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How to Hire a Dynamics 365 Consultant for Your Business

Businesses nowadays are looking for ways by which they can make their business environments good, and comfortable for everyone and indeed organizations are now under the constant pressure to streamline the operations and improve the customer experiences, and make data-driven decisions. Moreover, Microsoft Dynamics 365 has emerged as a powerful solution bringing in enterprise level expertise along with management of customer relationship management all under one platform. A Dynamics 365 consultant would help you understand how to use the tool and get the best results.


You would be amazed to learn that the true value of the platform doesn’t lie in just understanding the features but in effectively doing the implementation and tailored for featuring the unique needs of the businesses.


Dynamics 365 consultants play a crucial role in making all the deeds done in a proper way. A skilled person will not only install the software, but work as a bridge between the technology and business strategies building. Moreover, they will help you analyze your workflows, and identify the inefficiencies with instant configuration of the D365 modules in the best way possible, and it aligns best with the goals.


Hence, whether it’s about integration the Ecommerce platform like Magento or connecting the Power BI for advanced capabilities, or understanding the analytics – all the manual tasks are done to save up the time and reduce the errors as consultants ensure that your investment in the Microsoft Dynamics 365 would help you deliver maximum return.


You know what? The hiring process for a consultant is not always as easy as we think of it. It comes with independent professionals, and the boutique firms along with large-scale Microsoft partners who are always available for the businesses and even struggling to decide whether they can be trusted or not.


Moreover, should you work with a partner firm for robust support, or hire an independent consultation for flexible and cost effective strategies.


Moreover, a professional consultant should possess certification, relevant skills, and industry expertise to appeal to businesses. But how would you know if the consultant you are planning to opt for is effective for your business?


In this blog, we’ll walk you through the essential steps to hiring a Dynamics 365 consultant — so you can make an informed decision and set your business up for long-term success.

How to hire a Microsoft Dynamics 365 Consultant?


In this section, we are going to learn about the ways through which we are going to learn about hiring process for a Microsoft Dynamics 365 consultant:

Defining the Business Needs



Before you start searching for the best and professional Microsoft Dynamics Consultant, you will need to have the answers to these questions:


Are you hunting for someone who has expertise with D365 implementation and can handle the upgrade and system optimization?

Would you hire someone who had expertise in understanding the modules integrated within Microsoft 365, like finance and operations, sales, customer service, and business centrals.

Will they handle the integration with third-party platforms and instant APIs integration, like Magento for shopping, Power BI, and CRM tools for an entire holistic overview?

Once you have the answers to all these queries, it will be easier for you to proceed further with other steps as well.

Checking the Certifications and Experience Level


You can look for Microsoft Certified Consultants or Partners, like Gold or Silver Partners. Moreover, ask them for industry experience, and hire a consultant who has worked with the sector and understands the workflows in a better way. The Dynamics 365 business central development also includes hiring a consultant for better management of all the core activities.


Perhaps reviewing the track record of the successful implementation and requesting the case studies for reference.

Evaluation of the Technical and Soft Skills of the Consultant


A professional Microsoft Dynamics 365 consultant will help you bring technical expertise, customization, integration, reporting, and automation. Moreover, the functional expertise allows the businesses to process the mapping, user training, and change management. 


Perhaps they should also have the communication skills, such as the ability to explain technical solutions in business terms.

 Decide Between an Independent Consultant vs. a Consulting Firm



The fourth step is to decide whether you are going to opt for an independent consultant or a consulting firm that is indeed cost-effective, flexible, and comes with personalised attention but limited expertise. Moreover, the consulting firms offer a broader team with diversified expertise and ongoing support, plus scalability. It’s all your choice as it depends on the project size, project complexity level, and budgeting.

Considering the Budgeting and Contract Model 


You will have to decide which budgeting model you are going to prefer, whether it’s a contract-based model or an hourly rate, or fixed project fees, along with retainer models.

You will have to balance the cost with the value, and the cheapest option may not always be available to deliver long-term benefits to the companies.

Start with a Project


We would recommend that, before you actually start hiring the professional consultant of microsoft dynamics for microsoft dynamics 365 business central support, you should hire them with a short term contract to see if they are capable enough to deal with all minor project details. 


In this way, you can evaluate their expertise, their level of understanding, reliability factor and other details that fits perfectly with the requirements.

Wrapping Up

And we are done for the day. We hope you are now clear with the entire hiring process of a Microsoft Dynamics 365 consultant and how they can be a valuable resource addition to your business. You can augment them within your team and decide beforehand if you want them to work on a contract-based model or a long-term model where the involvement of the team member is required. And you know what, most of the companies opt for a hybrid working model, bringing in a D365 partner for the quick and seamless implementation, keeping the in-house teams ready for day-to-day management and monitoring.


About the Author

Ahsan Shahid is a content strategist and technology writer at Trango Tech Microsoft, a leading US-based digital solutions provider. Specializing in Microsoft Dynamics 365, including Business Central, ERP, and CRM. He creates insightful, results-driven content that simplifies complex business solutions for diverse audiences.

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Chris Bates

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