Microsoft Dynamics 365 Business Central Health Check

Is your Microsoft Dynamics 365 Business Central setup keeping up with your needs? With new AI capabilities like Copilot, Business Central is transforming into an intelligent platform for modern SMBs.

Get an expert health check and ensure your system is aligned with your goals and ready to drive efficiency and automation.

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Enhance Your Setup

Signs You Need a Dynamics 365 Business Central Health Check

There could be numerous reasons why your system might need a reassessment. It's time for a Health Check if:

  • Your initial implementation was rushed or without customization
  • You self-implemented
  • Your organization has grown, restructured or expanded into new markets
  • You’ve had a change in your system administrator or executive leadership team
  • Inconsistent or missing KPIs are holding back data-driven decision-making
  • Reporting requires too much manual work or still requires exports to Excel
  • You’re not using Copilot or Power BI yet
  • Monthly close takes too long or workflows feel clunky

Why a Business Central Health Check is Worth It

We’re in a transformational era for Microsoft ERP, powered by $15B in annual AI investment and the rise of Copilot. A health check helps you tap into this momentum – aligning your setup with the latest capabilities and customizations that bring value, automation and industry-specific innovation.

Our experts help you by:

  • Ensuring you can easily access the data you need
  • Facilitating more efficient processes within your instance
  • Updating features and settings to match your business needs
  • Scaling your system to align with your company’s growth

What do you get?

What’s Included in a Business Central Health Check

Our Health Check engagement can be completed in 2–4 weeks remotely or 4 days onsite with remote follow-up. We work closely with your team to evaluate your system from both a technical and strategic perspective.

Key Assessment Areas of a Health Check

  • Strategic goals and KPI workshop to align your system with business priorities and define what success looks like
  • Evaluate current usage of Copilot, Power BI and automation tools
  • Assess integrations and ISV configurations
  • Documentation of current data sources, reporting requirements and system dependencies
  • Solution architecture review and design options to improve scalability, integration and system efficiency
  • Process mapping session for one selected macro-process (e.g., Order to Cash or Procure to Pay) to identify pain points and improvement areas
  • Review security roles, sandbox usage and update cadence

Your Post Assessment Toolkit

  • A detailed current “State of The Union” report on your system with recommendations and a gap analysis
  • Implementation roadmap with prioritized initiatives, quick wins, and estimated timelines
  • KPI list with defined formulas and guidance for reporting and dashboard setup
  • Value stream maps visualizing process flows and opportunities for optimization
  • System configuration and user adoption recommendations to ensure long-term success and ROI
  • A readiness plan to help you activate Power BI and Copilot for AI-driven insights and automation
Get Your Microsoft Health Check