D365 F&O License Risk Assessment

Check your readiness in 5 minutes

Answer the questions below to identify where your D365 F&O licensing may be exposed before Microsoft’s 2026 license validation or renewal.

Your result will show:

  • Your overall risk level: Low, Moderate, or High
  • The risk area most likely driving exposure
  • What to review before renewal or validation

Choose the answer that best reflects your current situation. “Not sure” is okay — it often means the area needs review.

1. Renewal & Commercial Risk

Understand whether renewal timing, ownership, and agreement strategy could limit your ability to control cost or prepare for Microsoft validation.

1Is your Microsoft renewal or anniversary date within the next 6 months?
Is your Microsoft renewal or anniversary date within the next 6 months?
2Have you reviewed your D365 F&O licenses, users, and security roles before starting renewal discussions?
Have you reviewed your D365 F&O licenses, users, and security roles before starting renewal discussions?
3Is it clear who owns D365 F&O license readiness across finance, IT, ERP, and operations?
Is it clear who owns D365 F&O license readiness across finance, IT, ERP, and operations?
4Have you checked whether your current Microsoft agreement, such as CSP or EA, still fits your D365 F&O usage, growth, and renewal goals?
Have you checked whether your current Microsoft agreement, such as CSP or EA, still fits your D365 F&O usage, growth, and renewal goals?

2. License Cost & Consumption Risk

Identify whether your organization may be paying for licenses that users do not need or no longer use.

5Do you have a clear view of your current D365 F&O license usage and gaps?
Do you have a clear view of your current D365 F&O license usage and gaps?
6Have you identified users who may be over-licensed or assigned higher-cost licenses than needed?
Have you identified users who may be over-licensed or assigned higher-cost licenses than needed?
7Have you reviewed inactive or low-usage users to avoid renewing licenses you may not need?
Have you reviewed inactive or low-usage users to avoid renewing licenses you may not need?

3. Compliance & Validation Risk

Check whether unlicensed or under-licensed users may create validation, compliance, or access risk.

8Do you know which users are unlicensed or under-licensed based on Microsoft reporting?
Do you know which users are unlicensed or under-licensed based on Microsoft reporting?
9Have you reviewed Microsoft license consumption data to identify which D365 F&O users are correctly licensed, under-licensed, or over-licensed before validation or renewal?
Have you reviewed Microsoft license consumption data to identify which D365 F&O users are correctly licensed, under-licensed, or over-licensed before validation or renewal?

4. Security Role & Access Risk

Understand whether roles, privileges, or custom access may be increasing license requirements unexpectedly.

10Have you checked whether users' security roles are driving higher D365 F&O license requirements?
Have you checked whether users' security roles are driving higher D365 F&O license requirements?
11Are any custom, copied, or old security roles still in use that may need a license-impact review?
Are any custom, copied, or old security roles still in use that may need a license-impact review?
12Do you know which roles, duties, or privileges are driving higher license requirements?
Do you know which roles, duties, or privileges are driving higher license requirements?

5. Operational Disruption Risk

Identify whether license issues could affect users or processes that keep the business running.

13Have you identified the critical users and processes that could be affected if D365 F&O license validation blocks access?
Have you identified the critical users and processes that could be affected if D365 F&O license validation blocks access?
14Could the business be disrupted if key finance, supply chain, warehouse, procurement, retail, or operations users lost access?
Could the business be disrupted if key finance, supply chain, warehouse, procurement, retail, or operations users lost access?
15Can your team quickly fix missing or incorrect D365 F&O license assignments before users lose access?
Can your team quickly fix missing or incorrect D365 F&O license assignments before users lose access?

6. Governance & Change Risk

Check whether licensing remains aligned as the business changes, so risk does not return after cleanup.

16Do you have a remediation and testing plan before changing licenses, security roles, or user access to avoid business disruption?
Do you have a remediation and testing plan before changing licenses, security roles, or user access to avoid business disruption?
17Does your team have the knowledge and governance process to keep D365 F&O licensing aligned as users, roles, and business needs change?
Does your team have the knowledge and governance process to keep D365 F&O licensing aligned as users, roles, and business needs change?
    D365 F&O License Risk Assessment — Questionnaire | DevAnalytic365 | DevAnalytic365