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Fase 1 · Concienciación
Implementation governance and risk
Change management and user adoption when rolling out Dynamics 365 across global teams
Operational strategies that move people from the old way to the new one across countries, roles and time zones.
La respuesta corta
Adoption is decided by whether each role can do its job faster on day one. Train by role, put a champion in every team, and measure use rather than attendance.
Stages
From announcement to habit
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1
Map the impact by role List what changes for each role: screens, approvals, reports, and what disappears.
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2
Name champions One respected user per team helps colleagues and reports problems early.
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3
Train by role, just in time Short, task-based sessions close to go-live, in the working language of the team.
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4
Support the first month Floor-walking, a fast help channel and a daily issue review.
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5
Measure and reinforce Track use and errors by role, and retire the old spreadsheets.
Decision points
Three questions that change the answer
Does a role lose a familiar tool?
YesGive a clear alternative and a date.
NoLight communication is enough.
Is a team in another time zone?
YesRun local sessions and a local champion.
NoRun central sessions.
Are people still using the old spreadsheet?
YesRemove access and answer the real gap.
NoCelebrate and move on.
Milestones
What done looks like, and when
- Month 1 Role impact map and champions named.
- Month 2 to 3 Role-based training built and piloted.
- En directo Floor-walking and daily issue review.
- Day 30 and 90 Use measured by role.
Principles we hold to
- Train by role, not by module.
- Champions beat memos.
- Measure use, not attendance.
- Retire the old tool on a date.
Preguntas frecuentes
How do you drive user adoption of Dynamics 365?
Map what changes for each role, train by role close to go-live, place champions in each team, support the first month closely and measure real use.
Why does role-based training work better?
People learn the tasks they perform, in the order they perform them, instead of every screen in a module they may never use.
Take this to your own programme.
Tell us where you are. We will tell you plainly what this means for your estate and what we would do first.
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Next: Total cost of ownership for Dynamics 365: a framework for licences, ISVs, implementation and support →
Cómo se desarrolla un compromiso
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Comienza con una consulta de 45 minutos, luego un taller de descubrimiento y ajuste de recursos sobre tus propios procesos. Recibes un ajuste de espacios escritos y un plan por fases antes de acordar un programa. Siguen cuatro fases, cada una con algo que puedes usar y revisar.
Diseño
Plano de la solución, mapa de integración y las extensiones que realmente necesitaremos.
Despliegue
Configuración, ensayo de migración, formación basada en roles, UAT y transición por fases.
Apoyo
Hypercare, servicios gestionados, portal de clientes, revisiones de optimización programada.
Qué genera el coste: usuarios, entidades legales y monedas, integraciones, migración de datos y las lagunas que se encuentran respecto a los estándares. Descubre cómo funciona el precio, ejecuta la puntuación de preparación de tres minutos o reserva una consulta.