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Dynamics System Health Check

Are you unhappy or unsure of your current CRM or ERP system performance? Try out our Dynamics 365 System Health Check and find out if anything could improve, and if so. How.

We often see systems that stop developing after implementation. It’s easy to lose sight of the reasons you got a CRM system and whether you are getting the many benefits it provides.

Our Dynamics Health Check gives you the opportunity to explore how to realise these benefits and map out how to keep growing the system in the future.

Find out what is included in a Dynamics 365 System Health Check here.

Process Review

In a process review, we look to engage with all areas of the business to map out existing processes and analyse where the system is aiding your processes well and more importantly where the system is holding you back.

It is important to involve various levels within the business across all departments to see where any pain points lie.  This will also help gain a view of how good user adoption is, do users know their processes and follow them correctly.

Are users suffering from a lack of or inadequate training in Dynamics?

As experienced CRM consultants, we bridge the gap between your processes and your personnel, providing a review of how these can be improved and supported by Dynamics.

Feature Review

There are almost certainly features of your existing Dynamics package that you aren’t utilising.

Did you know that twice a year, Microsoft change the way they do business through their phased action release waves?

These release waves contain improvements, tweaks and even full additions to their applications, but many people don’t know they happen. We have eyes on theses releases and when a wave does land, our team examines and reports on it.

As part of the health check, we use our up to date knowledge to review the attributes you are currently using, identify unused or overlooked features explore any benefits they could bring to your business and discuss how they might best be implemented.

Code Review

Not all code is created equal. If you have had several different software contractors or organisations work on your system in the past it could be that your code isn’t serving you as best it could.

Bad code isn’t necessarily incorrect code, it may seem to compile and run just fine but bad code, hidden behind the scenes can create problems in debugging, developing and modifying if you ever want to alter your system.

The code review allows us to comb through your existing code review on its current state and advise areas of improvement. 


How Do I Know If I Need A System Health Check? 

If you have been using your system for a while, with no upgrades since the original implementation a system health check is exactly what you need. 

In short the system health check gives you a roadmap to ensure you can keep growing the system and get the best results out of what you have already got. Simple tweaks or additions could add value to your organisation and save time in the process. 

How It Works

It is easy to lose sight of the reasons you got a CRM system and whether you are getting the many benefits it provides.

Upgrade Analysis

Still using old versions of software? Systems running slowly due to not having kept up with MS upgrades?

The upgrade analysis involves us looking at your existing dynamics configuration, integrations, data and IT infrastructure to determine what is required for you to upgrade to the latest version of Dynamics either in the cloud or on-premise.

We can then recommend the best way of approaching the upgrade and give you the tools to prepare.

Data Health Check

Do you fully trust your data and reports? Is weak data entry causing unreliability or has poor data from previous systems been migrated in Dynamics?

We can point out any data issues and recommend how to resolve them to give you cleaner, richer data, that you can trust.

We also recommend how to better monitor this moving forward and ensure data entry points are collecting the right data in the right format.

Licensing & Storage Costs Check 

Often licencing can be complex, confusing and expensive.  Remember the Microsoft release waves we talked about earlier? They often contain changes to licencing structures and cost. This can catch a lot of people out if they don’t know it’s coming.

We help demystify the licencing for you, see whether you are on the most cost-effective plans and advise how to keep this well managed.

We can also advise how to keep your storage costs to a minimum and ensure you always have them under control.

Health Check Documentation

At the end of the health check, we will put together easy to interpret documentation that summarises our findings.

On the back of these findings, we will record recommendations on what you can do.

These recommendations will be categorised into quick fixes and more long-term goals.

They will also be prioritised on what we think is the most urgent and what will bring the most benefits to your organisation.

Further Support 

You don’t have to work through the changes on your own.

We have some clients who use the health check just to take stock, but we have many who use the health check to start the process of improvement.

We won’t just walk away if you feel you want help implementing your new changes.


Data Cleansing

The process of removing or archiving old, duplicate, or irrelevant data from a computer system, to give it a cleaner feel or to comply with data protection regulations.

Canvas App

A User Experience focused type of PowerApp that can run on nearly any platform.


A lasting collection of computer system data or other records that are in long term storage.

Premium Credit Ltd

We worked with the Premium Credit team as partners on a number of a large and ongoing transformation projects within D365.

By getting to really know the team and their business model we have been able to create solutions and processes that have had a real impact on their business.


9.7 million

contacts from our CE supported clients

Staff retention


over 12 years

Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: +1 (727) 231 6096

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

Just ask.