Dynamics 365 Optimization Services
Your Dynamics 365 runs faster in 4 to 12 weeks.
Your Dynamics 365 system is only as good as the work that went into configuring it. Most businesses are running on a system that was set up three years ago and never properly tuned. Your people work around it instead of with it.
Redefine delivers focused Dynamics 365 optimization engagements that diagnose, fix, and future-proof your system so it moves at the speed your business demands.
Submit your brief → call within 48 hours → scoped proposal in 3 days → first optimization sprint begins within 1 week of sign-off
Microsoft Dynamics Partner
Fixed-scope packages available
Four to twelve week engagements
The Problem
When Dynamics 365 Drags, Every Department Feels It
A poorly optimized Dynamics 365 environment does not just slow down information technology. It slows down finance, operations, sales, and every team that relies on data to make decisions. The workarounds pile up until the system becomes a liability instead of an asset.
Slow Load Times, Sluggish Screens
Users lose confidence in a system that makes them wait. Productivity drops and shadow tools multiply.
After: pages load in under 2 seconds, users stay in the system
Broken Workflows Nobody Owns
Approval flows that loop forever. Automations that fire at the wrong time. Nobody knows who built them or why.
After: documented, tested workflows your team actually uses
Reports That Take Hours or Show Wrong Data
Finance closes the books in spreadsheets. Leadership makes decisions on stale data. The dashboards nobody trusts.
After: real-time Power BI dashboards your team acts on daily
Integrations That Break Silently
Your Dynamics 365 connects to a dozen other systems. When an application programming interface goes down, no one knows until an order goes missing or inventory figures drift.
After: monitored integrations with alerting and documented error paths
Low User Adoption Across Teams
Your team was trained on a system that has since changed. Half the features go unused. People default to email and spreadsheets instead.
After: role-based training, process guides, and adoption tracking
No Clear Path to Improvement
Everyone knows something is wrong. Nobody agrees on the priority. Internal information technology is stretched thin and you cannot move forward without a plan.
After: a prioritized roadmap with effort estimates and business impact scores
Hover any card to see life on the other side.
Our Process
Five Phases. Zero Guesswork.
Every Dynamics 365 optimization engagement follows the same structured approach. You always know what phase you are in, what the deliverable is, and what comes next.
1
Discovery
System Health Audit
We map your environment, talk to every affected team, and document how the system actually behaves versus how it should.
2
Diagnostics
Performance Analysis
We run load testing, query profiling, workflow tracing, and integration checks to surface every root cause.
3
Planning
Prioritized Roadmap
Every finding becomes a scored, sequenced backlog item with effort estimate, business impact, and a dependency map.
4
Execution
Optimization Sprints
We deliver improvements in two-week sprints. You see working changes, not slide decks, at every review.
5
Handoff
Validation and Knowledge Transfer
We measure results against baselines, document everything, and train your team so improvements stick long after engagement close.
System Score
62/100
Needs attention
Issues Found
23
7 critical, 16 moderate
Estimated Recovery
6
weeks to stable
Category Breakdown
Performance44%
Workflow Quality61%
Integration Health52%
Reporting Accuracy78%
Slow Query Log: Top Offenders
Sales Order List: filtered query14.2 seconds
Missing index on OrderDate and CustomerID
Inventory valuation report8.7 seconds
Full table scan: no partition filter
Accounts payable aging summary6.1 seconds
Nested loop join: no statistics update since 2022
Customer card load1.3 seconds
Healthy: no action needed
AllSprint 1Sprint 2
Add database index: Sales Order query
Sprint 1 · 2 days
Redesign purchase order approval flow
Sprint 1 to 2 · 6 days
Power BI inventory dashboard rebuild
Sprint 2 to 3 · 10 days
Backlog
Rebuild accounts payable aging view
User adoption training module 2
In Progress
Power BI dashboard 60%
Review
Purchase order workflow redesign
Done
Database index: Sales Order
Inventory partition fix
Baseline versus Optimized
Sales Order query response
14.2 seconds0.9 seconds94% faster
User adoption rate
41%87%plus 46 points
Month-end close time
9 days4 days55% reduction
Capabilities
Every Layer of Your Dynamics 365 System, Optimized
Your optimization engagement covers whatever your environment needs. We are not locked into a single service line. We follow the diagnostics.
System Health Audit
A structured review of your Dynamics 365 environment against optimization benchmarks. Performance, security, workflow, data, and integration checks. You receive a scored report with every finding and a remediation priority.
- Covers all installed modules
- No-blame findings format
- Available as standalone engagement
Performance Tuning
We eliminate the root causes of slow page loads, long report runs, and timeout errors. Database indexing, query optimization, batch job reconfiguration, and caching strategy are all in scope.
- SQL and Azure SQL optimization
- Measured before-and-after benchmarks
- On-premise and cloud environments
Process Redesign
We map how your teams actually work, identify gaps between process and configuration, and redesign workflows to match your business logic. Approvals, automations, and cross-module flows are all covered.
- Documented as-is and to-be states
- Power Automate and native Dynamics 365 flows
- User-tested before deployment
Power BI Analytics
We connect your Dynamics 365 data to Power BI and build the dashboards your leadership team actually acts on. Finance, operations, sales, and inventory reporting built around how decisions get made in your business.
- Real-time and scheduled refresh
- Role-based dashboard access
- Performance alerts and drill-through reports
Integration Stabilization
We audit every application programming interface connection into and out of your Dynamics 365 environment, fix fragile points, add proper error handling, and put monitoring in place so failures surface immediately instead of silently propagating.
