Dynamics 365 Reporting Assessment and Strategy Guide

This document is a guide focused on the Dynamics 365 Reporting Assessment, which aims to align reporting needs with appropriate tools and strategies. It outlines various stages of the assessment process, beginning with an initial kick-off and discovery phase that establishes scope, goals, deliverables, and a review of the current data landscape. The guide details subsequent steps, including a discovery review that presents initial findings and key focus areas for further analysis. An in-depth analysis is conducted to formulate recommendations on data architecture and scalability. The final phase involves closing and reporting, where conclusions and responsibilities are presented. The assessment is designed to optimize reporting, enable data-driven decision-making, and align reporting with business strategy. It also includes a phased strategic roadmap with prioritized initiatives and a future-state vision for data architecture and advanced analytics.