D365 FINANCE HEALTH CHECK

How well is Dynamics 365 really working for your finance team?

An independent review of configuration, process, reporting, customisation, controls and user pain points — followed by a prioritised improvement roadmap.

Book a Free 30-Minute Consultation What's included

No sales pitch. Speak directly with an experienced D365 consultant.

WHAT WE REVIEW

A structured view of the live Finance environment.

Finance configuration

Manual processes

Reporting

Integrations

Customisations

Security

Period-end processes

Outstanding gaps

User pain points

Automation opportunities

Data and reconciliation

Support model

THE OUTPUT

Not just findings — priorities.

The objective is to turn observations into a practical improvement roadmap that distinguishes quick wins from structural changes.

Current-state findings by Finance process and issue type.

Risk and business-impact assessment.

Recommended improvement actions.

Prioritised roadmap for delivery.

WHO IT'S FOR

Useful when D365 is live — but Finance still works around it.

Month-end still requires significant manual intervention.
Reporting depends on spreadsheet manipulation.
Teams are unsure which issues are configuration versus process.
Customisations are difficult to support or justify.
User experience varies significantly across Finance teams.
You want an independent improvement plan before investing further.

GET STARTED

Let's talk about your Dynamics 365 requirement.

Whether you're planning an implementation, resolving an existing problem or need experienced D365 Finance expertise — tell us what you're working on.

Request a D365 Finance Health Check

Book a Free Consultation