Hire a Dynamics 365
Dynamics 365 Marketing Consultant
Find a D365 Marketing Consultant who builds journey automation that generates qualified pipeline.
Dynamics 365 Marketing Consultants implement and optimize Customer Insights – Journeys (formerly D365 Marketing) and Customer Insights – Data. They design real-time and batch marketing journeys, configure lead scoring, build audience segments, and ensure that marketing activity translates into qualified leads in the D365 Sales pipeline.
- D365 Marketing Consultants with real-time journey design and CDP integration experience
- Candidates screened for Customer Insights – Journeys depth and marketing operations understanding
- 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 Marketing Consultant?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
D365 Marketing Consultants serve organizations using the Microsoft stack for end-to-end marketing automation aligned with their D365 Sales environment. 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 Marketing Consultant
A few things we hear from clients before they reach out.
- You are implementing Customer Insights – Journeys for the first time
- Your marketing journeys are inconsistent and not generating qualified leads for Sales
- The D365 Marketing to Sales handoff is broken — leads are not being created or scored correctly
- You are transitioning from outbound to real-time marketing mode and need expert guidance
- Your Customer Insights – Data CDP implementation needs expert design and integration
What to Look For in a D365 Marketing Consultant
Strong D365 Marketing Consultants understand B2B marketing operations as well as the platform.
Red Flags to Watch For
- Only knows the outbound marketing module — no real-time marketing experience
- Cannot describe how lead scoring is configured and what thresholds trigger Sales handoff
- No experience with Customer Insights – Data (the CDP component)
- Cannot configure consent management or explain GDPR implications for email marketing 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 Marketing Consultant Does
D365 Marketing Consultants build the demand generation infrastructure that feeds the sales pipeline.
Journey Design
Designs real-time and batch marketing journeys — from lead capture through nurture to Sales qualification handoff.
Audience Segmentation
Builds dynamic segments based on CRM data, behavioral signals, and Customer Insights profile attributes.
Lead Scoring
Configures lead scoring models that quantify engagement and demographic fit — triggering Sales ready signals.
Email Campaign Config
Builds email templates, configures deliverability settings, and sets up A/B testing for campaign optimization.
Customer Insights – Data
Implements the D365 CDP — ingesting data sources, building unified profiles, and creating predictive segments.
Consent & Compliance
Configures consent management, topic-level preferences, and subscription centers in compliance with GDPR and CAN-SPAM.
D365 Marketing Feature Areas
D365 Marketing Consultants configure across both the Journey orchestration and Data CDP layers.
Real-Time Marketing
Event-triggered journeys and real-time engagement.
- Trigger-based journeys
- Behavioral triggers
- Push notification setup
- In-app messaging
Customer Insights – Data
CDP — unified customer profiles and segmentation.
- Data source unification
- Identity resolution
- Propensity models
- Segment activation to journeys
Lead Management
Scoring, qualification, and Sales handoff.
- Lead scoring model design
- Marketing qualified lead thresholds
- Sales acceptance rules
- Lead to opportunity automation
Email & Events
Email campaigns and event management.
- Email template design
- Event registration and check-in
- Webinar integration
- Post-event follow-up journeys
Frequently Asked Questions
- What is Customer Insights – Journeys vs Customer Insights – Data?
- Customer Insights – Journeys (formerly D365 Marketing) is the journey orchestration tool — email campaigns, automation, and lead scoring. Customer Insights – Data is Microsoft's CDP product — it unifies data from multiple sources into a single customer profile that Journeys and Sales can use. Many organizations implement both together.
- How long does a D365 Marketing implementation take?
- A basic email marketing and journey implementation takes 6 to 12 weeks. Full Customer Insights – Data CDP deployments can run 3 to 6 months depending on data source complexity.
- How long does it take to hire a D365 Marketing Consultant?
- CRM Force typically delivers a shortlist within 5 to 10 business days. D365 Marketing (now Customer Insights – Journeys) specialists are less common than Sales or Customer Service consultants — the talent pool is smaller.
- Do you place D365 Marketing Consultants on contract or full-time?
- Both. Implementation contracts are standard. Full-time roles suit marketing operations teams running continuous campaign programs on D365.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.