Your Dynamics 365 adoption launch team will include a number of roles, each with an important focus and responsibilities. The following tables outline the expectations for these team roles:
Plays an essential role in championing transformation throughout the organization.
Influential leader who understands and actively communicates the value of working in a more collaborative way.
Qualifications
Trusted and influential leader who can enable cultural change.
Innovative visionary who encourages new ideas and cutting-edge technology.
Collaborates across boundaries to build strategic relationships.
Dynamics 365 advocate who is tech/social media savvy.
Responsibilities
Articulate value proposition across executive team.
Serve as a role model in the community.
Ensure appropriate funding and staffing to successfully execute change, not limited to collaboration programs.
Next steps with Dynamics 365
Deliver the introduction to the transformation effort as part of the program kickoff.
Use Dynamics 365 capabilities to issue future company-wide announcements and updates, such as QBRs and earnings summaries.
Use modern employee engagement methods – create content, engage in discussion, use video.
Success owner
Focus
Ownership and guidance
Department
Usually within the key business unit
Summary
Plays an essential role in championing collaboration service strategy and Dynamics 365 throughout the organization.
Influential leader who understands and actively communicates the value of working in a more collaborative way.
Qualifications
Relevant levels of business and cultural acumen.
Trusted advisor in the organization.
Innovative visionary who encourages new ideas.
Collaborates across boundaries to build strategic relationships.
Dynamics 365 advocate who is tech/social media savvy.
Responsibilities
Articulate value proposition across business stakeholders and user communities.
Serve as a role model in the community.
Participate in a network engagement event to help launch effort.
Encourage Dynamics 365 usage and emphasize that it is supported for the organization.
Ensure appropriate funding and staffing to successfully execute programs.
Next steps with Dynamics 365
Deliver the introduction to the transformation effort as part of the program kickoff.
Use Dynamics 365 capabilities to issue future company-wide announcements and updates, such as QBRs and earnings summaries.
Take advantage of the Yammer feed to keep a finger on the pulse of the organization.
Periodically “like” posts that are appealing to encourage continued good conversations/collaboration in the network.
Champions
Focus
Awareness and engagement
Department
Staff-level individuals in any business unit or department
Summary
Build Dynamics 365 awareness, understanding, and engagement across the organization.
Enthusiastic and knowledgeable about Dynamics 365 and eager to grow participation.
Time commitment
Pre-launch: 2 hours per week.
Post-launch: 3 hours per week.
Qualifications
Tech/social savvy. Enthusiastic and forward thinking.
Thought leaders who are eager to participate in making the Dynamics 365 solution a success.
Responsibilities
Evangelize the Dynamics 365 solution and the business value across teams.
Build awareness through informal communication channels.
Support project manager in launch activities, awareness campaigns, and engagement events.
Assist in welcoming new users, providing guidance and best practices.
Program manager
Focus
Planning and execution of the Dynamics 365 solution rollout
Department
IT
Summary
Oversees entire rollout, from pre-launch project planning and assignments to execution and success assessments.
Experienced in successfully managing an enterprise-wide initiative or program.
Requires both technical and business acumen.
Qualifications
Strong interpersonal, leadership, and motivational abilities.
Results-driven, problem solver.
Detail-oriented, excellent time management.
Social savvy, enterprise social advocate.
Responsibilities
Define project scope, goals, timeline, and milestones and review with other stakeholders.
Assign responsibilities to the rollout team and clearly communicate expectations.
Ensure coordination of launch, communications, training, and end-user engagement activities.
Coach, mentor, motivate, and supervise project team members and resolve rollout issues/conflicts.
Next steps
Create a SharePoint team site with an embedded communications group such as Yammer to keep tabs on the rollout project plan and timelines, share status updates, and delegate responsibilities.
Training lead
Focus
Training
Department
Learning and Development, Human Resources
Summary
Establishes a thorough understanding of the Dynamics 365 solution and its intended use among end users.
Manages and delivers all training content creation/customization.
Time commitment
Pre-launch: 4 hours per week.
Post-launch: 2 hours per week.
Qualifications
Experienced in multichannel training development and delivery.
Ability to plan and coordinate with a diverse group of people.
Highly organized, detail-oriented, excellent verbal and communication skills.
Tech/social savvy.
Responsibilities
Review resources available on the Microsoft Dynamics 365 website and customize to meet internal standards.
Coordinate logistics for all training activities, regularly conduct and supervise the Dynamics 365 solution training sessions.
Integrate Dynamics 365 training into the new hire onboarding process.
Departmental leads
Focus
Engagement and adoption within business unit
Department
All departments/business units, management level
Summary
Identify how specific departments and teams will use the Dynamics 365 solution.
Evangelize the Dynamics 365 solution across teams and encourage active participation and engagement.
Time commitment
Pre-launch: 3 hours per week.
Post-launch: 1 hour per week.
Qualifications
Superior interpersonal skills; well-connected, influential, and respected among peers.
Understanding of and ability to navigate departmental operations, information environment, organization, and culture.
Strong listening and mentoring skills.
Management support and bandwidth to actively participate and fulfill leadership responsibilities.
Responsibilities
Serve as a liaison between end-user community and rollout team.
Articulate the Dynamics 365 solution benefits and value across business units.
Deliver department-specific communications and guidance on solution usage.
Identify opportunities to streamline business processes with the Dynamics 365 solution.
IT specialists
Focus
Technical setup and support
Department
IT
Summary
Oversees all technical aspects of integrating the Dynamics 365 solution with existing business applications.
Has the authority to make high-level IT decisions.
Qualifications
Deep understanding of internal technical architecture and integration opportunities.
Experience with managing IT support team and authority to make IT decisions affecting large audiences.
Dynamics 365 solution advocate.
Responsibilities
Work with the FastTrack center to technically onboard the organization to Dynamics 365.
Identify and involve all required IT personnel.
Work with project manager on integration timing/logistics.
Communicate any technical issues or queries.
Communications lead
Focus
Awareness and understanding
Department
Corporate communications
Summary
Oversees the development, approval, and delivery of company-wide communications related to the Dynamics 365 solution rollout.
Strong working knowledge of internal communications best practices.
Time commitment
Pre-launch: 5 hours per week.
Post-launch: 2 hours per week.
Qualifications
Demonstrated success in developing and implementing corporate communications to a variety of audiences.
Experience using social media tools and approaches as part of communication strategy.
Outstanding writing and proofreading skills and excellent verbal communication skills.
Authority to approve and deliver corporate communications, strong working knowledge of communications best practices.
Responsibilities
Work closely with other members of the steering committee on rollout communication strategy.
Customize communication materials to meet internal guidelines.
Ensure timely delivery of all pre-launch and launch communications.