---
title: "Hire Microsoft Dynamics 365 Consultants | MS Dynamics Guys"
canonical_url: https://msdynamicsguys.com/hire/dynamics-365-consultants/
description: "Choose a Microsoft Dynamics 365 functional consultant, technical consultant or architect from MS Dynamics Guys for work under your direction."
publisher: "MS Dynamics Guys"
last_modified: 2026-10-14
---

# Hire Microsoft Dynamics 365 consultants

> **In short:** MS Dynamics Guys provides Microsoft Dynamics 365 consultants who work on an agreed workstream inside your team. Your project lead sets the priorities, and your process owners make the business decisions. Choose the role before the person. A functional consultant turns your processes into configuration and test scripts. A technical consultant owns environments, data import templates and developer specifications. A solution architect proposes designs across apps for your approval. We confirm in writing which role fits your work and whether we can staff it.

**At a glance**

- **Roles compared:** Functional consultant, technical consultant and solution architect
- **Who decides:** Your project lead sets priorities; your own people approve process and design changes
- **Assessment:** A product-specific task, scored on the same points: requirement, acceptance criteria, solution choice and tests
- **Commercial terms:** Allocation, term, notice, replacement and overlap hours are agreed in writing per engagement

[Define the consultant role](https://msdynamicsguys.com/contact/#intent=hiring&service=H05&role=consultant) · [Buy a scoped consulting engagement](https://msdynamicsguys.com/services/dynamics-365-consulting/)

## When a consultant from MS Dynamics Guys fits

MS Dynamics Guys fits teams that run their own Microsoft Dynamics 365 project or live system. They need one consulting role, or a few, working under their direction.

### A good fit when

- You can name the person who sets priorities, and the people who approve process and design changes.
- Your process owners can give time to workshops and acceptance tests.
- You run Microsoft Dynamics 365 Sales or Customer Service and need functional capacity on Microsoft Dataverse.
- You run Microsoft Dynamics 365 Business Central and need functional capacity for a finance or operations workstream.
- You run Microsoft Dynamics 365 Finance or Supply Chain Management and need functional capacity for one workstream.
- You want requirements, test results and decisions recorded in your own workspace.

### Choose another route when

- You need an independent assessment with written findings. Buy [a consulting engagement](https://msdynamicsguys.com/services/dynamics-365-consulting/) instead.
- You want a whole implementation delivered against a fixed scope. An [implementation project](https://msdynamicsguys.com/services/dynamics-365-implementation/) fits that better than a hire.
- Nobody on your side can approve process decisions. A consultant cannot own your business rules.
- You want to employ a consultant directly. This page covers consultant capacity under a contract between our companies, not recruitment.

## Do we need a functional consultant, technical consultant or architect from MS Dynamics Guys?

Each role clears a different kind of blocked work. These signs point to each one:

- **Functional consultant.** Requirements live in email threads, users work around the app, or releases go live without a test script.
- **Technical consultant.** The requirements are agreed, but environments, data import templates, integration settings or developer specifications have no owner. If the backlog is mostly code, add a developer instead. Moving all data out of an old system, with mapping, trial loads and reconciliation, is work for a [data migration engineer](https://msdynamicsguys.com/hire/dynamics-365-data-migration-engineers/).
- **Solution architect.** Teams disagree about which system owns a record, or security has grown without a plan. Or nobody on your side can review your partner's designs as the project goes on.
- **Two roles.** The scope covers several apps or teams, and one person would have to design and build at the same time. In that setup, design reviews are usually what gets skipped.

One example shows where the roles divide. When Microsoft Dynamics 365 Sales and Business Central run side by side, Microsoft's standard integration couples their records through Dataverse. Scheduled jobs synchronize the coupled records, every 30 minutes by default. A job that finds no changes goes on hold for 12 or 24 hours by default. Only a change in Business Central restarts it early, so a change made in Sales can take hours to reach Business Central.

Setting up the coupling is technical consultant work. Two design decisions remain: which system owns each record, and how old the other copy may be. An architect proposes the answers, and your design authority approves them. A custom interface beyond the standard coupling is work for an [integration engineer](https://msdynamicsguys.com/hire/dynamics-365-integration-engineers/).

