Dynamics 365 Business Central Health Check

Ensure your Microsoft Dynamics 365 Business Central environment is optimized for performance, financial accuracy, and operational efficiency. Madhda's Microsoft-certified consultants and CPA professionals conduct a comprehensive Business Central Health Check to identify configuration issues, data integrity risks, and improvement opportunities.

Microsoft Certified Business Central Experts

CPA-Led Financial Review

Existing Dynamics 365 Business Central Customers

Book a Business Central Health Check

Common Issues Hidden Inside Dynamics 365 Business Central Environments

Many organizations implement Microsoft Dynamics 365 Business Central but never revisit their configuration. Over time, unnoticed issues can lead to reporting inaccuracies, reconciliation problems, compliance risks, and operational inefficiencies.

Hidden Configuration Gaps

Incorrect posting groups, number series, and general ledger structures can silently create inaccurate transactions and reporting errors.

Sub-ledger to General Ledger Imbalances

Customer, vendor, inventory, and fixed asset sub-ledgers may drift from control accounts, resulting in reconciliation challenges.

User Access and Segregation of Duties Risks

Improper permissions can expose organizations to internal control weaknesses and audit findings.

Reporting Inaccuracies

Misconfigured systems often lead to unreliable financial reports and poor business decisions.

What Does the Dynamics 365 Business Central Health Check Cover?

Our Dynamics 365 Business Central Health Check provides a structured review of your system configuration, financial data integrity, security settings, and integrations. The assessment helps identify configuration issues, reconciliation risks, permission weaknesses, and integration problems that may impact reporting accuracy, operational efficiency, and compliance.

Core System Configuration (Technical Review)
Financial Data Integrity (CPA-Led Review)
User Access & Permissions (Compliance Review)
Integration & Data Flow (Scoped Review)

We assess whether your Dynamics 365 Business Central environment has been configured according to Microsoft best practices.

General ledger setup and accounting periods
Chart of accounts structure and account categories
Customer, vendor, inventory and posting groups
Number series and document numbering configuration
Dimensions and mandatory dimension rules Bank account and payment method setup
VAT/GST and tax posting configuration
Currency and exchange rate management
Workflow and approval hierarchy configuration

We verify whether transactions and balances accurately reflect the organisation’s financial position.

Accounts receivable subledger reconciliation
Accounts payable subledger reconciliation
Inventory subledger versus inventory control accounts
Fixed asset register reconciliation
Bank ledger versus bank balances
Trial balance completeness review
Unposted and suspended journal entries
Direct G/L posting risk assessment
Period-end and year-end close procedures

We review access controls and segregation of duties to reduce operational and security risks.

User permission sets and custom roles
Segregation of duties assessment
Super-user and administrator access review
Inactive user identification
Approval limits and authorisation hierarchy

We assess how Business Central connects with Microsoft and third-party systems to ensure reliable data movement.

Microsoft 365 integrations (Teams, Outlook, SharePoint)
Bank feeds and payment integrations
Third-party application connections
Data migration integrity review
Power BI dataset and reporting connections

How Madhda Identifies Sub-Ledger and General Ledger Imbalances

One of the most common issues in Microsoft Dynamics 365 Business Central is a mismatch between sub-ledgers and their corresponding control accounts in the general ledger. These discrepancies can impact financial statements, audit readiness, and reporting accuracy. Madhda's CPA professionals systematically review accounts receivable, accounts payable, inventory, fixed assets, and bank reconciliations to identify root causes and recommend corrective actions.

Sub-Ledger to General Ledger Reconciliation Review in Dynamics 365 Business Central

Accounts Receivable Review

Validate customer ledger balances, aging accuracy, and the alignment of AR sub-ledgers with control accounts.

Accounts Payable Review

Identify discrepancies in vendor balances, unapplied entries, and AP control account reconciliations.

Inventory Valuation Assessment

Review inventory transactions, costing methods, and valuation accuracy to ensure reliable financial reporting.

Fixed Asset Reconciliation

Assess fixed asset records and depreciation calculations for completeness and balance sheet accuracy.

Bank Reconciliation Review

Verify bank ledger balances and identify unreconciled transactions affecting cash accuracy.

Microsoft Business Central Experts Backed by CPA Professionals

What sets Madhda's Dynamics 365 Business Central Health Check apart is the deliberate combination of Microsoft-certified technical expertise and professional accounting rigour.

