FREE CHECKLIST

The Dynamics 365 Health Check Checklist

39 items across 7 areas — security roles, data quality, process health, performance, adoption, licensing waste, and upgrade readiness. The self-assessment version of what we check in a paid health check.

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0 of 39 done
AREA 1

Security Roles & Access Hygiene

Who can see, edit, or delete what — and whether access still matches who actually needs it.

AREA 2

Data Quality

Duplicates, stale records, and required-field abuse — the things that make every report technically wrong.

AREA 3

Process Health

Stuck flows, failing workflows and plugins, and error notifications that go nowhere.

AREA 4

Performance

Form load times and views — the daily friction that quietly trains people to avoid the system.

AREA 5

Adoption

Login rates and fields nobody fills — the gap between how the system is supposed to work and how people actually use it.

AREA 6

Storage & Licensing Waste

Where the easiest, fastest cost recovery in most environments actually hides.

AREA 7

Upgrade Readiness

Deprecated features and structural debt that turn a routine platform update into a surprise.

This checklist finds symptoms — our $1,500 Health Check finds causes

Checking these boxes yourself tells you that something's wrong. Our fixed-fee, 5-business-day Health Check goes further — one senior consultant does the full audit, then delivers a written findings report, a risk register ranked by business impact, a quick-win list, and a prioritized 90-day roadmap, wrapped up with a 60-minute debrief call. $1,500, fixed — no hourly billing, no scope surprises, and the fee is credited in full toward a retainer started within 30 days.

See the $1,500 Health Check →

Want the next checklist we publish?

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Questions

Checklist questions, answered straight

Is this D365 health check checklist actually free? +
Yes. No signup, no email required to use it. Check off items directly on the page — your progress saves in your own browser, and there's an entirely optional email field at the bottom if you want to hear about future checklists.
Can I really self-assess my own D365 environment? +
For a lot of it, yes — checking who holds admin access, whether flows are failing, or how many licensed users never log in doesn't require deep platform expertise, just someone willing to look. Where this checklist finds symptoms, a professional health check goes further to find and explain the underlying causes and how to fix them safely.
How is this different from the paid Health Check service? +
This checklist helps you spot the symptoms yourself, in your own time, for free. Our $1,500, fixed-fee Health Check is a 5-business-day engagement where a senior consultant does the full audit for you and delivers a written findings report, a risk register ranked by business impact, and a 90-day remediation roadmap, wrapped up with a debrief call.
Do my checked items save anywhere? +
Your progress is saved locally in your own browser using localStorage, not on our servers. It'll still be checked off next time you visit on the same device and browser, but it won't follow you to a different computer, and we never see which boxes you've checked.

Ready to find the causes, not just the symptoms?

Five business days. Full findings, risk register, and a 90-day roadmap — for $1,500, fixed. Credited in full toward a retainer started within 30 days.

Start the health check → See all free resources →