Data & Solution Audit
We review your Dynamics 365 or Power Platform solution and its data, helping you understand the issues, risks and dependencies before you invest in changes.
Planning a change to an existing CRM?
For teams preparing to upgrade, migrate or consolidate a solution, change delivery partner or begin AI work, especially when documentation is incomplete.
Your CRM audit
What’s included
Understand what is working, where there are concerns and which findings matter most for the decision ahead.
Quality + lineage + ownership
01 / Examine the data
Review agreed data samples to understand how quality and ownership affect daily work, reporting and future changes.
Components + dependencies + ownership
02 / Examine the solution
Map the agreed applications, environments and connections to see how configuration and custom work affect reliability and future changes.
Protect + remediate + modernize
03 / Turn findings into decisions
Turn findings into practical priorities, separating confirmed evidence from open questions and areas that need a closer review.
We agree the systems, data samples, access and exclusions before starting. The audit provides findings and recommendations within that scope; it does not guarantee that every issue has been found.
How we work
Define the decision, systems, data samples, access and evidence to review, including what the audit will not cover.
Map the agreed solution and examine representative data, configuration, connections and records of how changes are managed.
Review the evidence with data owners, process leads, administrators and architects to check business impact and missing context.
Set out recommended actions, owners and dependencies, separating urgent concerns from longer-term improvements and further investigation.
What you take away
We agree the outputs at the start and record evidence, limitations and questions that need further investigation. Implementing fixes or redesigning the solution requires a separate scope.
Agreed scope, evidence sources and limits of the review
Data findings covering quality, ownership and how data moves between systems
Solution and environment inventory, with dependencies, access and maintenance observations
Prioritized action plan with business impact, risks, estimated effort and dependencies
Summary of findings and next decisions for business and technical owners
FAQs
A few practical answers before we talk about your project.
An audit is useful before a major upgrade, migration, replacement, consolidation, partner change or AI project, especially if documentation is incomplete. A Solution Health Check focuses on the current condition and operational risks of a live system. This audit builds a deeper view of its data, components and dependencies to support a larger decision.
The number of environments, data sources and connected systems, depth of review, available documentation and access approvals affect effort, cost and timing. We also need time with people who know the solution and its data. We agree scope, participation and schedule with your decision owner, administrators, data owners and process leads before starting.
Not by default. We agree coverage based on risk, using inventories, platform tools, representative data samples and targeted reviews. Reviewing all records or conducting detailed code analysis must be explicitly scoped. Findings describe the evidence reviewed, not a guarantee that the whole solution is free of issues.
We agree the environments, permissions, documentation and evidence needed before review. Access follows your identity, confidentiality and data-handling requirements, using only the permissions needed and agreed rules for extracting evidence. Depending on scope, we may use platform checks, inventories, logs and deployment records. Tools support professional judgment; they do not replace it.
No. We can report on permissions, ownership, configuration and governance within the agreed scope, but this is not a penetration test, security certification, formal compliance assessment or legal assessment. Specialist security, privacy or compliance reviews may still be needed.
The audit provides findings and a prioritized action plan. Implementing fixes, migrating data or redesigning the solution is separate work that must be agreed and scoped. Nemely can support that follow-up. Migration design or a dedicated AI readiness assessment may still be needed before delivery.
Start a conversation
Tell us what you need to decide, which systems or data are involved and where you need a clearer picture. We can help define a useful audit scope.
Discuss your CRM audit
Ideas to take with you
