Identify risks, gaps, and improvement opportunities in your Microsoft Dynamics environment
Econix provides structured Health Checks for organizations that need a clearer view of system performance, operational fit, support needs, and next-step priorities across Dynamics 365 Finance, Dynamics 365 Supply Chain Management, and Business Central.
How a Health Check Works
Request
Submit your inquiry
Discovery Call
Structured intake session
Review
Expert-led assessment
Report
Written findings delivered
Debrief
Discuss priorities & next steps
3
Dynamics Platforms
6
Review Areas
5 Days
Report Turnaround
When a Health Check Makes Sense
A Health Check is most useful when there are visible signs that the current environment is not performing as expected — or when decisions about next steps require a more objective basis.
The system is live but not delivering enough business value
Reporting, financial controls, or operational processes feel weak or unreliable
Support issues keep recurring without a clear root cause
User adoption is inconsistent across teams or departments
Leadership wants a clearer picture before committing to further investment
An upgrade, stabilization effort, or optimization project may be needed
What this service is not
A general IT audit
A focused operational review of your Dynamics environment
A sales pitch for more services
An objective assessment with findings and priorities
A generic checklist exercise
A structured review conducted by Dynamics specialists
An open-ended investigation
A scoped engagement with a defined output and timeline
What Econix Reviews
The Health Check is structured around six practical review areas that together provide a complete operational picture of the environment.
Process Fit & Business Alignment
How well current system configuration supports real business workflows and operational requirements.
System Pain Points & Recurring Issues
Identification of persistent problems, failure points, and workarounds that indicate deeper configuration gaps.
Reporting & Operational Visibility
Review of reporting quality, financial accuracy, and whether the data people rely on is trustworthy.
Support & User Experience Challenges
Assessment of where users struggle, what they avoid, and where manual effort is replacing system capability.
Risks, Gaps & Improvement Opportunities
Structured review of control gaps, data integrity concerns, and practical areas for improvement.
Upgrade, Stabilization & Optimization Readiness
Assessment of whether the environment is ready for further investment and what preconditions need to be met.
Typical Review Coverage Profile
What You Get from a Health Check
The Health Check delivers a written report and debrief with practical, actionable findings — not a generic scorecard.
Clearer understanding of current issues
A structured view of what is and is not working in your environment, based on expert review rather than internal assumptions.
Practical priorities for improvement
Ranked findings that make it easier to decide what to address first and where effort will have the most impact.
Better visibility into risks and gaps
Identification of control weaknesses, data concerns, and configuration gaps that may not be visible from inside the business.
Stronger basis for next-step decisions
Objective findings to support decisions on stabilization, upgrades, additional investment, or change of approach.
More confidence in where to focus effort
A shared reference point for internal teams and leadership when discussing ERP priorities and resource allocation.
Deliverables Included
Written health check findings report
Risk and priority ratings by review area
Recommended next steps and priorities
Expert debrief session on findings
Guidance on stabilization or upgrade readiness
Pricing
Contact Econix for scoping and pricing — engagements are sized to the environment and organization.
Engagement Process
- 1
Submit a Health Check request via the form below
- 2
Econix contacts you within one business day
- 3
Structured discovery call to understand the environment
- 4
Expert review conducted against defined scope
- 5
Written report delivered within agreed timeframe
- 6
Debrief session to walk through findings and priorities
Microsoft Dynamics Focus
Econix helps organizations review live Microsoft Dynamics environments with a practical focus on finance and supply chain operations.
D365 FinanceDynamics 365 Finance
Financial operations, general ledger, accounts payable and receivable, budgeting, and reporting.
View platform details
D365 SCMDynamics 365 Supply Chain Management
Procurement, inventory, warehouse management, production, and logistics operations.
View platform details
Business CentralDynamics 365 Business Central
Integrated ERP for SMB and mid-market organizations across finance, operations, and distribution.
View platform detailsServing SMB and Mid-Market Organizations Across Canada and the USA
Econix is a specialist Microsoft Dynamics firm. Health Checks are conducted by consultants with direct Dynamics implementation and support experience — not generalists.
Common Situations We Review
Health Checks are most relevant when organizations are dealing with known ERP problems or approaching a decision point about the future of their system.
Underperforming Live Environments
The system went live but operational performance, reporting, or adoption has not reached expected levels.
Recurring Support Issues
The same types of problems keep coming back, indicating a root cause that has not yet been properly addressed.
Weak Reporting or Process Visibility
Finance or operations teams lack confidence in the data coming out of the system, or cannot get the reports they need.
Post-Go-Live Frustration
Teams are managing workarounds, maintaining parallel processes, or actively avoiding the system in key areas.
Need for Stabilization Before Larger Changes
An upgrade or expansion is being considered, but the current environment needs to be understood and stabilized first.
Planning for Upgrades or Optimization
Leadership is assessing options for the next phase of the ERP journey and needs an objective baseline.
Request a Health Check
Submit your request and an Econix consultant will contact you within one business day to discuss your environment and scope the engagement.
What happens after you submit
- 1
Econix contacts you within 1 business day
- 2
Discovery call scheduled to understand your environment
- 3
Engagement scoped and confirmed
- 4
Review conducted and report prepared
- 5
Written report delivered and debrief scheduled
Need a clearer view of your current Dynamics environment?
Econix Health Checks provide structured, expert-led reviews of live Microsoft Dynamics environments — with practical findings and clear priorities.