Hire a Dynamics 365
Finance Consultant
Find a Dynamics 365 Finance Consultant who configures the financial operations layer — not just someone who knows the Sales module.
Dynamics 365 Finance Consultants implement and optimize the D365 Finance module — general ledger, accounts payable, accounts receivable, fixed assets, budgeting, and financial reporting. They work at the intersection of financial accounting and ERP technology, ensuring the platform is configured to match the organization's chart of accounts, fiscal calendar, tax requirements, and reporting obligations.
- D365 Finance Consultants with live Finance module implementations across GL, AP, AR, and reporting
- Candidates with both ERP and accounting domain knowledge — not just technical configurators
- 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 Finance Consultant?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
D365 Finance Consultants serve organizations running Dynamics 365 Finance (formerly Finance and Operations) for their core financial operations. 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 Finance Consultant
A few things we hear from clients before they reach out.
- You are implementing D365 Finance and need an expert to lead the financial configuration workstream
- Your chart of accounts, financial dimensions, or fiscal period setup is not correctly configured
- Month-end close is taking too long because reconciliation and reporting require manual workarounds
- You are migrating from SAP, Oracle, or legacy ERP and need a D365 Finance specialist to design the target state
- Your financial reporting is not matching the operational data — a configuration or integration issue needs resolution
What to Look For in a D365 Finance Consultant
The strongest D365 Finance Consultants combine ERP platform knowledge with real financial accounting domain expertise.
Red Flags to Watch For
- Has only worked on the CRM side of Dynamics 365 — no Finance module or ERP experience
- Cannot explain how financial dimensions work and how they affect posting and reporting
- No accounting domain knowledge — cannot have a conversation with a CFO about month-end close requirements
- Has not configured multi-entity or multi-currency environments
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 Finance Consultant Does
D365 Finance Consultants configure the financial core of the platform — the systems that every other module reports into.
COA & Dimension Design
Designs the chart of accounts, financial dimension structure, and posting profile configuration for the organization's legal entity and reporting requirements.
AP & AR Configuration
Configures vendor payment terms, payment journals, customer invoicing, credit management, and collections workflows.
Financial Reporting
Builds Financial Reporter structures — P&L, balance sheet, cash flow — that deliver accurate, timely financial statements.
Period Close Process
Designs and automates the month-end close sequence — journal entries, reconciliation, accruals, and financial period management.
Tax & Compliance
Configures tax groups, withholding tax, VAT/GST, and country-specific localization requirements across the organization's operating jurisdictions.
Budgeting & Forecasting
Configures budget planning, budget control rules, and financial forecasting models for the annual planning cycle.
D365 Finance Module Areas
D365 Finance Consultants work across the full financial operations stack.
General Ledger
The financial core of D365 Finance.
- Chart of accounts design
- Financial dimensions
- Posting profiles
- Intercompany accounting
AP & AR
Payables and receivables management.
- Vendor payment terms and journals
- Customer credit management
- Collections workflow
- Electronic payment formats
Financial Reporting
Management and statutory reporting.
- Financial Reporter (Mgmt Reporter)
- P&L, balance sheet, cash flow
- Dimension-based reporting
- Consolidated reporting
Fixed Assets & Tax
Asset and compliance configuration.
- Fixed asset books and depreciation
- Asset acquisition and disposal
- Tax group configuration
- Country localization
Frequently Asked Questions
- What is the difference between D365 Finance and D365 Business Central?
- D365 Finance (part of Finance and Operations) is designed for large enterprise organizations with complex, multi-entity, multi-currency financial requirements. D365 Business Central is designed for small and mid-market organizations that need a full ERP without the complexity of Finance and Operations. CRM Force places consultants for both platforms.
- How long does it take to hire a D365 Finance Consultant?
- CRM Force typically delivers a shortlist within 7 to 14 business days. D365 Finance Consultants who combine ERP platform knowledge with genuine accounting domain expertise are a small and specialized talent pool.
- Do D365 Finance Consultants need Microsoft certifications?
- MB-310 (Microsoft Dynamics 365 Finance) is the primary certification. For finance and operations broadly, MB-700 (Solution Architect) or MB-300 (Core Finance and Operations) are also relevant. What matters more is a track record of live Finance module implementations with complex COA and reporting requirements.
- Can a D365 Finance Consultant work alongside our internal finance team?
- Yes — this is the recommended model. The best D365 Finance Consultants run discovery sessions directly with the CFO, controller, and finance team to design the chart of accounts and reporting structure before any configuration begins.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.