Hire Microsoft Dynamics 365 experts

Hire Microsoft Dynamics 365 CRM consultants

In short

MS Dynamics Guys provides Microsoft Dynamics 365 CRM (customer relationship management) consultants for teams that need functional capacity in Microsoft Dynamics 365 Sales or Customer Service. The consultant runs fit-gap workshops, designs tables and security in Microsoft Dataverse, configures business rules and forms, and prepares user acceptance testing (UAT). Your lead directs the work; your process owners approve decisions and accept results. Code requirements go to a developer in writing, and an existing implementation partner keeps its agreed scope.

Discuss a CRM consultant See CRM project delivery

When a CRM consultant from MS Dynamics Guys fits your project

A CRM consultant from MS Dynamics Guys adds functional capacity under your project lead. The consultant turns approved business requirements into configuration and test scripts; your process owners approve the design and accept the result. These situations call for one.

Add a CRM consultant when

Workshops are finished, but the fit-gap list is still open and nobody has written test scripts that your process owners can run alone.
Nobody on your side checks your partner's fit-gap decisions against how your sellers and service teams actually work.
The system is live, and requests from sales and service managers pile up because nobody sorts configuration from code.
Sales and Customer Service share accounts and contacts, but each team's requests were configured separately. Now users see records they should not see, or miss records they need.
You are adding Microsoft Dynamics 365 Field Service, and its work orders must share accounts and security with sales and service. Scheduling and mobile work also need a Field Service consultant.

Choose another role or service when

Most of the backlog is plug-ins, custom APIs (application programming interfaces) or PCF (Power Apps component framework) controls. A CRM developer fits that work.
Every open request is about selling, and none touches service records. A Sales consultant goes deeper there.
You have not chosen your CRM product or partner yet. Or you want a one-time written review of your partner's fit-gap register, not a person in your team. Start with a consulting engagement that ends in written findings.
Nobody delivers your rollout yet, and you want one supplier to answer for all of it against a fixed scope. That is an implementation project, not a hire.
Your system is Business Central or Finance and Supply Chain Management. These ERP (enterprise resource planning) products need their own consultants. Microsoft Dynamics 365 consultant roles shows which ones we offer.
Your sales and service managers cannot spare time for workshops and tests. A consultant cannot design your processes without them.

From workshop to adoption: the work a CRM consultant owns

Each row is a workstream that the consultant can own. Where your partner owns a row under its contract, the consultant checks that work instead. The last column lists what your people provide, because functional work stalls without it.

CRM consultant work from MS Dynamics Guys: outputs you keep and input your people give
Area	Consultant's work	Output you keep	Input from your people
Fit-gap workshops	Walks through each process with its owner and compares it with the standard app. Proposes one option per requirement: standard feature, configuration, Microsoft Marketplace app, development or a process change.	A fit-gap register in your backlog, with the proposed option, the reason and who approved it	Process owners who decide, and real examples of records, emails and documents
Data design in Dataverse	Uses standard tables such as account, contact and case before adding new ones. Defines columns, relationships and choices (lists of fixed values) in your solution.	A short data model note and the configured tables in your development environment	A decision on which system owns each type of record
Business rules and process stages	Configures business rules, business process flows and required columns. Marks every rule that must also hold for imports and integrations.	Configured rules with a one-line purpose each, and a list of rules handed to developers	Decisions on mandatory data and approval steps
Security	Maps job roles to security roles, business units and teams. Writes one access test that each role must pass and one it must fail.	A role matrix with a pass or fail result for each job role	A list of who may see and change which records, approved by the data owners
App configuration	Configures forms, views and dashboards. For Customer Service, also queues, case creation from email, service-level agreements (SLAs) and entitlements.	Changes inside the agreed solution, ready for your release process	Access to the development environment and your release calendar
Field Service handoff	Configures how a case becomes a work order, with incident types and work order substatuses. Checks that dispatchers and service staff each see the right records.	A case-to-work-order map, and configuration ready for tests	Dispatchers and service leads for workshops
User acceptance testing	Writes test scripts with your process owners and prepares realistic test data. Sorts defects into configuration fixes and developer tickets.	Test scripts, a defect log and a readiness summary for your sign-off	Trained business testers and the person who signs off
Adoption	Writes guides for key tasks, supports your trainers and reviews how people use the system after go-live.	Task guides and a list of follow-up changes	Managers who expect the system to be used, and time for training

Older contracts and job titles often say Microsoft Dynamics CRM. The same work now happens in the Microsoft Dynamics 365 customer engagement apps, such as Sales and Customer Service. These apps keep their data in Microsoft Dataverse.

