Dynamics 365 Upgrade: 2-Day Assessment

Blue Horseshoe Solutions, Inc.

Expert assessment of Dynamics 365 readiness to include business definitions, roll-out strategy as well as implementation estimate.

An industry specific assessment, completed by Blue Horseshoe experts, to help your company define and achieve your goals through the implementation and customization of Dynamics 365.


  • Meet with BHS experts to define your company’s enterprise goals, objectives, and opportunities to leverage new technical and functional capabilities within Dynamics 365
  • Define scope by specifying processes and business functions to be covered by Dynamics 365
  • Review of Blue Horseshoe’s proven BLUEPRINT methodology for successful implementation within your industry
  • Discuss potential resources, teams, roles, and responsibilities for technical tasks
  • Define rollout and risk migration strategy
  • Deployment preferences and options around cloud, hosted, and on premises—production/stage/QA/test
  • Users and licensing


  • Estimation of the hour requirements to complete the upgrade project
  • Future-state application/integration map
  • Estimate of hours and scope for any additional or new phase functionality not previously implemented; for example, implementing new WMS for pre-AX2012 R3 users
  • Recommended upgrade rollout plan and phasing
  • Recommended customization and ISV product migration or replacement strategy
  • Recommended data migration strategy and scope, including converting legacy WMS warehouses and items to post AX2012 R3 WMS
  • Recommended license mapping to new user roles

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