Dynamics 365 Value & Sequencing Assessment
In 2–3 weeks, get an executive-ready blueprint to unlock measurable outcomes, de-risk modernization, and sequence what to do first.
Modernization isn’t a system swap. It’s redesigning how work flows end to end.
This assessment gives you a fact-based, decision-ready view of:
Where value is trapped today (across core business journeys)
What’s realistic to fix now vs. later
What to sequence first for measurable impact
How Copilot and agentic workflows can be operationalized with governance and control
What you walk away with: a board-ready executive summary, a prioritized value heatmap, and a practical 90-day action plan.
Even with all the business applications in place, most enterprises still face the same issues: slow decisions, manual workarounds, low trust in KPIs, and siloed roadmaps.
Modernization becomes urgent when:
Legacy customization and technical debt slow every change
AI and Copilot initiatives stall without clean process + data foundations
Compliance and scale demands outgrow legacy platforms
Value is expected, measured, and defensible—not assumed
Bottom line: This is no longer an IT upgrade. It’s a value and operating-model decision.
How value is framed: directional ranges with documented assumptions—so Finance can validate without forcing premature ROI.
Effort: 3–5 stakeholder sessions, light system review, and rapid synthesis—minimal disruption, executive-ready outputs.
Value Heatmap (Top 10 opportunities) Mapped to end-to-end business journeys: lead-to-cash, procure-to-pay, record-to-report, service-to-revenue, and planning/fulfillment.
Copilot + Agent Readiness Scorecard A clear view of what’s blocking AI outcomes today (process, data, governance, adoption) and what to fix first.
90-Day Action Plan + Sequenced Roadmap Phased recommendations with dependencies, trade-offs, and a “next best moves” plan.
In 2–3 weeks, you receive three executive-grade outputs:
Guardrails (keeps it credible): outcomes before tools, process before automation, data trust before AI, readiness before ambition.
Method in One View: Align → Diagnose → Sequence
Align (Executive framing) Confirm priorities, constraints, scope, and decision expectations.
Diagnose (Journeys + reality check)Assess end-to-end processes, ERP/CRM usage effectiveness, integration and data landscape, and change readiness.
Sequence (Roadmap + decisions)Prioritize opportunities, define the starting line, and build a practical rollout plan.
We assess how work actually flows across functions, roles, and systems:
Business journeys: Lead/Order-to-Cash, Procure-to-Pay, Record-to-Report, Service-to-Revenue, Plan/Make/Deliver (as applicable)
ERP + CRM usage effectiveness: standard vs customization, adoption by role, breakdowns between intended vs actual execution
Data + integration reality: where truth fragments, where handoffs break, where reporting becomes “reconciliation work”
AI readiness: what Copilot/agents can automate now vs what needs foundational work first
Schedule a Dynamics 365 Value & Readiness Call
Phased modernization roadmap (sequence by value + readiness)
Full modernization program (when readiness supports it)
Targeted initiatives (fix the biggest bottlenecks first)
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