May 9, 2023
5 min read

How can I benefit from a Microsoft Dynamics 365 assessment?

A technology business assessment is crucial for companies as it enables them to understand what their technology infrastructure should look like, what's functioning as expected, and what isn't. This assessment is a critical step for companies as it helps them gain valuable insights into their technology landscape and identify areas that require improvement to ensure optimal functioning.

By providing a solid foundation for sound decision-making, businesses can expand and grow innovatively and strategically, ensuring they have what it takes to achieve their goals. Regular assessments also enable companies to make real-time adjustments to optimize their business operations.

It's important to note that a business assessment is about more than just identifying shortcomings. Instead, it's an opportunity to uncover new avenues for business growth. By reframing your perspective and using the evaluation to identify growth opportunities, you can propel your business forward without being weighed down by self-criticism.

Although that’s one perspective, we prefer you use the business assessment as a tool to identify opportunities to grow your business rather than as a weapon against yourself or your business.

More importantly, a technology business assessment can help to:

  • Identify inefficiencies and potential technology risks.
  • Understand how technology is currently being used and its effectiveness.
  • Identify areas for improvement in the technology infrastructure and applications.
  • Assess the security and compliance of the technology systems.
  • Evaluate the technology budget and recommend cost-saving measures.
  • Identify opportunities to leverage technology to improve business processes and increase efficiency.
  • Finally, create a roadmap for technology upgrades and improvements.


However, the real power of a business assessment is the process itself. It’s when you take a moment to pause and step back from your business's daily operations, which is crucial for an objective evaluation of its direction. It's the perfect time to identify what your business needs to ensure it's on the right track.

Suppose you’re looking to uncover new opportunities for business growth and improvement. In that case, you can benefit from a Microsoft Dynamics 365 business assessment to proactively assess the readiness to start a Dynamics 365 implementation project. 

What are the benefits of a Microsoft Dynamics 365 business assessment?

Microsoft Dynamics 365 is the only cloud-based solution that offers all the tools needed for Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) in one place, allowing for seamless integration across several business units.

A Microsoft Dynamics 365 business assessment can help a company understand how it might benefit from new capabilities and enhancements by moving to the cloud. It's easy to use and deploy and can be used in the cloud or a hybrid cloud environment, making it simple to manage and deploy based on a company's budget and infrastructure.

Additionally, a business assessment can help you determine what changes are top priorities for a company by understanding how cloud-based scalability can increase agility and identify opportunities for improving operations.


Why should companies take advantage of a Microsoft Dynamics 365 Business Assessment?

This review helps the company to review the critical criteria for a successful project start. In addition, it provides actionable recommended practices to help the company prepare for a successful project start and a predictable go-live with Microsoft Dynamics 365.

The results of this assessment provide actionable recommended practices that will help a business prepare for a successful project start, a predictable go-live, and an ongoing support model. 

This business assessment can benefit businesses by ensuring they have the necessary infrastructure and knowledge to implement Dynamics 365 successfully. It can also help identify potential obstacles early on, allowing companies to address them proactively.
With its range of tools and benefits, Dynamics 365 can help businesses to streamline their operations, increase efficiency, and make more informed decisions. Furthermore, a business assessment can help companies to identify cost savings and enhance security, making it a worthwhile investment for any organization looking to stay competitive.

The importance of a Microsoft Dynamics 365 business assessment

A Microsoft Dynamics 365 business assessment is a valuable tool for any company looking to improve its operations and take advantage of the benefits of cloud-based technology. By assessing a company's readiness and identifying areas for improvement, a business assessment can help to ensure a successful implementation of Dynamics 365. 


Get in touch with us to apply for a Dynamics 365 Assessment ↓