Not sure which role fits? [Describe the work that is stuck](https://msdynamicsguys.com/contact/#intent=hiring&service=H05). We sort your items the way [the role chooser](https://msdynamicsguys.com/hire/) describes and suggest a role in writing.

Already know that the gap is technical setup? [Describe a technical consultant role](https://msdynamicsguys.com/contact/#intent=hiring&service=H05&role=technical_consultant).

## Consultant titles: what to check behind each one

The three titles describe different jobs. Hire for the decision or the work that is missing, not for the most senior title. The table below splits the work by activity. This section covers what the table cannot show.

### Functional consultant

Microsoft's implementation guidance recommends a lead subject matter expert (SME) from the business for each project workstream. The consultant works with that person and does not replace them. Your SME decides how the business works. The consultant makes the app support it.

### Technical consultant

Job titles vary most here, so ask about the work, not the title. Some teams expect a technical consultant to write code. Others keep all code with a developer. Agree which applies before anyone starts.

The product decides the technical skills. Customer relationship management (CRM) apps run on Microsoft Dataverse. There, plug-ins are usually written in C#. Code components for forms and views are written in TypeScript. Microsoft Dynamics 365 Business Central has its own language, AL, and controls access with permission sets.

Extensions for Finance and Supply Chain Management are written in another language, X++.

### Solution architect

Microsoft names the project manager, the solution architect and the technical architect as key leadership roles in an implementation. Its guidance warns against two mistakes: a technical role made accountable for business outcomes, and a business role given authority over technical decisions.

We suggest a design authority on your side to approve design decisions. It can be one person or a small board.

## Workshops, configuration, architecture and development: who does what

Agree this split before anyone starts, whoever supplies the people. It stops configuration from turning into code without a decision, and it stops code from encoding a business rule that nobody approved.

**Who leads each activity in a Microsoft Dynamics 365 workstream**

| Activity | Functional consultant | Technical consultant | Solution architect | Your team |
|---|---|---|---|---|
| Process workshops | Runs them and records the agreed process | Joins when data, integrations or security come up | Joins when a process crosses apps or systems | Process owners attend and decide |
| Requirements | Writes them with acceptance criteria, together with your process owners | Adds technical limits, data rules and integration details | Adds nonfunctional requirements such as volume, security and availability | Approves each requirement |
| Fit or gap | Checks standard features and configuration first | Checks settings, import tools and standard connectors, then sizes the technical work | Recommends code, an existing app or a process change for each gap | Decides, through your design authority |
| Configuration and setup | Configures processes outside production, in the environment where your release process starts | Sets up environments, security roles or permission sets, data import templates and integration settings | Sets naming and structure rules | Approves changes before they reach production |
| Code | Writes the requirement and its acceptance test when configuration cannot meet it, with the reason | Adds a technical specification when the change touches data loads, integrations or several apps, or writes the code when the role includes it | Reviews the design before the build starts | Reviews the code or names a reviewer |
| Testing | Runs functional tests, guides process tests and prepares user acceptance testing (UAT) scripts | Tests data loads, integration settings and user permissions | Makes sure performance and security tests are planned | Business users run UAT and sign off |
| Release and handover | Writes notes for key users and the configuration record | Prepares release steps and technical notes | Keeps the decision log up to date | Approves the release and receives the handover |

Microsoft's implementation guidance uses the same order for testing. Developers run unit tests in a development environment. Functional consultants, SMEs or testers run functional tests that map to business processes and requirements, before business users see the solution. Process tests and tests of the whole integrated solution come next. Consultants prepare and guide them, but business users, SMEs and testers do most of the testing. Business users run UAT last, in an integrated test environment, and the business signs off the final round before deployment.

## Find the consultant page for your product

Process knowledge does not transfer automatically between products. A strong CRM consultant is not automatically productive in an enterprise resource planning (ERP) app such as Business Central. The reverse is also true. Each linked page covers the work, the assessment and the first tasks for one product or workstream.

