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Hire a Dynamics 365
ERP Consultant

Find a Dynamics 365 ERP Consultant who understands both the financial and operational layers — not just one side of the platform.

Dynamics 365 ERP Consultants implement and optimize the Finance and Operations (F&O) platform — covering the full ERP scope from general ledger and accounts payable through supply chain, procurement, and production. They are generalist ERP practitioners on the D365 F&O stack, capable of leading multi-module implementations or providing cross-functional oversight across a broader delivery team.

  • D365 ERP Consultants with Finance and Operations multi-module delivery experience
  • Candidates screened for both financial and operational module depth and delivery leadership
  • We screen for practical depth, not just certifications
  • Contract, contract-to-hire, or full-time — your choice
  • US and Canada talent. Shortlist in 5–10 business days.
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About CRM Force

Boutique means something different when the person who built the company has done the work.

Saad Ahmed, Founder of CRM Force
Founded by a practitioner

Saad Ahmed spent 20 years as a CRM consultant, solution architect, and implementation lead — building marketing automation and CRM systems for clients from start-ups to publicly traded enterprises. He founded CRM Force to bring practitioner-led vetting to a space dominated by generalist agencies.

Two-step vetting

Every candidate goes through a two-step internal qualification process — reviewed by two separate evaluators before they reach you. We confirm experience, certifications, technical depth, and fit. You receive a shortlist, not a resume dump.

What we place

CRM consultants, architects, developers, and admins. Marketing automation specialists. RevOps leaders, business analysts, and project managers. If it touches the CRM or marketing technology stack, we place it. Contract, contract-to-hire, and direct hire — across all seniority levels.

We Recruit for You

Three reasons companies choose us over a traditional recruiter — and what makes the difference in practice.

Vetted by Someone Who Has Done the Work

Saad Ahmed, founder of CRM Force, spent 20 years as a CRM Consultant and Solution Architect — building HubSpot implementations, designing data models, and running client engagements himself. When he reviews a candidate for your role, he is not reading a job description. He is evaluating whether someone can do work he has done himself. That distinction matters.

No Resume Dumps. A Shortlist You Can Act On.

You receive 3 to 5 pre-vetted candidates, each with our written assessment — why we believe they fit your role, where they are strong, and what to probe in the interview. Our internal process puts every candidate through two separate evaluation stages before they reach you. You only meet people who have cleared the bar.

Three Engagement Models. One Standard.

Contract for short and long-term engagements. Contract-to-hire when you want to try before you commit. Direct placement for permanent roles. Every model includes the same sourcing, multi-stage screening, skills assessment, and reference validation. The delivery vehicle changes — the standard does not.

Our Recruitment Process

Four steps from brief to shortlist — no surprises, no padding, no wasted interviews.

We Learn Your Requirements

A focused role briefing call — not a generic intake form. We ask about portal size, Hub configuration, seniority level, technical depth required, team structure, and what a genuinely great candidate looks like for your specific situation. The brief matters more than most clients expect.

We Search Our Network

We work our pre-built database of CRM and HubSpot professionals alongside targeted outreach to passive candidates who are not actively applying. The majority of the people we present are not on job boards — they are available to the right opportunity, if the right person asks.

You Receive a Shortlist

Typically 3 to 5 pre-vetted candidates, each with our written assessment — not just a resume. We tell you why we believe each person is right for your specific role, where they are strong, and what you should probe in the interview. You decide who moves forward.

We Support You to Offer

We coordinate interviews, facilitate debriefs, provide market-rate compensation benchmarks, and support you through the offer stage. The search does not end when we send the shortlist — it ends when you have the right person in the role.

Looking for a D365 ERP Consultant?

We place CRM and Marketing Automation professionals across the US and Canada.

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Industries We Serve

D365 ERP Consultants serve manufacturing, distribution, professional services, and financial services organizations running Dynamics 365 Finance and Operations. We work with organizations of all sizes — from growth-stage startups to publicly traded enterprises — across all major industries.

Information Technology
Health Care
Financials
Consumer Discretionary
Communication Services
Industrials
Consumer Staples
Energy
Real Estate
Materials
Utilities

Not sure what you need? We can help you define the role.

One conversation is usually enough. No commitment required.

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Signs You Need a D365 ERP Consultant

A few things we hear from clients before they reach out.

