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More Microsoft expertiseLead and opportunity processes
Define qualification, opportunity stages, required information and handoffs. Consider different sales motions rather than forcing every team into a single process.
CRM & customer experience · MICROSOFT SPECIALISTSHire Dynamics 365 Sales Support Consultant.
Add a Dynamics 365 Sales Support Consultant to your team for application reliability and controlled operational support. Work with India-based Microsoft expertise through an Hourly Model, Project Based engagement or Dedicated Resource arrangement.
Role-specific scope Certification requirements welcome Global team collaboration
MICROSOFT BUSINESS SOLUTIONSDynamics 365 Sales
Lead-to-opportunity processesSales configurationDataverseSecurity rolesSales reportingIntegrations
THE CONTEXT BEHIND THE ROLE
What your support consultant brings to the work.
A useful Sales resource understands the difference between a system that holds opportunities and one that supports how your sales team works. Qualification stages, activity capture, ownership, visibility and reporting should be agreed with sales operations before configuration or development begins.
For a Dynamics 365 Sales Support Consultant, the central responsibility is application reliability and controlled operational support. Match this responsibility to your existing team so design, execution and acceptance have clear owners.
- Triage requests using impact, urgency and the agreed support scope.
- Investigate root causes and test corrections before release.
- Maintain incident notes, operational procedures and knowledge transfer.
Dynamics 365 Sales · PRACTICAL DELIVERY SCOPEThe workstreams behind
The workstreams behind
your resource requirement.
Use these areas to define the brief. Your support consultant contributes within the responsibilities agreed for the role; complementary specialists may own other parts of the solution.
Account, contact and activity data
Review data quality, record ownership, duplicate handling and visibility. Establish which system is authoritative when customer information is shared with ERP or other platforms.
Seller experience and reporting
Shape forms, views, dashboards and process guidance around the information sellers need. Confirm forecast definitions and pipeline measures with the business owner.
Automation and connected systems
Scope Dataverse extensions, workflow automation and integration touchpoints. Include exceptions, permission boundaries and recovery when an external system is unavailable.
THREE WAYS TO HIREChoose the model.
Choose the model.
Keep the right expertise.
Hire your Dynamics 365 Sales Support Consultant on an Hourly Model, Project Based engagement or as a Dedicated Resource. The right choice depends on scope certainty, continuity and the amount of collaboration you need.
What best describes your need?Select a starting point to compare the options.
Compare all three models below.
01
FOCUSED HELP. FLEXIBLE EFFORT.Hourly Model
Engage a Dynamics 365 Sales Support Consultant for a form adjustment, pipeline-report review, automation correction or access issue. Suitable when the work is intermittent or needs assessment before a wider scope can be fixed.
- Best for
- Short tasks, changing priorities or a limited specialist requirement
- Commercial structure
- Agreed hourly rate, approved time and clear work records
- Agree before starting
- Set a task list, effort estimate and review threshold before work begins.
- Start with a bounded task or review
- Prioritize the work as needs change
- Review progress against recorded hours
02
DEFINED SCOPE. CLEAR DELIVERABLES.Project Based
Bring in a Dynamics 365 Sales Support Consultant for a defined Sales rollout, pipeline redesign or CRM integration. Suitable when the outcome, dependencies and acceptance criteria can be agreed in advance.
- Best for
- A defined outcome with a planned start, milestones and completion
- Commercial structure
- A proposal with agreed deliverables, milestones and payment terms
- Agree before starting
- Document assumptions, acceptance ownership and the process for scope changes.
- Agree the result and delivery boundaries
- Review work at planned milestones
- Complete with acceptance and handover
03
CONSISTENT CAPACITY. TEAM CONTINUITY.Dedicated Resource
Add a Dynamics 365 Sales Support Consultant for a continuing CRM roadmap and close collaboration with sales operations. Suitable when you need regular collaboration and continuing ownership within your delivery team.
- Best for
- Longer-term work, a growing backlog or sustained team capacity
- Commercial structure
- Agreed allocation, duration and recurring commercial terms
- Agree before starting
- Confirm availability, working hours, reporting line and notice or transition terms.
- Work with a named resource
- Align to your backlog and team rhythm
- Keep knowledge across successive releases
Rates and availability are confirmed for the named resource and scope. A project-based engagement does not imply a fixed price until the proposal is agreed.
CERTIFICATION + RELEVANT PROJECT EXPERIENCERequest certified expertise.
Request certified expertise.
See the credentials that matter.
Looking for certified Dynamics 365 Sales Support Consultant resources? Include the required credential in your brief. Review the named expert’s Microsoft Learn record, current status and relevant project experience before selection.
