Dynamics 365 Assessment Services
Get board-ready clarity on your Dynamics 365 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.
Your team's time investment across the 30-day assessment is typically 3 to 4 hours per week, stakeholder interviews, async document reviews, and a final readout. We handle everything else.
30
Day fixed scope
100%
Fee credit on implementation
48h
Booking response
Without Versus With Assessment
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.
Without an assessment
With the 30-day assessment
Budget
Proposals 30 to 50 percent apart with no scope justification
Budget
Three-scenario investment model benchmarked to current licensing rates
Data readiness
Unknown master data quality, duplicate risk discovered mid-migration
Data readiness
Scored data audit with migration effort estimate before you commit
Board approval
Months of internal debate with no documented evidence
Board approval
Board-ready go or no-go recommendation with documented risk register
Ecommerce integration
Channel complexity discovered after implementation begins
Ecommerce integration
Channel-level architecture blueprint with recommended connectors
Package Pricing
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.
Starter
$6,500
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 for: Single-entity small to mid-size business, under 20 ERP users, standard process
Most common
Growth
$12,500
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
Enterprise
$19,500
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
Best for: Multi-entity, omnichannel, 100 or more ERP users
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.
Onboarding Process
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.
30-Day Sprint
Phase 1 running
01/ 30
Day 1Day 8Day 15Day 25Day 30
01
1
Days 1 to 7
Discovery and intake
Stakeholder interviews, data inventory, system trace
02
2
Days 8 to 14
Analysis and gap scoring
Process fit scoring, data quality rating, integration map
03
3
Days 15 to 24
Risk register and roadmap
Quantified risk log, phasing plan, investment case
04
4
Days 25 to 30
Board readout and handover
Executive deck, decision presentation, implementation brief
Stakeholder interviews4 of 6 scheduled
VP FinanceCompleted
Head of OperationsCompleted
IT LeadTomorrow 2 PM
Ecommerce ManagerThursday 11 AM
Systems inventoried
Shopify PlusAmazon SellerQuickBooksThird-party logistics warehouse management
Order management fit92 / 100
Finance and reporting fit87 / 100
Data quality score64 / 100
Integration complexityHigh
Priority finding: Customer master data has 23 percent duplication rate requiring pre-migration cleanup sprint.
HIGH
Data migration scope underestimated
Owner: IT Lead · Due: Day 18
MEDIUM
Ecommerce connector gaps
Owner: Ecommerce Manager · Due: Day 22
LOW
Change management training plan
Owner: HR Lead · Due: Day 28
Budget variance: three-scenario model ready for CFO review
Executive summary deckReady
Process fit scorecardReady
Risk register with ownersReady
Investment model, three scenariosReady
Recommendation: proceed to implementationConfirmed
"Assessment delivered exactly what we needed to get board approval." (VP Operations)
Self Assessment Tool
Which package tier matches your situation?
Watch your profile build in real time, or click any item to answer yourself.
Simulating a typical scenario
You operate multiple legal entities or warehouses
Adds scope to cross-entity harmonization
You sell through Shopify, Amazon, or a business-to-business portal
Requires ecommerce channel modeling
You have received at least one ERP proposal already
Assessment helps validate or challenge scope
Finance needs a board-ready investment case
Output includes three-scenario budget model
Your team has 40 or more ERP users expected
Higher user count elevates licensing complexity
Your go-live date has been announced to leadership
Committed dates require implementation-ready scope
Your match
Starter Package
$6,500
Score: 0 signals
Signals will appear as your profile builds.
Ecommerce Scenarios
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.
What You Receive
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.
Ready to begin?
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.
Claim Your Assessment SlotFixed scope. Named consultant.
Client Outcome
From fragmented systems to implementation-ready in 30 days
Platform MigrationMicrosoft Dynamics 365Multi-channel ecommerce
Established home furnishings retailer with direct-to-consumer, wholesale, and custom order channels requiring unified inventory, real-time reporting, and scalable ecommerce architecture.
The challenge
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.
The solution
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.
The result
$70M
Annual revenue achieved following the digital overhaul. Inventory management, customer experience, and conversion improved across all sales channels with real-time operational insights.
Why Redefine
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.
Fixed scope, not open billing
Three defined tiers. You know the cost before the engagement begins.
Named consultant from day one
No rotating teams. One experienced lead who knows your project throughout.
Ecommerce-first methodology
Channel architecture, marketplace complexity, and storefront integration are part of every assessment.
Microsoft Gold Partner
Credentialed in Dynamics 365 with hands-on implementation experience across industries.
Explore More Redefine Services
Fit Check
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.
Good fit when
- 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.
Not a fit if
- 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.
Frequently Asked Questions
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.
Book Your Assessment
30-day clarity on your Dynamics 365 investment
Fixed package. Named consultant. 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
Tell us about your project
Call within 48 hours · package recommendation in 3 days · week 1 begins within 1 week of sign-off.
Brief received
We will review your workflow and send a scoped package recommendation and booking slots within 24 to 48 hours.
Response within 48 hours
Proposal in 3 business days
Microsoft Gold Partner
Named consultant