Dynamics 365 CE Health Check
A fixed-scope, 5-business-day audit of your D365 CE environment — configuration, automation, security, reporting, adoption, performance, licensing, and Field Service, delivered through direct senior Dynamics 365 CE expertise. You get a written findings report, a risk register ranked by business impact, and a 90-day roadmap for what to fix first.
What it is: a fixed-scope, 5-business-day diagnostic of your Dynamics 365 CE environment. Best for: organizations that already run Dynamics 365 but suspect configuration, automation, security, reporting, adoption, performance, licensing, Field Service, or maintainability problems. It does not assume you need a reimplementation — the goal is to make the environment you already own work. Price: fixed fee, agreed before we start — no hourly billing, no surprise scope. You walk away with: a written findings report, a risk register, a quick-win list, and a prioritized 90-day remediation roadmap, reviewed together on a 60-minute executive debrief on day five. If you start a Dynamics 365 Support Plan within 30 days, the full fee is credited toward it.
What you receive on day five
Every deliverable is scoped before we begin. Nothing is held back for a future phase — you get the complete package at the end of the engagement.
- Environment review — the structural shape of the Dynamics 365 CE deployment: modules in use, customization footprint, and where it diverges from standard CE
- Configuration review — entities, fields, business rules, and OptionSet drift measured against how the environment is actually used
- Automation review — Power Automate flow failure rates, classic workflow inventory, and plugin behavior, including calls to deprecated APIs
- Security review — security roles, teams, and admin sprawl, including where System Administrator is being used as a catch-all
- Integration observations — connector authentication status, sync error queues, and duplicate record creation across systems
- Data-quality observations — duplicate records, stale leads and opportunities, and model integrity issues
- Prioritized findings — every issue identified, organized by category, with what we found, why it matters, and the effort to resolve it
- Quick wins — items fixable in under two hours, separated out so you can act on them immediately after the debrief
- Risk register — findings ranked by business impact, not technical severity — what actually affects revenue, compliance, or operational reliability
- Recommended 90-day roadmap — what to fix first, second, and third, and roughly how long each takes
- One-page executive summary — a condensed version for stakeholder or board communication
- 60-minute executive debrief — we walk through everything together and align on next steps
Eight areas, one environment
This is the short version. The full inspection checklist — including the specific red flags we look for in each area — is published on the blog.
Security roles & access control
Who can see, edit, or delete what — and whether System Administrator is being used as a catch-all for users who just need elevated access.
Data hygiene & model integrity
Custom entity and field proliferation, OptionSet drift, duplicate records, stale leads and opportunities.
Automation & workflow debt
Classic workflow inventory, Power Automate flow failure rates, plugin inventory, and business rule conflicts.
Licensing & admin cleanup
Inactive users on paid Enterprise seats, Copilot add-ons nobody's using, per-flow vs. per-user licensing, and admin-role sprawl.
Adoption & Copilot / AI readiness
Daily active users vs. licensed users, whether reports are actually opened, and whether the underlying data and security model can support Copilot or AI Builder cleanly.
Integration health
Connector authentication status, sync error queues, data latency, and duplicate record creation across systems.
Plugin & customization inventory
Every registered plugin, its trigger conditions, and whether it's calling a deprecated API.
Structural red flags
Custom data models that fight the standard CE schema, and bulk data imported incorrectly and referenced everywhere.
Read the full breakdown: what we look at in a D365 health check.
Five days to full clarity
Intake call (Day 1)
Structured discovery of your CE environment, team structure, and top reported pain points.
Environment analysis (Days 1–3)
We work through security, data, automation, licenses, adoption, and integrations to map every risk.
Findings + roadmap (Days 3–4)
We build the risk register, quick-win list, and 90-day execution roadmap.
Debrief call (Day 5)
We walk through everything together, answer questions, and align on immediate next steps.
One fixed fee, no scope surprises
5 business days · fee credited in full toward a Dynamics 365 Support Plan started within 30 days
- Environment & configuration review
- Automation review (Power Automate, classic workflows, plugins)
- Security review (roles, teams, admin sprawl)
- Integration & data-quality observations
- Prioritized findings, quick wins & risk register
- Recommended 90-day roadmap
- One-page executive summary
- 60-minute executive debrief
Health check vs. stabilization sprint vs. Dynamics 365 Support Plan
Three different engagements for three different situations. Most clients start with the health check because it tells you honestly which of the other two you actually need — or whether you don't need either yet.
Quick wins you can do yourself
Many findings are fixable in under two hours by whoever already administers the environment. The quick-win list is written so your own team can act on it without further engagement.
Stabilization Sprint
A fixed-scope, fixed-price project to implement the highest-priority risk-register findings — confirmed in writing before work starts.
Discuss a Stabilization SprintDynamics 365 Support Plan
Ongoing senior ownership of the environment once it's stable — administration, configuration, and continued improvement, month to month.
Discuss a Support Plan| Engagement | What it is | Timeline | Fee |
|---|---|---|---|
| Health Check | Diagnostic only — full audit, risk register, and 90-day roadmap. No fixes performed. | 5 business days | Fixed fee |
| Stabilization Sprint | Implementation of the highest-priority health check findings, as a fixed-scope project. See Stabilization Sprint. | Scoped to findings | Fixed price, agreed in writing |
| Dynamics 365 Support Plan | Ongoing monthly ownership once the environment is stable — the health check fee is credited toward it if started within 30 days. See Dynamics 365 Support Plans. | Monthly, ongoing | Flat monthly fee |
Access & data handling: the health check runs on scoped, delegated access inside your own tenant — never a copy of your data outside it. Access is revocable at any time, and an NDA is available on request. See Security & Data Handling.
Is the health check right for you?
This is for you if:
- You inherited a CE deployment you didn't build, and nobody fully understands the configuration decisions that were made
- Your CRM data isn't trusted — pipeline reviews are tense, reps work around the system, forecast accuracy is unreliable
- You're evaluating AI or Copilot on top of D365 and need to know whether the foundation can support it cleanly
- Costs are higher than expected — license renewals, storage, or Power Automate billing have grown in ways nobody planned for
Health check questions, answered straight
Using the health check as a senior second opinion on a stalled or struggling implementation.
A closer look at the security-role and access-control review inside the health check.
Field Service-specific configuration and scheduling review.
A self-serve checklist covering the same areas the paid health check inspects.
The full inspection breakdown behind the eight review areas above.
Ready to know exactly what's wrong?
Five business days. Full findings, risk register, and a 90-day roadmap — for a fixed fee. Credited in full toward a Dynamics 365 Support Plan started within 30 days.
Fixed fee · 5 business days · direct senior Dynamics 365 CE delivery