Hire a Dynamics 365
Dynamics 365 Sales Consultant
Find a Dynamics 365 Sales Consultant who builds a CRM that your sales team will actually use.
Dynamics 365 Sales Consultants specialize in implementing and optimizing the D365 Sales application. They design lead and opportunity management processes, configure the sales accelerator and Copilot features, build forecasting and pipeline views, and ensure the system is adopted by the sales team — not just installed.
- D365 Sales Consultants with end-to-end Sales Cloud implementation experience
- Candidates screened for sales process design, Copilot AI features, and adoption track record
- 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 Dynamics 365 Sales Consultant?
We place CRM and Marketing Automation professionals across the US and Canada.
Industries We Serve
Dynamics 365 Sales Consultants serve organizations across all industries replacing legacy CRM with a modern, Microsoft-integrated selling platform. 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 Sales Consultant
A few things we hear from clients before they reach out.
- Your D365 Sales is configured but your sales team is not using it — adoption is low
- Your sales process, stages, and forecast categories have not been mapped to D365
- You are implementing Copilot for Sales and need expert configuration and rollout guidance
- Your sales pipeline visibility is poor because D365 is not properly capturing activities
- You are migrating from Salesforce or another CRM and need an expert to manage the transition
What to Look For in a D365 Sales Consultant
The best D365 Sales Consultants understand sales process design as much as they understand the platform.
Red Flags to Watch For
- Has never mapped a business sales process to D365 stages — only configured fields and forms
- No experience with the D365 Sales Accelerator or Copilot AI features
- Cannot describe how adoption was managed post-go-live and what drove actual usage
- MB-210 is expired or not held at all despite claiming to be a D365 Sales specialist
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 Sales Consultant Does
D365 Sales Consultants build a CRM that fits the sales process — and get the sales team to use it.
Sales Process Design
Maps the business's lead-to-close process to D365 — stages, qualification criteria, activities, and exit conditions.
Platform Configuration
Configures entities, forms, views, business process flows, and automation for the Sales application.
Copilot for Sales
Configures Microsoft Copilot for Sales features — AI-generated summaries, email drafting, and meeting intelligence.
Forecasting & Pipeline
Builds the forecasting hierarchy, pipeline views, and reporting dashboards that give leadership real-time visibility.
Outlook Integration
Configures the D365 App for Outlook — activity tracking, email engagement, and calendar synchronization.
User Adoption
Leads sales team training and adoption programs that drive actual CRM usage, not just system installation.
D365 Sales Feature Areas
D365 Sales Consultants configure and optimize across the full Sales application.
Core Sales
Lead, contact, opportunity, and account management.
- Lead qualification rules
- Opportunity stage design
- Account hierarchy
- Competitor tracking
Sales Accelerator
AI-driven sequences and activity management for sellers.
- Sequence design
- Smart dialer setup
- Activity intelligence
- Work list configuration
Copilot & AI
Microsoft AI features embedded in the sales experience.
- Meeting summary and follow-up
- Email draft assistance
- CRM enrichment from emails
- Pipeline change notifications
Analytics
Pipeline visibility and forecast accuracy.
- Forecast hierarchy
- Predictive scoring
- Sales dashboards
- Power BI for Sales integration
Frequently Asked Questions
- How long does a D365 Sales implementation typically take?
- A standard D365 Sales implementation for a mid-size organization typically takes 2 to 4 months from discovery to go-live. Complex customizations, integrations, or data migrations extend this timeline. CRM Force can help you find a Consultant for any scope.
- Can a D365 Sales Consultant also configure Copilot for Sales?
- Yes — Copilot for Sales is part of the D365 Sales ecosystem and experienced Sales Consultants include it in their scope. It requires separate licensing (Copilot for Sales license) and additional configuration beyond the core Sales application.
- How long does it take to hire a D365 Sales Consultant?
- CRM Force typically delivers a shortlist within 5 to 10 business days.
- Do you place D365 Sales Consultants on contract or full-time?
- Both. Project-based contracts are most common for implementations. Full-time placements suit organizations that are continuously expanding or optimizing their D365 Sales environment.
Tell Us What You’re Looking For
Share the role, your timeline, and any must-haves. No commitment required.