D365 Audit

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Dynamics 365 Fit Check

Does Microsoft Dynamics 365 suit your organisation, or would another route serve you better? The Fit Check reviews your profile across 18 questions and gives you an honest result: fit score, the right module to start with, a budget range, and clear reasons against.

No sign-up. Your answers stay in your browser and are never transmitted to us. Traffic measurement only happens if you consent to it. Takes about 5 minutes.

Step 1 of 18
What do you mainly want to use the CRM system for? Where the emphasis lies determines which Dynamics module would be the right one to start with. Multiple answers possible.
How large is your organisation? User numbers and company size determine licence costs, the role concept and training effort. They also decide whether a platform solution pays for itself.

You have entered more CRM users than employees. Please check the figures. If external partners are included, the entry is correct.

Which industry are you in? Some industries benefit particularly strongly from the Microsoft platform, for instance because ERP proximity, project business or service processes play a major role.
Do any particular constraints apply to you? These points often decide the choice of system on their own, regardless of how well the features would otherwise fit. Multiple answers possible.
Which platforms do you use today? Your existing IT landscape is the single strongest signal: anyone already working with Microsoft 365 saves considerable integration and training effort with Dynamics 365. Multiple answers possible.
What should the CRM be connected to? Integrations avoid duplicate entry and media breaks. The more systems are to be connected, the more important open interfaces and a large partner network become. Multiple answers possible.
Who do you sell to? In B2B, long-term relationships and complex quotes take priority; in B2C it is more about volume, segmentation and campaign management.
How are you set up geographically? Multiple sites and countries raise the requirements for multilingual support, currencies, permissions and data residency. Multiple answers possible.
Which of these capabilities matter to you? These points separate modern platforms from lean standard solutions. Multiple answers possible. Choose „None of these“ if none apply.
Where should your CRM data reside? Dynamics 365 is cloud-first. A firm on-premises requirement narrows the choice considerably.
Which licensing model do you prefer? Subscription models offer a low barrier to entry and continuous updates. A one-off purchase or open source means more control at the cost of more effort of your own.
What budget do you have in mind? Budget decides which systems are realistically in the running more than any feature list does. Rough estimates are enough. If you do not know yet, just tick that box.

EUR per user per year

EUR one-off

How much time are you allowing for the rollout? Very short time frames point towards pre-configured standard solutions. Platform projects realistically need several months, even when kept lean.
Should existing data be carried over? The scope of migration significantly affects project duration, cost and the choice of implementation partner.
What can you take on internally? Doing work yourself lowers costs and improves acceptance, but requires available capacity. Multiple answers possible.
How many people are available to the project internally? Internal availability is the most common bottleneck in CRM projects, ahead of budget.

Number of people

Who should develop the system further later on? Those who want to adapt things internally benefit from low-code tools. Those who outsource everything mainly need a dependable partner.
What kind of reporting do you need? Standard reports are enough for many companies. Custom dashboards and forecasts require a capable analytics tool. Multiple answers possible.
How current does this data need to be? Real-time reporting places considerably higher demands on the data model and architecture than daily reporting does.
Are there regulatory requirements? Requirements on hosting location, certifications or retention can rule vendors out. Multiple answers possible.
What matters most to you when choosing a system? Your priorities weight the result. Multiple answers possible.
Where are you in the selection process? This does not change the fit score, but it helps you place the roadmap at the end correctly.

Press Enter to move to the next question.

Your result

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Dynamics 365 fit score

Your starting module compared

Why this result

Your budget range

Your roadmap

    Discuss your result

    Save your fit report as a PDF. It gives you a basis for every further conversation, including with other vendors. If you would like to go through the result with us, get in touch via the consulting request.

    To the consulting request

    Who is Microsoft Dynamics 365 worth it for?

    Dynamics 365 is a platform, not off-the-shelf software. That is both its greatest strength and its biggest cost driver. Those who need the flexibility get a system that can be tailored precisely to their own processes. Those who do not need it pay for options that go unused.

    In our project experience, Dynamics 365 is typically a good fit when several of the following apply:

    When Dynamics 365 is not the right choice

    There are situations in which we actively advise against it. Small teams of under five people with straightforward sales processes are usually better served by a lean cloud CRM, because it is ready to go faster and costs considerably less. Non-profit organisations focused on membership and donation management find more fitting features in specialised non-profit solutions. Where open source is mandated or a group-wide standard has already been set, the discussion is settled anyway. And if sales is to stay deeply embedded in SAP processes, SAP's own solution has a structural home advantage.

    Which Dynamics 365 modules exist in the CRM space?

    Sales covers leads, opportunities, quotes and forecasting, and is the starting module for most organisations. Customer Service brings cases, queues, SLAs and a knowledge base. Field Service adds scheduling, a technician app and spare parts management. Customer Insights handles segmentation, campaigns and automated customer journeys. Project Operations connects sales, resource planning, time recording and project billing. Modules can be combined. In practice we recommend starting with one module and expanding step by step.

    What does a Dynamics 365 rollout realistically cost?

    Licence costs are the predictable part and, depending on module and licence tier, sit in the mid three-digit to low four-digit range per user per year. The harder part to estimate is the rollout: as a rule of thumb, the one-off project effort often comes to one or two times the annual licence costs, depending on data migration, interfaces, process depth, and how much you take on internally. The Fit Check above works your own figures through as a three-year view.

    What does this Fit Check do, and what does it not?

    The Fit Check is a structured self-assessment, not consulting. It weights your answers against criteria from our project practice and delivers a first, dependable assessment including a module recommendation and budget range. What it cannot do is evaluate your processes in detail, spot special cases, or replace a requirements specification. That is what the conversation is for.