Dynamics 365 CRM Audit

Take advantage of one of Microsoft services and conduct an external Dynamics 365 audit of your workflows to assure your CRM system is optimized, solid, and fully compliant with your business processes.

We can audit your system and make recommendations for improving it.

Take advantage of an external audit to assure your CRM system is fully compliant with your business processes.

External CRM System Audit Includes

Business Processes Audit

A business process audit is an in-depth analysis of the company’s key performance indicators to understand how the company’s CRM system supports the workflow with the daily operations and business needs.

Its main task is to identify existing gaps and omissions for their subsequent elimination.

Also, during the audit of business processes, the effectiveness of anti-crisis processes, operations most exposed to external risks, the least automated procedures are examined, and processes that work slower than others and are least effective are identified.

Information from varied sources can be used while conducting the audit, such as interviewing employees, studying documentation, monitoring work progress, and analyzing data.

Technical Audit

The purpose of a technical audit is to collect, systematize, and evaluate the system's technical characteristics according to certain criteria. This operation is necessary to improve the software and avoid unnecessary costs or modernize the existing CRM system and give a detailed review of your Dynamics 365 environment.

It includes the following aspects of verification:

Dynamics 365 CRM's architecture
Configuration settings
Programming and all the customizations
Plugins and third-party integrations
Security
Compliance
Data management and system documentation

What You Will Get

As a result of a comprehensive audit, you will receive:

A comprehensive analysis of the key company indicators on which business efficiency depends
Identifying the points of enterprise growth
Eliminating the violations and optimizing the work processes
A complete overlook and Dynamics 365 efficiency evaluation, including system configuration, customizations, data integrity, and security
An itemized report with practical recommendations and a detailed plan for implementing improvements and optimizing the current workflows

Benefits

Comprehensive analysis

We will provide a complete expert analysis of all your business processes and the technical parameters of your Dynamics 365 CRM system.

Recommendations and insights

When collaborating with UDS Systems, which provides Dynamics 365 services, you can always count on professional advice and technical support from our specialists.

Improved processes

Our highly qualified specialists will help you establish and significantly improve your work processes, security, and overall business performance.

Necessary system updates

Thanks to our technical support, your CRM system will be able to function as productively as possible, regularly receiving updates and being optimized.

Experience and expertise

Our specialists, with extensive experience and unique skills, will identify and quickly eliminate any failure in your CRM's operation and optimize all ineffective work processes.

Compliance and security

We fully comply with the standards and requirements for Dynamics 365 CE external audit services and adhere to the pre-approved audit protocol, data security, and confidentiality regulations.

Comprehensive analysis

We will provide a complete expert analysis of all your business processes and the technical parameters of your Dynamics 365 CRM system.

Recommendations and insights

When collaborating with UDS Systems, which provides Dynamics 365 services, you can always count on professional advice and technical support from our specialists.

Improved processes

Our highly qualified specialists will help you establish and significantly improve your work processes, security, and overall business performance.

Necessary system updates

Thanks to our technical support, your CRM system will be able to function as productively as possible, regularly receiving updates and being optimized.

Experience and expertise

Our specialists, with extensive experience and unique skills, will identify and quickly eliminate any failure in your CRM's operation and optimize all ineffective work processes.

Compliance and security

We fully comply with the standards and requirements for Dynamics 365 CE external audit services and adhere to the pre-approved audit protocol, data security, and confidentiality regulations.

Interested?

Order a Dynamics 365 Consultation with a Microsoft Consultant

Service Roadmap

Our Principles in Audit

When conducting an audit, our company adheres to the following principles:

Independence and objectivity

Our experts give the most objective assessment of the current situation at the enterprise.

Competence and professionalism

Our experts have the appropriate education, work experience and Microsoft certifications.

Confidentiality and security

Our company guarantees confidentiality and non-disclosure of the monitoring results.

What If…

... we are not sure about the necessity to conduct an audit?

There are several significant points at which it is high time to conduct an audit. For instance, when you notice that the company’s performance is decreasing, while your market segment is showing stability or growth. Or if you are aimed at developing new markets or are preparing for a merger or a large-scale project.

... we need the price list for your audit services to make a decision?

For this, the best option is to book a consultation with a UDS representative. You will receive a detailed description of the audit service processes and a comprehensive price list formed according to your auditing needs. This ensures that you have a clear understanding of the services and costs involved before making any commitments.

... risks arise during an audit?

The slightest deviations from the rules for working with critical documents, equipment, products, and other confidential materials are fraught with the emergence of a channel for leaking information with limited access. UDS Systems clearly understands the full extent of its responsibility to its customers.

... there are restrictions for receiving a UDS audit service?

Generally, there are no restrictions on receiving our audit service. Regardless of your geographic location or industry, you can become a UDS Systems’ client. However, we recommend that you book a consultation with our representatives to clarify all the details concerning your request.

... we are not sure about the necessity to conduct an audit?

... we need the price list for your audit services to make a decision?

... risks arise during an audit?

... there are restrictions for receiving a UDS audit service?

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How to Order the Microsoft Audit Service

Choose a convenient time and reserve a slot