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Dynamics 365 Audit & Assessment

Dynamics 365 – Will the solution provide the expected value?

Industry experience-based independent evaluation to reduce risk and realize your goals set forth
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Unlock the Full Potential of Your D365 Investment

Every stage of your D365 investment lifecycle is a chance to ensure your system is delivering real business value. As business needs, supply chains, and regulations evolve, your ERP must keep pace. A structured audit uncovers inefficiencies, misalignment, and underutilized capabilities by evaluating workflows, data accuracy, and operational risks. Whether you’ve used D365 for years, are mid-implementation, or see untapped potential, an expert assessment can optimize performance, reduce costs, and enhance user confidence. Addressing gaps early prevents inefficiencies from compounding, ensuring D365 remains a high-performing asset that drives growth.

Robust Auditing and Assessment Capabilities of Dynamics 365

Comprehensive Auditing
Tracks changes to records, including details of who, when, and what was changed.
Security and Compliance
Ensures adherence to policies like GDPR.
Audit Logs
Maintains detailed logs of user activities and system changes.
Multi-Level Auditing
Provides granular control at organization, entity, and field levels.
Proactive Monitoring
Identifies and addresses potential issues early.
Customizable Settings
Allows enabling or disabling auditing for specific entities and fields.
Data Management
Optimizes audit log size to prevent database bloat.
Audit Reports
Generates insights into system usage and data changes.

When Should You Conduct a D365 Audit & Assessment?

A well-planned pre-implementation audit helps reduce risks and ensures your D365 deployment aligns with business goals from the start. Organizations should consider an audit before implementation if:

  • Business processes are not fully mapped to D365 functionality
  • There is no clear implementation roadmap with defined phases and KPIs
  • Cross-functional alignment is lacking, creating risks of system misconfiguration
  • Data migration and integration strategies are not clearly defined


How We Help:

  • Assess organizational readiness and define an implementation strategy
  • Identify potential risks and establish a mitigation plan
  • Align business goals with system design to ensure long-term success

Even the best-planned D365 projects can face challenges mid-implementation. A mid-project audit can help course-correct before small issues become major roadblocks.

Organizations should conduct an assessment if:

  • The project is behind schedule, over budget, or facing scope creep
  • System configuration is not meeting business needs
  • There are data migration or integration challenges
  • Change management and user adoption efforts are falling short

How We Help:

  • Perform a health check on project status, risks, and gaps
  • Ensure alignment between system configuration and business processes
  • Improve data migration strategies and system performance

Even after D365 goes live, organizations may struggle with adoption, inefficiencies, or underutilized features. A post-go-live audit ensures your system is delivering business value and remains scalable, efficient, and optimized.

Organizations should conduct an audit post-implementation if:

  • Users are struggling with workflows, reporting, or system adoption
  • Key business processes are still relying on manual workarounds
  • Performance issues are leading to slow response times
  • Integrations with Power Platform, third-party apps, or legacy systems are not functioning properly

How We Help:

  • Optimize system configurations for improved efficiency
  • Identify opportunities for automation, reporting, and AI-driven analytics
  • Provide training and enablement strategies to enhance adoption
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What Our Comprehensive Audit & Assessment Covers

We analyze how well your D365 configuration aligns with your business objectives and evolving operational needs to ensure long-term success.

  • Identify opportunities to refine and streamline workflows for greater efficiency
  • Assess customizations to ensure they add value without unnecessary complexity
  • Configuring additional functionality to enhance the value of D365 system and help the bottom line.
  • Optimize integrations to improve data flow between D365 and other key systems

Adoption is critical for realizing the full potential of your ERP system. We evaluate how well users are leveraging D365 and provide recommendations to enhance adoption.

  • Training & enablement – Strategies to expand user proficiency and reduce reliance on workarounds
  • Reporting & visibility – Ensuring leadership and teams have the insights they need for better decision-making
  • Change management – Supporting a culture of continuous improvement and system engagement

Clean data and system reliability are essential for maximizing D365 effectiveness. We assess:

  • Data integrity & migration outcomes – Ensuring historical data is accurate, structured, and accessible
  • System performance & scalability – Evaluating system efficiency to optimize responsiveness and long-term scalability
  • Testing & quality assurance enhancements – Strengthening UAT and regression testing to prevent disruptions

A strong governance strategy ensures D365 remains a reliable and scalable foundation for your business. We help:

  • Identify & mitigate potential risks – Addressing areas that may impact system stability and operational performance
  • Refine security & compliance measures – Strengthening access controls, data governance, and auditability
  • Establish ongoing governance frameworks – Best practices for continuous system monitoring and optimization

Following our assessment, we provide a prioritized roadmap outlining key opportunities to enhance efficiency, automation, reporting, and system utilization.

