Dynamics & Office Health Check: 1-Hr Briefing


Comprehensive Dynamics 365 and Office 365 tenant review and health check. Review goes over the use (as applicable), how to improve user experience, organizational productivity, and security.

JourneyTEAM, an award-winning Microsoft Gold Partner and the US 2019 Partner of the Year, will provide a free, 1-hour briefing and Tenant Review and Health Check for Dynamics 365 and Office 365.

This FREE 1-hr comprehensive tenant health check shows how to better use Office 365 and Dynamics 365. (You don't need to have both solutions for this health check.) Evaluate how to improve user experiences and increase organizational productivity.

This systematic process analyzes your Dynamics 365 and Office 365 (if applicable) and how working together can offer you an integrated and user-friendly experience. This engagement does not depend on any particular licensing you may or may not have. JourneyTEAM will ensure your tenant is configured for the most successful adoption and implementation of your services.

If you are a Business and IT users who will be using Dynamics 365 and Office 365 in your organization, this engagement is for you.


  • Dynamics 365 and Office 365 introduction
  • Managing Dynamics 365 from the Office 365 environment
  • PowerApps and Flow
  • Dynamics 365 app for Outlook
  • Office 365 Groups
  • CRM and SharePoint online integration including default sharing and security
  • CRM and OneDrive integration
  • CRM and OneNote integration
  • Azure AD review for user, group, device, MFA enrollment and SSPR registration settings
  • Product recommendations and case suggestions
  • PowerAutomate (Flow) and PowerApps security settings
  • Exchange online service settings including retention and archive policies, email filtering and anti-phishing setup and auto forwarding


  • Licensing review ensuring you're using the best license bundle
  • Azure AD Settings review and update
  • Dynamics 365 and Office 365 service settings
  • Discuss your budget, timeline, and needs.
  • Development an implementation and adoption plan.

NOTE * Full telephony or VOIP config review is not in scope, but can be performed upon request.

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