Risk Management for Microsoft Dynamics 365

por d365.Global Pty Ltd

Risk Management Solution is a robust platform designed to allow organisations to manage Risks

Overview: The Risk Management Solution is a robust platform designed to empower organizations to efficiently manage risk, which can be applied at strategic, operational, program or project levels. It enables risks to be identified, analysed, evaluated and a suitable treatment plan put in place to mitigate the consequences if they are realised. In addition, ongoing monitoring and reviews can be conducted during the risk lifecycle including putting in place an action plan to reduce the probability and severity. This solution provides a seamless and integrated experience for the business that includes management dashboard reporting improving the communication to all channels in your organisation. This solution has been built to conform to the Risk Management ISO 31000 standard.

Key Features:

  1. Risk Assessment:

    • Risk identification to find, recognize and describe risks that might help or prevent an organization from achieving its objectives.
    • Risk analysis to understand the nature of risk and its characteristics including, where appropriate, the level of risk and probability of it occurring as well as the likelihood and consequences.
    • Risk evaluation to compare the results of the risk analysis and risk criteria to determine the actions required to address and support decisions.
  1. Risk Treatment:

    • Identifying a risk treatment plan to mitigate the risk occurrence, reduce the severity or how to treat if it does occur and the consequences for the organisation.

  1. Monitor and review

    • Identify a risk owner and put in place an action plan to follow up and review.
    • Recording and reporting aims to communicate risk management activities and outcomes across the organization.
  1. Analytics and Reporting:

    • Using built-in reporting and dashboards, intelligent reporting can be produced showing not only the number of risks or risk severity, but any other key information related to them. In addition, risks can be categorised on the type of treatment plan, likelihood of occurring, risk level or any other key information that is relevant for the audience.
  1. Alerts and Reminders:

    • Automated reminders can be sent to internal stakeholders to keep them informed if a risk has been released or any key information changes during the risk lifecycle.
  1. Document Management:

    • Store and manage all risk-related documents securely within the platform for easy access and reference.
  1. Integration with CRM:

    • Seamlessly integrate with Dynamics 365 Sales to have a 360-degree view of customer interactions and relationships.
  1. Compliance and Governance:

    • Ensure compliance with risk requirements of ISO 31000 standard by enforcing standard terms and approval workflows.


    • Awareness: Integrate risk-awareness throughout your business.
    • Treatment: Planning for operational risks helps businesses put in place a treatment plan to mitigate disruptions and prevent unexpected delays.
    • Communication: Putting in place a robust risk management strategy that includes internal audits, reviews past incidents, and stays up to date with industry best practices can help a company uncover hidden threats and propel action .
    • Planning: Risk management planning to anticipate and address potential problems before they can occur. 
    • Efficiency: Streamline risk processes, reducing manual data entry and administrative overhead.
    • Compliance: Mitigate risk and ensure compliance with standardized contract templates and workflows.

The Risk Management Solution empowers organizations to effectively manage risk, ultimately driving operations excellence and protecting their customers from any potential harm or impact on the delivery of products and services. It enables them to access any potential risks to the operational running of their organisations and capturing the required data to identify, analysis and evaluate risks and create a robust treatment plan.

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