Optimisation
Going live on D365 is the beginning, not the end. Most finance teams underutilise what the system can do — running manual workarounds, missing automation opportunities, and operating without the visibility to know where performance is falling short. Optimisation closes that gap.
The Challenge
The Post Go-Live Plateau
Implementation teams move on. The SI closes the project. But the finance team is left operating a system that was configured to go live, not configured to perform. Dashboards are basic, reporting is incomplete, controls are untested at volume, and nobody is watching what the data is actually telling you.
How It Works
What Optimisation Delivers
An evidence-based programme of targeted improvements across your D365 finance operation — grounded in transaction data, delivered by specialists, and measured against outcomes that matter to the CFO.
1
Process Performance Analysis
Reading the actual transaction data inside D365 across P2P, O2C, and R2R to surface automation shortfalls, bottlenecks, and control deviations — replacing workshops and assumptions with evidence.
2
Continuous Monitoring & Alerts
Replacing periodic sampling with real-time oversight across every transaction. Non-conformance flagged automatically. Control effectiveness visible to the CFO without waiting for the next audit cycle.
3
Reporting & Dashboard Enhancement
Building the finance reporting layer D365 is capable of but most implementations never fully deliver — board packs, operational dashboards, and period-end visibility configured for how your finance team actually works.
4
Automation & Workflow
Deploying Power Automate and D365 native capability to eliminate the manual workarounds finance teams accumulate post go-live — prioritised by commercial impact, delivered by specialists who know the system.
5
Specialist Expert Delivery
Where targeted expertise is needed — D365 Finance solution architects, cycle specialists across O2C, P2P, and R2R, or finance transformation programme directors — we provide senior practitioners on a project basis, accountable for outcomes not just hours.
6
Training & Capability Building
Using transaction data to identify where finance teams are underutilising D365 — surfacing adoption gaps, flagging non-standard workarounds, and targeting training where the data shows it is needed rather than delivering it uniformly across the team.
Key Outcomes
From Data to Delivery
Optimisation engagements are scoped, fixed-fee, and delivered by senior specialists from the Tierpoint network. No open-ended retainers. No time and materials. Every engagement starts with the data.
Connect
We access your D365 event log directly, establishing what is actually happening across your finance operation before any recommendations are made.
Prioritise
Gaps, inefficiencies, and control deviations are ranked by commercial and operational impact, giving the CFO a clear view of where to act first.
Deliver
Specialists are deployed against specific, scoped workstreams — automation, reporting, controls, or process improvement — with defined outputs and measurable outcomes.
Measure
Improvements are tracked against the baseline established at the outset, giving the CFO evidence of what has changed and what it is worth.
Get in touch
Read to add independent protection to your implementation?
Schedule a 30-minute discovery call to discuss your situation and how Retained Advisory can provide the independent perspective you need.
Get in touch
Let’s discuss how independent assurance, finance-led delivery, and practical optimisation can unlock measurable value from your Dynamics 365 investment.
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