignment with business requirements
Education & Trainings + Certifications:
- At least 6 to 8 years of relevant experience in Dynamics 365, Field Service, Power Pages.
- Proven expertise with Dynamics 365 functional area, documentations, design, development, end-to-end implementations and solutions.
Technical know-how:
- Strong understanding of Dynamics 365 Customer Service and Field Service modules, including case management, SLAs, entitlements, work orders, and scheduling
- Hands-on experience with Microsoft Dataverse, including entity design, relationships, forms, views, business rules, and security model
- Working knowledge of Model-Driven App development and customization
- Ability to implement light customizations using C#, .NET plugins, custom workflows, Web APIs, JavaScript/TypeScript
- Experience with Power Platform tools including Power Automate and basic exposure to Power Pages (portal configuration and customization)
- Good understanding of integration concepts, including REST/SOAP APIs and experience integrating D365 with external systems (preferably SAP)
- Experience with Azure DevOps for managing user stories, test cases, backlog, and release tracking
- Understanding of software development lifecycle (SDLC), Agile methodology, and UAT processes
- Knowledge of documentation standards including FSD, SDD, use cases, and business process mapping
- Good understanding of security concepts including role-based access, data security, and portal authentication mechanisms
Soft Skills:
- Good team player skills to be able to work within a global team with shared global responsibilities
- Strong service orientation
- Solution-oriented and structured way of working
- Friendly, communicative and team-oriented player
- Business fluent English skills, spoken and written
- Intercultural competence
Role Overview
We are looking for a dynamic and detail-oriented ERP Functional Consultant / Implementation & Support Engineer who will be responsible for ERP implementation, user training, and ongoing client support.
Key Responsibilities
● Implement ERP applications at client locations
● Provide user-wise and department-wise training
● Understand and analyze client business requirements and map them in ERP
● Coordinate with internal and external stakeholders for data setup and documentation.
● Prepare user-defined reports and maintain proper documentation
● Handle end-to-end ERP implementation lifecycle.
● Provide post-implementation support and troubleshooting
● Work on modules like Sales, Purchase, Production, Inventory, Finance, HR, etc.
● Manage multiple projects simultaneously in a fast-paced environment
● Ensure timely project delivery and meet utilization targets
Required Skills & Competencies
● Strong analytical, functional, and communication skills
● Understanding of business processes, preferably in the manufacturing industry
● Basic knowledge of SQL (ability to write simple queries).
● Knowledge of ERP modules (Sales, Purchase, Inventory, Finance, HR, etc.)
● Ability to quickly learn new technologies and tools
● Strong problem-solving and multitasking abilities
● Ability to work independently as well as in a team
Eligibility Criteria
● Freshers or candidates with up to 2 years of experience
● Candidates with 2–3 ERP implementation projects preferred (for experienced roles)
● Good communication skills in English and Hindi & Tamil, Telugu, Kannada (regional language is an advantage).
Important Notes (Mandatory Conditions)
1. This is a 100% Work From Office role (No Hybrid / Remote option available)
2. Candidates must be open to travel across India and internationally based on project requirements (Male candidates preferred for travel roles).
3.Accommodation and food are not provided (except during client-site implementation).
Microsoft Technical Consultant
Company Name
Savex Technologies Pvt. Ltd.
Mode of Working
Work Form Office
Days of Working
6 days a week(1st and 2nd Saturday is off; remaining Saturdays are Half day working)
Responsibilities
Objective:
- Skilled Technical Consultant with expertise in presales, delivery, and support of Microsoft solutions such as Intune, Azure, and related technologies.
- This role involves assisting with solution design, deployment, migration, and post-implementation support while working closely with customers and internal teams.
Presales
✓ Collaborate with the sales team to understand customer requirements and design tailored technical solutions for Microsoft products like M365, Intune, Azure as well as other products like Okta, Zoho, Kaspersky, and Freshworks
✓ Prepare and deliver technical presentations, demonstrations, and proof-of-concept sessions for M365, O365, Azure,Okta,Zoho,Kaspersky and Freshworks
✓ Assist in creating technical proposals, scope documents, and cost estimations for Microsoft and associated third-party products.
✓ Act as a technical advisor to clients, addressing concerns and questions during the presales phase.
Delivery
✓ Manage and execute the deployment of M365, O365, , Azure solutions,Okta,Zoho,Kaspersky and Freshworks including tenant\Product setup, configuration, and optimization.
✓ Plan and perform migrations such as O365 to O365 or Azure migrations with minimal downtime.
✓ Customize and integrate Microsoft tools to align with business requirements.
✓ Coordinate with cross-functional teams to ensure timely and successful project delivery.
Support
✓ Provide Level 2 support for Microsoft solutions as well as for Okta,Zoho,Kaspersky and Freshworks, resolving escalated issues for those products and other integrated systems.
✓ Troubleshoot and resolve technical problems in a timely manner, escalating to L3 or vendor support when necessary.
✓ Monitor and manage security solutions (e.g., Kaspersky), ensuring compliance with organizational policies.
✓ Support and maintain ITSM tools (Zoho Ticketing, Freshworks), ensuring effective tracking and resolution of client issues.
Technical Skills
✓ Expertise in M365 and O365 suite: Exchange Online, SharePoint, Teams, OneDrive, AD and other Microsoft Services.
✓ Strong knowledge of Azure services: Virtual Machines, Storage, Identity Management, AD Connec & other Azure Services.
Migrations:
✓ Hands-on experience with O365 tenant-to-tenant migrations & other e-mails services to O365 migration.
✓ Proficiency in Azure migrations, including lift-and-shift or modernization approaches.
Skills Needed
Qualification:
- Bachelor's degree in Computer Science, Information Technology, or a related field.
- 3+ years of relevant experience in technical consulting, particularly with Microsoft and ITSM tools.
- Certifications in Microsoft products (e.g., M365, Azure Fundamentals, Azure Administrator) is must.
- Strong problem-solving skills and the ability to work independently or as part of a team.
- Excellent verbal and written communication skills.
Other
- Willingness to travel occasionally for onsite client engagements.
- Ability to work under pressure and meet tight deadlines.
- Strong organizational skills with attention to detail.
Interview process
1st Virtual Round
2nd Face to Face Round
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Experience Required - 6+ Years
Timezone - 3 PM to 11 PM IST
Budget - 1.3 LPM
Work Mode - Remote
Detailed Job Descriptions
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* Interconnection Queue Management
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* Budget Tracking & Financial Management
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✔️ Strong functional knowledge of D365 Project Operations
✔️ Hands-on implementation/configuration experience
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Expected Salary:
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- Exposure to Dynamics 365 Sales, Customer Service, Field Service, or related modules.
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Follow CutshortShubham Vishwakarma
Full Stack Developer - Averlon