Microsoft Dynamics 365 Tech AuditAgency Consultants

We evaluate your D365 setup to ensure optimal system configurations, identifying performance bottlenecks and areas that require reconfiguration. This includes assessing database structure, load balancing, and system response times to improve speed and stability. We also check for inefficient code execution, excessive data processing, and unnecessary system customisations that could be impacting performance.

Our experts analyse your current business processes within Dynamics 365 to identify inefficiencies. We recommend streamlined workflows and automation strategies to improve productivity and reduce manual effort. We look at where unnecessary steps can be eliminated, where automation can replace manual processes, and how to make approvals and workflows more efficient. Through a detailed D365 audit, we help reduce operational bottlenecks and enhance overall system usability, ensuring optimal performance.

We assess data accuracy, integrity, and security within your D365 system. Our team identifies inconsistencies, duplication issues, and missing data while recommending strategies to enhance data governance and compliance. We also look at how data is structured and stored, ensuring proper categorisation and accessibility. Our D365 audit will help implement best practices in data management, ensuring that your reports and analytics are based on clean, accurate data, reducing errors in decision-making.

We review your existing integrations with third-party systems and assess API performance. Misconfigured or failing integrations can disrupt workflows, so we identify and fix connectivity issues to ensure seamless data exchange. This includes testing API endpoints, reviewing authentication methods, and optimising data synchronisation processes. Our D365 audit ensures that integrations follow best practices for security and performance, minimising risks of system disruptions and improving efficiency across connected applications.

Our security assessment ensures your Dynamics 365 environment meets industry regulations, including GDPR, HIPAA, and ISO standards. We review user roles, access controls, and audit logs to enhance security and mitigate risks. Additionally, we assess vulnerabilities in authentication mechanisms, password policies, and system permissions to identify security gaps. A D365 audit strengthens security settings, ensuring that your business remains compliant with regulatory standards while preventing data breaches and unauthorised access.

We assess your current Dynamics 365 licensing structure to identify opportunities for cost savings. Our team ensures you are not overpaying for unused licenses and helps you optimise subscription plans for maximum efficiency. We also evaluate your current feature usage to determine whether you are leveraging the full potential of your licensing plan. Through a comprehensive D365 audit, we help reduce costs while ensuring your organisation has access to the necessary tools and capabilities.

We evaluate user engagement levels and training gaps, providing insights on how to improve employee adoption and system usability. Our tailored training programs ensure your team gets the most out of D365. We conduct user feedback sessions, analyse adoption metrics, and customise training to fit various team roles. A D365 audit ensures users are well-trained and confident in using the system, increasing efficiency and encouraging widespread adoption across your organisation.

We assess the effectiveness of your reporting tools and dashboards, ensuring they provide real-time, accurate insights. Our team optimises Power BI integrations and custom reporting features for better decision-making. We review report structures, data sources, and visualisation effectiveness to improve clarity and usability. By customising reporting dashboards and fine-tuning KPIs, a D365 audit ensures that decision-makers have access to the right insights, improving forecasting, tracking, and business strategy execution.