Adoption team member role details

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:

Select this link to download a PDF version of the Team members guide for adoption of Dynamics 365.

Executive sponsor

Focus Ownership and guidance
Department Executive leadership
Summary
  • 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 companywide 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 companywide 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 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 companywide 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.

See also