How to hire Dynamics 365 professionals for CRM and ERP integrations

Historically, organizations managed customer interactions and internal operations in isolation. CRM platforms focused solely on sales pipelines and client engagement, while ERP systems ran parallel, handling finance, supply chains, and HR. Eventually, business goals grew more complex, and this fragmented approach became a liability. Companies needed real-time, end-to-end visibility, which meant integrating CRM and ERP into a unified ecosystem.

To meet the rising demand for real-time insights and unified operations, Microsoft eliminated the divide between CRM and ERP by introducing Dynamics 365. This cloud-based platform brings customer engagement and internal processes together in one place, enabling teams to collaborate seamlessly across functions.

With deep integration and flexible customization, Dynamics 365 enables organizations to align sales, marketing, finance, and operations through shared data and connected workflows. The result is greater visibility, faster decision-making, and an organization that adapts and scales with precision.

The case for CRM and ERP integration within the Dynamics 365 environment

By combining CRM and ERP capabilities, Microsoft built Dynamics 365 to eliminate system fragmentation and drive coordinated execution across every business function. The platform delivers real-time data visibility, aligned operations, and faster, more confident decision-making.

Before we explore how to apply it in your organization while leveraging top talent, let’s break down the distinct CRM and ERP functionalities within the Dynamics 365 suite:

Application

Dynamics 365 Sales (CRM)

Dynamics 365 Finance (ERP)

Primary Focus

Customer engagement, lead management

Financials, supply chain, operations

Data Utilization

Sales forecasting, customer analytics

Inventory optimization, budget planning

Integration Value

Aligns sales strategies with inventory

Links financial health to customer trends

CRM and ERP systems each play a critical role in business performance. ERP improves operational efficiency by accelerating order fulfillment and increasing inventory accuracy, and CRM strengthens customer engagement by enabling personalized outreach that improves retention and boosts marketing ROI.

When integrated through Dynamics 365, these systems function as one. This creates a consistent, data-driven customer experience and a business that operates with greater speed, precision, and insight.

The rise of specialized Dynamics 365 roles

As organizations expand their use of Dynamics 365, the need for specialists with deep, module-level expertise is growing. Effective implementation relies on professionals who understand business logic, cross-functional workflows, and how to build systems that deliver measurable results.

Hiring generalists is no longer enough. Organizations are assembling targeted teams built around dedicated Dynamics 365 roles. 

  • CRM Consultants focus on sales processes and customer engagement. 
  • ERP Architects lead the integration of financial, supply chain, and operational systems. 

Each role is essential to build a connected and scalable business environment.

This shift toward specialization ensures that every part of the Dynamics 365 ecosystem is shaped by professionals with the right mix of technical skills and business insight.

In-Demand Dynamics 365 roles

As enterprise systems grow more complex, organizations need specialized Dynamics 365 professionals to ensure tight integration, automation, and decision-making based on real-time data.

Dynamics 365 CRM Consultants: CRM Consultants configure sales modules, automate outreach workflows, and optimize lead management. Their work drives stronger pipeline performance, more accurate forecasting, and higher customer retention.

Dynamics 365 ERP Architects: ERP Architects design and implement integrations across finance, operations, and supply chains. They synchronize real-time data across departments, reducing inventory gaps, improving financial visibility, and accelerating order fulfillment.

Power Platform Developers: These developers create low-code applications that connect CRM and ERP systems. By enabling rapid automation and custom tooling without heavy development overhead, they help organizations adapt faster and reduce manual effort.

Together, these roles turn disconnected systems into a unified platform that improves speed, accuracy, and operational scale. For example, a retail company can reduce stockouts by having ERP Architects sync real-time inventory levels with demand data managed by CRM Consultants.

The business impact of hiring Dynamics 365 professionals

Hiring the right Dynamics 365 professionals improves implementation speed, reduces system errors, and strengthens cross-functional alignment. Specialists with CRM and ERP expertise shorten project timelines by avoiding configuration mistakes and eliminating integration gaps.

