Partner to client
Project variety and delivery experience can transfer well. Client roles may add long-term service ownership, budget planning, and follow-up after launch.
Ask about the roadmap and funded work beyond the current project. Check whether the role is mainly improvement, support, or supplier management.
Client to partner
Business knowledge and experience of living with a system are valuable. Partner work may add several customers, billable-time targets, and changing assignments.
Build evidence of explaining your process knowledge to people outside your organisation. Ask how the employer supports the first customer assignment.
Delivery to presales
Delivery experience helps you explain what a project really needs. Presales adds buyer discovery, demonstrations, and commercial handover.
Practise a short demonstration around a business problem. State assumptions, gaps, and the work needed after the sale.
Ask whether the role has sales-linked pay and how it stays connected to delivery teams.
Consulting to ISV product work
Consultants understand customer problems and implementation effort. Product roles add prioritisation across several customers and responsibility across many releases.
Choose a repeated customer problem and explain how a shared product could address it. Include support, documentation, and maintenance in the proposal.
Ask how product priorities are decided and how much customer-specific work the team accepts.
Check the move against your needs
Compare daily tasks, learning, pay, travel, working hours, and long-term responsibility. The same employer label can cover very different jobs.
A lateral title may be useful if it gives you the experience you want. Agree the review point and progression evidence before joining.
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Sources and further reading
Use these sources to check product details and find learning material. Check exam and course details before booking.
- Microsoft Learn: Dynamics 365
- Microsoft: roles in an implementation team
- Microsoft: exam retirement dates
Work examples are learning exercises. Duties and job titles vary between employers. How we write and update our guides.
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