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An evidence-led roadmap for Dynamics modernisation

Team reviewing a schedule on a laptop — representative photograph
93%Code-analysis coverage, rounded
Functional + technicalParallel assessment tracks
RoadmapPrioritised modernisation choices
Client

A large property-services organisation planning the modernisation of its Dynamics estate.

The challenge

Complex business processes, extensive customisations and multiple surrounding applications made it difficult to decide what to retain, replace or redesign.

Scope and approach
  • Run functional and technical assessment tracks in parallel, followed by validation with business and technology stakeholders.
  • Categorise customised objects and distinguish the analysis scope from excluded and third-party components.
  • Review code health, process gaps, integration architecture and the potential to use standard product capabilities.
  • Present a prioritised roadmap covering design choices, remediation, integration patterns, testing and deployment practices.
Findings
  • Approximately 93% of the non-ISV customised object inventory included in code analysis.
  • A clearer basis for deciding which customisations to refactor, redesign or replace with standard capabilities.
  • An agreed structure for prioritising further analysis and modernisation work.

Code-analysis coverage is approximately 93%: 3,692 of 3,984 non-ISV customised objects, rounded. This is an assessment-coverage measure, not a performance improvement.

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