Dynamics 365 Health Check Services
Your scorecard lands 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
10-day delivery
Zero downtime
Named consultant
$4,500 fee credits toward project
$18K
Average license savings per year found
14
Average findings per engagement
4.9/5
From 47 engagements
Sample System Scorecard
65/100
Overall Health Score
Needs Attention
Drag to simulate scores
CriticalFairHealthy
Audit Category Breakdown
Demo only. Your actual scores come from a live named consultant audit.
Results delivered to 47 clients across manufacturing and distribution
Month-end takes 5 or more days|Users work around the system instead of in it|Reports pull wrong numbers|Integrations fail silently|Paying for unused licenses|Security permissions were never reviewed|
7 audit categories
Every corner of your system 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.
Workflow and approval chain audit
Extension inventory and usage
Number series and posting groups
Chart of accounts structure
Dimensions and global setup
Unused customisation removal plan
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.
Customer and vendor duplicate scan
Open transaction aging
Inventory valuation accuracy
General ledger reconciliation gaps
Document archive integrity
Historical posting corrections
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.
Permission set audit
Segregation of duties check
Inactive user licenses
Admin role concentration
Entra ID alignment
Multi-factor authentication coverage
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.
Job queue error rates
Long-running query analysis
Telemetry review (Kusto Query Language)
Storage and database sizing
Background service health
Peak-load behavior analysis
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.
Endpoint inventory
Sync error and retry rates
Data consistency checks
Middleware documentation review
Authorization token expiry audit
Failure alerting coverage
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.
Essentials versus Premium mapping
Team Member candidate users
30, 60, and 90-day login audit
Device versus named user split
Independent software vendor license waste review
Annual savings estimate
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.
Feature usage telemetry
Manual workaround inventory
User interview summaries
Training gap classification
Process versus design delta
Quick-win automation list
Structured review map
Scanning environment...
Categories reviewed0 / 7
Read-only review across configuration, data, security, performance, integrations, licenses, and adoption. Nothing is changed in production.
What clients find on average
Configuration findings14 average
Security gaps identified7 average
License savings found$18K average per year
Adoption gap items9 average
The 10-day process
What happens from kickoff to readout.
01
Day 1
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.
Output: Signed access agreement, confirmed scope
02
Days 2 to 4
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.
Output: Raw findings log across all 7 categories
03
Days 5 to 6
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.
Output: Process delta map and adoption gap register
04
Days 7 to 8
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.
Output: Written health report, scorecard, remediation roadmap
05
Days 9 to 10
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.
Output: Confirmed next-action plan and 60-day follow-up call
Engagement progress
Kickoff
Day 1
Kickoff and Environment Access
Scope confirmed, read-only credentials collected, and your communication channel is live.
Days 2 to 4
Deep System Audit
All 7 categories reviewed with structured checklists. Read-only. No production impact.
Days 5 to 6
User Interviews and Process Review
Power-user interviews capture workarounds, process gaps, and adoption friction.
Days 7 to 8
Scoring and Report Writing
Findings scored by severity. Health report, scorecard, and remediation roadmap drafted.
Days 9 to 10
Live Readout and Action Plan
60-minute presentation with your named consultant. Next 3 actions confirmed before sign-off.
Awaiting kickoff confirmation...
Health Check Report, Meridian Distribution.pdf
Finding severity breakdown
Critical (Priority 1)
3 itemsImmediate action
High (Priority 2)
6 items30-day window
Medium (Priority 3)
8 itemsQuarterly plan
Quick wins
5 itemsFix this week
Estimated remediation cost$12,400 to $18,000
Delivery in 10 business days
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.
Who conducts the audit
- 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
What you receive
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.
Proof
What clients find. What changes after.
Before the health check
- 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.
28-user Business Central environment, Distribution
After the health check
- 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.
70% faster
Month-end close improvement
"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."
Controller, Meridian Distribution
Manufacturing
Rochling Engineering
Global engineering plastics manufacturer with precision production and costing requirements across multiple plant locations.
Microsoft Dynamics NAV
Challenge
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.
Result
60% reduction
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 audit 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 |
Transparent pricing
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.
Standard
$4,500
Up to 50 users, single entity
- 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)
Most Requested
$6,500
51 to 150 users or multi-entity
- 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)
Add-on: Remediation Sprint
Custom
Health check credit applied
- 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
Common questions
Before you book the call.
Our assessment covers 7 categories: system configuration and customization, data integrity and cleanliness, security roles and access control, environment performance and error logs, integration health and application programming interface reliability, license optimization and cost, and user adoption and training gaps.
10 business days from signed engagement letter to final readout. Kickoff is on day 1, the audit runs days 2 to 7, and the written report plus live presentation is delivered on days 8 to 10.
No. All audit activity is read-only and does not affect production system operations. We work from a temporary read-only user account and do not modify any data or configuration during the assessment.
Yes. If you engage Redefine for a remediation project or upgrade within 60 days of your health check readout, the full $4,500 fee is credited toward the project statement of work. This commitment is written into the engagement letter before you sign.
Absolutely. Older systems typically accumulate the most configuration drift, unused customizations, and licensing inefficiencies. Most clients with systems older than 3 years recover the entire health check fee through license optimization alone.
Post-go-live is one of the most valuable times for a health check. Configuration drift, missed adoption, and data quality issues compound quickly in the first 90 days. Early identification saves significant remediation cost later.
Is this right for you
Who the health check is built for.
A good fit when
- 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.
Not a fit if
- 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 →
Get your system audited
Know what is wrong with your Dynamics 365 in 10 days.
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
$4,500
Fixed fee, single entity
10 days
Report and readout delivered
4.9/5
From 47 engagements
Gold
Microsoft Partner
What is concerning you?
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.
Reply within 48 hours
Proposal in 3 days
47 audits delivered
You own all deliverables
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