Overview
AI is only as good as the data, permissions and processes behind it. Our readiness assessment looks at your Dynamics 365 and Microsoft 365 environment, identifies the use cases with real business value, and tells you plainly what needs to be fixed before you roll anything out.
Capabilities
What our AI Readiness Assessment services include
Delivered by senior consultants and developers who work on Microsoft platforms every day.
Use-case discovery
Workshops with finance, operations and IT to find repetitive, high-value work that AI can help with.
Data quality review
Assessment of master data, document stores and ERP data that Copilot and agents will rely on.
Security & permissions
Review of Microsoft 365 sharing, Entra ID roles and D365 security so AI only surfaces what users should see.
Licensing & cost
Clear guidance on Copilot, Copilot Studio and Azure AI licensing and expected running costs.
Governance
Responsible-AI policies, usage guidelines and monitoring recommendations.
Prioritized roadmap
A written roadmap ranking use cases by value, effort and risk.
Outcomes
What you can expect
- A short list of AI use cases with clear business value
- Known data and security gaps, with a plan to close them
- Realistic licensing and running-cost estimates
- A roadmap leadership can approve
Technologies & tools
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FAQ
AI Readiness Assessment FAQs
How long does an AI readiness assessment take?
Typically two to four weeks, depending on the number of business areas and systems in scope.
Do we need clean data before using Copilot?
Copilot works with the data and permissions you already have, which is why we check both first. Poor data quality or oversharing in SharePoint and Teams are the most common issues we find.
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Learn moreLet's talk about AI Readiness Assessment
Book a free 30-minute consultation. We'll review your goals and outline a practical plan, with no obligation.