Hire a Dynamics 365
Functional Consultant
Find a Dynamics 365 Functional Consultant who bridges business requirements and platform configuration — without the developer price tag.
Dynamics 365 Functional Consultants configure the platform to match business requirements without writing custom code. They conduct requirements gathering, design functional solutions within the bounds of D365 out-of-box and low-code capabilities, and configure entities, workflows, business rules, and dashboards. They are the backbone of most D365 implementations — translating business needs into platform configuration.
- D365 Functional Consultants with hands-on configuration delivery across CE or F&O modules
- Candidates who can gather requirements, configure independently, and train end users
- 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 Functional Consultant?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
D365 Functional Consultants are needed in every industry running Dynamics 365 — anywhere the platform needs to be configured to match business 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 Functional Consultant
A few things we hear from clients before they reach out.
- You are implementing a D365 module and need someone to configure the platform from business requirements
- Your current D365 setup does not match how the business actually works — it was configured by developers, not functional experts
- You have a D365 implementation project but cannot afford a full solution architect — a functional consultant delivers the configuration layer
- You need ongoing configuration support — adding new workflows, entities, and dashboards as the business evolves
- Your end users are not adopting D365 because the system was not configured to their actual workflows
What to Look For in a D365 Functional Consultant
Strong D365 Functional Consultants are configuration experts who know when to involve a developer — and when configuration alone is the right answer.
Red Flags to Watch For
- Cannot configure a D365 module independently — always defers to a developer for standard setup
- Has never run a requirements workshop — only received completed design documents from others
- No UAT management experience — testing was handled entirely by the development team
- Claims functional consulting experience but cannot explain how they would configure a specific business process in D365
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 Functional Consultant Does
Functional Consultants are the configuration backbone of D365 implementations — translating business requirements into working platform setup.
Requirements Gathering
Runs business workshops to capture process flows, data requirements, integration points, and reporting needs across all relevant business functions.
Platform Configuration
Configures D365 — entities, forms, views, workflows, business rules, and dashboards — to deliver the agreed functional design.
Power Automate Flows
Builds Power Automate flows to extend D365 with approval workflows, notifications, and data sync for requirements that need low-code augmentation.
Design Documentation
Produces functional design documents and configuration specifications that provide the development team with clear build instructions.
UAT Coordination
Builds test scripts, coordinates user acceptance testing sessions, and manages defect resolution before go-live sign-off.
End-User Training
Builds and delivers role-based training materials that enable business teams to adopt D365 effectively after launch.
D365 Functional Consultant Specializations
Functional Consultants specialise across the CE (CRM) and F&O (ERP) sides of the Dynamics 365 platform.
CE Functional (CRM)
Customer engagement module configuration.
- D365 Sales and Sales Accelerator
- D365 Customer Service and Contact Center
- Customer Insights – Journeys
- Field Service and scheduling
F&O Functional (ERP)
Finance and operations configuration.
- General ledger and financial dimensions
- Accounts payable and receivable
- Inventory and procurement
- Production and WMS
Power Platform
Low-code extensions to D365.
- Power Automate approval flows
- Power Apps for custom interfaces
- Power BI dashboards
- Dataverse data model extensions
Training & Adoption
End-user enablement and change management.
- Role-based training design
- Training delivery and workshops
- Adoption measurement
- Post-go-live hypercare
Frequently Asked Questions
- What is the difference between a D365 Functional Consultant and a D365 Consultant?
- These terms are often used interchangeably in the market. "D365 Functional Consultant" emphasizes the configuration and business process translation role — typically excludes development work. "D365 Consultant" is a broader title that may include solution design, project delivery leadership, and stakeholder management alongside configuration. When hiring, clarify the specific module, delivery scope, and whether development oversight is part of the role.
- How long does it take to hire a D365 Functional Consultant?
- CRM Force typically delivers a shortlist within 5 to 10 business days. Functional Consultants with strong hands-on configuration experience in a specific module are in consistent high demand across the Microsoft ecosystem.
- Do D365 Functional Consultants need Microsoft certifications?
- Module-specific certifications — MB-210 (Sales), MB-230 (Customer Service), MB-240 (Field Service), MB-310 (Finance), MB-335 (SCM) — are strong hiring signals and indicate current platform knowledge. What matters more is a track record of hands-on configuration delivery in the relevant module.
- Can a D365 Functional Consultant work part-time or on a retained basis?
- Yes. Many organizations engage a Functional Consultant on a part-time retained basis for ongoing configuration support, new module rollouts, and training as the business evolves. CRM Force can structure both project-based and ongoing retained placements.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.