The role covers the online service. If you run Microsoft Dynamics 365 Customer Engagement (on-premises), tell us the version, and we confirm that experience for each candidate. Some features differ between the two. For example, Microsoft does not support the modern rules that create cases from email in on-premises environments.

CRM consultant, CRM developer or Sales consultant?

Three roles are often confused on CRM projects. Each one owns different work:

The CRM consultant designs how the app supports each process that your process owners agreed. The design names the standard feature, setting, business rule or simple cloud flow for each step. Your process owners approve it. The consultant then configures it and proves it with tests, but does not write plug-ins or scripts.
A CRM developer builds what configuration cannot do: plug-ins, custom APIs, form scripts and PCF controls, with code review and automated tests. Cloud flows that must handle high volumes and recover from failures also need a developer, such as a Power Automate developer.
A Sales consultant goes deep on one app: pipeline stages, forecasts, Outlook and Teams use, and seller adoption.

Two more roles sit next to the CRM consultant. A technical consultant owns environments, data import templates and integration settings. A solution architect shapes decisions that cross systems, such as which system owns each record, and reviews a partner's technical design. Microsoft Dynamics 365 consultant roles compares these roles.

The handoff from consultant to developer is a written requirement, not a verbal request. It names the rule, the data it touches and every entry point: form, import and integration. It also states the test that proves the work is done.

Microsoft recommends business rules before client scripts, and declarative options before plug-ins. So the requirement also records why configuration was not enough. Scope matters here. A business rule with a form scope runs only in model-driven app forms. A rule that must also hold for imports and integrations needs the table scope, which also runs on the server. The business rule designer shows this scope as Entity. At that scope, a rule can set or clear values, set defaults and show error messages. Actions that make a column required, hide it or disable it work only in form scope. When even that cannot express the rule, the consultant hands it to a developer.

If your team has no Dataverse developer, MS Dynamics Guys can propose one for the same project. Both people then work from your backlog.

Can a consultant from MS Dynamics Guys join our implementation without replacing our partner?

Yes, when the boundaries are agreed before the first workshop. The consultant adds functional capacity to your project. Your partner keeps the scope and responsibilities in its contract, so check what that contract says about changes made by other people. Five agreements make the setup work:

The consultant works for you. They check the partner's fit-gap decisions against how your teams work, prepare UAT and coach your users. They review process fit, not the partner's technical design. They do not change the partner's configuration without the partner's agreement.
One release path. The consultant configures only in the development environment and solution that your partner's release process picks up. Urgent requests go into the shared backlog, not into test or production by hand. A manual change there would sit above your partner's managed releases and could hide what they deliver.
One publisher, chosen by you. Agree with your partner whose solution publisher the shared work uses: yours or the partner's. The consultant creates tables and columns only under that publisher, not under one from MS Dynamics Guys. After a managed release, each component keeps that publisher, even if the partner leaves later. That is technical ownership in Dataverse. Legal ownership of the work is set in your contracts.
One backlog for decisions. Fit-gap entries and design changes go into one backlog that both teams use. When the consultant and the partner disagree, your project lead decides from a short written note of the options.
Defects go back to whoever built the item. The consultant logs each UAT defect against the configuration it affects. Defects in your partner's work go to your partner under its contract, and the consultant retests the fix.

You grant access through named accounts that you or your partner control, and you remove that access on the last day.

The assessment: map a process, then defend every choice

One exercise carries most of the weight. The candidate receives a short written sales or service process. They map it to configuration and mark every step that needs code. A reviewer from MS Dynamics Guys then asks them to defend each choice.

