I find where your Dynamics 365 setup is wasting time and money, and tell you what to fix first.
An independent Dynamics 365 and Power Platform audit. £750 fixed, back to you in a week.
Findings, ranked by effort and impact
Every finding is scored on how much it costs you now and how hard it is to fix. Anything high impact and low effort goes to the top.
| # | Finding | Area | Impact | Effort | Priority |
|---|---|---|---|---|---|
| 1 | Licences still assigned to people who've left | Licensing | High | Low | Fix first |
| 2 | Invoice approval flow runs under one person's account | Power Automate | High | Low | Fix first |
| 3 | Changes made straight in production, no test environment | Customisation | High | High | Plan in |
| 4 | Sales team keeps a pipeline spreadsheet alongside the CRM | Adoption | Medium | Medium | Plan in |
| 5 | Unused fields on the main account form | Customisation | Low | Low | Tidy up |
The format of the report you get, with the cost and the fix for each finding.
The audit
- Price
- £750, fixed
- Turnaround
- One week from access
- Access
- Read-only
- Covers
- Customisation, Power Automate, technical debt, licensing, adoption
- You get
- The report, and a 30-minute walkthrough
- Afterwards
- Nothing, unless you want a fixed quote for the fixes
Where the money usually goes
- Licences
- Leavers still assigned, light users on full licences
- Flows
- Owned by one person, failing without anyone noticing
- Changes
- Made straight in live, with no test environment
- Ownership
- Nobody inside the business really runs it
- Adoption
- Spreadsheets kept alongside the CRM
Who you'd be working with
I'm Chris Denny. Over five years running Dynamics 365 and Power Platform in-house, including taking it over from a third-party provider. Steelhone is just me: you talk to me, and I do the work.
Questions people ask
Why not ask our current partner or IT team?
If they built it, they're marking their own homework.
What if you don't find much?
Then you have it in writing that the setup is sound.
Do you work outside Sheffield?
Yes. It's done remotely, anywhere in the UK.
Next step
A 20-minute call. If an audit isn't the right answer, I'll say so.
Pick a time or email [email protected]
Chris Denny, Steelhone, Sheffield