Identify the technical gaps

For example, if the business creates and posts many sales orders, and the process that is currently in use requires extensive functionality changes within Dynamics 365 Supply Chain Management, you must determine if you want to keep the same process or make modifications to it. When that has been determined, you can focus on whether it might be more pertinent to discuss how the system functions out of the box and how a few changes can enhance the process instead of conforming to dated and inefficient practices. In other situations, it might be worth it to expend the effort and make more customizations to the system for the previous process if it will enhance the overall workflow.​