Independent Assessment

Objective findings, regardless of who implemented or currently supports your system.

Strict Confidentiality

Findings are handled with professional confidentiality and shared only with authorised stakeholders.

Practical Recommendations

Clear, prioritised actions that your team can implement immediately.

Minimal Business Disruption

Conducted with read-only access and minimal impact on daily operations.

By combining Microsoft-certified technical expertise with professional accounting rigour, every finding is assessed through both a systems and financial lens. The result is practical, risk-focused recommendations that support compliance and reflect the realities of your business operations.

Microsoft Certified Professionals

Our certified Business Central experts review configurations, workflows, and master data against Microsoft best practices to uncover risks, inefficiencies, and optimization opportunities.

Certified Public Accountants (CPA)

Our CPAs evaluate transactions, balances, and reporting processes to identify control gaps and strengthen financial accuracy and data integrity.

DELIVERABLE DESCRIPTION INCLUDED

Health Check Report

Comprehensive findings across configuration, financial data integrity, and access reviews with risk ratings.

Included

Remediation Action Plan

Prioritized recommendations for configuration fixes, process improvements, and training requirements.

Included

Sub-Ledger Reconciliation Summary

Detailed reconciliation reports documenting variances, root causes, and recommended corrective actions.

Included

Risk and Findings Register

Centralized documentation suitable for audit committees and leadership teams.

Included

Executive Debrief Session

Presentation of findings and discussion of next steps.

Included

Remediation Engagement

Support to implement corrective actions and optimize Business Central.

Optional

Training Needs Assessment

Recommendations for user education and process improvements.

Optional

How the Dynamics 365 Business Central Health Check Works

Discovery & Scoping Call

We begin with a consultation to understand your Dynamics 365 Business Central environment, business structure, and any specific concerns identified by your finance or IT teams. Together, we confirm the scope, timelines, and engagement approach.

Typically, 1 - 2 business days

Secure Read-Only Access

Your administrator grants the Madhda team read-only access to your Business Central environment. No operational changes are made, and review activities are performed within your environment or through secure export methods.

Read-only access only

System Configuration Review (Consultants)

Our Microsoft-certified consultants assess the agreed configuration workstreams, including setup tables, posting groups, chart of accounts structure, user permissions, dimensions, and workflows. Findings are documented against a structured review framework.

Typically, 3–5 business days

Report Delivery & Executive Debrief

We present the findings in a structured debrief session, answer questions, and discuss recommended next steps. Where required, a follow-on remediation engagement can be scoped separately.

Included in all engagements

Report Preparation & Quality Assurance

Technical and financial findings are consolidated into a single Health Check Report. Each finding is prioritised according to severity and accompanied by practical recommendations. The report undergoes internal quality assurance before delivery.

Typically, 2–3 business days

Financial Data Integrity Review (CPAs)

Our CPA team evaluates the integrity and reliability of financial data by reconciling subledgers, reviewing posting patterns, assessing trial balance accuracy, and identifying unusual or unexplained transactions.

Typically, 3–7 business days (depending on data volume)

Ready to Optimize Your Dynamics 365 Business Central Environment?

Schedule a no-obligation consultation with Madhda's Microsoft-certified consultants and CPA professionals. We'll assess your Business Central environment, define the right scope, and provide a fixed-fee proposal.

Schedule a Health Check

Why Partner with Madhda

Microsoft Certified Partner

Certified D365 experts with global implementation experience

Industry Proficiency

Industry-specific knowledge across manufacturing, retail, trading, finance, and service

Structured Process

Structured implementation methodology

Training & Support

Strong focus on user adoption & training

Add-on Products

In-house Add-ons (DynaConnect, Procure+, Notify 365, Portwise 365, PMS & HRMS)

Future Ready Approach

Integration-first approach for future scalability

FAQs

What is a Dynamics 365 Business Central Health Check?

A Dynamics 365 Business Central Health Check is a structured assessment of an existing Business Central environment. It reviews system configuration, financial data integrity, user permissions, workflows, and integrations to identify risks, inefficiencies, and opportunities for improvement.

Who is the Business Central Health Check designed for?

The service is intended for organisations that are already live and operating on Microsoft Dynamics 365 Business Central. It is designed to assess existing environments and support ongoing optimization and risk management.

Is this service suitable for businesses implementing Business Central for the first time?

No. The Health Check is a post-implementation diagnostic review. Organizations evaluating or implementing Business Central for the first time should consider pre-implementation advisory services instead.

