What Happens During an Application Assessment and Why Your Business Needs One
What Happens During an Application Assessment and Why Your Business Needs One

Before upgrading or optimizing your Microsoft Dynamics system, do you really know what your current setup looks like behind the scenes? That’s where Application Assessment Support comes in. It’s a structured process that gives you clarity on what’s working, what’s outdated, and what’s silently costing you money or compliance.
At Systema365, we conduct assessments to help businesses like yours uncover gaps, optimize performance, and prepare for critical changes like BIR reporting or system migrations.
What Exactly Is an Application Assessment?
An Application Assessment is like a full diagnostic scan of your Microsoft Dynamics system. It gives you a technical and operational health check of your environment. We assess not only how your system is configured but also how your team is using it in real-time.
Our typical assessment covers:
- Configuration Review – Are your modules aligned with your current processes?
- Data Integrity Check – Is your data clean, complete, and usable for reporting?
- User Access & Licensing Audit – Are roles properly assigned? Are you over-licensed?
- Workflow & Usability Review – Are users experiencing delays or unnecessary steps?
- Compliance Risk Check – Is your setup aligned with BIR and other local regulations?
Why Is This Important?
Without an assessment, businesses risk investing in unnecessary upgrades, developing costly customizations, or worse failing an audit. An assessment gives you clarity, not guesswork.
Top benefits include:
- Avoiding wasteful spending on unused features or licenses
- Improving day-to-day operations by removing bottlenecks
- Reducing risk by aligning system processes with BIR or other local standards
- Creating a clear roadmap for improvement
When Should You Do It?
Be proactive act before problems arise. An assessment is most helpful when:
- You’re planning a major upgrade or system expansion
- You’re required to meet local compliance like BIR reporting
- You’ve experienced staff turnover or changes in business structure
- You’re unsure if your system is still serving your current needs
Conclusion & Next Steps
Application Assessment isn’t just a technical task it’s a business strategy. Take the first step toward a more efficient, streamlined, and compliant Dynamics experience.
Curious to find out how? Join our free BIR Package Webinar this July 24 and see how an assessment supports both compliance and system growth.