Understand Your
Dynamics 365 Environment.
Get an independent, practical assessment or health check of your Dynamics 365, Dataverse and Power Platform environment — with prioritised recommendations, not just a report.
Why assess your Dynamics 365 environment?
Dynamics 365 environments often evolve over several years. New requirements lead to customisations, integrations accumulate, Power Automate flows multiply, and security models become more complex.
A structured assessment provides an evidence-based view of the environment and a prioritised plan for improvement — rather than guesswork.
- Is our Dynamics 365 architecture still fit for purpose?
- Have we accumulated unnecessary customisation?
- Are our integrations reliable and maintainable?
- Is our security model appropriate?
- How much technical debt do we have, and what should we fix first?
What we assess
Our assessment is tailored to your environment and objectives, drawing on the areas that matter most.
Solution Architecture
How Dynamics 365, Dataverse, Power Platform and Azure fit within your wider enterprise technology landscape, and where architectural constraints may emerge as the solution grows.
Configuration
Tables, forms, views, business rules, business process flows, dashboards, queues, SLAs and application navigation — identifying where configuration can be simplified.
Customisation & Development
Plugins, custom APIs, JavaScript, PCF controls, web resources and Power Automate flows — assessed for necessity, maintainability, security and efficiency.
Dataverse & Data Architecture
Table design, relationships, ownership, data duplication, data quality and volume — identifying structural issues that could affect reporting, performance or integration.
Security
Security roles, business units, teams, access teams, hierarchy security, field-level security and application users — identifying excessive permissions or gaps.
Integration
Integration architecture, APIs, Power Automate, Azure Functions, Logic Apps, Service Bus and error handling — identifying fragile or unnecessary point-to-point connections.
Power Platform
Power Apps, Power Automate, Power Pages, Power BI and Dataverse — architecture, governance, reuse of components and performance.
ALM & DevOps
Solution strategy, environment strategy, source control, build/release pipelines and deployment automation — for more predictable, repeatable releases.
Performance & Scalability
Potential causes of performance bottlenecks and constraints that could affect the solution as usage and data volumes grow.
Our Dynamics 365 assessment process
A structured process designed to provide actionable results, not every environment needs the same assessment.
Define Scope
Business objectives, systems in scope, applications, integrations and priorities.
Understand
Review current architecture, documentation and configuration with your teams.
Analyse
Identify risks, gaps, technical debt, complexity and improvement opportunities.
Prioritise
Classify findings by business impact, risk, effort, urgency and dependencies.
Roadmap
Translate findings into immediate, short-term, medium-term and strategic actions.
Dynamics 365 assessment packages
The assessment can be tailored to your requirements and environment complexity.
Focused Health Check
A targeted review of a known concern such as performance, security, integration, Power Automate, architecture or ALM.
Technical Assessment
A broader review of core technical components: architecture, Dataverse, customisation, security, integration, Power Platform and ALM.
Comprehensive Assessment
A full review of the wider Dynamics 365 ecosystem, including data, performance, ALM, DevOps, AI/Copilot readiness and governance.
Why choose MS Dynamics Consulting?
Dynamics 365 & Power Platform expertise
We understand how Dynamics 365, Dataverse and Power Platform work together across the ecosystem.
Technical depth
Assessments go beyond configuration reviews into custom development, integrations, Azure services, ALM and architecture.
Practical recommendations
We focus on recommendations that can actually be implemented, not a report that sits unused.
Independent opinion
An objective, evidence-based view of your environment, unaffected by who built or maintains it.
Prioritised, actionable findings
Recommendations classified by business impact, risk, effort and urgency to help you focus on what matters most.
A path to implementation
Where required, we help turn assessment recommendations into a practical delivery plan.
When should you perform a Dynamics 365 assessment?
Consider an assessment if you are planning a new implementation, have inherited an existing environment, are changing implementation partners, or your environment has accumulated technical debt.
Discuss Your Requirements- Planning a new Dynamics 365 implementation or replacing a legacy CRM
- You have inherited an existing Dynamics 365 environment
- You are changing implementation partners
- Deployments are becoming difficult or integrations are unreliable
- Users are experiencing performance issues
- Your security model has become complex
- You are planning a major expansion or considering Power Platform/Copilot
Explore related Dynamics 365 services
An assessment often leads into a wider engagement, here's where it can take you next.
Frequently asked questions
Ready to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.