Dynamics 365 Adoption workbook overview

Select this link to download a PowerPoint version of the Dynamics 365 Adoption workbook.

The Adoption planning workbook will guide you through the process of planning for a rollout of Dynamics 365.

It leads you through the steps of assembling your team, defining strategy and scenarios, assessing readiness, building a plan, and onboarding employees.

In the workbook—an editable PowerPoint deck—you'll find templates, graphs, scorecards, and more to customize and use when developing your plan. The workbook also offers tips and links to other resources.

For example, you can use this editable slide from the workbook to build your adoption team.

Team identification template.

When you use this workbook in conjunction with the other adoption plan guidance, you'll get the tools and insights you need to begin your rollout of Dynamics 365 with confidence.

See also