We start with the Microsoft platform. This determines which COSMO solutions can be delivered, so the rest of the questions adapt to your choice.

Which Microsoft platform is the opportunity built on?

The COSMO portfolio differs by platform, so the recommendation needs a platform first. Business Central fits small and mid-market customers and covers the widest part of the portfolio. Dynamics 365 Finance & Supply Chain Management fits larger operations in print & packaging and in waste & recycling. Choose a path to explore.

Choose a platform path to continue

First, Discrete & Project Manufacturing: does the customer build individual units or fabricated products? Select any that apply, or skip if none.

Any Discrete & Project Manufacturing?

Now batch or recipe-based production. A machine builder that also runs a coating line would pick something here too.

Any process or batch manufacturing?

One more for the industry picture: anything outside manufacturing that also applies.

Anything else that applies?

COSMO calls this one category, Discrete & Project Manufacturing -- the same apps either way. Only the configuration changes depending on how the customer delivers.

Is production discrete or project-based?

If the customer manufactures, select the specific production capabilities they need. Use None of these if it is not relevant.

Which production capabilities does the customer need?

Documents first. Each maps to a specific COSMO app.

Any document needs?

Now integration and connectivity with other systems.

Any integration needs?

One more group: operations, logistics, and the Power Platform apps.

Any operations or Power Apps needs?

Pricing and commercial terms first. Region-limited apps are marked in the result.

Any pricing or commercial-terms needs?

Now EU tax handling and German reporting.

Any tax or filing needs?

One more here: credit and vendor risk.

Any credit or risk needs?

Select quality and regulatory needs. These are common in food, chemicals, and medical devices.

Which quality and regulatory needs apply?

One question about your own team before we finish. This one is about how you build, not what the customer buys.

This helps us understand your Business Central experience. It adds a practical note to the result where relevant and does not change the app list.

How experienced is your team with Business Central?

On F&SCM, pick the sub-industry. Waste and recycling map to Environmental Services. Flexible packaging, folding boxes, and labels map to Print & Packaging.

Which sub-industry best describes the customer? Select all that apply.

Which operational focus carries the primary requirement on F&SCM?

F&SCM 2. What is the primary operational focus?

F&SCM suits larger operations. Customer size helps frame the engagement.

F&SCM 3. What is the size of the end customer?