Change management in Microsoft Dynamics 365 Finance & Operations (D365 F&O) isn’t just a supporting function - it’s a critical success factor. In Episode 2 of the D365 Insights Podcast, we explore what it really takes to lead effective change in complex ERP programmes.

From stakeholder alignment to training delivery, this episode offers practical insights for programme directors, change leads, and transformation teams working across finance and operations.

Key Themes from the Episode:

1. Change Starts with Clarity - Before any training or comms plan is built, teams must understand the why behind the change. What business value is being delivered? What pain points are being solved? Without clarity, adoption falters.

2. Stakeholder Engagement Is Non-Negotiable - Successful programmes embed change agents early - not just at go-live. Whether it’s finance SMEs, operational leads, or IT partners, engagement must be continuous and two-way.

3. Training Must Be Tailored - Generic training doesn’t cut it. Effective programmes invest in role-based training, scenario walkthroughs, and hands-on sessions that reflect real business processes. The goal isn’t just system familiarity - it’s confidence.

4. Communication Is a Strategic Tool - Change comms should be proactive, transparent, and aligned to the programme roadmap. From town halls to targeted updates, communication builds trust and reduces resistance.

5. Governance Drives Consistency Change management must be governed like any other workstream. Clear ownership, documented plans, and measurable outcomes ensure change isn’t left to chance.

Practical Takeaways:

• Start change planning during design, not post-UAT

• Use personas and process maps to shape training and comms

• Align change metrics with programme KPIs

• Nominate a single owner for change governance

• Build feedback loops into every phase of delivery

Final Thoughts:

D365 F&O implementations are complex, but with the right change strategy, they can be transformative. Episode 2 is packed with lessons from the field - whether you’re preparing for go-live or mid-way through delivery.

🎧 Listen now on Spotify or YouTube by searching D365 Insights by Source & Connect.

#Dynamics365 #D365Insights #D365UG #SourceAndConnect