Make your next AI decision with confidence.
Find where AI can create measurable value in your Dynamics 365 business—and what needs to be ready before you invest.
A focused, senior-led assessment for Dynamics 365 Finance & Supply Chain Management organizations. Start with a conversation about your business priorities.
Business first. Technology second. From possibility to a practical plan: value, readiness, and a clear next step.
From possibility to a practical plan.
Value. Readiness. A clear next step.
3–5
Prioritized AI opportunities.
Readiness
Scorecard with risks and dependencies.
90 days
Of sequenced next steps.
The possibilities are exciting. The investment decision is harder.
A demonstration shows what technology can do. Your business needs to know where it can help, what stands in the way, and which opportunity deserves attention first.
Magnetic connects operating problems to measurable outcomes, then evaluates the process, data, technology, controls, and people needed to act.
01
Leadership is asking for an AI plan.
02
D365 is live, but manual work and spreadsheets persist.
03
Copilot and agent demos have raised expectations.
04
You need priorities before funding pilots.
Leave with priorities. Owners. Next steps.
An executive assessment turns AI interest into a grounded investment recommendation for your environment.
Includes an executive findings presentation, opportunity inventory, and practical next-step investment recommendation.
01 / Opportunity — A prioritized shortlist
Three to five use cases tied to business problems and expected outcomes, evaluated for value, feasibility, readiness, adoption, and risk.
02 / Readiness — A clear view of the gaps
A readiness scorecard and risk register covering process, data, technology, security, governance, people, and delivery capability.
03 / Action — A 90-day action plan
A sequenced roadmap with accountable owners, dependencies, and a recommendation to proceed, prepare, explore, or defer.
A valuable idea is only part of the answer.
We assess whether your organization can execute it responsibly.
Your opportunity map makes the tradeoffs visible: which ideas can move toward a pilot, which need preparation, and which need more evidence.
Illustrative opportunity map: collections prioritization is high value and ready (Proceed); supplier change response needs preparation (Prepare); finance variance narrative needs exploration (Explore); autonomous purchasing is deferred (Defer).
Illustrative only. Your findings reflect your business, data, and controls. Readiness alone does not establish a business case.
Proceed
Define a pilot with measures and ownership.
Prepare
Resolve named readiness dependencies.
Explore
Validate value or feasibility further.
Defer
Revisit when the case is stronger.
Two weeks. A defined scope. A clear endpoint.
Two calendar weeks once access and stakeholder interviews are arranged. We combine business discovery with technical and organizational readiness review.
Standard scope: One D365 Finance & Supply Chain environment, up to five priority processes, and up to twelve stakeholder interviews. Plan for approximately 12–18 total stakeholder hours, plus preparation. Broader or more complex environments are scoped separately.
Days 1–2 — Align
Confirm leadership priorities, business outcomes, and success measures.
Days 2–5 — Discover
Interview process owners and identify candidate opportunities.
Days 4–8 — Evaluate
Review readiness, score use cases, and validate risks and owners.
Days 8–10 — Decide
Present findings, investment recommendations, and the 90-day plan.
Make the findings useful beyond the readout.
Your plan establishes a practical sequence, with the prerequisites and decision points made explicit.
The recommendation may be a pilot, targeted preparation, additional discovery, or a decision to wait. The findings remain useful whether Magnetic supports the next phase or you choose another delivery path.
Illustrative sequence. Pilot timing and scope depend on assessment findings.
Establish
Establish ownership and baselines.
Prepare
Resolve prerequisites and define a pilot.
Pilot
Launch a scoped pilot and review results where readiness permits.
Senior experience. Business-first judgment.
Magnetic is a deliberately focused consulting firm helping organizations plan, implement, recover, optimize, and support Microsoft Dynamics 365.
D365 in context
We connect the operating process to data, integration, AI, security, governance, and adoption.
Independent perspective
The recommendation follows the findings. We do not begin with a predetermined product or pilot.
Executive clarity
Leadership receives an actionable decision view, with priorities and responsibilities made explicit.
Let’s identify where to start.
Schedule a consultation to discuss the operating problems you want to solve and the decisions your leadership team needs to make.
Outcomes
Clarify the outcomes that matter.
Processes
Identify the processes worth evaluating.
Scope
Confirm scope, participants, and next steps.
Frequently asked questions
What if we are not ready for AI?
That is a useful finding. The assessment identifies the process, data, governance, or adoption work needed before you commit to a larger initiative.
Can this work alongside our current partner?
Yes. Magnetic can provide an independent decision view that complements your incumbent partner. You can use the findings to guide your chosen delivery team.
Does this include a working pilot?
No. This is an assessment and investment recommendation. Proof-of-concept development, production configuration, custom development, agent deployment, and extensive data remediation can be scoped separately.
Is this for Business Central too?
The standard offering is designed for Dynamics 365 Finance & Supply Chain Management. If you use Business Central, contact us to discuss the appropriate scope.
What happens in the first consultation?
We confirm the executive decision you need to support, the priority processes, the participants required, and whether the standard scope fits. Scope and investment are discussed before an engagement begins.
Inquiries: sales@magneticd365.com