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Case Study

Security Optimisation & Audit Readiness in Microsoft Dynamics 365

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XPLUS
August 20, 2026

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Security Optimisation & Audit Readiness in Microsoft Dynamics 365 – XPLUS Case Study

How Discovery by XPLUS gave a global manufacturer of waterworks and plumbing products full insight into D365 usage patterns — strengthening security and transforming audit preparation.

IndustryManufacturing – Waterworks & Plumbing Products
Organisation Size6,000+ employees across multiple global entities
D365 ApplicationsDynamics 365 Finance & Operations (F&O)
SolutionDiscovery by XPLUS – D365 usage pattern analysis, security optimisation & audit documentation
OutcomeOptimised D365 security posture; audit-ready documentation; increased credibility with auditors
100% Visibility into
D365 Usage Patterns
Always Audit-Ready
Documentation
Full Security
Control & Oversight
The Challenge
  • No clear insight into usage patterns and access activity within D365
  • Security roles accumulated over time without structured oversight
  • Audit processes relied on manual evidence gathering — time-consuming and inconsistent
  • No up-to-date documentation of who accessed what, and when
The Solution
  • Discovery by XPLUS deployed across the D365 environment
  • Continuous analysis of system usage patterns and access activity
  • Automated, always-current documentation of D365 security configuration
  • Structured audit trail providing the evidence base auditors require
Business Outcomes
  • D365 security optimised based on real user behaviour data
  • Audit preparation time significantly reduced — evidence always at hand
  • Increased credibility and confidence in audit engagements
  • Ongoing visibility to maintain security standards between audits

Discovery by XPLUS has been instrumental in optimising our D365 security — giving us clear insight into how the system is being used and enabling us to align access rights with genuine operational needs. We have adopted it as an application in our audit, providing the structured evidence and documentation that gives our auditors — and our business — genuine confidence.

Sandeep Ramesh
ERP Director
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