Microsoft Dynamics 365 CRM Health Check

Your CRM should help your teams sell smarter, serve customers better and make informed decisions — not create extra work.

If you’re not getting the experience you expect, our Health Check uncovers what's slowing you down and provides a roadmap to improve performance, user adoption and ROI.

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Signs You Need a Health Check

  • User adoption varies across teams
  • Reports and dashboards don't provide the business insights you need
  • Critical processes still happen outside the CRM
  • Customizations have made your system harder to manage
  • Integrations aren't performing as expected
  • Leadership lacks clear visibility into pipeline and performance
  • You're unsure how to take advantage of Microsoft's latest AI and Copilot capabilities

Why a Health Check is Worth It

As your business changes, your CRM should keep pace.

Our experts evaluate how well your tech environment supports your people, processes and business goals. From there, we prioritize recommendations that help your teams work more efficiently, increase user adoption and maximize your Microsoft investment.


What You Will Walk Away With

After your Health Check, you'll receive prioritized recommendations and practical next steps to optimize your CRM environment today while planning for future growth.

  • A breakdown of custom code versus configuration
  • User adoption insights
  • Data storage assessment
  • API usage review
  • Workflow and process automation review
  • High-level CRM component assessment

Areas We Evaluate

Inventory of Configuration

Inventory of Configuration

Two Wrenches Icon

Compilation of Custom Fields

Database Storage Review

Database Storage Review

Workflow Analysis & Review

Workflow Analysis & Review

High-Level Assessment of Client Leveraged Elements

High-Level Assessment of Client Leveraged Elements

What to Expect

Our Microsoft Dynamics 365 CRM Health Check is designed to provide meaningful insights with minimal disruption to your team.

What's included:

  • A review of your Dynamics 365 CRM environment, including the modules, components and Microsoft cloud applications that support your CRM platform.
  • A collaborative 2-3-hour working session with key stakeholders, such as your CRM administrator, sales operations, product owner and business users across sales, marketing and customer service.
  • A summary of findings, recommendations and next steps.

Get Your Microsoft 365 CRM Health Check