A Dynamics 365 assessment service that delivers board-ready clarity on your investment in 30 days
This fixed-scope Dynamics 365 assessment consulting package identifies process fit, integration risk, data gaps, and budget exposure before you commit to implementation. Three tiers. Named consultant. No scope creep.
What is a Dynamics 365 assessment service? A time-boxed engagement that reviews your processes, data, architecture, and commercial requirements against Dynamics 365 capabilities. Output: a prioritized recommendation, risk register, and investment case your board can act on.
Submit your brief, intake call within 48 hours, package recommendation in 3 days, week 1 agenda within 1 week of sign-off.
The cost of guessing is higher than the cost of knowing
Most ERP projects start without a scored baseline. The gap between two proposals is $140,000 with no data to choose between them. An assessment closes that gap in 30 days.
Dynamics 365 assessment service pricing and package options
Three fixed tiers. No scope creep. No surprises. Choose the tier that matches your stakeholder count and system complexity.
Value calculation: a typical $250,000 implementation that runs $90,000 over budget without an assessment recovers the assessment fee within the first three weeks of execution savings. Assessment fee is 100 percent credited if you proceed within 90 days.
One legal entity, one core process stream. Fast decision support for leadership teams.
- 6 stakeholder interviews
- Current-state process scorecard
- High-level budget and timeline model
- Executive summary deck
Best fit for mid-size operations with ecommerce, finance, and supply chain requirements.
- 12 stakeholder interviews and workshops
- Data quality and integration risk matrix
- Ecommerce channel impact model
- 30-day action roadmap with owner plan
- Finance return on investment and licensing benchmark
Multi-entity or omnichannel firms needing implementation-ready scope and risk controls.
- Cross-entity process harmonization map
- Detailed phasing and cutover strategy
- Executive investment case and governance
- Board-ready go or no-go recommendation
100 percent fee credit on implementation: When you proceed to implementation within 90 days of assessment completion under a signed statement of work, the full assessment fee is credited to your implementation project.
Submit your brief → call within 48 hours → scoped package recommendation in 3 days → week 1 begins within 1 week of sign-off.
From signed statement of work to board-ready output in 30 days
Four structured phases. Each has a named owner, a scheduled output, and zero open-ended scope.
Which package tier matches your situation?
Watch your profile build in real time, or click any item to answer yourself.
How the assessment adapts to your channel model
Select your primary commerce model to see what the assessment covers for your channel architecture.
Shopify to Dynamics 365 architecture
Assessment maps Shopify order flow, inventory sync, and returns logic to Dynamics 365 Finance and Supply Chain design options with connector recommendations.
Customer data consolidation
Identifies duplicate customer records, email marketing sync gaps, and customer relationship management to ERP data flow requirements before implementation begins.
Revenue recognition readiness
Reviews subscription, bundle, and promotion logic in your storefront and maps compliance requirements to Dynamics 365 Finance posting rules.
Tiered pricing and contract logic
Assessment maps your wholesale price lists, contract terms, and customer-specific catalog rules to Dynamics 365 sales and pricing capabilities.
Purchase order workflow complexity
Reviews approval hierarchies, credit limit enforcement, and electronic purchase order intake against Dynamics 365 Supply Chain standard workflows.
Trade finance and payment terms
Documents net-term structures, rebate programs, and deduction management requirements and maps fit to Dynamics 365 Finance receivables modules.
Amazon and Walmart integration
Maps order ingestion, inventory reservation, returns processing, and fee reconciliation from marketplace platforms to Dynamics 365 inventory and finance modules.
Multi-warehouse fulfillment logic
Identifies routing rule complexity, third-party logistics integration requirements, and dimensional weight logic that must be configured before go-live.
Carrier and shipping compliance
Reviews carrier label requirements, address validation, and shipment notification expectations against Dynamics 365 Transportation Management capabilities.
Every assessment deliverable, documented and owned
Process fit scorecard
Rated assessment of every core process against Dynamics 365 capabilities, with gap priority rankings and module recommendations.
Risk register
Quantified risk log covering data quality, integration complexity, change management, and cutover sequencing with mitigation owners.
30-day action roadmap
Milestone-level execution plan with named owners, decision checkpoints, and escalation paths. Ready to present to your CFO on day one.
