Your Dynamics 365 health check partner delivers your scorecard in 10 business days.
A structured 2-week audit of your Dynamics 365 environment. Named consultant. 7 audit categories. Written scorecard, prioritized remediation roadmap, and a live readout. Fixed at $4,500.
What is a Dynamics 365 health check? A read-only, non-disruptive audit of your live environment covering configuration drift, data integrity, security gaps, performance bottlenecks, integration reliability, license waste, and adoption gaps. You receive a scored system report and a ranked remediation plan within 10 business days.
Submit your brief → scoping call within 48 hours → engagement letter in 3 days → kickoff within 1 week of sign-off
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Dynamics 365 platform audit: every corner reviewed.
Your named consultant works through a structured checklist built across 23 or more Dynamics implementations. No area is skimmed.
We review every customisation, extension, workflow, and permission configuration against implementation best practices. Unused code, conflicting workflows, and orphaned configurations are catalogued and scored.
Poor data quality compounds over time. We run reconciliation checks across master data, open transactions, and archived records to identify duplicates, valuation errors, and general ledger gaps before they cause audit findings.
Permissions accumulate over time. We produce a full access matrix showing every user, every permission set, and every segregation-of-duties violation. Multi-factor authentication coverage and Entra ID alignment are also verified.
We analyze system telemetry, job queues, scheduled tasks, and error logs to identify recurring failures, long-running processes, and capacity constraints before they cause user-visible problems.
Every application programming interface connection, middleware flow, and scheduled sync is reviewed for error rates, latency, data consistency, and documentation. Most environments have at least one silent integration failure running undetected for months.
We compare your assigned license types to actual usage patterns and identify where full Essentials users are performing Team Member-level tasks, and where Premium licenses are not being utilized.
Adoption gaps are rarely visible in system logs. We analyze feature usage telemetry, interview key users, and map how actual workflows compare to designed workflows. The delta is where your efficiency loss lives.
Read-only review across configuration, data, security, performance, integrations, licenses, and adoption. Nothing is changed in production.
Your Dynamics 365 health check consultant: kickoff to readout.
Kickoff and Environment Access
90-minute call with your information technology lead and finance sponsor. We confirm audit scope, collect read-only credentials, and establish the communication channel for the engagement.
Deep System Audit
Your named consultant works through all 7 categories using structured review checklists developed across 23 or more Dynamics implementations. All work is read-only and does not affect production.
User Interviews and Process Review
30-minute structured interviews with 3 to 5 power users. We document every manual workaround, every undocumented process, and every gap between how the system was designed and how it is actually used.
Scoring, Root Cause Analysis, and Report
Every finding is classified by severity and mapped to a root cause. We score each of the 7 audit categories and write the full health report with remediation recommendations ranked by impact and effort.
Live Readout and Action Plan
60-minute live presentation of all findings with your named consultant. We walk through every critical and high-severity item, confirm the remediation roadmap, and define the 3 actions your team takes in the next 30 days.
Engagement progress
Kickoff and Environment Access
Scope confirmed, read-only credentials collected, and your communication channel is live.
Deep System Audit
All 7 categories reviewed with structured checklists. Read-only. No production impact.
User Interviews and Process Review
Power-user interviews capture workarounds, process gaps, and adoption friction.
Scoring and Report Writing
Findings scored by severity. Health report, scorecard, and remediation roadmap drafted.
Live Readout and Action Plan
60-minute presentation with your named consultant. Next 3 actions confirmed before sign-off.
The written report and live readout land within 10 business days of kickoff. Every date is set in the engagement letter before you sign, so you know exactly when the scorecard arrives.
- Senior consultant, minimum 9 years Dynamics experience
- Minimum 2 active Microsoft certifications (MB-800, MB-300)
- You know who is reviewing your system before you sign
Four deliverables. Every time.
Written Health Report
18 to 24 pages. Every finding documented with severity, root cause, and remediation recommendation. Referenced against your specific environment.
