Independent D365 F&O Blueprint Review — get a risk report and fix plan before go-live

In short

An independent audit of your D365 F&O implementation design — the same Success by Design review structure Microsoft's FastTrack team uses, delivered by ex-FastTrack Solution Architects, without the eligibility bar. Because we don't sell licences, take referral fees, or have a statement of work to defend, the advice isn't shaped by anyone's commercial position. In 1–2 weeks you get a board-ready report: what's working, the top risks, the stop-the-line issues to fix before go-live, and a remediation plan you can execute.

How the engagement works

  1. Kick-off meeting60–90 mins — scope, timeline, existing artefacts
  2. Discovery workshops2–4 structured sessions with your team and partner
  3. Assessment & synthesisdesign logic validated, gaps and risks identified
  4. Report + playbackboard-ready report and a priorities working session

The promise

We’re a Microsoft partner — and independent of your implementation partner. We don’t sell licences, take referral fees, or have a statement of work to defend, so nothing shapes the review except what we find. We apply the same Success by Design review structure Microsoft’s FastTrack team uses, led by ex-FastTrack Solution Architects.

You’ll get a comprehensive report that clearly shows:

  • What’s working well
  • What’s risky or missing
  • What must be fixed immediately before go-live
  • Best-practice guidance + a practical remediation plan
  • A rollout strategy you can execute with confidence

This mirrors the intent of Microsoft’s Solution Blueprint Review workshop: validate high-level scope/design concepts and identify risks early.

What you get

Solution Blueprint Review Report (PDF + playback session)

  • Executive summary
  • Risk heatmap (RAG) across workstreams
  • Top 10 “stop-the-line” issues
  • Decisions & assumptions log. What must be agreed
  • Remediation backlog. What must be fixed in the next 2-6 weeks
  • Go-live readiness gates. The definition of “Ready”
  • Partner accountability checklist. The definition of “Done”

What clients typically uncover in this review:

  • unclear scope boundaries
  • late customisation debt
  • missing non-functional requirements
  • performance surprises
  • data migration assumptions not reconciled
  • cutover risk
  • testing strategy gaps
  • “UAT becomes SIT” chaos

What we review

We review your programme through the fundamentals that typically decide whether D365 projects succeed.

  • Scope & solution concept. What’s in/out, fit-to-standard vs custom, key design choices.
  • Finance foundations. Ledger setup, dimensions, intercompany, controls, close process.
  • Operational design (Supply Chain/Project operations as applicable). Master data, inventory model, warehouse processes, planning assumptions, project operations deployment option.
  • Integrations & application architecture. Interfaces, data ownership, failure handling, monitoring, performance.
  • Data migration strategy. Quality, cutover approach, reconciliation, historical data principles.
  • Security & compliance. Roles, SoD, auditability, regulatory requirements.
  • ALM, regression testing & release strategy. Environments, branching, regression, One Version readiness, deployment discipline.
  • Testing strategy. SIT/UAT scope, regression approach, test data, defect process, readiness criteria.
  • Reporting strategy. Financial statements, management reporting, data sources, Power BI model approach, reconciliation.
  • Go-live readiness & operating model. Cutover plan, hypercare model, support ownership, KPIs, training/adoption.

How the engagement works

  1. Kick-off meeting (60–90 mins). Confirm scope, timeline, and gather existing artefacts.
  2. Discovery workshops (2–4 sessions). We run structured review sessions with your team and partner.
  3. Assessment & synthesis. We validate design logic, identify gaps, and create the risk picture.
  4. Report + playback. You get the report, plus a working session to align on priorities and next actions.

Strategy add-on (rollout plan you can execute)

If you want this included (recommended), we’ll also deliver:

  • Wave strategy. We help you design your rollout strategy.
  • Governance model. Roles, decision rights, escalation paths.
  • Partner accountability checklist. What “done” means.

Why not just use Microsoft FastTrack?

FastTrack is excellent — its review structure is the backbone of ours, and our reviewers are ex-FastTrack Solution Architects. But it has two structural limits. It’s available only to customers who meet a minimum annual Dynamics 365 spend and are attached to a qualified implementation partner. And it’s delivered jointly with that partner — it will flag architectural risk, but it isn’t positioned to give you an independent view of your partner’s own delivery.

Dr Dynamics is the cost-effective independent assurance option when you:

  • Don’t meet FastTrack eligibility (or don’t want to wait for it)
  • Want an independent second opinion on what your partner is doing
  • Need a clear risk report before the project becomes “too late to change”
  • Want external pressure that saves you from a painful missed go-live

Ideal timing: before design sign-off / before build accelerates / 8–16 weeks pre-go-live / before the next rollout wave.

Who this is for

  • CFO / Finance Director who needs confidence in controls + close + compliance
  • Programme leadership who needs an objective view of risks and readiness
  • IT/Architecture leads who want integration/data/testing reality checks
  • Companies preparing for an ERP implementation or a rollout wave
  • Teams seeing scope drift, customisation debt, or go-live uncertainty

FAQ

Are you Microsoft / FastTrack?

We're a Microsoft partner, but not Microsoft and not the FastTrack program — the review is ours alone. Our reviewers are ex-FastTrack Solution Architects, and we apply best practices and Success by Design principles.

Will you replace our implementation partner?

No. We review, de-risk, and advise. If you want, we can support remediation sprints too.

Will this slow the project down?

It usually speeds it up—because it prevents expensive rework and late-stage surprises.

How do I know if my Dynamics 365 project is off track?

Watch for milestones that keep getting re-baselined, a defect backlog with no burn-down plan, late design decisions, vague go/no-go criteria, and a team that talks more about status reports than blockers. If two or three of these feel familiar, an independent review is cheaper than a reset.

What does an independent D365 implementation review cover?

A focused review typically looks at programme governance, scope control, solution architecture, data migration strategy, integration design, security model, test strategy, cutover plan and go-live readiness. The output is a prioritised findings report with clear severity levels, concrete recommendations and a pragmatic remediation plan — not a 200-slide deck.

How long does a Dynamics 365 advisory review take?

A targeted review of a specific workstream (for example cutover, integration, or data migration) usually takes one to two weeks. A full solution and readiness review for a medium enterprise programme typically takes three to four weeks. Emergency reviews can be compressed when a go-live is imminent.

Can you help rescue a failing D365 implementation?

Yes. Recovery work starts with an honest diagnosis: what is actually broken — scope, architecture, data, people, or partner delivery — and in what order it needs fixing. We then agree a recovery roadmap with the steering group, stabilise the most critical risks, and either run the recovery directly or coach your existing team through it.

What is a Dynamics 365 go-live readiness assessment?

It is a structured check of whether the solution, data, users, infrastructure, support model and business processes are genuinely ready to cut over. It looks at open defects, test coverage, cutover plan, hypercare model, rollback options and business sign-off. The goal is a clear, defensible go or no-go recommendation.

Do you advise on Dynamics 365 vendor and partner selection?

We help clients write realistic RFPs, evaluate partner proposals beyond the slideware, pressure-test delivery approaches, and understand where a bid is likely to hurt them later. We do not take partner referral fees, which keeps the advice genuinely independent.

Get your fastest-path plan

Bring the state of your programme — your Dynamics version, your go-live date and what's worrying you. We'll come back with a one-page fastest-path plan within 48 hours.

The D365 compliance newsletter

Every two weeks: mandates, config fixes, no fluff. Join 750+ finance & ERP leaders.