What the process-mapping exercise tests, and the evidence it produces
What we test	What the reviewer looks for	Evidence the exercise produces
Process mapping	Steps, roles and records taken from the written process, and the questions a process owner must answer	A process map and a list of open questions
Configuration or code	For each step, a named standard feature or configuration, or a clear reason why code is needed	A marked-up map with a reason for every code item
Data design	Standard tables first, then new columns and relationships, and a stated owner system for each record	A short data model note
Rule scope	Which rules must also hold for imports and integrations, and how each one will be enforced	Notes on rule scope in the map
Security design	Access for two teams that must not edit each other's records, and the knowledge that a private queue alone does not restrict access	A draft role matrix and its test steps
Case to work order	One issue traced from a case to a linked work order on the same account, plus the access dispatchers and service staff need	A handoff map with access notes
Test design	One UAT script that a process owner can run without help, including a negative test	A test script
Reviewing a partner decision	A sound judgment of one fit-gap decision from a fictional partner, and the options and their cost over time, explained in plain words	A short option note and the reviewer's notes on clarity and judgment

Before your interview, you receive the reviewer's written summary: the scenario, the candidate's strong points and the gaps worth probing. On request, and with the candidate's consent, you can also see the map itself and the reviewer's notes. The page on how we assess specialists explains the method for every role, including its limits.

Example first work package: complaint handling in Customer Service

Illustrative only: not a client case, and no delivery time is implied

A service team runs Microsoft Dynamics 365 Customer Service with one case form and one shared queue. Complaints, returns and simple questions all look the same. The service manager wants complaints handled separately, with no new code unless it is necessary.

Scope. One process: customer complaints, from the first email to the closed case. The consultant configures in the development environment and demonstrates the result in the test environment.

Artifacts the consultant delivers:

A process map, agreed with the service manager.
Fit-gap entries for each step, with the proposed option, the reason and who approved it.
A complaint case type with its required columns and business rules, inside the agreed solution.
A complaints queue and a rule that creates cases from the complaints mailbox.
Access for sellers: they can read complaint cases but cannot edit them, tested with a seller's test account.
A response-time SLA that counts only the team's business hours.
A UAT script for the service manager, with a negative test for an email that is not a complaint.
A written requirement for any step that needs a developer, with acceptance criteria.

Acceptance. The service manager runs the UAT script in the test environment and signs it off. In that run, a complaint email creates one complaint case, and a general question creates none. A seller can read the complaint case but cannot change it. Every developer ticket has a test that proves it is done.

Do sales and service share the records in a process like this one? Describe the process and the consultant role you need.

Ways to bring a CRM consultant into your project

Functional work waits on decisions from your process owners. The table shows who sets the consultant's daily priorities in each model, and when each model suits you.

CRM consultant engagement models and who sets daily priorities
How the consultant joins	What MS Dynamics Guys provides	Who sets daily priorities	Suits you when
A consultant in your team	One CRM consultant who works in your backlog, meetings and environments	Your project lead	You have a lead who can set priorities and accept the work

Allocation, shared hours, minimum term, notice and replacement are agreed in writing for each engagement. Staff augmentation versus project delivery explains how responsibility and pricing change between these models.

From role brief to the first configured process

These steps follow the general path from role brief to shortlist. Each step has an owner. We do not promise a start date before your interview and access setup are done, because they set the pace.

Role brief
List the apps and version, the processes in scope and the project phase: design, build, testing or live. Add who directs the work, whether a partner is involved and the hours you need covered.
Scope check
We tell you whether we can fill the role. If the brief really describes developer work or a sales-only gap, we say so and suggest that role instead.
Process-mapping exercise
Each candidate maps a sales or service process before you see a profile. You receive a profile and the reviewer's summary only for candidates who passed and agreed to an introduction.
Your interview
Bring one real process from your backlog that crosses teams, such as the handoff from a won deal to onboarding. Remove customer data first. Ask the candidate to map it out loud, and let its process owner judge the answer. You decide who joins.
Agreement, then accounts
The contract sets shared hours, term, notice, replacement and ownership of the configuration and documents. Your administrator issues named accounts after it is signed.
First configured process
The consultant gets customization rights in the development environment only. The first deliverable is one process mapped, configured and walked through with its owner, and your lead accepts it.

Your administrator also creates one test user for each job role in the test environment, because the security tests depend on them. If the consultant joins as a guest user, your tenant must assign a license and a security role before the first working day.

Staff augmentation lists the account steps for each system, at the start and at exit.

Check the method: the assessment summary and a demonstration map

MS Dynamics Guys has no client cases or reviews to show on this page yet.

What you can check is the work itself. Ask for the written summary of the candidate's process-mapping exercise. If the candidate agrees, ask to see the map too, and compare it with the demonstration below. It shows the level of detail to expect before configuration starts. The page on how we assess specialists explains the method.

