Is Your D365 Architecture
Working Against You?
Our expert Architecture Assessment uncovers hidden technical debt, security gaps, performance bottlenecks, and integration risks — then gives you a clear, prioritised roadmap to a healthier, scalable CRM platform.
A Thorough, Independent Review of Your Entire D365 CRM Platform
A D365 Architecture Assessment is a structured, expert-led evaluation of your entire Microsoft Dynamics 365 CRM environment — examining how it is designed, built, configured, secured, integrated, and governed.
Unlike a vendor health check, our assessment is independent and business-outcome focused. We look beyond surface symptoms to identify the root causes of sluggish performance, recurring bugs, security vulnerabilities, and runaway maintenance costs.
Whether your CRM was implemented years ago and has grown organically, or you have recently inherited a platform, an Architecture Assessment gives you full visibility and control.
Avoid Costly Upgrade Surprises
Identify unsupported customisations and deprecated APIs before your next wave release or go-live — not after.
Independent & Unbiased
No software to sell. Our only output is an honest, actionable assessment of your platform's health.
Documented, Prioritised Findings
Every finding is risk-rated and tied to a specific business impact — so you know exactly what to fix first.
Delivered by Certified D365 Architects
Every assessment is led by a Microsoft-certified professional with hands-on D365 implementation experience.
Six Critical Domains We Evaluate
Our assessment covers every architectural layer of your Dynamics 365 CRM environment — from the code and data model to security, integrations, and operational governance.
Solution Architecture & Customisations
A deep-dive into how your D365 environment has been structured, extended, and customised — assessing code quality, upgrade safety, and maintainability.
Security Model & Data Access
Comprehensive review of your security architecture — ensuring the right people have the right access to the right data, and nothing more.
Integration & API Architecture
End-to-end review of all integrations connecting D365 to your wider technology ecosystem — identifying fragile points, error handling gaps, and over-complexity.
Performance & Scalability
Identifying the root causes of slow load times, query timeouts, and system degradation — with concrete optimisation recommendations.
Data Model & Dataverse Architecture
Reviewing your entity design, relationships, and data quality — ensuring your data model supports both current operations and future growth.
ALM, DevOps & Governance
Assessing how your team builds, deploys, and governs the D365 platform — covering solution management, environment strategy, and release processes.
Does Your CRM Show These Symptoms?
These are the most common issues organisations discover during an Architecture Assessment — many of which have been hidden in plain sight for years.
Slow form loads & timeouts
CRM pages taking 5–15 seconds to load, users experiencing frequent timeouts — often caused by unoptimised plugins, oversized forms, or missing indexes.
Unpredictable post-update breakages
Microsoft wave releases regularly break workflows, plugins, or UI scripts — a sign of reliance on deprecated APIs or unsupported customisation patterns.
Security & compliance concerns
Users with excessive privileges, data accessible to the wrong teams, and audit logs that don't capture what they should — creating compliance and data risk.
Integration failures & data sync errors
Intermittent sync failures, missing records, and duplicate data between D365 and ERP or other systems — symptoms of fragile integration patterns.
Runaway maintenance & support costs
A growing backlog of unexplained bugs, escalating developer time for simple changes, and inability to onboard new team members quickly.
No documentation or knowledge transfer
Critical platform knowledge locked in one person's head, no architectural documentation, and no clear picture of what is deployed and why.
A Structured 3-Phase Engagement
Our Assessment follows a proven methodology — thorough enough to surface every significant issue, efficient enough to complete within 2–3 weeks without disrupting your team.
Discovery & Kickoff
We begin with a structured kick-off call with your key stakeholders and technical team. We collect environment details, access credentials, existing documentation, and key pain points. Our team maps the scope and confirms assessment objectives.
Deep-Dive Technical Assessment
Our architects conduct a methodical, hands-on review across all six domains. We analyse your solution layers, run diagnostic queries, review code, trace integration patterns, and evaluate governance processes. No stone is left unturned.
Reporting & Recommendations
We compile all findings into a clear, executive-ready report with a full technical appendix. Every finding is risk-rated (Critical / High / Medium / Low) and mapped to a prioritised remediation roadmap. We present findings in a live readout session and remain available for follow-up questions.
Six Concrete Deliverables
Everything you need to understand the current state of your platform and take confident action — in your hands within 3 weeks.
Architecture Assessment Report
A comprehensive written report (30–60 pages) covering all findings across six domains, with evidence, context, and business impact for each issue identified.
Risk Register
A structured risk register classifying every finding by severity (Critical / High / Medium / Low), with ownership, likelihood, and business impact scores.
Prioritised Remediation Roadmap
A phased, actionable roadmap mapping what to fix now, what to plan for Q2–Q3, and what to monitor long-term — with effort estimates for each item.
Executive Summary Presentation
A concise slide deck summarising key findings, risks, and recommendations — designed for your leadership team and board-level stakeholders.
Live Readout Session (2 hours)
A facilitated presentation of all findings with your technical team and stakeholders — including Q&A to ensure full understanding before remediation begins.
30-Day Post-Assessment Support
Email and call access to your lead architect for 30 days after delivery — to answer questions and provide guidance as you begin implementing changes.
What Organisations Achieve After an Assessment
Typical improvements reported by organisations within 3–6 months of completing an Architecture Assessment and acting on the roadmap.
Who Should Commission an Assessment
IT Leaders & CIOs
You need a clear picture of your CRM platform's technical health, risk exposure, and readiness for future investment or transformation.
Project & Delivery Managers
You're planning a D365 upgrade, migration, or major new feature — and need to understand what technical debt must be addressed first.
Organisations Post-Implementation
Your D365 has been live for 2+ years and is showing signs of technical debt — growing slower, harder to change, and more expensive to maintain.
Newly Inherited Platforms
You've recently taken over responsibility for a D365 environment and have no documentation, no architectural knowledge, and no visibility into what exists.
Multi-Module Expansions
You're planning to expand from Sales into Customer Service, Field Service, or Marketing — and need to ensure the existing architecture can support it.
Compliance & Security Reviews
An internal audit, ISO certification, or regulatory requirement has highlighted CRM access controls and data governance as areas needing formal evaluation.
Frequently Asked Questions
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