Academy: Dynamics 365 F&O Mastery: Change Management, Updates, and Testing Essentials

Join Brittany Burke, Principal Solutions Architect, Caf2Code, and Beau Schwieso, COO, Caf2Code, for a 1-day Academy Class, “Dynamics 365 F&O Mastery: Change Management, Updates, and Testing Essentials.”

Agenda:

1. Navigating Change Management in D365 F&O Implementations (2 Hours)

• Key principles of effective change management during and post-implementation.

• Building buy-in across teams: strategies to communicate, train, and drive adoption.

• Real-life examples of successful change management processes in D365 F&O projects.

2. Managing Updates: Staying Ahead in D365 F&O (2 Hours)

• Overview of D365 One Version and update cadence.

• Tips to evaluate new features and manage feature opt-ins.

• Strategies to minimize disruptions during updates.

• Practical tools and resources to prepare for updates (e.g., Release Planner, LCS, and PPAC tools).

3. CI/CD for D365: A Roadmap to Continuous Improvement (2 Hours)

• Introduction to CI/CD concepts in the context of D365 F&O.

• An overview of what CI/CD pipelines are using Azure DevOps.

• Best practices for releasing changes incrementally and safely.

• The value of iterative development in driving business success.

4. Testing Strategies: Ensuring Quality in D365 F&O (2 Hours)

• Building a robust testing framework for customizations and updates.

• Automated testing tools: RSAT, Azure DevOps test plans, and others.

• How to balance automated vs. manual testing for maximum efficiency.

• Proactive approaches to user acceptance testing (UAT) and regression testing.

Learning objectives include:

1. Implement effective change management strategies in Dynamics 365 F&O projects—focusing on communication, user training, and stakeholder buy-in—to drive organization-wide adoption and ensure smooth transitions post-implementation. 
2. Develop a proactive approach to staying current with the D365 One Version cadence—evaluating new features, managing opt-ins, and utilizing tools like Release Planner, LCS, and PPAC—to minimize disruptions and maintain a stable environment. 
3. Establish a robust foundation for quality and continuous improvement by setting up CI/CD pipelines in Azure DevOps and implementing comprehensive testing frameworks (e.g., RSAT, automated/manual testing, UAT) that safeguard business continuity and enhance 

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