What is included in a Business Central Health Check?

Depending on the agreed scope, the review may include:

System configuration and setup

Financial data integrity and reconciliations

User access and permissions

Segregation of duties

Workflow and approval structures

Integration and data flow reviews

Risk assessment and prioritized recommendations

Does the Health Check include financial data reconciliation?

Yes. Our CPA-led review may include reconciliations between accounts receivable, accounts payable, inventory, fixed assets, bank accounts, and the general ledger, together with assessments of posting patterns and unusual transactions.

Is the Health Check an audit?

No. The Health Check is a diagnostic review and does not constitute a statutory audit, assurance engagement, or legal compliance certification. Findings and recommendations are based on the information available during the review period.

Does the Health Check guarantee that all issues will be identified?

No. The Health Check provides professional observations and recommendations based on the agreed scope and the information available at the time of review. It is not a guarantee that every error or issue within the system will be identified.

What level of access is required?

The review is typically conducted using read-only access to your Business Central environment with restricted permission sets. Administrator-level access is generally not required.

Will the Health Check disrupt day-to-day operations?

No. The engagement is designed to be low impact. Reviews are performed using read-only access, allowing your team to continue normal operations with minimal disruption.

Is our data kept confidential?

Yes. All financial data, system information, and findings are treated with strict professional confidentiality and shared only with authorised stakeholders. A non-disclosure agreement (NDA) is signed before access is granted.

How long does a Dynamics 365 Business Central Health Check take?

Most engagements are completed within 10–15 business days from access provisioning to report delivery. Timelines may vary depending on the number of legal entities, transaction volumes, integrations, and overall complexity.

How is the Health Check priced?

The service is delivered on a fixed-fee basis. Pricing depends on the number of Business Central companies, transaction volumes, and the agreed scope of work. There are no hidden fees or variable charges.

What do we receive at the end of the engagement?

Clients receive a comprehensive Health Check Report containing:

Executive summary

Prioritised findings and risk ratings

Technical configuration observations

Financial data integrity findings

Practical recommendations

Suggested next steps

A structured executive debrief session is also included.

What happens if issues are identified?

Where findings require corrective action, Madhda can provide a separately scoped remediation engagement. Clients are equally free to implement recommendations internally or engage another Microsoft Dynamics 365 partner.

Are we required to engage Madhda for remediation work?

No. There is no obligation to proceed with additional services. Recommendations can be implemented internally, by Madhda, or by another service provider of your choice.

Can the recommendations be implemented internally?

Yes. Many organizations choose to address findings using their own finance and IT teams. The Health Check report is designed to provide clear and actionable recommendations.

How often should a Business Central Health Check be performed?

Many organizations perform a Health Check annually, after major system changes, following acquisitions, or when experiencing reporting issues, reconciliation differences, or control weaknesses.

Can the Health Check be performed remotely?

Yes. The engagement can be conducted remotely using secure access methods and agreed data-sharing procedures, enabling organizations across Australia and internationally to benefit from the review.

What makes Madhda's Business Central Health Check different?

Unlike a traditional IT or system review, Madhda’s Health Check combines Microsoft-certified technical expertise with professional accounting rigour. Every finding is evaluated from both a systems and financial perspective, resulting in recommendations that are technically sound, financially robust, and aligned with your business operations.

Do you need administrator access to perform the review?

No. In most cases, read-only access with restricted permissions is sufficient. No changes are made to your production environment during the engagement.

Is the Health Check suitable for organizations with multiple companies or legal entities?

Yes. The review can be tailored for organizations with multiple Business Central companies, legal entities, and more complex reporting requirements. Scope and timelines are agreed during the initial consultation.

Can the Health Check identify configuration issues and control weaknesses?

Yes. The review is designed to identify configuration inconsistencies, posting risks, segregation of duties conflicts, reconciliation issues, and other factors that may affect operational efficiency or financial reporting reliability.

Why involve Certified Public Accountants (CPAs) in a Business Central Health Check?

CPAs bring a financial and audit perspective to the engagement, helping ensure that transactions, balances, and reporting structures are complete, accurate, and reliable. This complements the technical review performed by Microsoft-certified consultants.

Why involve Microsoft-certified consultants in the review?

Microsoft-certified consultants provide deep technical expertise in Dynamics 365 Business Central, assessing configuration choices, workflows, posting logic, and system setup against Microsoft best practices.