Microsoft Dynamics 365 Health Check
Quarterly Health-Check for Microsoft Dynamics 365 CRM, F&O, SCM, PowerApps, and Copilot
The goal of a quarterly Health Check is to build a roadmap that identifies: gaps that need to be addressed, future updates that may impact configuration, and opportunities for change and innovation.
Our D365 Support North team shares a goal to help you maximize the return on your Microsoft business applications though risk mitigation and continuous improvement.
Four pillars of a Quarterly CRM, F&O, & AI Health-Check:
- Technical review
- Process / Feature review
- End-user adoption review
- Upcoming updates review
Key sections with your Health Check findings document will include recommendations based on your needs:
- Strategy and Customer Journey
- Marketing, Sales, and Service with link to Finance
- Strategy and Product Journey
- Inventory, Procure to Pay, Manufacturing and Supply Chain Management
- AI & Microsoft Copilot Strategy
- D365 Processes, Features, and Upcoming Updates
- D365 Training & Change Management
- D365 Licensing and Tenant Configuration
- Cloud and On-premise Integrations
- Database capacity and mitigation plans
- D365 Modules and Add-ons
- End user productivity and Microsoft 365
- Unified ERP, CRM, Business Application Roadmap
Clients engage with our Advisory Services team from a variety of starting points:
As part of a D365 Support North project-centric work, managed services contract, or specific SLA's for Dynamics 365 and Power Platform support we recommend a quarterly Health-Check for clients:
- Changing Microsoft CRM partners;
- Sustainment phase following the Go-Live of a major upgrade or implementation;
- Review of testing plan in response to announced changes and enhancements to the Dynamics 365 platform with an eye to compatibility;
- Implementing new reports or embarking on a broader FP&A or Business Intelligence strategy;
- Implementing IoT tracking, Field Service, PSA, Self-Serve Portals and other Dynamics 365 modules;
- Sponsoring any larger business process re-engineering projects (BPR) automation and workflow;
- Moving from Salesforce.com to Microsoft Dynamics 365 (learn more)
- Integrating an M&A acquisition or new line of business.
Steve Ewing
Vice President - ERP, CRM, & CloudContact Steve and his team to talk about your Business Needs.
"Let's find a fit between your needs and our Enterprise team for Microsoft CRM, ERP, & Cloud solutions."
Whatever your starting point is in 2025, the Endeavour CRM Health Check and Advisory Services include the following:
- Listen
- Understand your goals
- Review your processes
- Leverage our team’s knowledge and experience with similar client situations
- Think of creative options and alternatives
- Review the cost / benefit and mutually agree to a scope
- Review subscription licensing
- Make recommendations
en français
Le service de révision de processus d’affaires consiste en l’analyse et en la refonte des processus de travail au sein de votre entreprise. Le but? Les optimiser de A à Z, tout en automatisant les tâches les plus importantes. La consultation en processus d’affaires peut également impliquer la schématisation et l’étude de la logique d’affaires influençant vos différents processus de prise de décisions. Tout cela en mettant une emphase clé sur les différentes parties prenantes, les règlements et les exceptions qui forment les processus de travail de votre entreprise.