- **CRM consultants:** Processes, data design or security roles in Microsoft Dynamics 365 Sales or Customer Service have no functional owner. [Hire CRM consultants](https://msdynamicsguys.com/hire/dynamics-365-crm-consultants/)
- **Sales consultants:** Only the sales process is stuck: pipeline stages, forecasts or sellers who keep their deals outside the system. [Hire Sales consultants](https://msdynamicsguys.com/hire/dynamics-365-sales-consultants/)
- **Customer Service consultants:** Cases wait in the wrong queue, or service levels in Microsoft Dynamics 365 Customer Service no longer match what you promise customers. [Hire Customer Service consultants](https://msdynamicsguys.com/hire/dynamics-365-customer-service-consultants/)
- **Field Service consultants:** Work orders and scheduling in Microsoft Dynamics 365 Field Service must change, with dispatchers and technicians in the workshops and tests. [Hire Field Service consultants](https://msdynamicsguys.com/hire/dynamics-365-field-service-consultants/)
- **Business Central consultants:** Business Central setup, migrated balances or month-end figures need an owner who can prove that they reconcile. [Hire Business Central consultants](https://msdynamicsguys.com/hire/business-central-consultants/)
- **ERP consultants:** One ERP workstream, such as purchase to pay, crosses several modules and needs one owner for its handoffs and sign-offs. [Hire ERP consultants](https://msdynamicsguys.com/hire/dynamics-365-erp-consultants/)
- **Finance consultants:** The general ledger, legal entities or the period-end close in Microsoft Dynamics 365 Finance have no functional owner. [Hire Finance consultants](https://msdynamicsguys.com/hire/dynamics-365-finance-consultants/)
- **Supply Chain Management consultants:** One procurement, inventory or warehouse workstream in Microsoft Dynamics 365 Supply Chain Management has no functional owner. [Hire Supply Chain Management consultants](https://msdynamicsguys.com/hire/dynamics-365-supply-chain-consultants/)
- **Solution architects:** Several apps or partners meet, and someone must propose each design decision with its options and reasons. [Hire solution architects](https://msdynamicsguys.com/hire/dynamics-365-solution-architects/)
- **CRM developers:** Configuration is done, and the remaining items need C# plug-ins or other code on Dataverse. [Hire CRM developers](https://msdynamicsguys.com/hire/dynamics-365-crm-developers/)
- **Business Central developers:** The remaining items need AL extensions, reports or integrations in Business Central. [Hire Business Central developers](https://msdynamicsguys.com/hire/business-central-developers/)
- **Dynamics NAV developers:** The gap is code in C/AL, the Dynamics NAV programming language, or its conversion to AL extensions for Business Central. [Hire Dynamics NAV developers](https://msdynamicsguys.com/hire/dynamics-nav-developers/)
- **Dynamics GP migration experts:** Your move from Dynamics GP needs someone who knows the source system, its history and its finance checks. [Hire Dynamics GP migration experts](https://msdynamicsguys.com/hire/dynamics-gp-migration-experts/)

## How MS Dynamics Guys assesses a consultant: one requirement, taken to accepted work

Each product track has its own consultant task, described on the role page for that product. The reviewer scores every task on the same points. Together they answer one question: can the candidate turn a requirement into work that your team can accept? When you share a role brief, the scenario resembles your work, with invented names and data.

**Points the reviewer scores in every consultant task, and the evidence you receive**

| Point | What the reviewer checks | Evidence you receive |
|---|---|---|
| Question the requirement | The candidate asks who uses the result, where it sits in the process, what happens today and what counts as done, before proposing a solution | The questions asked and a restated requirement |
| Write acceptance criteria | Conditions that a process owner can check without the consultant, including at least one case that must fail | Acceptance criteria in business language |
| Choose how to meet it | Standard features and configuration first; an existing app or code only with a stated reason and its maintenance cost | A fit or gap note with the reason |
| Plan the tests | A test script with prepared data and expected results, and a clear split between functional testing and UAT | A test script that your process owner could run |
| Technical consultants also | A specification that a developer could build from: the data touched, the integration settings, failure handling, release steps and who signs off | A specification outline |
| Architects also | A decision record with the options, the trade-offs and nonfunctional requirements such as data volume and security | A decision record |

For [CRM consultants](https://msdynamicsguys.com/hire/dynamics-365-crm-consultants/), the task is a written sales or service process to map to configuration, with each step that needs code marked. For [Sales consultants](https://msdynamicsguys.com/hire/dynamics-365-sales-consultants/), it is a configuration plan with a test for each rule.

