D365 Discovery Phase

Your business processes are the backbone of your success—but without a clear view of what’s working and what’s not, digital transformation can stall. Our Dynamics 365 Enterprise Process Diagnostic/Review service delivers an in-depth, structured analysis of your current workflows, pinpoints inefficiencies, and aligns your operations with Dynamics 365 capabilities—ensuring you get maximum ROI from your investment.

“Boost business efficiency and scalability with Key Dynamics Solutions’ Enterprise Process Diagnostic & Review—gain deep insights into your workflows, identify gaps, and align operations with Microsoft Dynamics 365 for smarter decisions, reduced risks, and sustainable growth.”

Supported Platforms

Microsoft Dynamics 365 Finance
Microsoft Dynamics 365 Supply Chain Management
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Customer Service
Microsoft Dynamics 365 Marketing
Microsoft Power Platform (Power BI, Power Apps, Power Automate)

Why Choose D365 Discovery Phase ?

A successful Dynamics 365 implementation begins with understanding your business inside out. Our Enterprise Process Diagnostic & Review gives you a complete view of your current workflows, uncovers inefficiencies, and ensures every step aligns perfectly with D365 capabilities through detailed Fit-Gap Analysis.

By identifying risks early and providing a clear, actionable roadmap, we help you avoid costly overruns, speed up deployment, and secure stakeholder confidence. The result? Optimized, future-ready processes that unlock the full potential of your Dynamics 365 investment.

Your D365 Discovery Options

Our Discovery Phase services are designed to address every stage of your Dynamics 365 journey. From analyzing existing workflows to ensuring go-live readiness, these assessments provide the insights and clarity needed for a smoother, faster, and more successful implementation.

Business Process Review (BPR)

Analyze current workflows to identify inefficiencies and opportunities for improvement before D365 implementation.

Fit-Gap Analysis

Compare business needs with D365 capabilities to determine necessary configurations or customizations.

Solution Blueprint Review

Validate proposed system design to ensure alignment with business goals and scalability.

System Health Check

Evaluate performance, configuration, and feature usage in an existing D365 environment.

Upgrade Readiness Review

Assess legacy systems, data, and processes for seamless migration to the latest D365 version.

Go-Live Readiness

Ensure teams, processes, and systems are fully prepared for a successful go-live.

Benefits of Dynamics Discovery Phase

Unlock the full potential of Dynamics 365 with a thorough Enterprise Process Diagnostic & Review. This service helps you streamline operations, reduce risks, and make smarter, cost-effective decisions for a faster and more successful implementation.

Who Should Consider This Service?

This service is ideal for organizations planning a Dynamics 365 implementation, upgrading from legacy systems, or seeking to optimize existing processes. It’s perfect for businesses aiming to align technology with growth goals and ensure a smooth, risk-free deployment.

Microsoft Dynamics 365 Discovery Phase Stages

The Discovery Phase in Microsoft Dynamics 365 is the foundation for a successful implementation. It uncovers business needs, maps current processes, and identifies gaps to design a solution that aligns perfectly with your goals.

Why Choose Key Dynamics D365 Discovery Phase Services?

Microsoft-certified expertise

Backed by certified professionals with deep knowledge of Dynamics 365 and industry best practices.

End-to-end assessment

Covers everything from current workflow analysis to go-live
readiness checks for complete project clarity.

Proven methodology

A structured review process to identify inefficiencies, process gaps, and opportunities for improvement.

Actionable insights

Practical recommendations that reduce risks, control costs, and accelerate successful implementation.

Key Dynamics Solutions – Your Trusted Dynamics 365 Partner

At Key Dynamics Solutions, we are trusted experts in delivering customized Microsoft Dynamics 365
solutions that accelerate digital transformation. Here’s why organizations across industries choose us as their preferred Microsoft Solutions Partner:

Microsoft-certified Dynamics 365 partner
Experts in ERP migration & implementation
Specialized in Finance, Manufacturing & Supply Chain
Proven success in legacy system modernization
Scalable, cloud-ready ERP solutions
Client-focused, result-driven approach

Know More About Us

Engagement Models We Offer

Fixed Scope Model

This model is best suited for projects with clearly defined objectives, deliverables, and timelines. We begin by gathering detailed requirements, estimating effort, and defining milestones. Once agreed, we deliver the solution within the agreed scope, cost, and schedule — ensuring predictability and minimal risk.

Time & Material Model

Ideal for projects with evolving requirements or where the scope is not fully defined upfront. This model offers flexibility in resource allocation and project changes, with billing based on actual time and effort spent. It allows you to adjust priorities and scale resources as needed throughout the project lifecycle.

Dedicated Resource Model

Perfect for businesses that need ongoing development, support, or system enhancements. With this model, you get full-time access to a dedicated team or expert who works exclusively on your project. It ensures continuity, faster turnaround, and better alignment with your internal processes — just like having an extended in-house team.

Frequently Asked Questions

Find answers to all your queries.

How long does the review process take?

The review process for a D365 project typically takes a few weeks to a few months, depending on the project’s size and complexity.

What deliverables will I receive?

You will receive a comprehensive report, a detailed project roadmap, a risk assessment, and a clear plan for your Dynamics 365 implementation.

Does this include D365 implementation?

No, the review process is a pre-implementation service that provides a strategy and plan for your future D365 implementation.

How does this reduce risks and costs?

The review process reduces risks by identifying potential issues before they become costly problems and lowers overall project costs by defining a clear scope and a realistic budget.

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