D365 Technical Assessments

A robust and scalable D365 CE implementation depends on strong technical architecture, clean code, and disciplined lifecycle management. Over time, technical debt builds up—from unoptimized plugins to unmanaged solutions, performance bottlenecks, or missing ALM practices. Our CE Technical Assessment dives deep into the system's technical underpinnings to ensure your platform is secure, maintainable, and future-ready. We evaluate across five key areas: architecture, performance, data model, extensibility, and environment management.

  • Review system architecture for best practices, layering, and solution management.

  • Evaluate performance issues from custom code, plugins, JavaScript, and UI load.

  • Assess entity schema design, relationships, calculated/rollup fields, and indexes.

  • Analyze customizations including plugins, Power Automate flows, and PCF controls.

  • Audit ALM processes, environment strategy, deployment tools, and admin practices.

Solution Architecture

Clean architecture is the foundation for scale.
We assess layering, modularity, and governance.

Performance & Optimization

Slow plugins and clunky forms frustrate users.
We pinpoint and tune bottlenecks end-to-end.

Data Model & Schema

Your schema drives performance and insights.
We check relationships, field types, and structure.

Solution Architecture

This evaluates the foundational structure of your CE environment. We look at how well the solution follows architectural best practices, including modular design, managed layers, use of solution segmentation, and security setup. This ensures the platform is scalable, clean, and compliant with Microsoft’s latest patterns.

Performance & Optimization

Performance bottlenecks often stem from custom code, poorly designed plugins, or excessive form load times. This topic assesses front-end and back-end performance including plugin execution times, JavaScript issues, async vs. sync logic, and overall system responsiveness to ensure your users aren’t being slowed down.

Data Model & Schema

A well-structured data model supports system efficiency and reporting. This check evaluates the use of entities, relationships, alternate keys, field types (including calculated and rollup fields), and overall normalization. We also look for opportunities to optimize schema for performance and scalability.

Customizations & Extensibility

We review all custom components—plugins, Power Automate flows, workflows, PCF controls, and integrations with external systems. The goal is to identify any unsupported, outdated, or overly complex code and ensure all customizations follow SOLID principles and Microsoft recommendations.

ALM & Environment Governance

Technical health is only sustainable with proper governance. We review your Application Lifecycle Management strategy—how changes are tracked, tested, and deployed. This includes DevOps usage, environment separation, solution packaging (managed/unmanaged), and backup strategies to reduce deployment risks.

Driven by passion, committed to excellence, focused on results.

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