https://store-images.s-microsoft.com/image/apps.8444.525b14a6-ca8b-4af6-9cfa-536d041a901b.ea360e8f-7d21-47a4-a49e-2acfe04f1040.ee5f50f5-623f-4588-94c7-2d053b96b6ea

Microsoft Dynamics 365 Customer Relationship Management Assessment (Flash Audit)

Increcio

Pricing CHF 1,000

Remote assessment of Microsoft Dynamics 365 Customer Relationship Management to baseline adoption and performance, find risks in customizations/ALM, and deliver prioritized fixes and mid-term roadmap

Remote assessment of Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Service and Microsoft Dynamics 365 Customer Insights. We baseline adoption and performance, review customizations and application lifecycle management (ALM), and deliver a prioritized, actionable roadmap.

Targeted audience Organizations running Dynamics 365 that suspect low feature adoption, brittle customizations, or performance/ALM issues. Teams planning a rollout or major change who want an independent health check before committing to remediation.

Day-by-day agenda Day 1: Kick-off meeting — 1 h / Remote Day 2: Start of the audit — Remote Day 7: Presentation of the audit report — 2 h / Remote

Deliverable

  • An audit report containing an assessment of the following 28 areas:
  • Actual usage: Objects handled by your users; features actually used; conclusion on license usage
  • Data model: Storage consumption; data model; data in production
  • User interface: Applications and forms; business rules; custom controls; web resources; JavaScript extensibility
  • Automations: Business Process Flows; classic workflows & .NET actions; cloud flows; marketing journeys
  • Documents: Embedded document contents; SharePoint integration
  • .NET extensibility: Custom APIs; code structuring; plug-in registration
  • Application lifecycle management: Packaging strategy; deployment strategy; configuration management; monitoring and alerting
  • Security and regulatory compliance: Role-based security; hierarchy-based security; field-level security; personal data and consents

Outcomes Clear inventory of adoption vs entitlement, documented technical debt and risks, prioritized quick wins, and a mid-term roadmap focused on extending native capabilities.

Scope & prerequisites One tenant, one environment. Read access to configuration and data in the scoped environment. Two SMEs (business owner + admin) available for interviews. Provide solution list and any known-issues log. Remediation work is out of scope; follow-on services can be proposed.

Languages & delivery Remote delivery. This service is available in English and French.

At a glance

https://store-images.s-microsoft.com/image/apps.33303.525b14a6-ca8b-4af6-9cfa-536d041a901b.c5ec166e-ed79-42b6-b060-32962ff5902c.e85b1b84-c65f-4eff-a1f1-19eb817440f8
https://store-images.s-microsoft.com/image/apps.6079.525b14a6-ca8b-4af6-9cfa-536d041a901b.c5ec166e-ed79-42b6-b060-32962ff5902c.2bcc04f2-c7dd-4dcd-8b16-a250055e1062
https://store-images.s-microsoft.com/image/apps.39764.525b14a6-ca8b-4af6-9cfa-536d041a901b.c5ec166e-ed79-42b6-b060-32962ff5902c.9b4cb0cc-60a3-4cc3-b44f-d3521391878e