Scored Audit Matrix
One-page scorecard summarizing ratings across all 7 audit categories. Color-coded by severity. Shareable with your chief financial officer or information technology leadership.
Remediation Roadmap
Prioritized list of every remediation action with effort estimates and suggested sequence. Structured so your team can start immediately, with or without us.
Live Readout Session
60-minute video call. Your named consultant walks through every critical finding, takes questions from your team, and confirms the next 3 actions before signing off.
What clients find. What changes after.
- Month-end close took 5 or more daysFinance team assumed it was a reporting issue and lived with it for two years.
- 3 ex-employees still had admin accessSecurity permissions were last reviewed when the system went live 3 years prior.
- $22K annual license over-spend11 users on Essentials doing Team Member-level tasks. No one had audited licenses since go-live.
- Month-end close dropped to 1.5 daysRoot cause: 3 data configuration gaps. Fixed in a single remediation sprint.
- Access matrix resolved in week 2All 7 security findings remediated before the 60-day project credit window closed.
- $22K saved in year-one license costsHealth check fee paid back in the first month through license right-sizing alone.
"We thought we had a reporting problem. The health check found we had a data problem. Best $4,500 we have ever spent on this system."
Global engineering plastics manufacturer with precision production and costing requirements across multiple plant locations.
Reliance on Excel for production data, costing, and sales analysis caused inaccurate costing, limited material traceability, and reporting errors. No enterprise resource planning audit had been conducted since the original implementation.
Reduction in manual reporting effort. Accurate material tracking, improved financial visibility, and automated workflows delivered after the audit findings were remediated by a named consultant.
What makes this Dynamics 365 optimization assessment different?
Named consultant, written deliverables, fixed fee, project credit. Not a sales visit disguised as an assessment.
| Capability | Typical assessment | Redefine health check |
|---|---|---|
| Named consultant assigned | ||
| Written report delivered | Verbal summary | 18 to 24 pages |
| Pricing model | Leads to pitch | Fixed $4,500 |
| Fee credits toward project | ||
| Fixed delivery date | Open-ended | 10 business days |
Fixed fee. Every deliverable named upfront.
One environment, 14 average findings, $18,000 average annual license savings identified. The $4,500 fee typically pays for itself in the first month through license right-sizing alone.
- All 7 audit categories
- Written health report (18 to 24 pages)
- Scorecard and remediation roadmap
- 60-minute live readout session
- 60-day follow-up call
- $4,500 project credit (60 days)
- Everything in Standard
- Extended user interview coverage
- Multi-entity access review
- 90-minute readout session
- 30-day and 60-day follow-ups
- $6,500 project credit (90 days)
- Fix the top 3 to 5 critical findings
- Statement of work scoped from health check roadmap
- Same named consultant executes
- Fixed price, no change orders
Before you book the call.
Who this Dynamics 365 system assessment is built for.
- You run a live Dynamics 365 or Business Central environment that has been in production for a year or more.
- Month-end close, reporting accuracy, or system performance has quietly degraded and you want the root cause documented.
- You suspect license waste or security drift and want a named consultant to quantify it before you spend on remediation.
- Your team can free 3 to 4 hours over the two weeks for a kickoff call and a handful of power-user interviews.
- You have not yet implemented Dynamics 365 and are still selecting a platform. Start with consulting instead.
- You want the findings fixed inside the same two weeks. The health check documents and prioritizes; remediation is a separate sprint.
- No one on your side can grant read-only access or join a short kickoff call within the engagement window.
Not sure? Tell us your situation and we will be straight with you. Share your situation →
Know what is wrong with your Dynamics 365 in 10 days.
As your Dynamics 365 health check partner, a named consultant audits your environment, scores 7 categories, and delivers a written health report plus a live readout. Fixed at $4,500. Delivered within 10 business days.
Submit your brief → scoping call within 48 hours → engagement letter in 3 days → kickoff within 1 week of sign-off
Scoping call within 48 hours · engagement letter in 3 days · kickoff within 1 week of sign-off
Brief received
We will review your environment and send a scoped proposal within 3 business days.