They also improve compliance. When ERP systems are aligned with regulatory requirements from the start, companies reduce audit risks and avoid costly rework. With the right talent, data flows cleanly across departments, and reporting becomes accurate and defensible.

Businesses that invest in experienced Dynamics 365 talent move faster, operate with fewer disruptions, and gain better control over finance, operations, and customer engagement.

Closing the Dynamics 365 Talent Gap

The shortage of Dynamics 365 professionals continues to slow digital transformation across industries. Integration projects stall, legacy systems remain disconnected, and internal teams lack the expertise to move fast with confidence.

Instead of competing for limited external talent, leading organizations are closing the gap through upskilling, refined hiring, and stronger retention. Microsoft-certified training builds internal expertise that fits the company’s systems and goals, reducing dependency on outside consultants.

Hiring for Dynamics 365 now requires cross-functional skills in enterprise architecture, cloud migration, and stakeholder alignment. Professionals who understand both technical configuration and business objectives reduce implementation risk and increase delivery speed.

Retention is just as critical. Without role clarity, manageable workloads, and long-term growth paths, turnover slows progress. Companies that offer structured mentorship and flexible work models keep teams stable and focused.

As AI capabilities and cloud-native ERP adoption accelerate, demand for Dynamics 365 talent will continue to rise. Companies that invest now will gain the system control, delivery speed, and operational clarity needed to lead in their markets.

Work with a talent partner

Hiring specialized Dynamics 365 professionals determines how effectively organizations integrate CRM and ERP systems, automate workflows, and scale operations. With over 40 years of IT recruitment experience, Procom delivers the right talent to keep projects on track and maximize the platform’s impact.

Procom’s approach goes beyond matching resumes to job descriptions. We identify experts with the technical skills and industry experience needed to align Dynamics 365 with organizational goals. Whether implementing new modules, optimizing existing systems, or managing complex migrations, we connect companies with professionals who drive results.

With demand for Dynamics 365 talent increasing, competition is fierce. Procom’s deep industry network and rigorous selection process ensure organizations secure the right professionals quickly, avoiding costly hiring delays and skill gaps.

How to identify the right Dynamics 365 talent for your organization

Demand for Dynamics 365 talent has outpaced supply. As more enterprises move core operations to the Microsoft ecosystem, hiring the right professionals has become a critical execution risk. Delays in staffing key roles stall deployments, weaken system performance, and erode trust from business stakeholders.

Every Dynamics 365 hire must be tied directly to a business objective. Before starting the search, define the outcome. Whether the goal is faster financial reporting, improved order accuracy, or unified sales forecasting, each objective must be matched to the right module, skill set, and experience level. Poor hires happen when job scopes are vague or disconnected from delivery.

Within Dynamics 365, Finance, Supply Chain, Sales, Customer Service, and Business Central each require specialized knowledge. A developer who excels in Sales module customization may struggle in a Business Central rollout. Hiring generalists across domains leads to delays, rework, and long-term instability.

When to hire a Functional Consultant

If your primary goal is to improve existing processes, implement standard features, or support business users through change, you’re likely looking for a Functional Consultant. This role focuses on configuring the system to match business workflows and translating user requirements into system capabilities. For example, a Finance Functional Consultant will understand general ledger setup, AP/AR flows, and how to configure financial dimensions to support reporting.

In CRM modules like Sales or Customer Service, a Functional Consultant will map lead qualification paths or case management workflows, ensuring they align with your frontline teams’ day-to-day needs. They rarely write code, but they should understand what’s possible out-of-the-box and when to involve Developers.

Candidates holding certifications like MB-310 (Finance) or MB-800 (Business Central) typically have foundational knowledge, but what matters most is whether they’ve implemented those modules in an environment similar to yours. Always ask for direct examples of business problems they’ve solved, not just what configurations they’ve performed.

When a Developer is essential to delivery

If your project requires system extensions, data integrations, or custom business logic, you’ll need a Developer. This role focuses on writing code to adapt Dynamics 365 beyond its native capabilities. Developers often work closely with Functional Consultants, building features that consultants can’t configure through settings alone.

