PRODUCTIZED SERVICE

D365 F&O
Migration Assessment

End-to-end Dynamics 365 Finance & Operations migration readiness analysis. Risk scoring, data mapping, customization inventory, and a prioritized go-live roadmap — delivered in 5 business days.

$1,200 flat rate
⚡ Limited to 3 slots per month — 1 remaining for March
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5 days
Delivery Time
20
Page Blueprint
100%
Expert Certified
6
Assessment Areas
🔗

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What We Assess

Eight Dimensions of Migration Readiness

⚠️

Risk Assessment

Business continuity risks, data loss scenarios, downtime impact, and rollback planning.

  • Risk severity matrix
  • Mitigation playbook
  • Contingency planning
🗂️

Data Mapping

Entity-by-entity data mapping from legacy to D365 — with transformation rules and validation criteria.

  • Source-to-target mapping
  • Data quality scoring
  • Transformation logic
🔧

Customization Inventory

Full audit of X++ customizations, ISV solutions, and extensions — with D365 compatibility ratings.

  • Custom vs standard gap list
  • ISV compatibility matrix
  • Migration complexity scores
🏗️

Integration Architecture

Third-party integrations, API endpoints, batch jobs, and data flows that must survive migration.

  • Integration dependency map
  • API compatibility check
  • Batch job migration plan
👥

User Readiness

Change management assessment, training needs analysis, and user adoption risk scoring.

  • Stakeholder impact matrix
  • Training curriculum outline
  • Adoption risk indicators
📋

Go-Live Roadmap

Phase-by-phase migration timeline with milestones, dependencies, and resource allocation.

  • Sprint-level timeline
  • Resource loading plan
  • Go-live checklist
💰

Cost & License Analysis

Total cost of ownership comparison, license optimization, and hidden cost identification.

  • TCO comparison model
  • License right-sizing
  • Hidden cost inventory
🔐

Security & Compliance

Security role migration, compliance requirements mapping, and data residency validation.

  • Security role mapping
  • Compliance gap analysis
  • Data residency check
How It Works

Four Steps. Five Days. Clarity.

Purchase & Kickoff

Complete your purchase. We schedule a 30-minute kickoff call to understand your current ERP landscape and migration goals.

Deep Analysis

A certified D365 F&O consultant analyzes your customizations, data, integrations, and organizational readiness across all eight dimensions.

Blueprint Delivery

Receive your 35-page migration blueprint with risk scores, go-live roadmap, cost model, and 60-minute strategy walkthrough call.

What's Included

Your 20-Page Blueprint Contains

📋 Full Blueprint Checklist

✓ Executive Summary & Readiness Score
✓ Risk & Complexity Assessment
✓ Data Migration Mapping Document
✓ Security Role Migration Plan
✓ Customization Compatibility Matrix
✓ Integration Architecture Diagram
✓ Go-Live Roadmap & Timeline
✓ TCO & License Optimization Model
✓ Change Management Framework
✓ 60-Minute Strategy Walkthrough Call
Explore Related Insights

Deep Dives on This Topic

D365 F&O Implementation Cost

Know the real cost before you commit

Legacy System Migration Guide

Patterns for migrating without breaking production

The Real Cost of ERP Customization

When customization costs more than the license
Questions

Frequently Asked

What information do you need from us?
We need documentation of your current ERP system (version, customizations list, integration endpoints), sample data schemas, and a 30-minute kickoff call with your project stakeholders.
How long does the assessment take?
5 business days from the kickoff call. Most clients receive their blueprint within 4 days. Complex environments with 100+ customizations may take 7 days.
What if we have multiple legal entities?
The $1,200 price covers one legal entity with up to 50 customizations. Additional legal entities can be added at $800 each. Enterprise bundles with 5+ entities get 20% off.
Is our data secure?
Absolutely. We analyze metadata, schema structures, and configuration — never production data. All work is performed under NDA with SOC 2 and GDPR compliance. Secure file transfer available.
What if we're not satisfied?
All sales are final. However, we stand behind our work — if any section of the blueprint needs clarification or deeper analysis, we'll revise it at no additional charge.
Can this lead to a full implementation?
Absolutely. Most clients use the Migration Assessment as the foundation for their full D365 implementation. If you proceed, the $1,200 is credited toward any implementation package on our pricing page.

🤝 Not Sure This Is Right for You?

Book a $250 discovery call with a senior consultant. If you proceed with any service, the deposit is credited toward your engagement.

Book Discovery Call → $250

Stop Planning Blind. Start With Data.

Most D365 migrations fail because of what teams didn't know going in. Get clarity in 5 days.

$1,200 one-time
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