All resources
E-book or guide

Fit-Gap Analysis Masterclass for Dynamics 365

A hands-on guide to fit-to-standard and fit-gap analysis for Dynamics 365: workshop design, requirement writing, gap classification, resolution options, estimation, and governance.

Free

Free 44-page e-book. How to run fit-to-standard workshops, classify requirements, resolve gaps, and keep your solution close to standard. Practical, field-tested guidance with worked examples, checklists, a quick-reference sheet and a glossary, ready to use on your next project.

This masterclass shows you how to run fit-gap analysis the way experienced Dynamics 365 architects do it: demo-first workshops built on Microsoft's business process catalog, clear requirement writing, a practical classification model, and a decision framework for resolving gaps through process change, configuration, Power Platform, ISV solutions, or extensions. It includes a fit-gap register design, estimation and prioritization methods, common anti-patterns, and a full illustrative order-to-cash workshop. It is for functional consultants, solution architects, business analysts, and process owners who want a leaner, more maintainable solution.

What's inside

  • Chapter 1: Fit-to-Standard and Fit-Gap, Explained
  • Chapter 2: Preparing for Fit-Gap
  • Chapter 3: Running Demo-First Workshops
  • Chapter 4: Writing Requirements That Hold Up
  • Chapter 5: Classifying Requirements
  • Chapter 6: Resolving Gaps
  • Chapter 7: Estimating and Prioritizing Gaps
  • Chapter 8: Dynamics 365 Options for Closing Gaps
  • Chapter 9: The Fit-Gap Register and Governance
  • Chapter 10: Anti-Patterns and How to Avoid Them
  • Chapter 11: Illustrative Scenario — An Order-to-Cash Fit-Gap Workshop

Plus a one-page Quick Reference, a glossary of key terms and next steps.

Who it's for

Project managers, solution architects, functional consultants and client-side leads who want their ERP program to go live on time and actually deliver value.

How to get the most from it

  • Skim the contents and jump to the chapter that matches the challenge in front of you today
  • Use the checklists in your next workshop, review or status meeting
  • Share it with your team so everyone works from the same playbook

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.