We provide hands-on training, test scenario support, and change management services to ease the transition to D365 F&O.
Empowering Your Team for a Smooth ERP Transition
Implementing Microsoft Dynamics 365 Finance and Operations (D365 F&O) is a major milestone for any organization. But the true measure of success is not only in the technical implementation—it’s in how effectively your team can adapt to, understand, and fully utilize the system. That’s why at Codefine, we provide hands-on training, test scenario support, and change management services to ease the transition to D365 F&O and ensure your investment delivers maximum value.
Why Training & Change Management Matter
Even the most advanced ERP system is only as effective as the people using it. Without proper training and a structured change management plan, organizations risk:
- Low user adoption rates
- Increased operational errors
- Resistance to process changes
- Delays in achieving ROI from the system
Our services bridge the gap between technical deployment and business readiness. We help your team not only understand D365 F&O features but also embrace new workflows and processes with confidence.
Comprehensive, Role-Based Training
One-size-fits-all training doesn’t work in ERP projects. Every department interacts with D365 F&O differently, so our approach is tailored:
- Finance Teams → Learn advanced reporting, ledger management, and period-end closing procedures.
- Procurement & Supply Chain → Understand purchase order workflows, vendor management, and inventory tracking.
- Manufacturing Teams → Get hands-on with production scheduling, BOM management, and shop floor control.
- Management & Executives → Access KPI dashboards, data analytics, and decision-making tools.
We use real company data in training environments to make sessions practical and directly applicable to daily operations.
Test Scenario Support
Testing is where theory meets reality. We create and guide your team through realistic test scenarios to validate processes before go-live:
- Transaction simulations across modules
- Workflow approval testing
- Batch job and integration performance validation
- Data migration checks for accuracy
This ensures that when the system goes live, users are prepared for actual day-to-day scenarios, not just theoretical examples.
Structured Change Management
Change can be challenging—especially when it impacts long-established processes. Our change management services are built around three pillars:
- Communication – We keep stakeholders informed throughout the project to build trust and reduce resistance.
- Engagement – Involving key users in early testing and decision-making to encourage ownership of the new system.
- Support – Providing resources, documentation, and ongoing assistance to guide users through the transition period.
By actively managing the human side of change, we help minimize disruption and accelerate adoption.
Workflow & Process Training
Since workflows are a key feature of Microsoft Dynamics 365 F&O, we dedicate special focus to teaching users how to navigate, approve, and manage workflow-based processes. This includes:
- Creating and modifying workflows
- Troubleshooting stuck approvals
- Understanding escalation paths
- Optimizing workflow steps for faster approvals
With this knowledge, your team can maintain process efficiency without always relying on IT intervention.
Post-Go-Live Support and Reinforcement
Our job doesn’t end on go-live day. We provide post-implementation reinforcement training to address real-world issues that arise after users start working in the live environment.
- Refresher sessions on complex processes
- Troubleshooting common errors
- Optimizing usage based on feedback
- Introducing advanced features as adoption grows
This ensures that knowledge gaps are closed quickly and system usage remains consistent across the organization.
The Codefine Advantage
Choosing Codefine for your Training & Change Management means partnering with a team that:
- Has over 20 years of ERP experience in D365 F&O and Dynamics AX
- Understands both technical and business process perspectives
- Designs engaging, practical, and role-specific training programs
- Delivers measurable adoption results backed by post-training assessments
Our holistic approach means your ERP transition is not just a software upgrade—it’s a business transformation.
A Real-World Success Story
One of our clients in the retail sector faced low confidence among staff during their ERP rollout. Through a series of hands-on workshops, scenario-based training, and targeted change management activities, we raised adoption rates to 95% within three months of go-live. This not only improved operational efficiency but also significantly reduced the number of support tickets.
Conclusion
Training and change management are the keys to unlocking the full potential of Microsoft Dynamics 365 F&O. With Codefine’s structured, role-specific training, realistic test scenarios, and proactive change management strategies, your team will be equipped to embrace the system, maintain productivity, and drive business growth from day one.
Contact us today to keep your ERP running at peak performance and reliability.here.
Learn more about our services here.