5-DAY DIAGNOSTIC FIXED FEE

Dynamics 365 Health Check

A fixed-scope, 5-business-day audit of your D365 CE environment — security, data, automation, licenses, and adoption, all reviewed by one senior consultant. You get a written findings report, a risk register ranked by business impact, and a 90-day roadmap for what to fix first.

What it is: a fixed-scope, 5-business-day diagnostic of your Dynamics 365 CE environment. Price: $1,500, fixed — no hourly billing, no surprise scope. You walk away with: a written findings report, a risk register, a quick-win list, and a prioritized 90-day remediation roadmap, reviewed together on a 60-minute debrief call on day five. If you start a retainer within 30 days, the full fee is credited toward it.

Start the health check →

$1,500, fixed · 5 business days · fee credited toward a retainer started within 30 days

01 — Deliverables

What you receive on day five

Every deliverable is scoped before we begin. Nothing is held back for a future phase — you get the complete package at the end of the engagement.

Written findings report — every issue identified, organized by category (security, data, automation, licenses, adoption, integrations), with what we found, why it matters, and the effort to resolve it
Risk register — findings ranked by business impact, not technical severity — what actually affects revenue, compliance, or operational reliability
Quick-win list — items fixable in under two hours, separated out so you can act on them immediately after the debrief
Prioritized 90-day remediation roadmap — what to fix first, second, and third, and roughly how long each takes
Leadership summary — a one-page version for stakeholder or board communication
60-minute debrief call — we walk through everything together and align on next steps

02 — What We Inspect

Eight areas, one environment

This is the short version. The full inspection checklist — including the specific red flags we look for in each area — is published on the blog.

Security roles & access control

Who can see, edit, or delete what — and whether System Administrator is being used as a catch-all for users who just need elevated access.

Data hygiene & model integrity

Custom entity and field proliferation, OptionSet drift, duplicate records, stale leads and opportunities.

Automation & workflow debt

Classic workflow inventory, Power Automate flow failure rates, plugin inventory, and business rule conflicts.

License usage & waste

Inactive users on paid Enterprise seats, Copilot add-ons nobody's using, and per-flow vs. per-user licensing.

Adoption metrics & usage patterns

Daily active users vs. licensed users, activity logging rates, and whether reports are actually being opened.

Integration health

Connector authentication status, sync error queues, data latency, and duplicate record creation across systems.

Plugin & customization inventory

Every registered plugin, its trigger conditions, and whether it's calling a deprecated API.

Structural red flags

Custom data models that fight the standard CE schema, and bulk data imported incorrectly and referenced everywhere.

Read the full breakdown: what we look at in a D365 health check.

03 — Timeline

Five days to full clarity

Intake call (Day 1)

Structured discovery of your CE environment, team structure, and top reported pain points.

Environment analysis (Days 1–3)

We work through security, data, automation, licenses, adoption, and integrations to map every risk.

Findings + roadmap (Days 3–4)

We build the risk register, quick-win list, and 90-day execution roadmap.

Debrief call (Day 5)

We walk through everything together, answer questions, and align on immediate next steps.

04 — Which Engagement Fits

Health check vs. stabilization sprint vs. retainer

Three different engagements for three different situations. Most clients start with the health check because it tells you honestly which of the other two you actually need.

Engagement	What it is	Timeline	Fee
Health check	Diagnostic only — full audit, risk register, and 90-day roadmap. No fixes performed.	5 business days	$1,500, fixed
Stabilization sprint	A short, scoped engagement to fix the specific issues the health check (or your own experience) surfaced. See D365 CE consulting.	Scoped to findings	Custom-quoted
Retainer	Ongoing monthly support once the environment is stable — the health check fee is credited toward it if started within 30 days. See D365 CE consulting.	Monthly, ongoing	Custom-quoted

05 — Best Fit For

Is the health check right for you?

This is for you if:

You inherited a CE deployment you didn't build, and nobody fully understands the configuration decisions that were made
Your CRM data isn't trusted — pipeline reviews are tense, reps work around the system, forecast accuracy is unreliable
You're evaluating AI or Copilot on top of D365 and need to know whether the foundation can support it cleanly
Costs are higher than expected — license renewals, storage, or Power Automate billing have grown in ways nobody planned for

06 — Questions

Health check questions, answered straight

How much does a D365 health check cost? +

The health check is $1,500, fixed. That covers the full 5-day engagement — environment audit, findings report, risk register, 90-day roadmap, and a 60-minute debrief call. No hourly billing, no scope surprises. If you start a retainer within 30 days of delivery, the full fee is credited toward it.

What's the difference between the health check, a stabilization sprint, and a retainer? +

The health check is diagnostic only — it tells you what's wrong and in what order to fix it, in 5 days, for $1,500 fixed. A stabilization sprint is a short, scoped engagement to fix the specific issues the health check (or your own experience) surfaced. A retainer is ongoing monthly support once the environment is stable. Most engagements start with the health check because you can't scope a sprint or a retainer honestly without knowing what's actually broken.

How long does the health check take? +

Five business days from the intake call. Days 1-3 are the environment audit, days 3-4 build the findings report and roadmap, and day 5 is the debrief call where we walk through everything together.

What access do you need to run the health check? +

Delegated admin access to your CE environment, scoped to read and configuration-review permissions. We document exactly what's needed before the engagement starts, and access can be revoked the moment the debrief call ends.

What areas of D365 CE does the health check actually inspect? +

Security roles and access control, data hygiene and model integrity, automation and workflow debt, license usage and waste, adoption metrics and usage patterns, integration health, plugin inventory, and the structural red flags that turn a tune-up into a rebuild. The full inspection checklist is published on the blog.

What do I actually walk away with? +

A written findings report organized by category, a risk register ranking every issue by business impact, a quick-win list you can act on immediately, a prioritized 90-day remediation roadmap, a one-page leadership summary, and a 60-minute debrief call to walk through it all together.

Ready to know exactly what's wrong?

Five business days. Full findings, risk register, and a 90-day roadmap — for $1,500, fixed. Credited in full toward a retainer started within 30 days.

Start the health check →

$1,500, fixed · 5 business days · one senior consultant, start to finish