How healthy is your Dynamics 365 setup?
Ten questions on the five areas where Dynamics 365 and Power Platform setups most often waste time and money. You get a score for each area and the first steps for anything that needs work.
What it looks at
- Ownership and support
- If nobody clearly owns the system, changes pile up with no plan, and the knowledge sits in one person's head or with a partner you can't see into.
- Power Automate
- Flows owned by personal accounts stop when someone leaves. Flows that fail quietly can break a process for weeks before anyone notices.
- Customisation
- Changes made straight in live, with no solutions or test environment, make every update a gamble. Unused fields, forms and flows slow everyone down.
- Licensing and cost
- Licences on leavers, or on people who only need a cheaper tier, are among the most common hidden costs and the quickest to fix.
- Data and adoption
- If people keep spreadsheets alongside the CRM, or don't trust its reports, you're paying for a system that isn't the source of truth.
More on each in 5 signs your Dynamics 365 setup is costing you money.
About the health check
Is it really free?
Yes. No sign-up and no email address. You get your score straight away.
Are my answers sent anywhere?
No. The check runs entirely in your browser. Nothing you pick is sent to or stored by Steelhone.
How accurate is a 10-question check?
It's a quick way to spot the areas most likely to be costing you. It can't see inside your system, so treat it as a starting point. The audit looks at the setup itself.
What should I do with a low score?
Start with the lowest-scoring area. Each one comes with first steps your own team can take. If you want an independent view of the whole setup, that's what the £750 audit is for.