Common developer tasks include integrating Dynamics with external platforms, creating custom plugins, extending forms, or writing logic in X++ for Finance and Operations apps. In CRM-focused environments, this could involve scripting with JavaScript, writing .NET plugins, or building Power Platform components like Power Automate flows and custom connectors.

Look for candidates who understand both Dynamics 365 and the surrounding Microsoft stack—especially Azure services. Certification like MB-500 (Finance and Operations Developer) is useful, but more important is whether the developer can explain how they’ve built and deployed scalable, maintainable customizations. Ask them how they’ve handled performance issues, regression testing, and release management in a production Dynamics environment.

How Solution Architects protect long-term outcomes

When the scope of your implementation crosses multiple business units or involves complex design decisions, you’ll need a Solution Architect. This role is accountable for the integrity of the overall system design and its alignment to business outcomes. Solution Architects advise on which modules to use, how data should flow across systems, and how to balance configuration, customization, and integrations.

They also coordinate the efforts of Functional Consultants and Developers, ensuring work is aligned to a coherent strategy. Without this role, organizations risk duplicating efforts, creating brittle workarounds, or building solutions that fail to scale.

A strong Solution Architect will have experience leading multiple enterprise Dynamics 365 deployments. They should be able to explain their approach to system governance, data modeling, integration patterns, and change control. The MB-700 certification (Finance and Operations Solution Architect) signals a foundational understanding, but the key is whether they’ve actually made these decisions in complex environments.

How to match roles to business outcomes 

Each role solves a different kind of problem. Trying to use a Developer to configure workflows, or a Functional Consultant to write integrations, results in inefficiencies and technical debt. Similarly, hiring a Solution Architect when you only need basic configurations is often unnecessary and expensive.

Clarify what you’re trying to do: launch a new module, improve reporting, integrate with other systems, or drive enterprise-wide transformation. Then match that objective to the right role.

If your organization wants to standardize its financial processes across multiple entities, you’ll need a Finance Functional Consultant with deep multi-entity experience and a Solution Architect to ensure global consistency. If you want to connect Dynamics 365 Sales with a third-party marketing platform, you need a Developer who understands both systems and can build stable APIs or use Azure integration tools. If you’re looking to replace legacy ERP infrastructure, you’ll likely need all three roles working together under a common design.

The right evaluation criteria for every Dynamics 365 role

Certifications are useful for validating baseline knowledge, but they don’t replace experience. The best candidates will be able to walk you through real-world Dynamics 365 implementations they’ve led or contributed to. Push for specifics. What modules did they work on? What business problem were they solving? What outcome did they achieve? How did they handle constraints or changes mid-project?

If the answers are vague or tool-focused rather than outcome-driven, keep looking. Strong Dynamics 365 professionals speak the language of business problems, not just platform features.

Define outcomes before hiring

Before beginning any hiring process, make sure you’ve documented the specific business outcome you’re aiming for. What does success look like for this initiative? What needs to change in your current environment? From there, you can define the technical and functional capabilities required—and then search for candidates who have actually delivered similar results.

The Dynamics 365 talent market is competitive, but hiring mistakes are far more costly than hiring delays. Clear role definitions, precise evaluation criteria, and alignment to business goals will reduce time-to-hire, improve quality, and deliver better outcomes.

Work with a trusted talent partner 

If you’re looking to connect with verified Dynamics 365 professionals across North America, Procom offers access to flexible IT staffing solutions that align with your project goals. Fill out the form below or visit this page to connect with a talent specialist today. 

How to recruit and retain Dynamics 365 specialists

Enterprises across North America are under pressure to implement Microsoft Dynamics 365, but most struggle to secure the talent required to execute. Functional Consultants, Developers, and Solution Architects with platform expertise remain in short supply, and hiring managers are competing for the same limited talent pool. Unfilled roles delay delivery, inflate costs, and derail broader transformation efforts.

