Many businesses rely on Microsoft Dynamics 365 to manage critical processes, including sales, customer service, finance, and supply chain management. But as these environments evolve, it’s easy for inefficiencies, misalignments, and technical issues to go unnoticed. The result? You’re paying for a powerful platform but only using a fraction of its potential.

If you suspect your Dynamics 365 system isn’t performing as it should, or if you’re planning future improvements, now is the time for a professional Dynamics Health Check.

When symptoms appear, do not ignore them

Underperforming systems often reveal themselves through recurring symptoms:

• Slow load times or failed processes
• Unstable integrations or outdated customizations
• Low user adoption or workarounds outside the system
• Confusing licensing or rising costs with unclear ROI

These are not minor annoyances. They often point to deep-seated architectural, governance, or configuration issues. The longer they persist, the more complex and costly they are to fix, especially if you’re planning an upgrade or adoption of new tools like Microsoft Copilot.

What is a Dynamics Health Check

A Dynamics Health Check is a structured, short-term engagement designed to provide a comprehensive view of your current CRM or ERP environment. It goes beyond superficial observations to deliver a strategic, technical, and functional diagnosis of your Microsoft Business Applications, whether you’re using Dynamics 365 Customer Engagement (CRM), Finance & Operations (ERP), or the Power Platform.

At AlfaPeople, we’ve developed a proven 4-phase framework for this Health Check:

1. Discovery & alignment
We engage key stakeholders, map your environment, integrations, and known pain points. This ensures alignment between business needs and technical setup from day one.

2. Technical & functional analysis
From architecture and performance to data quality, licensing, and security, our certified experts thoroughly examine every layer of your system. We assess what works and what doesn’t.

3. Consolidation & diagnosis
We prioritize issues by severity and business impact, identifying “quick wins” and strategic improvements, with no guesswork – just clear insights.4. Executive presentation
You receive a board-ready roadmap, complete with action items categorized by urgency and effort. This enables you to make informed decisions, whether you’re upgrading, switching partners, or simply trying to maximize the benefits of your existing system.

What are the top issues we help you uncover?

Based on many assessments performed, these are the most common and costly problems we help companies detect and resolve:

1. Poor performance & system instability
Slow response times, frequent errors, and failed batch jobs often indicate architectural inefficiencies, excessive customizations, or suboptimal background processes.

2. Underutilization of Dynamics 365 features
Many companies rely on costly custom developments without realizing that Dynamics 365 already offers native features to support those needs. We show you where you’re missing out.

3. Security, licensing, and upgrade risks
Misaligned roles, outdated customizations, and poor data governance not only expose your system to compliance risks – they can also block your future upgrades or AI adoption plans.

Why now?

If you’re considering a change in Microsoft partner, planning to adopt Copilot, or preparing for a platform upgrade, this Health Check is your first step. It ensures you’re not building on shaky foundations and gives your leadership team clarity on next steps.

And with AlfaPeople’s global presence in North America, Europe, LATAM, the Middle East, and China, you’ll have the local attention you need with the international delivery power to grow with confidence.

Ready to take action?

Whether you’re already facing issues or want peace of mind, AlfaPeople’s Dynamics Health Check gives you the clarity and direction to move forward, without long-term commitment or disruption.

• Receive an executive roadmap
• Discover performance and licensing risks
• Unlock hidden value in your Microsoft setup

Book your free consultation and receive a personalized diagnostic, fast and actionable.