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Dynamics 365 – Will the solution provide the expected value?

Industry experience-based independent evaluation to reduce risk and realize your goals set forth

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

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

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.

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.