  • You are implementing Dynamics 365 Finance and Operations and need a generalist ERP practitioner to lead delivery
  • Your F&O implementation spans Finance, SCM, and Production and you need cross-functional oversight
  • You need an experienced ERP consultant to manage an SI team and ensure the configuration meets business requirements
  • Your current D365 F&O environment has grown organically and needs a structured review and optimization
  • You are migrating from SAP, Oracle, or legacy ERP and need a D365 F&O expert to validate the target state design

What to Look For in a D365 ERP Consultant

Strong D365 ERP Consultants can hold a business conversation about finance OR supply chain — not just one domain.

Finance module coverage: GL, AP, AR, fixed assets, and financial reporting — with a working understanding of accounting principles, not just platform buttons.
SCM module coverage: Inventory, procurement, production, or WMS — depth in at least one operational area alongside financial coverage.
Multi-module delivery leadership: Has led or coordinated delivery across Finance and Operations workstreams on the same program — managing handoffs between module specialists.
Business process re-engineering: Can challenge the client's as-is processes and design to-be states that use D365 F&O capabilities effectively.
Data migration: Has managed or overseen migration of financial and operational data from legacy ERP systems into D365 F&O.
MB-300 certification: Microsoft Dynamics 365: Core Finance and Operations Applications — the foundational certification for the F&O platform.

Red Flags to Watch For

  • Only has CRM or CE module experience — no Finance and Operations platform exposure
  • Claims ERP experience but cannot discuss chart of accounts design, financial dimensions, or inventory costing methods
  • Has only been a junior team member — no delivery leadership or requirements facilitation experience
  • No data migration experience on an ERP project

Whatever your sector, we know CRM talent.

Tell us about the role and we will get back to you within one business day.

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What a D365 ERP Consultant Does

D365 ERP Consultants lead or coordinate multi-module F&O implementations — from discovery through go-live.

Business Discovery

Runs structured workshops across finance, operations, and supply chain to capture requirements across the full ERP scope.

Design & Configuration

Leads or reviews the solution design across Finance and Operations workstreams — ensuring configuration decisions are correct and consistent.

Cross-Module Coordination

Coordinates the handoffs between Finance, SCM, Production, and integration workstreams — the area where multi-module programs most often fail.

Data Migration Oversight

Oversees migration of financial data, inventory records, open transactions, and master data from legacy ERP systems into D365 F&O.

UAT & Go-Live Management

Manages UAT across all modules, coordinates cutover planning, and leads the go-live event for multi-module F&O programs.

Post-Go-Live Optimization

Identifies configuration gaps after go-live, manages hypercare resolution, and designs the ongoing improvement roadmap.

D365 F&O Module Coverage

D365 ERP Consultants work across the Finance and Operations platform suite.

Finance Modules

The financial operations layer.

  • General ledger and COA
  • Accounts payable and receivable
  • Fixed assets and budgeting
  • Financial reporting

Supply Chain

The procurement and inventory layer.

  • Inventory management
  • Procurement and sourcing
  • Warehouse management (WMS)
  • Transportation management

Production & Ops

The manufacturing operations layer.

  • Production control and BOMs
  • Shop floor management
  • Master planning
  • Asset management

Platform & Integration

Cross-cutting F&O platform capabilities.

  • Data management and migration
  • Azure integration services
  • Power Platform extensions
  • Dual-write (CE to F&O sync)

Frequently Asked Questions

What is the difference between a D365 ERP Consultant and a D365 Finance Consultant?
A D365 Finance Consultant specializes in the financial modules — GL, AP, AR, fixed assets, and reporting. A D365 ERP Consultant is a generalist across the Finance and Operations platform — covering both financial and operational modules. For implementations spanning Finance and SCM workstreams, an ERP Consultant provides the cross-functional oversight needed.
How long does it take to hire a D365 ERP Consultant?
CRM Force typically delivers a shortlist within 7 to 14 business days. D365 ERP Consultants with genuine multi-module Finance and Operations delivery experience are a specialized and in-demand talent segment.
Do D365 ERP Consultants need Microsoft certifications?
MB-300 (Core Finance and Operations) is the foundational certification. MB-310 (Finance), MB-335 (Supply Chain), or MB-320 (Manufacturing) complement it for specific module depth. Delivery experience and program leadership track record matter as much as certifications for senior ERP Consultant roles.
Can a D365 ERP Consultant manage our system integrator?
Yes — this is a common and valuable engagement model. Organizations often hire an independent D365 ERP Consultant to represent the business side, provide technical oversight of the SI team, and ensure the configuration meets actual business requirements rather than the SI's preferred shortcuts.

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