FREE RESOURCES

Practical Checklists, Not Gated PDFs

Everything here comes straight out of real client work — the same items we check on a Dynamics 365 CE audit, written down so you can run them yourself. Free, no email required to use them, and nothing hides behind a signup wall.

Dynamics 365

The Dynamics 365 CE Health Check Checklist

A self-assessment version of what we check in a paid health check — security roles, data quality, automation debt, performance, adoption, licensing waste, and upgrade readiness, in the same terms your environment actually uses.

39 items · 7 areas Open the checklist →

More on the way

We add a new checklist whenever a pattern shows up often enough across client work to be worth writing down properly. If you want to hear about the next one, there's a spot to leave your email at the bottom of the checklist above — completely optional.

Want a second set of eyes instead?

These checklists are built to be run yourself. If you'd rather have someone else run through them for you — or just want to talk through what you found — that's what we're here for.