Dynamics 365 F&O Health Check
Choose the area that is not delivering what it should — one or several, where the symptoms connect. Then choose how deep we go. The preliminary read appears immediately and without contact details: which dimensions have to be reviewed, where your answers point — and what is explicitly not assessed at your chosen depth.
Two decisions, one product.
The Health Check is not a catalogue of sixteen separate products. It is one product with two dimensions — you choose the area and the depth, everything else is standardised.
- 01
Eight business areas
Finance · Order-to-Cash · Procure-to-Pay · Inventory & costing · Manufacturing · Reporting & controls · Integration & platform · Rollout & cutover. Multiple selection possible — the preliminary read flags it when the selection turns into a programme rather than a diagnosis.
- 02
Two review depths
System Only reviews the application. System & Operations additionally reviews the end-to-end process and the operating model around it.
- 03
Five status levels
Healthy · Needs attention · Structural issue · Critical · Not assessed. No overall 0–100 score.
- 04
Nine root-cause levels
Configuration · Process · Data · Integration · Customisation · Reporting · Governance · Testing/cutover · Capacity.
- 05
One standardised deliverable
Twelve sections, and four more with System & Operations — whichever business area you choose.
- 06
Expansion on findings
A Health Check grows only where the findings point to an adjacent business area.
What is on the table at the end.
Every Health Check variant produces the same deliverable structure. That makes findings comparable across areas and lets you attach a second area later without switching methodology.
- 01
Executive summary
- 02
Scope reviewed
- 03
Environment and process context
- 04
Assessment by dimension
- 05
Findings
- 06
Root causes
- 07
Quick wins
- 08
Structural issues
- 09
Risks
- 10
Dependencies
- 11
Prioritised remediation roadmap
- 12
Recommended next step
- 13
Process and operating model findings
- 14
Roles and responsibility findings
- 15
Manual workarounds and shadow processes
- 16
Governance and control findings
Additionally with System & Operations: Process and operating model findings, Roles and responsibility findings, Manual workarounds and shadow processes, Governance and control findings.
On duration, fixed price, package combinations, additional business areas, workshops or crediting back against later remediation we deliberately state nothing here while they are not released.
When your programme has no time for a diagnosis.
The Health Check is the structured entry point — not a mandatory station in front of an urgent conversation. If the go-live is wobbling, the budget is already well beyond baseline, a partner change is due or the steering committee no longer believes the plan, skip this step and talk to us directly.
Settle scope and sequence.
After the preliminary read we settle in conversation what exactly will be reviewed in your business area and depth, who has to be available for it, and in what order.