This illustrates the report layout. Your business result will depend on the answers you provide.
Highest priority
High priorityWhat drives the priority: Support and updates, Maintenance and safeguards
Recommended direction: Assess migration to Dynamics 365 online
Support and updates
High priorityThe earliest relevant deadline across the selected CRM and infrastructure. Confirm version compatibility, entitlements and installed updates.
Requirements and audit
Needs verificationRequirements need to be confirmed for the organisation and market. Selecting an industry does not establish regulatory scope or compliance.
Maintenance and safeguards
High priorityScale, integrations and custom code, plus declared access protection, update ownership and recovery testing. These are findings to verify, not a security scan.
Development and AI
Plan aheadDefine specific AI and automation needs. Feature availability depends on the product, licence, region and integration architecture.
Support for environment components
Dynamics 365 CE (9.1)
Within supportThe selected product line remains in mainstream support. Also check its update level and the systems it runs on.
09 Jan 2031 · Microsoft source
SQL Server 2019
Plan aheadMainstream support has ended. Plan your next steps before extended support ends.
08 Jan 2030 · Microsoft source
Windows Server 2016
High prioritySupport ends in less than 12 months. Set a timeline for upgrading or maintaining a supported environment.
12 Jan 2027 · Microsoft source
Some details need confirmation. A low priority in one area does not mean the entire environment is secure.
02 / Recommended direction
Assess migration to Dynamics 365 online
Treat migration as an option to compare seriously with upgrading your own servers. This recommends an assessment, not a decision to move or a promise of lower costs.
Why this direction?
- At least one component is out of support, nearing its end, or needs declared ESU coverage confirmed.
- No person or provider is responsible for updates.
- No known barriers to considering an online solution were reported.
Alternative and decision conditions
An alternative is a supported CRM on your own servers with a designated maintenance owner. Before choosing cloud, review data, integrations, extensions, licences and organisational conditions.
First — in the coming days
Assign an action owner and a date to review the reported gaps. Confirm patch status and plan a controlled recovery test. Test technical changes before applying them.
This quarter
Compare Dynamics 365 online with upgrading your own servers: processes, data, integrations, custom code, licences and full operating costs. Start with feasibility.
Dynamics 365 online is not the same as your own virtual machine in Azure. You still own responsibilities such as data, access and configuration. Migration does not replace immediate safeguards for your current environment.
Microsoft: migration considerations · Microsoft: shared responsibility
03 / Talk to an expert
Initial scope of work
M — medium scope. Plan a dedicated review of integrations, customisation and business testing.
Basis of the recommendation: Key answers complete — declarations to verify
Your answers
- Is CRM directly accessible from the internet?
- Yes, without VPN
- Does sign-in require an extra check (MFA)?
- Yes, including admins
- Who owns CRM and server updates?
- No designated owner
- When was CRM recovery from backup tested?
- Success within 12 months
- Are there barriers to Dynamics 365 online?
- No known barriers
- Dynamics CRM version
- Dynamics 365 CE (9.1)
- Where does your CRM run?
- Own servers / virtual machines
- Industry
- Services and retail
- Organisation's operating market
- European Union
- SQL Server
- SQL Server 2019
- Windows Server
- Windows Server 2016
- Number of users
- 25–99
- Connections to other systems
- 4–9
- CRM customisation
- Custom scripts or plug-ins
- Which direction are you considering?
- Considering modernisation / cloud
- Paid extended security updates for SQL Server
- Not sure
- Paid extended security updates for Windows Server
- Not sure
Let's verify this in your environment.
Let's compare migration with modernisation using your business processes and dependencies. We will agree a feasibility assessment without assuming the outcome.
What will we cover in the consultation?
- Whether your processes, data and integrations allow you to consider Dynamics 365 online.
- What to compare in the costs and scope of migration versus modernising your own servers.
- Which facts and tests you need before choosing a direction and budget.
Bring this report to the conversation. If possible, invite your administrator or CRM owner. We do not need passwords or system access for an initial discussion.
Sources checked: 07 Sep 2026 · Finding reference: DEMO
This assessment uses your answers and vendor sources. It does not scan your environment or certify the security of your installation.
Indicative assessment. It is not a quote, a security audit or a legal opinion.
