Customization & Compliance Analysis

Every customization visible.
Every requirement provable.

devonso was the analysis solution for Microsoft Dynamics 365 and the Power Platform.

Anyone making customizations over the years — in-house teams, outside service providers, changing owners — eventually loses the overview: what changed, why, and who can access what. devonso made both sides traceable — the technical side of customizations and the regulatory side of access and evidence.

Customization Analysis Compliance Analysis
Development and customization in Dynamics 365 and Power Platform
28
Use Cases
2Disciplines
7Modules
7Role Groups
28Use Cases
The Problem

Overview shrinks as complexity grows

The longer a Dynamics 365 or Power Platform environment grows, the more hands have worked on it — in-house teams, changing service providers, individual departments with their own no-code customizations. Each change is documentable on its own. Over the years, though, the sum of these changes becomes a system no one fully oversees anymore.

  • Customizations and their dependencies are no longer fully traceable
  • Access rights and role changes grow unobserved alongside the system
  • Knowledge of "why was it built this way" sits with individual people
  • Audits and evidence become a search instead of a lookup
Several teams and roles working together on a Dynamics 365 environment
Two disciplines, seven modules

What devonso analyzed

devonso combined two analysis disciplines in one platform: the technical side of customizations and the regulatory side of access and evidence — both on the same data store, kept independent of Dynamics 365 itself.

Customization Analysis

Understanding customizations before they become a risk

Instant Analysis

Fast, direct search across code and no-code customizations in the current state of the environment — including dependencies.

Deep Analysis

Historical data and snapshots for trend analysis: how a customization evolved over time.

Development Tracking

Ongoing monitoring of development changes with notifications and environment comparison.

Compliance Analysis

Access and evidence, fully documented

Audit

Configurable monitoring and analysis of audit logs — stored tamper-proof outside Dynamics.

Security

Manages security configurations, table and principal privileges in one central overview.

Security Audit

Specifically tracks changes to security roles and their assignment over time.

User Profiling

Defines and manages user profiles across roles, teams, and permissions.

All modules in detail

One data store, two disciplines

The devonso module wheel

Seven modules, two disciplines, one shared view of the environment: the module wheel stood for the principle behind devonso — customization analysis and compliance analysis never ran against each other, but on the same data store.

The devonso module wheel — representing the seven modules across customization and compliance analysis
Who worked with devonso

Seven roles, one shared data store

System administrators, developers, project managers, compliance managers, team leads, architects, and controlling all looked at the same overview with devonso — instead of seven separate, outdated extracts.

1
System Administrators

System administrators run the day-to-day operation of the Dynamics 365 and Power Platform environment — and carry the main burden when customizations become hard to track.

Lack of overviewManual monitoringAudit issues
With devonso, system administrators get a central, always up-to-date view of all customizations and security configurations — automated analysis and audit features replace manual spot checks.
2
Developers

Developers implement customizations and need to keep track of existing code, past changes, and their dependencies.

Code searchLack of version controlDependencies
Instant Analysis and Dependency Check let devonso find relevant code and affected dependencies in minutes instead of hours — and make past customizations traceable through snapshots.
3
Project Managers

Project managers plan and steer the implementation of customizations — and depend on reliable information about scope, risk, and progress.

DelaysRisk assessmentTeam coordination
With Development Tracking and Dependency Check, devonso provides the data foundation for realistic time and risk planning, and better team coordination.
4
Compliance Managers

Compliance managers must be able to prove at any time who made which changes and whether access rights meet requirements.

Regulatory complianceAccess rightsProcess documentation
With Audit, Security Audit, and User Profiling, devonso provides complete, centrally accessible evidence for audits and access controls — instead of scattered individual documentation.
5
Team Leads / Scrum Masters

Team leads and Scrum Masters coordinate several developers at once and need to track who is working on what, and which permissions that requires.

Roles and permissions managementLack of insight
devonso consolidates roles and permissions management through User Profiling, and Development Tracking shows which customizations the team has already made.
6
Software Architects

Software architects are responsible for the overall architecture and need to keep the interactions between components in view even as complexity grows.

Complexity managementOverview of dependenciesAdhering to standards
devonso's Explorer and Dependency Check make dependencies between components visible and help maintain architectural standards even for custom-built customizations.
7
Controlling

Controlling assesses the economic viability of IT projects — a task that is hard to perform without reliable data on past customizations.

Cost controlProject budgetingReturn on investment
With devonso's historical analysis, the cost, budget, and value of past customizations can be verifiably documented — a reliable basis for future investment decisions.
Financial impact

What a lack of overview cost

The consequences rarely stayed within IT — they showed up in the budget, in audits, and in client relationships.

Costly fixes instead of small corrections

Poorly implemented customizations led to downtime or data loss — and were slow and expensive to fix without documentation.

Liability risk from incomplete evidence

Unclear audit trails made it harder to prove compliance — with real legal and financial consequences.

Slow onboarding, locked-in knowledge

Without a central overview, new employees and service providers needed significantly longer to become productive.

Downtime costs revenue and trust

Undetected dependencies led to longer outages — and, for service providers, to fewer follow-on contracts.

Breadth, not a single case

28 documented use cases, four process areas

From system administration to controlling — every use case describes the problem, the approach without and with devonso, and the concrete outcome.

7System Administration
11Software Development
3Controlling
7Compliance

View all use cases