Dynamics 365 Health Check: 2-Wk Assessment

Wipfli LLP

This engagement explores how to get the most value out of your Dynamics 365 Implementation

Wipfli will perform a review of your current Dynamics environment to maximize performance, increase collaboration, and streamline processes.


Week 1

  • Organizational process review with key stakeholders
  • KPI and industry benchmark analysis
  • Interviews with relevant users
  • Analysis of existing system configuration, processes, business rules, custom code, and integrations
  • Data usage analysis

Week 2

  • Document technical findings & prioritized improvement recommendations
  • Gap analysis
  • Develop business road map to implement recommendations
  • Formal presentation of findings


  • Report of technical and functional findings and improvement recommendations
  • Data usage findings
  • Evaluation of infrastructure health
  • Business road map to implement changes

You will also gain a comprehensive overview of how to:

  • Align customer relationship and experience processes with organizational strategies and goals
  • Accelerate organizational growth by focusing on customer relationship and experience process optimization
  • Access domain expertise and industry best practice analysis, deliverables, and outcomes


This session is for Business Leaders, IT, and Sales Managers.

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