Hire a Dynamics 365
Customer Insights Specialist
Find a Dynamics 365 Customer Insights Specialist who turns fragmented customer data into unified, actionable profiles.
Dynamics 365 Customer Insights Specialists implement Microsoft's CDP platform — unifying data from CRM, ERP, e-commerce, and marketing tools into 360° customer profiles. They build AI-powered segments, configure predictive models, and activate insights across the Microsoft ecosystem to improve retention, upsell targeting, and marketing ROI.
- D365 Customer Insights Specialists with real CDP and segmentation delivery experience
- Candidates screened for data unification architecture, segment design, and journey activation
- 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 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.
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.
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 Customer Insights Specialist?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
D365 Customer Insights Specialists are in demand wherever organizations hold fragmented customer data and want unified profiles to drive personalization. We work with organizations of all sizes — from growth-stage startups to publicly traded enterprises — across all major industries.
Not sure what you need? We can help you define the role.
One conversation is usually enough. No commitment required.
Signs You Need a D365 Customer Insights Specialist
A few things we hear from clients before they reach out.
- You have customer data spread across CRM, e-commerce, and marketing tools with no unified view
- Your marketing segments are built on incomplete data and your campaigns miss the mark
- You are implementing Dynamics 365 Customer Insights – Data and need a practitioner to lead it
- Your AI-powered churn predictions and propensity models are not performing at the accuracy you need
- You need a practitioner who can connect Customer Insights to Journeys and activate segments in real time
What to Look For in a D365 Customer Insights Specialist
The best Customer Insights Specialists combine data engineering depth with marketing strategy context.
Red Flags to Watch For
- Only knows the marketing automation side — cannot explain the data unification architecture or ingestion pipeline
- Has not configured AI models or segment measures beyond basic filter-based audiences
- Cannot describe how they connected Customer Insights to downstream activation channels
- No experience with data quality issues — deduplication, conflict resolution, or enrichment providers
Whatever your sector, we know CRM talent.
Tell us about the role and we will get back to you within one business day.
What a D365 Customer Insights Specialist Does
Customer Insights Specialists build the unified customer data foundation that makes personalization and AI-driven marketing possible.
Data Source Connection
Ingests and maps customer data from CRM, ERP, e-commerce, loyalty, and marketing platforms into the unified Customer Insights environment.
Profile Unification
Configures deduplication and merge rules to build accurate, unified customer profiles from multiple identity sources.
Segment & Measure Design
Creates AI-powered segments, customer measures, and predictive scores that marketing and sales teams can act on.
Journey Activation
Connects unified profiles and segments to Dynamics 365 Journeys for real-time, personalized customer communications.
Insight Reporting
Builds Power BI reports and dashboards that surface customer trends, segment performance, and model accuracy to business stakeholders.
Privacy & Governance
Implements consent management, data retention policies, and GDPR-compliant data handling within the Customer Insights environment.
D365 Customer Insights Platform Areas
Customer Insights Specialists work across both pillars of the Microsoft Customer Data Platform.
Customer Insights – Data
The CDP layer — unification, profiles, and AI.
- Data source ingestion and mapping
- Identity resolution and deduplication
- AI prediction models (churn, CLV, propensity)
- Customer measures and KPIs
Customer Insights – Journeys
The journey orchestration layer.
- Real-time journey triggers
- Segment-based email and SMS flows
- Event-driven personalization
- A/B test and optimization
Power BI & Reporting
Analytics and stakeholder reporting.
- Customer profile dashboards
- Segment performance reporting
- Model accuracy monitoring
- Executive KPI views
Privacy & Consent
GDPR and consent management.
- Consent profiles and enforcement
- Data retention policies
- Right-to-erasure workflow
- Cross-system consent sync
Frequently Asked Questions
- What is the difference between Customer Insights – Data and Customer Insights – Journeys?
- Customer Insights – Data (formerly Customer Insights) is the CDP layer — it ingests data from multiple sources, builds unified customer profiles, and runs AI models. Customer Insights – Journeys (formerly Marketing) is the journey orchestration layer — it uses those profiles and segments to send personalized communications. Both are often implemented together.
- How long does it take to hire a D365 Customer Insights Specialist?
- CRM Force typically delivers a shortlist within 7 to 14 business days. Customer Insights is a relatively new and specialized platform — the pool of practitioners with live CDP delivery experience is smaller than the broader D365 community.
- Do D365 Customer Insights Specialists need Microsoft certifications?
- MB-260 (Microsoft Customer Data Platform Specialist) is the relevant certification and a useful signal. More important is hands-on experience with real CDP data sources, segment builds, and AI model configuration in production.
- Can a Customer Insights Specialist work alongside our marketing team?
- Yes — and this is the ideal setup. Customer Insights Specialists are most effective when they collaborate directly with marketing to design segments that map to real campaign objectives and activation channels.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.