MICROSOFT DYNAMICS 365 FINANCE & SUPPLY CHAIN
Get an independent view of your D365 program before risk becomes rework.
Implementation partners are responsible for delivery. Internal teams are responsible for the business. PinPoint provides a senior, independent review of whether the program is actually ready across data, process, testing, reporting, security, governance, and adoption.
Portal access is currently complimentary during preview. Monthly membership with a 7-day free trial is planned for the paid launch.
IMPLEMENTATION RISK
Software can be configured. Readiness has to be proven.
D365 programs become expensive when unresolved assumptions survive too long: legacy data is not clean enough, business processes do not fit the configured solution, testing is shallow, security is designed late, reports are treated as post-go-live work, or change adoption is reduced to training dates.
- Data migration quality and reconciliation
- Finance and Supply Chain process fit
- Testing coverage and defect readiness
- Security, SoD, and license-aware role design
- Reporting and month-end readiness
- Cutover, ownership, training, and adoption
OPERATOR EXPERIENCE
The review is informed by owning a D365 transformation, not just observing one.
At Ocean Insight, Shaun led a $2.5M Oracle EBS-to-D365 Finance & Operations program across seven business units. The scope crossed the same workstreams PinPoint now reviews independently.
Seven business units
Full-lifecycle ownership, governance, priorities, risk, migration, cutover, and adoption across a multi-entity transformation.
Finance through the warehouse
Finance, Supply Chain, Manufacturing, Warehousing, inventory, and the operating processes connecting them.
Data, security & reporting
Data migration and reconciliation, security/SoD, financial and operational reporting, and control readiness.
Integrations & ISVs
Experience included Power BI, Avalara, FormPipe Lasernet, treasury automation, and other connected solutions around D365.
D365 IMPLEMENTATION HEALTH CHECK
Program status & risk
Validate milestones, open decisions, unresolved dependencies, scope changes, ownership, and where status reporting may be hiding risk.
Data migration readiness
Review cleansing, mapping, mock migrations, validation, reconciliation, cutover volumes, and sign-off responsibility.
Process fit
Challenge whether configured Finance and Supply Chain processes reflect the business or simply the implementation template.
Testing & adoption
Assess scenario coverage, defect closure, user readiness, SOPs, role-based training, and whether business owners accept the future-state process.
Reporting & controls
Confirm financial reporting, operational visibility, security, SoD, and day-one control requirements are ready before cutover.
Executive remediation plan
Translate findings into prioritized actions, owners, timing, and a simple red/amber/green view of the program.
TANGIBLE OUTPUT
A review should end with decisions, not observations.
Risk scorecard
Clear RAG status by workstream with the evidence behind each rating.
Top-risk register
The issues most likely to affect cutover, close, fulfillment, control, or adoption.
Remediation roadmap
Prioritized actions with owners and recommended sequencing for executive review.
D365 KNOWLEDGE PORTAL
JET, Finance, and Supply Chain reporting in one working reference area.
The D365 portal brings together JET Reports, JET Analytics, Finance and Supply Chain reporting, training paths, dashboards, reporting functions, and a searchable document library for D365 Finance & Supply Chain teams.
Open free D365 portal →Independence matters most when the difficult question is: “Are we really ready?” The reviewer should not have a commercial incentive to answer yes.
NEXT STEP
Mid-rollout or not confident in the current plan?
A focused D365 health check can identify the few risks that matter most before they become production problems.