Implementation & Adoption
D365 F&O training and change management
We prepare the people who use Dynamics 365 Finance & Operations every day — with role-based training on their own processes, documentation they will actually open, and support through testing, go-live and the weeks after.
The challenge
A system is only adopted when people trust it
Users judge a new ERP in the first weeks. If they were trained on generic demo scenarios, cannot find answers when they are stuck or feel the system was imposed on them, they build workarounds — and the benefits the project promised never arrive.
Codefine connects training to the actual processes, roles and data of your implementation. Trainers understand both the business process and how D365 F&O behaves, so questions get real answers instead of a referral to another team.
Capabilities
What we cover in Training & Change Management
- 01
Role-based training
Separate tracks for accounts payable, warehouse, planners, sales, controllers and managers — each focused on daily tasks.
- 02
Train-the-trainer
Key users prepared to train colleagues and act as first-line support within their teams.
- 03
Process documentation
Step-by-step guides with screenshots of your environment, written for the people who perform the task.
- 04
UAT facilitation
Test scenarios, test scripts and guidance that let business users validate the system confidently.
- 05
Change readiness
Stakeholder analysis, communication planning and readiness checks before go-live decisions.
- 06
Post-go-live support
On-site or remote floor support in the first weeks, and refresher sessions based on real questions.
How the engagement works
A clear sequence, agreed up front
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Analyse
Map roles to processes and identify where the change for each group is largest.
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Prepare
Build training material and documentation on the configured system.
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Train
Run key-user and end-user sessions close to go-live, with hands-on exercises.
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Support
Stay close to users through go-live and adjust material based on what they ask.
Technical approach
Our approach to Training & Change Management
Train the process, not the screen
Users do not need a tour of every menu. They need to know how to receive goods against a purchase order with a quantity difference, what to do when a posting fails and where to see whether a vendor invoice is waiting for approval. We structure sessions around those tasks.
Documentation people actually open
Short task guides tied to a role and a process step beat a long manual. We write them against your configuration, keep them close to where people work and update them as questions arrive after go-live.
Measure readiness before go-live
Readiness is visible: attendance, exercise completion, UAT participation and open questions per team. Those signals feed the go/no-go discussion alongside technical criteria.
Benefits
What changes for your organisation
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Confident users
People have practised their own tasks before the system goes live.
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Fewer support tickets
Many "how do I" questions are answered by training and documentation.
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Better test results
Users who understand the system find real issues during UAT.
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Lasting adoption
Key users keep knowledge inside the organisation after the project ends.
FAQ
Questions about Training & Change Management
Do you train on our configured system or on a standard demo?
On your configured system, using realistic data and scenarios from your processes, so what people learn is exactly what they will use.
Can you train our key users to train others?
Yes. Train-the-trainer programmes prepare key users to deliver sessions and act as first-line support within their teams.
When should training start?
Key-user training starts once processes and configuration are stable enough to demonstrate, usually before user acceptance testing. End-user training is scheduled close to go-live so people practise shortly before they need the system.
Related services
Often combined with
Discuss Training & Change Management with Codefine
Describe the situation in a few lines — what you run, what is not working and what has to happen next. We reply with concrete questions and a suggested first step.