For [Business Central consultants](https://msdynamicsguys.com/hire/business-central-consultants/), the scenario comes from Business Central finance setup. The candidate sorts requirements into setup, an existing app or AL code, and writes a test script. The candidate also explains a posted sales invoice entry by entry and plans a month-end reconciliation.

[How we assess specialists](https://msdynamicsguys.com/how-we-work/technical-screening/) lists the task for each consultant role we offer.

Microsoft's implementation guidance supports this shape. It recommends writing requirements from mapped business processes, with acceptance criteria and a fit or gap decision for each one. It also recommends linking test cases to the process, so that tests cover the whole process and not only single requirements.

You receive the written summary before your interview, so you can probe the gaps.

## Example: one requirement, three first deliverables

> **Illustrative example. Not a client case or a delivery-time promise.**
>
> A company sets a new rule: every new customer needs a payment term before the first order. The rule changes a business process, the data that people import and possibly a second system. Each consultant role turns it into a different first deliverable:
>
> - **Functional consultant.** Agrees the rule with the finance process owner and writes the acceptance criteria. One test case checks that the app blocks an order for a customer without a payment term. Accepted when the process owner runs the test script and signs it off.
> - **Technical consultant.** Checks every path that creates customers, including imports and integrations, not only the screen that people use. Prepares the import template for existing customers and reports each record without a payment term. Where configuration cannot enforce the rule, writes a specification for a developer. Accepted when your lead developer confirms that the specification can be built and tested as written.
> - **Solution architect.** Needed only when customers are created in two systems. Writes a decision record: which system owns the payment term, how the other system receives it and what happens when the transfer fails. Accepted when your design authority approves the record.
>
> Compare the three deliverables with your project. If only the first one has no owner, you need a functional consultant. If the second one has no owner, you need a technical consultant. If nobody can make the third decision, you need an architect, or first a decision from your design authority.
>
> The duration depends on the process and on how often your people can join sessions. Your lead and the consultant agree the scope and the timing before the work starts.

## The engagement model is a separate choice

Choose the role first, then how you engage it. In every model, your process owners still make the business decisions. The model changes who directs the consultant's daily work and what MS Dynamics Guys answers for.

**Engagement models for a Microsoft Dynamics 365 consultant: who directs the work and who answers for it**

| What you need | Engagement model | Who directs the work | What MS Dynamics Guys answers for |
|---|---|---|---|
| One consultant for a workstream that your team runs | [Staff augmentation](https://msdynamicsguys.com/services/dynamics-365-staff-augmentation/) | Your project lead, who also accepts the work | Supplier duties: the assessment, availability in the agreed hours and the agreed replacement process |
| An independent assessment with written findings | [A consulting engagement](https://msdynamicsguys.com/services/dynamics-365-consulting/) | MS Dynamics Guys, against the questions you agree | Written findings that you keep |

Minimum term, notice, replacement, rates and working-hour overlap are agreed in writing per engagement. For a side-by-side comparison of the models, read [staff augmentation versus project delivery](https://msdynamicsguys.com/resources/dynamics-365-staff-augmentation-vs-project-delivery/).

## From role brief to the first accepted deliverable

These steps follow [the general route from role brief to shortlist](https://msdynamicsguys.com/hire/). For consultants, we settle the role in writing before anyone looks for people. The person who will accept the work should join your interview.

1. **Role brief:** You describe the product and version, the workstream, the decisions the role supports, who directs the work and the hours to cover.
2. **Role decision in writing:** We tell you which role fits the work: functional consultant, technical consultant, architect or two roles, and whether we can staff it. If a developer or a different service fits better, we say so.
3. **Assessment and summary:** Candidates complete the task for their product track. You receive what was tested, how each point scored and where the gaps are.
4. **Your interview:** Invite the person who will accept the work. That is a process owner for a functional consultant, your lead developer for a technical consultant or your design authority for an architect. You decide who joins.
5. **Terms, access and decision path:** Allocation, term, notice, replacement, overlap hours and ownership of work products are agreed in writing. Your administrators issue named accounts. Together we record who approves process and design changes, and how disagreements are settled.
6. **First accepted deliverable:** A small piece of real work, such as one requirement taken through UAT, accepted by your lead against criteria written in advance.

