Skip to main content

Dynamics 365 for Auditing Activities




Many government and commercial organizations are responsible for conducting audits of financial and other performance in order to ensure compliance with regulations.

Microsoft Dynamics 365 offers a rich platform for automating auditing activities.  Here are some of the key functions that Dynamics 365 and Office 365 can perform for auditors:


  1. Schedule visits. The Field Service app for Dynamics 365 includes a dispatcher console, and a module to assign auditors and schedule their visits or inspections.  It can also track other resources such as equipment which is used for field audits. 
  2. Manage documents.  Dynamics 365 is integrated with SharePoint and also Azure Blob Storage.  This means that files may be associated with audit records, and searched using Microsoft search technologies which index full text and metadata. 
  3. Generate notifications. Alerts via email or other communication channels (such as text messages) may be generated with Dynamics 365 automated workflows.  The messages are based on templates which merge Dynamics data fields with the standard text in the template.
  4. Provide customer service. The Customer Service module tracks cases, knowledge base and other vital information for customer service.  The Dynamics Portal provides data entry for organizations being audited and may allow them to create customer service cases online. 
  5. Collaborate online. Office 365 and Microsoft Teams provide online collaboration tools for audit teams. Security is simpler because all these Microsoft products use the same login and security rules can be enforced on all the products.
Auditing is another example of a business function that you might not consider as Customer Relationship Management, but for which CRM tools are appropriate. 

My company InfoStrat specializes in building solutions like this for government and commercial customers, including grant management, sales force automation for government contractors, case management and others. 

Popular posts from this blog

Key Concepts for Microsoft Dynamics 365: Tenant, Instance, App and Solution

Updated 8/15/2022 To understand Microsoft Dynamics 365 (formerly Dynamics CRM) and Power Apps, you need to learn some new terms and concepts that may be a bit different from what you know from databases and solutions that are hosted on premises.  These concepts also apply to Power Apps.  The main difference is that with Power Apps you are not starting with a Microsoft app but more of a blank canvas for your custom apps.  This post introduces some key terms and how these concepts are important for planning your implementation. While Dynamics 365 is still available on premises, it is most commonly deployed on the Microsoft cloud.  This blog post discusses only cloud implementations. Microsoft has multiple clouds such as commercial and government community clouds in several countries. We start with a Microsoft tenant .  A tenant is the account you create in the Microsoft Online Services environment (such as Office 365) when you sign up for a subscription. A tenant contains uni

Understanding Dynamics 365 and Office 365 Admin Roles

Managing Dynamics 365 instances If you run Microsoft Dynamics 365 (formerly Dynamics CRM) in the Microsoft cloud, you need to understand how your Dynamics instances relate to Office 365 and choose which of your administrators receives which roles and permissions to manage Dynamics 365. In on premises deployments, your network administrator would create and delete user accounts.  The Dynamics 365 admin would then assign permissions to users in Dynamics 365. This post explains three administrator roles: Office 365 Global Administrator Dynamics 365 System Administrator Dynamics 365 Service Administrator You may think that the Dynamics 365 system administrator would have power to do all the actions needed to manage Dynamics 365, but this is not the case. What's different in Microsoft cloud deployments is that licenses and user accounts are managed in Office 365 by an Office 365 Global Administrator.  This role is analogous to a network administrator for an on premises

Switching from Microsoft Dynamics GP to Dynamics 365 Business Central

Updated 4/6/2022 Register for our webinar  "Great Plains to Microsoft Dynamics 365 Business Central for Nonprofits." Source: https://docs.microsoft.com/en-us/dynamics-gp/terms/lifecycle This year Microsoft announced a date for the end of mainstream support for Dynamics 365 GP 2018 accounting software.  This spurred some blogs and customers to think that they must switch from Dynamics GP to another product by January 10, 2023 when mainstream support ends. It turns out that this announcement does not cover the latest version which is named simply Dynamics 365 GP (without a year in the product name).  Dynamics 365 GP will continue to be developed and supported indefinitely. Without support, customers cannot continue to use accounting software because it must be maintained in order to comply with changing tax and regulatory requirements.  Microsoft ships these updates in the June and December releases, and adds hotfixes and other new features in an October update.  This stay of