Discover
Process workshops, data audit, and a fit-gap against the standard product.
Phase 1 · Awareness
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.
The short answer
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.
- Go-live 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.
Frequently asked questions
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.
Book a consultation
Next: Total cost of ownership for Dynamics 365: a framework for licences, ISVs, implementation and support →
How an engagement runs
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02
03
04
It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.
Design
Solution blueprint, integration map, and the extensions we will actually need.
Deploy
Configuration, migration rehearsal, role-based training, UAT and phased cutover.
Support
Hypercare, managed services, client portal, scheduled optimisation reviews.
What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.