Independent audit · no vendor, no resale
Find what your CRM is quietly costing you.
I audit Dynamics 365, Microsoft 365 and Entra ID tenants, then hand you a report you can act on — security gaps, licenses you're paying for twice, and the data problems nobody has looked at in years.
20+ years in IT · remote, worldwide · reports in English, Hebrew or Russian
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High
Global admin accounts without MFA
Four privileged accounts, two of them shared. One belongs to a former employee.
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High
Guest users with access to CRM records
External accounts inherited access through a legacy security role.
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Medium
31 assigned licenses, 12 unused for 90 days
Plus six users on a plan a tier above what they actually use.
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Medium
Duplicate accounts skewing pipeline reports
No matching rules configured since go-live; sales forecasts double-count.
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Low
Workflows still running for a retired process
Firing daily, emailing a distribution list nobody reads.
Scope
Four things I check, in every tenant.
You choose the whole audit or a single area. Either way you get findings ranked by what they cost you, not by what's easiest to fix.
CRM health
Whether Dynamics 365 still matches how your team actually sells and serves — or how it did four consultants ago.
- Security roles and record ownership
- Customizations, plugins, unmanaged solutions
- Workflows and Power Automate flows still running
- Adoption: who logs in, who works around it
Security & Entra ID
Who can reach what, and what happens the day an account is compromised.
- Privileged accounts and standing admin rights
- MFA and conditional access coverage
- Guest access, stale accounts, orphaned mailboxes
- App registrations and API permissions
Licenses
Most tenants pay for seats and tiers nobody needs. This part of the audit usually pays for the rest of it.
- Assigned vs. actually used, per user
- Overlapping plans and duplicate add-ons
- Right-sizing before your next renewal
- A number you can take to procurement
Data & integrations
Reports are only as good as what feeds them. This is where trust in the CRM is usually lost.
- Duplicates, dead records, missing owners
- Integrations that fail silently
- Backup, retention and export reality
- What your dashboards actually measure
How it works
Three steps, about two weeks.
Read-only access
A short call to agree on scope, then read-only access to the tenant. I change nothing without asking, and I sign your NDA before I see anything.
The audit
I go through configuration, permissions, licenses and data, and talk to two or three people who use the system daily. Most of it happens without your team in the room.
Report and walkthrough
A written report — every finding with its impact, a fix, and who should own it — plus a call to walk your team through it. Your IT partner can implement the fixes; so can I.
Who you'd be working with
One consultant, not a bench of juniors.
I'm Dima Landa. I've spent more than twenty years in IT, the last stretch of it inside Dynamics 365 and Microsoft 365 tenants — mid-size companies with a CRM that grew faster than anyone documented it.
I don't resell licenses and I don't take partner commissions, so the recommendations you get are the ones I'd act on myself. If the honest answer is that your setup is fine and you should spend the money elsewhere, that's what the report will say.
- Experience20+ years in IT
- FocusDynamics 365 CRM, Microsoft 365, Entra ID
- BasedIsrael — working remotely, worldwide
- EngagementFixed-scope audit, fixed price
- AccessRead-only, under NDA
Get started
Tell me what's not working.
A sentence or two about your tenant and what's bothering you is enough. I'll reply with whether an audit is the right thing and what it would cost.
dima@dimalanda.com