- Ecommerce, warehouse management, third-party logistics, and resource planning connectors
- Retry logic and alerting setup
- Integration map delivered as documentation
User Adoption Programs
Technical improvements only matter if your team uses them. We deliver role-specific training, in-system quick guides, adoption tracking, and a feedback loop so the optimized system sticks.
- Tailored by department and role
- Quick-reference job aids included
- 30-day post-launch check included
Proof
Real Results From Dynamics 365 Optimization
H
Half Price Drapes
Retail · Ecommerce · Dynamics 365 resource planningA large-scale ecommerce retailer specializing in window coverings, serving customers across multiple channels and managing a complex inventory and fulfillment operation through Dynamics 365.
Challenge
Data was fragmented across multiple systems and sales channels. Real-time operational visibility was limited, making it hard to act on inventory, order, and customer signals. The ecommerce platform also needed optimization for conversions and scalability.
Solution
Power BI was integrated with the custom ecommerce solution and Dynamics 365 resource planning to centralize data into real-time dashboards. Workflows were redesigned, integrations were stabilized, and targeted analytics were built for leadership decision-making across all channels.
Result
$0annual revenue
Scaled through an integrated Dynamics 365 optimization, analytics rebuild, and process redesign engagement.
Real-time
inventory and order visibility across all channels
Multi-channel
customer data and reporting consolidated in Dynamics 365
Coverage
Every Dynamics 365 Module. One Optimization Framework.
Whether your environment runs Business Central, Finance, Supply Chain, or Sales, your optimization engagement covers every module your team depends on. No siloed fixes.
BC
Business CentralFinance, inventory, operations, sales orders, purchasing
ActiveMost optimized
F&O
Finance and OperationsGeneral ledger, budgeting, fixed assets, project accounting
Active
SCM
Supply ChainWarehouse, transportation, demand planning, procurement
Active
CRM
Dynamics 365 SalesPipeline management, opportunity tracking, forecasting
Active
CS
Customer ServiceCase management, routing rules, service level agreement configuration
Active
FS
Field ServiceWork order scheduling, resource dispatch, asset tracking
Active
PBI
Power BI AnalyticsConnected dashboards, automated reports, Dynamics 365 data models
Active
Optimization Framework applies across all modules simultaneously
Framework active
All modules in scopeWhy Redefine
Focused Engagements, Senior Practitioners
Large system integrators offer optimization as a retainer add-on. You get a junior consultant and a status update call. We run focused, fixed-scope engagements where senior practitioners do the actual work.
Fixed-scope optimization packages
You know the cost and the deliverables before work begins. No open-ended retainer, no surprise invoices, no scope drift.
Senior practitioners on every engagement
The person who scopes your work is the person who does it. No handoff to a junior team after the kickoff call.
We optimize third-party implementations
We begin with a no-blame health check on what was built, whoever built it, and find the fastest path to a stable, fast system.
Power BI analytics and ecommerce integration included
Analytics, the NAV to Business Central upgrade path, and a user adoption program are part of the engagement, not a separate statement of work.
Questions
Common Questions
Our Dynamics 365 optimization engagements cover a system health audit, performance diagnostics, process gap analysis, workflow redesign, reporting improvements, and a prioritized remediation roadmap. Scope is tailored to your environment and business goals. No two engagements are identical.
Most optimization engagements run four to twelve weeks depending on complexity. A focused performance audit takes two to four weeks. Full process redesign and analytics buildout typically requires eight to twelve weeks. We provide a scoped timeline before the engagement begins.
Yes. We regularly stabilize and optimize Dynamics 365 environments built by other partners. We begin with a no-blame health check to understand what was built and identify the fastest path to improvement. Past implementation decisions do not prevent a successful optimization outcome.
We optimize across the full Dynamics 365 family: Business Central, Finance, Supply Chain Management, Sales, Customer Service, and Field Service. We also cover Power BI analytics layers connected to Dynamics 365 data and legacy Dynamics NAV environments.
Yes. We offer fixed-scope optimization packages so you know the cost and deliverables before work begins. A standalone system health audit is also available as a starting point. Custom engagements are available for more complex environments. Contact us for a scoped proposal.
Fit Check
Is This The Right Engagement For You?
A good fit when
- You run a live Dynamics 365 environment that is slow, fragile, or underused.
- Reports take too long, dashboards are not trusted, or month-end close drags.
- Your team can give two to four hours a week to discovery, reviews, and sign-off.
- You want a fixed-scope plan with the cost and deliverables named before work begins.
Not a fit if
- You have not yet implemented Dynamics 365 and need a first-time build instead.
- You want a one-off ticket fix with no diagnostics and no roadmap behind it.
- You need every change done this week, with no time for a structured review.
Not sure? Tell us your situation and we will be straight with you.
Book Your Audit
Your Dynamics 365 should work harder than it does right now.
Send your brief and we will review your environment, identify your top three optimization opportunities, and give you a scoped plan with no surprises on cost or timeline.
No commitment. No pitch.
60-minute structured discovery session
Senior Dynamics 365 practitioner on every call
Scoped proposal within 3 business days
Call within 48 hours · proposal in 3 days · first sprint within 1 week of sign-off
Brief received
We will review your workflow and send a scoped proposal within 3 business days.
Response within 48 hours
Proposal in 3 business days
Microsoft Dynamics Partner
You keep full system ownership