Catalogue › Change and Adoption

Change and Adoption

Use it in Copilot Cowork: download the Change and Adoption plugin for Copilot Cowork and upload it in Cowork under Customize > Plugins > Upload plugin. How to install.

Getting people to use the system: stakeholder analysis, communications, role-based training, super-user networks and adoption metrics.

Layer Delivery

Lead role modelled Change Lead and Trainer

Subject lead Robert Peledie

Agent charter .claude/agents/change-adoption.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install change-adoption@d365forge

ChatGPT and Codex: add this repository as a plugin marketplace, or copy this folder into .agents/skills/ in your project.

Skills

Skill What it covers Status

change-adoption:adoption-metrics Defines adoption metrics for Dynamics 365 CE across usage, data quality and process outcomes, with baselines, targets, sources and review rhythm, reported by team or role and never used to monitor individual performance. Use when setting adoption KPIs, specifying an adoption dashboard, or diagnosing low usage after go-live. reviewed

change-adoption:communications-plan Plans change communications for a Dynamics 365 CE rollout by audience, message, sender, channel and timing, from early awareness through go-live and hypercare into release waves, with a feedback loop. Use when drafting the communications calendar, writing go-live announcements, or deciding who should send which message to which group. reviewed

change-adoption:role-based-training Builds a role-based training plan for Dynamics 365 CE from security roles and future-state processes, defining curricula, formats, training environment, materials and schedule per role. Use when designing the training approach, preparing train-the-trainer, setting up a training environment, or planning training for new joiners and release waves. reviewed

change-adoption:stakeholder-analysis Identifies stakeholder groups for a Dynamics 365 CE rollout and assesses change impact by role across process, system, data, reporting and ways of working, to size the change effort and target engagement. Use when starting change planning, assessing how ready a business unit is, or building a change impact assessment for a phase or module. reviewed

change-adoption:super-user-network Designs and runs a super-user network for Dynamics 365 CE, covering the role, selection from declared skills and availability, agreed time commitment, enablement, and their part in testing, training, hypercare and release waves. Use when recruiting super users, defining their responsibilities, or keeping the network active after go-live. reviewed

Skill	What it covers	Status
`change-adoption:adoption-metrics`	Defines adoption metrics for Dynamics 365 CE across usage, data quality and process outcomes, with baselines, targets, sources and review rhythm, reported by team or role and never used to monitor individual performance. Use when setting adoption KPIs, specifying an adoption dashboard, or diagnosing low usage after go-live.	reviewed
`change-adoption:communications-plan`	Plans change communications for a Dynamics 365 CE rollout by audience, message, sender, channel and timing, from early awareness through go-live and hypercare into release waves, with a feedback loop. Use when drafting the communications calendar, writing go-live announcements, or deciding who should send which message to which group.	reviewed
`change-adoption:role-based-training`	Builds a role-based training plan for Dynamics 365 CE from security roles and future-state processes, defining curricula, formats, training environment, materials and schedule per role. Use when designing the training approach, preparing train-the-trainer, setting up a training environment, or planning training for new joiners and release waves.	reviewed
`change-adoption:stakeholder-analysis`	Identifies stakeholder groups for a Dynamics 365 CE rollout and assesses change impact by role across process, system, data, reporting and ways of working, to size the change effort and target engagement. Use when starting change planning, assessing how ready a business unit is, or building a change impact assessment for a phase or module.	reviewed
`change-adoption:super-user-network`	Designs and runs a super-user network for Dynamics 365 CE, covering the role, selection from declared skills and availability, agreed time commitment, enablement, and their part in testing, training, hypercare and release waves. Use when recruiting super users, defining their responsibilities, or keeping the network active after go-live.	reviewed

Credit and licence

Created by Simon Foote and Robert Peledie as part of D365Forge. The skills are licensed under CC BY 4.0: use them freely, including commercially, and credit Simon Foote and Robert Peledie when you share or adapt them. NOTICE.md gives the wording.