According to Microsoft, 75 percent of Business Central partners report that talent shortages are already blocking progress. Let’s explore how to recruit qualified Dynamics 365 professionals and retain them to deliver business outcomes that align with your organizational goals.

How to attract qualified Dynamics 365 professionals

High-performing Dynamics 365 professionals are not browsing job boards. They are already employed, approached regularly, and only respond to roles that offer technical depth, project clarity, and clear ownership.

Start with specifics. List the exact Dynamics 365 modules in use, the scope of the integration, and how the role contributes to business outcomes. If the position involves Finance and Supply Chain integrations with Azure or Power Platform, state that clearly. Avoid vague language. Strong candidates recognize generic roles immediately and disengage.

Position the opportunity within the broader system. Candidates want to know if they will lead architecture decisions, inherit a legacy implementation, or operate within a high-functioning delivery team. If the path leads to Solution Architect or technical lead, highlight that in practical terms.

Sourcing should be deliberate. The most qualified professionals are active in certification communities, private Microsoft user groups, and invite-only technical forums. Build referral pipelines through Microsoft MVPs and Certified Trainers. Internally, assess whether adjacent roles in IT or business analysis can be upskilled to reduce dependency on external hires.

The interview process must reflect the complexity of the role. Use role-specific technical scenarios. Ask candidates to walk through a production deployment, explain what went wrong, and how they resolved it. Look for structured execution and a clear understanding of business impact.

Certifications are only one signal. A candidate with the right badge may not have operated under pressure or delivered in live environments. Focus on practical experience, adaptability, and how they navigate system constraints.

Top Dynamics 365 talent expects an environment where they can stay sharp. Offer access to training budgets, certification renewals, and early exposure to new release features. Specialists notice which employers invest in their growth.

Remote and hybrid work is now standard. Most Dynamics 365 roles can be done from anywhere, and flexibility is a default expectation. Limiting location narrows your reach and signals outdated delivery models.

How to retain Dynamics 365 specialists

High-value Dynamics 365 professionals stay when they are given real ownership, technical challenges, and a clear path to advancement.

Protect the quality of their work. Avoid assigning senior talent to routine support or low-impact maintenance tasks. Align their efforts to initiatives with visible business outcomes. If their daily work lacks strategic relevance, they leave.

Create defined progression paths tied to delivery. Make it clear how a Functional Consultant moves into Solution Architecture or how a Developer earns technical leadership. Set expectations around scope, decision-making, and platform ownership. Advancement should reflect capability and execution, not tenure.

Support continuous learning with structure. Dynamics 365 evolves rapidly, and top professionals expect to stay ahead of the curve. Allocate time for training, cover certification costs, and schedule internal sessions to review major updates. Teams that stay current reduce deployment risk and adapt faster.

Centralize knowledge to prevent siloed execution. Run regular reviews across functional areas to share solutions, integration lessons, and deployment insights. Strong teams retain their best people by building momentum, not just solving isolated problems.

Monitor workload across projects. Dynamics 365 specialists are often stretched thin across business units. If they’re consistently overextended or pulled into urgent firefighting, delivery quality drops and attrition rises. Assign clear ownership, balance capacity, and protect execution time.

Retention is a function of clarity, pace, and relevance. Specialists stay when they are building systems that matter, learning with purpose, and advancing based on what they deliver.

The cost of talent gaps in Dynamics 365 projects

Delays in hiring or turnover in key Dynamics 365 positions disrupt delivery and increase risk. CRM and ERP systems power finance, sales, and operations. Without the right specialists in place to configure and maintain these systems, workflows stall, data becomes unreliable, and business units lose confidence.

Enterprise leaders who prioritize Dynamics 365 hiring and retention protect execution timelines, reduce rework, and maintain forward momentum. Meanwhile, organizations that ignore the talent gap slow down at the exact moment they need to accelerate.

Work with a trusted talent partner 

If you need help accessing experienced Dynamics 365 professionals across North America, Procom offers flexible IT staffing solutions tailored to your business goals. You can fill out the form below or visit this page to get in touch with a talent specialist today.