Demonstration written for this page, not a client project: a won deal mapped to an onboarding case
Process step	Configuration or standard feature	Code needed?	How it is tested
A seller closes an opportunity as won	The standard Close as Won command on the opportunity form. The seller records the actual revenue and close date.	No	Close a test opportunity as won and check its status, actual revenue and close date
The service team learns about the new customer	A Power Automate cloud flow creates an onboarding case for the account	No	Close one deal and confirm that exactly one case appears
The case reaches the onboarding team	An onboarding queue, and a unified routing rule that sends onboarding cases to it. Microsoft recommends unified routing over basic routing rule sets. It is off by default when only Customer Service is installed, and it has its own license requirements.	No	Create cases of three types and check where each one lands
Onboarding has a time target	An SLA with a resolve-by target that counts the team's business hours and pauses while the team waits for the customer	No	Run a test case across a weekend and check the timer
Credit status must come from the ERP system	Configuration only if a standard integration already brings the credit data into Microsoft Dataverse. Otherwise, the data needs an integration.	Yes in this design, because it needs a live credit check: an integration or a custom API, specified for a developer	Test a credit hold and a missing response from the ERP system
Only the onboarding team edits these cases	A security role and a team. A private queue alone does not restrict access to records.	No	Sign in as a seller and try to edit an onboarding case

Rows marked Yes become written requirements for a developer. The other rows are configuration that your administrators can maintain after the consultant leaves. The right choices depend on your licenses and data, so treat this map as a pattern, not a design.

Before you hire a CRM consultant: common questions

Our partner already ran discovery. Do we need fit-gap workshops again?

A CRM consultant from MS Dynamics Guys first reviews your partner's fit-gap register against how your teams work today. New workshops cover only processes that were skipped, decided without their owner or changed since. Microsoft's guidance puts a fit-to-standard review before fit-gap analysis, so the consultant also checks that standard features were tried before a gap was declared. If you need only a one-time written review, choose a scoped consulting assessment rather than adding a person to your team.

How does the consultant prove that each user sees the right records?

With a negative test for every job role. Your data owners first approve who may see and change which records. The consultant then signs in as a test user for each job role, not as an administrator. In each role, the consultant tries what that role must not do, such as a seller editing a complaint case. Dataverse security roles are cumulative, so a person with two roles gets every privilege from both. Each test user therefore carries the same role combination as the real people in that job. Microsoft's implementation guidance also expects process tests to run with role-based security. Each result goes into the role matrix.

Which sessions need our sales and service teams at the same time as the consultant?

Three kinds. Decisions about records that several teams share, such as accounts and contacts, need a manager from each team. One team's choice can change what another team sees or must enter. Access tests need a data owner who watches each test and confirms its pass or fail result. UAT sessions need the people who sign off. Configuration, data model notes and task guides need no shared time. The number of shared hours is agreed in writing for each engagement. List these sessions and your time zone in the role brief.

If the consultant leaves mid-project, what happens to open fit-gap decisions?

They stay in the fit-gap register in your backlog. Each open entry is marked as checked, disputed or waiting for a process owner. A replacement or your own team can continue from there. If a partner is involved, its work continues under its own contract. When an exit is planned, the consultant first walks your project lead through open disputes, unfinished workshops and open UAT defects. Replacement terms and ownership of the work are set in the written agreement for each engagement.

Does working beside our partner change the cost of a CRM consultant?

It adds coordination time: joint workshops, a shared backlog and retests of the partner's fixes. Your partner may also charge for its side of that coordination, so ask how its contract handles that cost. The rate basis, allocation and term for a consultant from MS Dynamics Guys are agreed in writing for each engagement. This site publishes no rates. Staff augmentation versus project delivery compares paying for time with paying for a defined result.

Should one consultant own the shared data model for Sales and Customer Service?

Usually, yes. Both apps share Dataverse tables, security and solutions, so one person should own the shared design: accounts, contacts, record ownership and access. Two people who change the same tables without a shared plan tend to undo each other's work. A specialist may join later for one app. Agree in advance that the CRM consultant reviews each change the specialist plans for shared tables or security roles, before anyone builds it.

Tell us which CRM processes need an owner

Tell us the apps and version, the processes in scope, whether a partner is involved, the hours you need covered and for how long. We reply with whether we can fill the role, and what we need from you, before any introduction.