Dynamics 365 Finance & Operations: Security & Licensing Workshop

Security and Licensing Workshop (2-Week Engagement) Overview Caf2Code’s Dynamics 365 Finance & Operations Security and Licensing Workshop is a focused 2-week engagement designed to help organizations gain control and confidence in their security roles, user access, and licensing strategy. With a mix of analysis, hands-on sessions, and optimization planning, we ensure you’re secure, compliant, and cost-effective.

Why You Need This Workshop Many Dynamics 365 Finance & Operations environments suffer from: • Overprovisioned roles and inconsistent user access • Unclear license assignments and unnecessary costs • Security model misalignment with business processes • Lack of audit-readiness and role visibility

This workshop is ideal whether you’re pre-go-live, mid-implementation, or already in production. Workshop Agenda Week 1 – Analyze & Assess Week 2 – Optimize & Recommend

Key Deliverables • Full User Role Report (with risk level and role assignment) • Licensing Utilization Report with Optimization Recommendations • Role Cleanup Plan (Quick Wins and Long-Term Strategy) • Suggested Future-State Security Architecture • Executive Briefing Deck (Findings, Savings, and Next Steps)

Outcomes You Can Expect • Reduced licensing costs through role/license alignment • Clear role-based access model that reflects actual job functions • Greater security and audit-readiness • Compliance with internal and external governance standards

Who Should Attend • CIO / CTO / IT Security Leads • ERP Program Owner / Admins • Finance and Compliance Officers • Department Heads (for role validation) Why Caf2Code We bring real-world experience in simplifying security models and licensing strategies within Dynamics 365 Finance & Operations. Our goal is not just compliance—it’s clarity, cost savings, and confidence.

Don’t let licensing or security slow you down—get the visibility and control you need in just two weeks.