Why You Should Include Change Management in a Dynamics 365 Implementation

By Kaylee Allard | May 24, 2019

Let’s be honest, not everyone gets excited about change. But what is exciting is implementing a Change Management program that leads to a successful software deployment. Deploying software like Dynamics 365 as part of your organization’s infrastructure and day-to-day functions is more than just implementation. An important key to success lies in incorporating Change Management in a Dynamics 365 implementation.

First off, what is Change Management? When your organization undertakes projects to improve performance, seize opportunities or address key issues – change is a given. Those changes can include updates to processes, job roles, organizational structures, and uses of technology. Change Management is the people side of that change. It’s the discipline that guides how we prepare, equip, and support individuals to successfully adopt change in order to drive organizational success and outcomes.

So, why is Change Management important to your organization? For your Dynamics 365 implementation, a high rate of user adoption is critical to ensure a return on investment. A Change Management strategy helps enable smooth deployments, accelerates adoption and usage, and drives business results more quickly. One study found that you are six times more likely to deliver a successful project with excellent Change Management.

Here are a few ways you could think about applying Change Management to your practice and Dynamics 365 implementation:

Project Sponsor

  • Define who is going to champion the project as the project sponsor. Ideally, this person should be in a leadership position and has authority. They should emphasize key parts of the project such as the purpose and the WHY behind the implementation, the project timeline, and key members of the project. Covering these topics will ensure end users are aware of the importance of the project and who is involved

Communication

  • Effective communication is the key to delivering adoption messages and ensuring effective organizational change management. Once the project has been kicked off, leaders should regularly remind end users of the value and importance of the implementation. Focus on how and why this will benefit not only the organization but the end user on an individual basis. With frequent and transparent communication, you will build support and trust from your end users.

Training

  • Generally, people don’t get excited when they get an Outlook invite for “training,” so why not try to change this usual response by spicing it up a bit? Training should begin with User Acceptance Testing and continue throughout the deployment process. Bring in subject matter experts and make them feel involved by giving them a stake in the project. It’s important for your users to adopt and understand the system, so make the training as enjoyable of an experience as you can. Conduct training in a Lunch and Learn style or do an ‘Out of the Office’ morning or afternoon session. Provide rewards when end users ask questions and make sure to provide breaks throughout the training.

Feedback and Continuous Improvement

  • Often overlooked by organizations, seeking feedback and input is vital to the continued success of any new software implementation. Ask your team for feedback regularly and make sure to review and address comments and suggestions. By listening to your users and making adjustments based on their input, you not only show them how important they are to the project but continue to improve your processes. All members of the team make a large impact when it comes to the ROI of software deployment.

I hope you leave this article with a better understanding of what Change Management is, how it will help your organization, and how to apply it during Dynamics 365 implementation. People are your biggest asset, so preparing and supporting them for a software implementation project will only lead to success.

If you are looking for a partner to help you successfully implement Dynamics 365, reach out to the team at Stoneridge Software.

Related Posts

Recommended Reading:

5.27.22 Dynamics GP

How to Run Drop Ship Sales in Dynamics GP

Need to Invoice the Customer before you get the invoice from the vendor? This The freight forwarder has contacted you […]

Read the Article

New Features in Dynamics 365 Business Central 2022 Wave 1 Release – Protecting G/L Accounts From Being Deleted

There are a lot of exciting New Features in Dynamics 365 Business Central 2022 Wave 1 Release to get excited […]

Read the Article
5.25.22 Financials

Rounding Numbers in Power Automate

  If you’ve ever tried to round numbers in Power Automate, you have probably already run into the issue there […]

Read the Article

Manage U.S. Use Tax on Purchase Orders in Dynamics 365 Finance and Operations

  Managing sales tax requirements on your business purchase can be complicated, but Dynamics 365 Finance and Operations can help […]

Read the Article
5.19.22 Dynamics CRM

How to Write a Great Support Ticket in the Stoneridge Support Portal

Submitting a support ticket through the Stoneridge Support Portal is a quick and effective way to get assistance for any […]

Read the Article

Managing Your Business Through Uncertain Times Using Dynamics 365 Finance and Operations

  Dynamics 365 Finance and Operations (F&O) can help you make informed decisions on how to move your business forward. […]

Read the Article
5.13.22 Power Platform

Using Power BI Object Level Security

  The following article will demonstrate how to use Power BI Object Level Security to disable column data based on […]

Read the Article
5.12.22 Dynamics CRM

How to Use the Stoneridge Support Portal

Stoneridge Software’s support portal is an intuitive and useful function that makes it easy for you to access resources to […]

Read the Article
5.6.22 Dynamics GP

Dynamics GP Transaction Removal: Purchase Orders

  Are you having performance issues with Purchase Orders?  Do you find that there are old Purchase Orders on your […]

Read the Article

Start the Conversation

It’s our mission to help clients win. We’d love to talk to you about the right business solutions to help you achieve your goals.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X