## Evidence you can check at each step

This site does not publish client case studies or consultant profiles yet, and it does not show invented ones in their place.

You can check the work itself:

- The written assessment summary for each candidate: the requirement used, the reviewer's notes and the gaps found.
- Your own interview, built around one requirement from your backlog and judged by its process owner.
- The first deliverable, accepted or rejected against criteria that your lead wrote before the work started.

The example above is a demonstration written for this page, not a client result. [How we assess specialists](https://msdynamicsguys.com/how-we-work/technical-screening/) explains who reviews each exercise and what an assessment cannot show.

## Questions about hiring Microsoft Dynamics 365 consultants

### What is a techno-functional consultant, and should we hire one?

It is a common job title for one person who does both kinds of consultant work. That means workshops and configuration, plus data loads, integration settings and sometimes code. One person can manage both on a small system with a short backlog. On a larger project, the two kinds of work compete for the same days, and nobody checks the person's own design. If you want one person for both, list both sets of tasks in your role brief. Our written reply to the brief says whether we can staff both parts, and the assessment covers those tasks, not the title.

### Do we need our own architect if our partner already has one?

Only when someone on your side must judge the partner's designs. Your partner's architect designs within the partner's contract. Consider your own reviewer when several apps, partners or integrations meet, or when a design decision would be costly to reverse.

For one review of a proposal or a design, a [consulting engagement](https://msdynamicsguys.com/services/dynamics-365-consulting/) with written findings is usually enough.

For reviews throughout the project, you need a [solution architect](https://msdynamicsguys.com/hire/dynamics-365-solution-architects/) in your team. Agree in writing how your architect and the partner raise disagreements, and who decides.

### Can we hire a fractional (part-time) consultant?

Part-time allocation is agreed per engagement, so state what you need in the role brief. Part-time suits work with natural pauses, such as design reviews before each release or test preparation before a product update. It suits daily configuration during a rollout less well, because questions wait between working days. Plan fixed working days, and name a person on your side who collects questions in between.

### Can the consultant work remotely and still run our workshops?

Most consultant work runs well remotely: workshops by video, configuration through named accounts in your environments, and test support in shared sessions. Some sessions are easier in person, such as a walk through a warehouse. If you need any on-site sessions, list them in the role brief. Whether on-site work is possible is agreed in writing per engagement, and so are the working hours that overlap with your team.

### We need more than one consultant role. Which should start first?

Start with the role whose output the others wait for. Requirements come before specifications, so in most workstreams a functional consultant starts first. A design question that crosses apps or systems comes before both. So an architect starts first when teams disagree about record ownership or how integrations behave. A technical consultant can start first when the requirements are approved and the work waits on environments, data loads or developer specifications. Put the order in your role brief. Each role still gets its own assessment and your interview.

### What if we chose the wrong consultant role?

It happens, for example when a configuration backlog turns out to be a design problem. Tell us early. We rewrite the role brief with you around the real gap, and the new role goes through its own assessment and your interview. Nothing written so far is lost, because the requirements and test scripts are already in your workspace. Any change of person follows the notice and replacement terms agreed in writing per engagement.

### How does the role we choose affect the cost?

Through the hours each role needs, and the rework that a wrong choice causes. A functional consultant in a rollout joins workshops, configuration and test sessions, so the work fills many days. An architect's reviews come at decision points and often need fewer hours. Rework follows a mismatch, such as an architect doing routine configuration or a functional consultant asked to write code. MS Dynamics Guys agrees the rate basis, allocation and term in writing per engagement and publishes no rates. Microsoft licenses are not part of the price. They stay with you or your licensing partner, including any license that the consultant's named account needs in your tenant.

