This article provides a practical framework for discussion. The right answer depends on the specific Dynamics 365 configuration, requirements and constraints of your organisation.
Configuration
Does the system setup still reflect the operating model, controls and reporting requirements?
Processes
Where are users working outside D365 and why?
Customisation
Which customisations are still justified and which could be retired?
Reporting
Which information needs still require manual manipulation?
Controls
Are approvals, posting, security and close controls operating as intended?
Data and integrations
Where do data quality or interface issues create Finance effort?
User pain points
What friction is caused by design versus training or process ownership?
Improvement roadmap
Translate findings into prioritised, deliverable actions.
Experiencing this in your D365 environment?
Use a focused review to separate root causes from symptoms and define the right next action.
Use a focused review to separate root causes from symptoms and define the right next action.