Skip to main content

Dynamics 365 Upgrade: 2-Day Assessment


Two-day health check audit to help organisations prepare for major Microsoft Dynamics 365 updates.

Worried by the new automatic Dynamics 365 updates? We provide Dynamics 365 Update Packages to help you smoothly manage the major updates (every April and October). We begin with an upgrade health check and then provide two options, so you choose the level that suits you depending on your in-house skillset and requirements.

What are the benefits?

  • Peace of mind that your CRM will continue working as it should after a major update
  • Learn about and adopt new features and improvements to stay ahead of the curve
  • Ensure a robust long-term CRM strategy, removing deprecated features and adopting new, best practices


Upgrade Audit

We begin with a two-day CRM upgrade health check in order to understand your technical setup and compare it against the next planned Dynamics 365 upgrade (such as deprecated functionality, systems changes and customisation impacts). This then allows us to be able to accurately provide costs and timescales for the update - and it could be that you simply use this report to carry out the work yourselves.


What’s included in the report?

  • Upgrading considerations
  • Areas of impact and extent
  • Any remedial work
  • Pre-upgrade checklist
  • Overview of new functionality
  • Upgrade costs

To find out more, please visit our Dynamics 365 Update Support webpage

  • TIP We recommend testing upgrades as early as possible.