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A structured assessment of your Microsoft Dynamics 365 Business Central environment to identify risks, quick wins, and deliver a prioritized improvement roadmap.
Jonxsoft’s “Business Central Health Check + Roadmap” is a structured assessment of your Microsoft Dynamics 365 Business Central environment, designed to improve reliability, performance, and business outcomes—without disrupting daily operations.
What we evaluate
Functional setup & processes: finance, purchasing, sales, inventory, and period close (as applicable).
Configuration & governance: companies, posting setup, permissions/security, and operational controls.
Extensions & customizations: AL extensions, add-ons, upgrade readiness, and technical debt.
Integrations & data flows: APIs, connectors, external systems, data consistency, and monitoring approach.
Performance & stability: common bottlenecks, background jobs, and usage patterns (based on available telemetry/access).
How it works
Kickoff & discovery with key stakeholders (business + IT).
Environment review (configuration, extensions, integrations, and agreed processes).
Findings workshop to validate observations and align priorities.
Delivery of report + roadmap.
Deliverables
A Health Check Report outlining findings, risks, and recommendations (functional + technical).
A Prioritized Roadmap with quick wins and phased initiatives (30/60/90 days and beyond), including indicative effort estimates and recommended next steps.
Engagement model
Delivered remotely, in Spanish or English, subject to customer preference.
Jonxsoft can act as a complementary team (you can keep your current partner) or as the lead for follow-up improvements if desired.
Prerequisites
The customer provides a point of contact, stakeholder availability, and reasonable access to the Dynamics 365 Business Central environment and relevant documentation/integration details.