1️⃣ Understand customer needs
They talk to the customer and understand:
Business problems
Current processes
Future goals
👉 “What problem are you trying to solve?”
2️⃣ Design the right solution
They decide:
Which Dynamics 365 apps to use
Whether Power Platform is needed
How systems should integrate
What should be standard vs customized
👉 “This is the best way to solve your problem using Microsoft tools.”
3️⃣ Work with requirements
They:
Review business requirements
Validate if requirements are realistic
Convert business needs into technical direction
4️⃣ Perform Fit-Gap Analysis
This is very important 👇
Fit → Requirement is already supported by standard Dynamics/Power Platform
Gap → Requirement needs customization or workaround
👉 Helps avoid unnecessary customization and cost.
5️⃣ Work closely with the delivery team
Even though they don’t “click buttons”:
They guide developers and consultants
Review designs
Ensure best practices
Make sure the solution will work now and in the future