Dynamics 365 Solution Assessment

DYNAMICS 365 SOLUTION ASSESSMENT – IS YOUR SETUP FUTURE-PROOF?

Many Dynamics 365 users face hidden inefficiencies, outdated customizations, and unclear ownership. Get objective clarity on your Dynamics 365 Finance and Supply Chain environment.

GOALS:

• Identify blind spots and risks (technical, operational, compliance)
• Uncover optimization potential and alignment with Dynamics 365 best practices
• Assess AI-readiness and future-proof custom code

3 TRACKS:

• PROCESS REVIEW: Architecture, core Dynamics 365 Finance and Supply Chain processes, data quality
• TECHNICAL DEEP DIVE: Setup, infrastructure, security, scalability, and system health
• CODE REVIEW: Customizations with regard to maintainability and future upgrades

METHOD: Document analysis, system checks, and stakeholder workshops.

HOW THIS ASSESSMENT SUPPORTS DYNAMICS 365 FINANCE: The engagement is performed directly within the customer’s existing Microsoft Dynamics 365 Finance and Supply Chain environment. It leverages standard configuration, security, and process capabilities of Dynamics 365 Finance to help customers stabilize their system, improve usage of standard functionality, and identify concrete options to extend or optimize their Dynamics 365 Finance setup.

DELIVERABLES:

• Management report with prioritized findings and recommendations
• Presentation focusing on top priorities and a high-level roadmap
• Optional: AI-readiness perspective

WHO SHOULD CONSIDER THIS OFFER: Organizations already using Dynamics 365 and seeking clarity on system quality, risks, and optimization opportunities before upgrades, rollouts, or major system decisions.

A clear foundation for upgrades, optimizations, and informed strategic decisions.