AB-210Microsoft Certified:
Beta exam listed
Microsoft Certified:
Dynamics 365 Sales AI Consultant Associate
Beta exam listedDynamics 365 Sales processes and modern seller capabilities. Microsoft currently identifies AB-210 as a beta exam.
Credential detailsPL-400Microsoft Certified:
Exam transition
Microsoft Certified:
Power Platform Developer Associate
Exam transitionPower Platform development. PL-400 registration closes October 16, 2026; the updated AB-400 exam opens then. Check the current Microsoft credential page.
Credential detailsVerify the individualRequest the expert’s shareable credential record and expiry date.
Validate the fitUse a relevant scenario to assess experience beyond the badge.
Request certified profiles Badges identify relevant Microsoft qualifications, not a credential held by every listed resource. Status references checked October 14, 2026. Individual credential validity and resource availability must be confirmed.
MAKE THE RESULT REVIEWABLEAgree the outputs.
Agree the outputs.
Not just the hours.
A strong Sales engagement leaves your team with work it can review, accept and maintain. The exact deliverables depend on whether your brief concerns configuration, development, analysis or ongoing support.
- Sales process map and configuration decisions
- Forms, views, automation or integration components
- Data-quality and access-control test evidence
- Seller guidance, release notes and adoption handover
For this support consultant requirement
Incident analysis, tested resolutions and an updated support runbook.
ASSESS THE PERSON BEHIND THE PROFILEMake the interview
Make the interview
relevant to your project.
Ask the candidate to explain a qualification-to-order flow, ownership rules and how they would prevent a pipeline report from overstating opportunities.
A role-specific exercise
Investigate a recurring production issue while preserving a safe change and escalation process.
Evidence of delivery
Ask what the resource personally owned, how decisions were documented and how the result was accepted. Discuss Lead-to-opportunity processes, Sales configuration, Dataverse only where they are relevant to the assigned work.
A working agreement
Confirm communication, access, confidentiality, source ownership and the handover process. Discuss required overlap with your US, Canadian, Mexican, UK or European team before finalizing the engagement.
FROM REQUIREMENT TO REAL CONTRIBUTION
A considered start. A clear way forward.
Good resource engagement begins with shared expectations.
01
Define the need
Share the solution, workstream, skills, duration and working-hour requirements.
02
Explore the fit
Review relevant profiles and discuss experience against your actual scope.
03
Meet your expert
Use a technical or functional conversation to assess how the specialist thinks and works.
04
Agree. Onboard. Begin.
Confirm scope, commercials, access, reporting and handover before work starts.
BUILD A COMPLEMENTARY TEAM
Related Sales expertise.
Choose the role that owns the next important part of your workstream.
BEFORE YOU HIRESales resource
Sales resource
hiring FAQs.
Practical answers for your next resource discussion.
Discuss your requirement ↗What does a Dynamics 365 Sales Support Consultant do?+
This role focuses on application reliability and controlled operational support within Dynamics 365 Sales. Work may include lead-to-opportunity processes, sales configuration, dataverse, depending on the agreed responsibilities. The scope should identify the expected output and acceptance owner.
Can I hire a Dynamics 365 Sales Support Consultant hourly or for a full project?+
Yes. The Hourly Model suits a form adjustment, pipeline-report review, automation correction or access issue. Project Based hiring suits a defined Sales rollout, pipeline redesign or CRM integration. A Dedicated Resource suits a continuing CRM roadmap and close collaboration with sales operations. Agree commercial terms, availability and scope for the selected model.
Can I request a certified Dynamics 365 Sales Support Consultant?+
Include the required Microsoft credential in your enquiry. Review the named resource’s shareable credential record, validity and relevant experience. Related certifications are shown on this page; a product or role may not have its own standalone certification.
Can the resource work with our North American or European team?+
Specify your country, actual time zone, required overlap and working language. Sirius Dynamics accepts enquiries from the United States, Canada, Mexico, the UK, Germany, the Netherlands, Denmark, France and other European markets. The working arrangement is confirmed for each resource.
What affects rates and the start date?+
Experience, role specialization, scope, duration, working hours and availability affect the proposal. Share your target start date and expected allocation. Pricing and a confirmed start are agreed after the requirement and profile are reviewed.
What should the handover include?+
For this workstream, discuss sales process map and configuration decisions; forms, views, automation or integration components; data-quality and access-control test evidence; seller guidance, release notes and adoption handover. For a named Dynamics 365 Sales Support Consultant, also agree incident analysis, tested resolutions and an updated support runbook.
A clearer brief.
A better-fit expert.
Tell us what you’re building. We’ll start with the skills you need.