  • Quick-win optimizations – Immediate actions that deliver rapid ROI
  • Long-term enhancements – Strategic improvements to scale system capabilities as your business grows
  • Executive-level insights – A clear, data-driven presentation of findings with recommendations for next steps

Maximize Your D365 Investment with Ascent Innovations

Your D365 system should continuously evolve to meet changing business demands. Our Value Optimization Audit & Assessment ensures that your ERP remains an asset, not a limitation—helping you improve processes, drive efficiency, and unlock new levels of success.

Let’s work together to transform your D365 system from operational to a game-changer.

Why Businesses Trust Ascent Innovations

Ascent Innovations is a trusted Microsoft Solution Partner, delivering scalable, business-driven D365 solutions that optimize operations and drive game-changing growth.

Electro-mechanical Equipment Manufacturer

Client Profile

Electro-mechanical equipment maker for automotive, aerospace and industrial facilities across the globe. Facilities in the US and Mexico.

Solutions

  • Implemented MRP to manage purchasing, production, and transfers.
  • Production BOM converted to Phantom BOM and pegged supply
  • Change Management, Training, and extended Hypercare.

Challenges

  • No standardization across the US and Mexican facilities.
  • Production planning done manually.
  • Multi-level BOM setup required.
  • 2 step Upgrade process to D365.

Outcome

  • Streamlined, standardized and accurate production and inventory.
  • Shipping times have improved by 30%.
  • Standardized Financial Statements directly from D365, so the CFO’s office is focusing on enabling business growth, instead of reporting.

Food Processing

Client Profile

Mediterranean cuisine – Kitchen with a 2-tier production and
delivery model.

Centralized kitchen for R&D, Recipe Mgmt., Purchasing.

Retail Outlets for final step production & customizing orders.

Solutions

  • Batch Tracking
  • BOM and Formulae updated for wastage
  • Configured First Expired First Out (FEFO)
  • Quality Control & Reporting

Challenges

  • Wastage or Damaged Goods were not tracked
  • Unreliable Master Resource Planning, Production Orders,
    and Product Costing.
  • Recipe Mgmt. was very cumbersome.
  • Quality Control was paper & labor intensive.

Outcome

  • Accurate Real-time Inventory & Ingredient tracing
  • Accurate Product Costing
  • Reduced Damaged Goods by over 30%
  • Improved Recipe Mgmt. reduced labor usage by over 40%
  • Doubled the number of Outlets within 18 months.

Electronic Component Manufacturer

Client Profile

Oklahoma-based metal buildings manufacturer for commercial airports, schools, malls, warehouses, gyms, etc.

Private Equity ownership

Solutions

  • Standardized on one COA, uniform Financial Dimensions, Intercompany Trade and Consolidation.

  • Configured ROU assets and automated calculations.

  • Configured Heat number tracking for traceability.

  • Configured Inventory Mgmt. and Advanced Warehousing.

Challenges

  • Multiple systems not talking to each other.

  • Excel sheets for tracking Assets, Sch. Of Value, etc.

  • Inventory reports time consuming for capital access.

  • Change Orders falling through the cracks.

  • Financial consolidation takes 3 weeks in Excel.

Outcome

  • Accurate Real-time Inventory and Production Costing.
  • Full material traceability.
  • Amortization and Depreciation in D365 Finance automated.
  • Customer collections from Change Orders improved by 38 percent.
  • Reports in 3 days after the month-end.

Our Insights

See what refreshingly easy, AI-powered solutions can do for your business.

Frequently Asked Questions

Why choose Ascent365 for Dynamics 365 Audit & Assessment?
Ascent365 provides a comprehensive evaluation of your Microsoft Dynamics 365 environment, focusing on business alignment, system performance, and user adoption. Their structured approach identifies gaps, risks, and inefficiencies while delivering a clear roadmap for optimization and long-term growth.
Ascent365 analyzes key areas such as data quality, workflows, system configuration, and user adoption. Based on the findings, they provide actionable recommendations, quick wins, and strategic improvements to enhance performance, reduce risks, and maximize ROI
It is a structured evaluation of your Microsoft Dynamics 365 system to identify inefficiencies, risks, and gaps, and to ensure alignment with business goals while improving performance and user adoption.
An audit can be conducted before implementation to validate readiness, during implementation to fix issues and misalignment, or after go-live to optimize performance and maximize long-term value.
Key areas include business and system alignment, user adoption, data quality, system performance, risk management, governance, and the development of a strategic improvement roadmap.
It enhances efficiency by identifying process gaps, reducing manual workarounds, improving system performance, and ensuring users effectively utilize the platform.
Benefits include improved system performance, reduced risks, better user adoption, enhanced data quality, informed decision-making, and a clear roadmap for continuous improvement and scalability.

Ready to start transforming your business?

Talk to us about how Ascent Innovations can help you realize business value faster with end-to-end solutions and cloud services.