## Related roles, services and guides

- [Hire experts](https://msdynamicsguys.com/hire/): Every role in one place, including developers and engineers.
- [CRM consultants](https://msdynamicsguys.com/hire/dynamics-365-crm-consultants/): Add a Microsoft Dynamics 365 CRM consultant for workshops, Dataverse configuration, security and acceptance testing under your project lead.
- [Business Central consultants](https://msdynamicsguys.com/hire/business-central-consultants/): Add a Business Central consultant for finance and inventory setup, migration checks and acceptance tests, under your team's direction.
- [Sales consultants](https://msdynamicsguys.com/hire/dynamics-365-sales-consultants/): Add a Microsoft Dynamics 365 Sales consultant for lead, opportunity, pipeline and forecast configuration under your sales operations lead.
- [Microsoft Dynamics 365 consulting](https://msdynamicsguys.com/services/dynamics-365-consulting/): A scoped assessment with written findings that MS Dynamics Guys answers for, instead of capacity in your team.
- [Staff augmentation](https://msdynamicsguys.com/services/dynamics-365-staff-augmentation/): Microsoft Dynamics 365 staff augmentation from MS Dynamics Guys adds specialists to a team you manage, with roles, onboarding and handover agreed.
- [Technical screening](https://msdynamicsguys.com/how-we-work/technical-screening/): How MS Dynamics Guys assesses Microsoft Dynamics 365 developers and consultants: practical tasks, reviewer roles, written findings and limits.
- [Staff augmentation vs project delivery](https://msdynamicsguys.com/resources/dynamics-365-staff-augmentation-vs-project-delivery/): Compare Microsoft Dynamics 365 staff augmentation, dedicated teams and project outsourcing by responsibility, cost and fit, with a decision worksheet.

## Define the consultant role

Tell us the product and version, the workstream, the decisions the role supports and who will direct the work. Add the hours you need covered and for how long. Before any introduction, we tell you in writing whether we can staff the role.

[Define the consultant role](https://msdynamicsguys.com/contact/#intent=hiring&service=H05&role=consultant) · [See consulting engagements](https://msdynamicsguys.com/services/dynamics-365-consulting/)

## Product documentation referenced on this page

- [Organize your Microsoft Dynamics 365 project team](https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/project-governance-project-organization) (checked 2026-10-04)
- [Define your requirements for your Microsoft Dynamics 365 solution](https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/process-focused-solution-define-requirements) (checked 2026-10-04)
- [Types of tests that implementation projects use](https://learn.microsoft.com/en-us/dynamics365/guidance/implementation-guide/testing-strategy-test-types) (checked 2026-10-04)
- [Integrating Business Central with Microsoft Dynamics 365 Sales](https://learn.microsoft.com/en-us/dynamics365/business-central/admin-prepare-dynamics-365-for-sales-for-integration) (checked 2026-10-04)
- [Synchronizing Business Central and Dataverse](https://learn.microsoft.com/en-us/dynamics365/business-central/admin-scheduled-synchronization-using-the-synchronization-job-queue-entries) (checked 2026-10-04)
- [Manage Microsoft Dynamics 365 apps that run on Microsoft Dataverse](https://learn.microsoft.com/en-us/power-platform/admin/manage-apps) (checked 2026-10-02)
- [Write a plug-in (Microsoft Dataverse)](https://learn.microsoft.com/en-us/power-apps/developer/data-platform/write-plug-in) (checked 2026-10-04)
- [Power Apps component framework overview](https://learn.microsoft.com/en-us/power-apps/developer/component-framework/overview) (checked 2026-10-04)
- [Invite users with Microsoft Entra B2B collaboration](https://learn.microsoft.com/en-us/power-platform/admin/invite-users-azure-active-directory-b2b-collaboration) (checked 2026-10-04)
- [Programming in AL](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/developer/devenv-programming-in-al) (checked 2026-10-02)
- [Create users according to licenses (Business Central)](https://learn.microsoft.com/en-us/dynamics365/business-central/ui-how-users-permissions) (checked 2026-10-04)
- [Migrate on-premises data to Business Central online](https://learn.microsoft.com/en-us/dynamics365/business-central/dev-itpro/administration/migrate-data) (checked 2026-10-04)
- [X++ language reference](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/dev-ref/xpp-language-reference) (checked 2026-10-04)
- [Extensibility home page for finance and operations apps](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/extensibility/extensibility-home-page) (checked 2026-10-04)
- [Upgrade from Dynamics AX 2012 to finance and operations apps](https://learn.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/migration-upgrade/upgrade-overview-2012) (checked 2026-10-04)