Assessments
Find out why Dynamics 365 is falling short of the results your business needs.
Alliason’s Assessments review how your Dynamics 365 application and business processes support the work your team needs to do. We trace where the setup, information, connected systems, or ways of working are holding back the results you expected. You’ll understand what we find, why it matters and what we recommend to help you move forward. We review applications already in use or being implemented.
Starting at
$4500
Your team puts in the effort.
Where are the expected benefits falling short?
People may still enter the same information twice, check figures by hand, or wait for someone else to finish a step. That extra work takes time away from customers and other responsibilities. Reports may leave managers checking details before they can make a decision. These are signs that the application or the way work gets done needs a closer look.
The Assessment connects those everyday difficulties to their underlying causes. For example, one team may complete its part of a task, but the next team cannot continue because the information it needs hasn’t reached it. The cause could sit in how the application passes information or in the steps people follow to hand over the work. We review those connections so you can understand what is preventing the outcome you need and why our recommended changes would help address it.
Where does work slow down?
We examine the steps your team follows, where work waits or has to be repeated, and how those delays affect what the business needs to achieve.
Can your team trust the information?
We check whether people can find the information they need and trace gaps or conflicting figures.
Is the setup helping or getting in the way?
We check how the settings, changes made for your business and automated steps affect the task.
What would help your team get better results?
We explain how the causes we identify affect the results you need, what is already working and what we recommend changing to address those causes.
Show us what you need to achieve and what happens today.
Alliason’s advisors have hands-on experience implementing and improving applications across Dynamics 365. We understand how business needs translate into application settings, connected systems, and the steps people follow. That experience helps us review how the application and business processes work together, identify where they fall short, and explain what needs attention.
You don’t need to know the cause before speaking with us. We compare what should happen with what happens in practice, following connected steps and systems where needed. If a further review would go beyond the scope you’ve approved, we’ll always discuss it with you before proceeding.
01
See the task through your team's eyes
The people doing the task show us their steps, where they get stuck, and the extra work needed to finish. Managers and the person responsible for the application explain what the task needs to achieve and where the results fall short.
02
Trace the steps, settings, and information involved
We compare those steps with the settings and information used in the task. We trace where information comes from and how it moves between people and systems. Reports, support requests, and project plans help us check what was intended against what happens now.
03
Explain what is holding results back and how to address it
We explain the causes we identify and how they affect the outcomes your business needs. Each recommendation connects to those causes, with guidance on what is working, what needs attention first, and what to check after changes to see whether they helped.
The sales forecast still lives in Excel.
Before every sales meeting
Contoso’s sales manager checks the deals and rebuilds the forecast in Excel. Leadership needs to know which sales it can realistically expect.
What the Assessment finds
Some sellers count a deal when they send a proposal. Others wait until the customer agrees to buy. The total mixes different judgments.
Recommended next step
Agree which deals belong in the forecast and who keeps them updated. Then identify the changes needed in Dynamics 365 Sales.
Free, 30 minutes. Discuss the problems in your current Dynamics 365 Sales setup.
Fictional illustration
Contoso, Inc
An invented scenario showing an Assessment finding. It does not describe an actual client or result.
Choose the Assessment for your Microsoft application.
Select your application to see the work we review and what the Assessment helps you understand. Before starting, we confirm with you which business processes and outcomes the review will cover.
Business Central Assessment
Dynamics 365 Sales Assessment
Dynamics 365 Customer Service Assessment
Dynamics 365 Customer Insights Assessment
Dynamics 365 Field Service Assessment
Dynamics 365 Project Operations Assessment
Business Central Assessment
What the Assessment answers
What is keeping Business Central and your finance and operations processes from supporting reliable figures and easier day-to-day work?
What Alliason Reviews
How your team completes the finance and operations tasks being reviewed.
Where people have to compare figures by hand, enter information twice or use separate spreadsheets.
How Business Central is set up for those tasks.
How add-ons, changes made for your business, approvals, and automated steps affect the process.
Whether the records and reports provide what people need, who can access them, and which other systems supply information.
What you'll Understand
What is causing extra work or unreliable information in the tasks reviewed, and how it affects finance and operations.
What finance and operations need the application to help them do, set out in writing.
Which parts of the current process and setup are working, and what we recommend changing.
Which changes should come first and which risks need attention.
What to check after changes to see whether figures are more reliable and tasks are easier to complete.
Know what you're buying before you commit.
The Assessment gives your team a clearer understanding of where the application and business processes fall short, why that matters, and how to address the causes we identify. Your team or provider can use the requirements and recommendations to plan the work, with checks to help determine whether later changes improve the outcomes you need.
We make no changes to your live application during the Assessment. You decide what to approve and who makes the changes; your own team, your current partner, or another provider can use the findings. Any changes by Alliason require a separate agreement and quote.
Assessment fee
Starting at $4500
We confirm the scope and fixed fee with you before you purchase the Assessment. The fee covers the review within that scope, written deliverables, and Executive Findings Call.
Delivery timing
Timing agreed before we start
The Assessment is generally delivered over 1–2 weeks. We confirm timing with you based on the scope, application access, available information, and when your team can take part.
Your team's time
2 to 4 hours per person
We confirm with you who needs to participate and what information they should provide.
Who takes part
The people who use, manage, and depend on the application
We may need to hear from the people doing the tasks, their managers, the person responsible for the application, IT personnel, and whoever approves the next steps. One person may have several of these roles.
From the first conversation to understanding what needs attention
01
Tell us where results fall short
Tell us what your team needs to achieve, what happens today, and what you’ve tried. We’ll discuss whether an Assessment is appropriate and confirm the review scope and fixed fee with you before you buy.
02
Review what has already been tried
Share the reports, process notes, support requests, and previous recommendations you already have. We use these to understand what was intended and what has already been tried.
03
Hear from the people doing the tasks
We speak with users, managers, and application owners to understand how work gets done, what information they need, and where the process falls short of the results they need.
04
Check the application and its connections
Using the access you provide for the review, we examine the application and relevant connections within scope. We make no changes to your live application. If a further review is needed beyond that scope, we’ll discuss it with you first.
05
Document the causes and recommended path forward
We prepare written findings explaining the causes we identify and their effects, along with requirements and recommended priorities. A senior Alliason consultant oversees the Assessment and another reviews the findings and recommendations before we present.
06
Discuss the findings and your next steps
During a one-hour Executive Findings Call, we’ll explain what we found and answer your questions. You can ask what led us to a finding, how it affects the outcomes you need, and why we recommend a particular course of action.
Customer Service: Highlight Health needed to know what to keep and what to change.
Highlight Health's Dynamics 365 implementation had stalled. Separate screens supported parts of the claims process, but the application didn't connect the steps needed to take a claim from intake through review.
Alliason's Assessment identified what could be retained and what needed to change. Those findings guided the recovery that followed. In that separate engagement, the team retained useful parts of the application and configured it to support claims intake, analysis and review.
Read the Highlight Health customer story
“They did not tell us to tear everything out and start over. They helped us build from what was already there and make it fit our needs... With Alliason, there was dialogue, problem-solving, and a real working relationship.”
Alan M., Vice President, IT, Highlight Health
Questions before you decide
Find out what stands between your team and the results you need.
Tell us what you expected from Dynamics 365, where work falls short, and what you’ve tried. We’ll discuss whether an Assessment would help explain the causes and give you a clearer path forward. The conversation does not commit you to buying. We confirm the scope and fixed fee with you before you proceed.