Investment case and licensing model
Three-scenario budget model benchmarked against current Microsoft Business Central pricing (Essentials at 80 dollars, Premium at 110 dollars per user per month) and implementation rates.
Data quality and migration readiness
Scored data audit covering master data completeness, duplicate entity risk, and migration effort estimation across all primary data objects.
Ecommerce integration blueprint
Channel-level mapping of Shopify, Amazon, or business-to-business portal requirements to Dynamics 365 architecture options with recommended connectors and data flows.
Start your 30-day assessment this month
Intake call, package recommendation, and week 1 agenda within 48 hours of booking. Assessment fee 100 percent credited to implementation.
From fragmented systems to implementation-ready in 30 days
Established home furnishings retailer with direct-to-consumer, wholesale, and custom order channels requiring unified inventory, real-time reporting, and scalable ecommerce architecture.
Data fragmented across multiple systems and sales channels. Real-time insights were unavailable, operational complexity across inventory and fulfillment limited efficiency, and ecommerce platform conversion required significant improvement to scale.
Microsoft Power BI integrated with Dynamics 365 ERP centralized inventory, order, and customer data into real-time dashboards. A multi-channel ecommerce solution was developed and integrated with Dynamics, including advanced product configuration and API-based payment and fulfillment automation.
Annual revenue achieved following the digital overhaul. Inventory management, customer experience, and conversion improved across all sales channels with real-time operational insights.
What sets a Redefine assessment apart
Other implementation partners bill time-and-materials discovery in open-ended engagements. We deliver evidence-based, board-ready findings in a fixed 30-day scope with a named consultant assigned from day one.
Good fit, not a fit. Honest signals first.
The 30-day assessment is built for a specific operator profile. Read both columns. If the right side describes you better, that is a useful answer.
- You have leadership alignment that Dynamics 365 is a likely destination, but no scored evidence yet.
- You have received one or more partner proposals and need an independent scope view.
- Your team can commit 3 to 4 hours per week of stakeholder time across 30 days.
- You need a board-ready investment case before sign-off, not just internal slides.
- You are looking for a free discovery workshop or a vendor sales pitch.
- You need the entire ERP selection decision completed in under two weeks.
- No senior stakeholder is available to sponsor the engagement or attend any workshop.
- You have already signed a statement of work with an implementation partner.
Not sure? Tell us your situation and we will be straight with you.
Questions teams ask before buying a Dynamics 365 assessment package
Each package includes stakeholder workshops, process fit review, data quality scoring, integration risk analysis, and a written recommendation. Growth and Enterprise add ecommerce channel modeling and finance impact detail. All tiers include a 30-day action plan with named owners and decision milestones.
Assessment projects in the market typically range from $5,000 to $25,000 depending on scope, stakeholder count, and system complexity. Our three fixed tiers are $6,500, $12,500, and $19,500 benchmarked against current market rates. All fees are credited 100 percent toward implementation if you proceed within 90 days.
You receive scored findings, quantified risk, and a documented decision path, not just workshop notes or slide summaries. This is a commercial and operational assessment with evidence-based conclusions, implementation-ready scope, and a risk register your board can scrutinize. The output is designed for finance approval, not just internal discussion.
Yes. We evaluate direct-to-consumer storefronts (Shopify, BigCommerce), marketplace operations (Amazon, Walmart), and business-to-business portal requirements, then map channel needs to Dynamics 365 design choices and integration strategy. Ecommerce channel modeling is included in Growth and Enterprise tiers and available as an add-on to Starter.
Yes. We benchmark role-based licensing using current published Microsoft Business Central rates: Essentials at $80 per user per month, Premium at $110 per user per month, and Team Members at $8 per user per month. We cross-reference your actual system usage patterns to identify right-sizing opportunities, often uncovering 15 to 30 percent licensing savings for teams that have grown into the wrong tier.
30-day clarity on your Dynamics 365 investment
Our Dynamics 365 assessment service gives you a fixed package, a named consultant, and board-ready output. Intake call booked within 24 hours. No commitment. No pitch.
- Three fixed tiers from $6,500, no scope creep
- 100 percent fee credit on implementation within 90 days
- Microsoft Gold Partner, Dynamics 365
- Week 1 agenda confirmed within 48 hours of booking
Call within 48 hours · package recommendation in 3 days · week 1 begins within 1 week of sign-off.
We will review your workflow and send a scoped package recommendation and booking slots within 24 to 48 hours.