PDF · 8 min readd365
D365 F&O Readiness Checklist
What to have in place before a migration — data, process, governance, team. The same checklist used in real D365 engagements to spot avoidable problems early.
Resources
Frameworks and checklists we actually use.
Three downloadable resources used in real engagements. Free in exchange for your email — and we won't add you to a newsletter you didn't ask for.
Dynamics 365
AI & Automation
PDF · 6 min readai
AI Agent Scoping Template
Define use case, data sources, success metrics, and risk boundaries before you build. Stops AI pilots that demo well but never reach production.
PDF · 10 min readai
Local LLM Readiness Checklist
When on-prem AI makes sense — and the cost, hardware, and capability questions to answer first. Honest framework for the cloud-vs-local decision.
Azure Integration
PDF · 7 min readintegration
Azure Integration Audit Framework
Identify brittle point-to-point integrations before they break. A structured way to score your current integration estate and prioritise what to modernise.