Golden Consulting PartnersBook Assessment

Free: D365 CE Health Checklist (15-Point)

Business operations visual

Built for small businesses running Sales, Service, or Field Service in Dynamics 365 CE.

  1. Stage exit criteria defined
  2. Opportunity hygiene rules active
  3. Queue ownership clear
  4. SLA trigger reliability
  5. Workflow failure monitoring
  6. Plugin timeout review
  7. Role/security model validation
  8. Duplicate detection setup
  9. Field requiredness audit
  10. Integration error dashboard
  11. Forecast confidence score
  12. Follow-up leakage check
  13. Dispatch conflict controls
  14. Backlog aging visibility
  15. Monthly improvement cadence
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