Pre-sales support for Microsoft partners
For Microsoft partners I take on the pre-sales work that decides deals: stakeholder interviews, scope assessments, fit/gap and product demonstrations built around the client's actual process instead of the standard demo script. A demo that shows a planner their own Tuesday morning beats a feature tour every time.
- Discovery and stakeholder interviews that surface the real requirements
- Fit/gap assessments that keep the proposal honest
- Tailored demonstrations in D365 CE and D365 Field Service
- Deal support remote across EU and US time zones
Independent pre-sales advisor for clients
Selecting an implementation partner is a decision you make a handful of times, while the vendors across the table do this every week. I level that field. Having run many pre-sales processes from the vendor side, I know which demo moves are theater and which questions expose real capability.
- A question and red-flag checklist for every partner meeting
- A go or no-go steer per partner
- Protection against buying promises instead of delivery
Why this works
Pre-sales is where expectations are set, and badly set expectations are where implementations go wrong. Someone who has both sold and delivered Dynamics 365 knows the difference between what demos well and what runs well. That is the experience I bring into the room, on whichever side of the table you hire me.
Pre-sales questions
Is the client-side advisory not a conflict of interest with your delivery work?
No, and it is explicitly separated: in the advisory role I sit on your side, and the advice stands on its own. Whether any delivery follows, with me or someone else, is entirely your call.
Do you support US-based partners and clients?
Yes. Pre-sales work runs remote by default and my working hours flex across EU and US time zones. I currently deliver D365 Field Service work for a US-based healthcare technical services company.
What does a tailored demonstration involve?
A short discovery of the client's process, a demo script built on their own scenarios and terminology, and a D365 environment prepared to show it. The goal is recognition: the audience should see their own work, not a product tour.