How Dynachange Boosts Epicor ERP User Adoption
When implementing an ERP system like Epicor ERP, the biggest challenge often isn’t the technology, it’s user adoption.
Imagine you have been driving the same car for 10 years, and suddenly you are handed the keys to a new one. The gas pedal is in the same place, but the dashboard is full of unfamiliar buttons, the radio is buried under five menus, and even the windshield wiper control feels foreign. You would still drive, but you wouldn’t love the experience right away.
That is how many employees feel with a new ERP system. Dynachange solves this by making Epicor ERP’s interface feel familiar, removing the clutter, and adapting screens to how each person works best.
What Is Dynachange ?
Dynachange is Epicor ERP’s built-in customization tool. Think of it as the “rearrange furniture” option for your Epicor Prophet 21’s workspace.
You can move things around, hide what you don’t need, and put your most-used tools within arm’s reach. No coding, no big IT project, just quick, user-focused adjustments that make the system feel more natural.
How Dynachange Works with Epicor ERP ?
Dynachange lives in that sweet spot between using the system as-is and paying for custom development.
For example, instead of asking IT to rebuild a customer order screen from scratch, your sales team can use Dynachange to remove 10 irrelevant fields, move fields around on the screen, and set preferences, saving time and avoiding frustrations in the long run.
If you’re planning adjustments across your organization, our Epicor Implementation Checklist can help identify which areas will benefit most from configuration or customization.
Why Epicor ERP Customization Boosts User Adoption
Introducing a new ERP can feel like asking people to speak a different language. Customization helps bridge that gap by making the system more approachable, faster to use, and easier to understand.
By tailoring screens to specific roles, you reduce frustration and create an environment where employees are more willing to embrace the change.
Reduced Learning Curve
When screens only display relevant fields and options, users can focus on what matters, making the ERP easier to learn.
If you provide a new warehouse clerk with a picking screen that displays only the necessary bins and quantities, they will master it in days instead of weeks.
Higher Efficiency
Fewer clicks, less scrolling, and targeted layouts mean users can work faster and spend more time on value-added tasks.
Picture an order entry clerk processing 50 orders a day. If Dynachange removes three unnecessary clicks per order, that’s over 150 clicks saved daily. That’s time they can spend helping customers instead of wrestling with the software.
Lower Resistance to Change
By making the system feel familiar and user-friendly, employees are more likely to embrace it rather than avoid it. When users see that the new ERP can be shaped to fit their daily routines, previous complaints about the legacy system will fade away.
Better Data Accuracy
Cluttered screens increase the chances of errors. Clean, role-based layouts improve focus and data entry accuracy.
If only the fields a user really needs are visible, the chance of accidentally typing in the wrong box goes way down.
Common Dynachange Customizations
The beauty of Dynachange is that it’s incredibly adaptable. It doesn’t matter if you’re in sales, finance, production, or customer service; each team can shape their ERP experience to suit their daily workflow. This makes it less of a “one-size-fits-all” tool and more like a workbench you can set it up the way you want.
Personalized Fields
Not every user needs every field. With Dynachange, you can hide what isn’t used, rearrange what is, and even rename fields to match your company’s terminology.
It’s like labelling drawers in a tool chest; you know where everything is.
Design Menus
Menus can make or break how quickly users get to the tools they need. Designing menus streamlines navigation by grouping essential functions together for quick access.
It’s similar to putting your coffee maker, mugs, and coffee pods all in one spot in your kitchen; you save steps every time.
Design Tabs
Tabs help organize relative information. Departments can rearrange or add tabs to organize everything the way it works best for them.
They can all get the relevant data to their functions without having to click endlessly to get to it.
Create Workflows
Workflows guide users through a process step-by-step, which is especially useful for new hires or complex tasks.
For example, customer service handling a product return could follow an on-screen path that walks them through verifying the product, processing the return, updating inventory, and issuing a credit, ensuring consistency and reduced errors in the process.
Want to automate parts of these workflows? Explore Epicor Automation Studio for low-code automation options.
How to Implement Dynachange Effectively
Rolling out customization the right way ensures it improves productivity instead of just changing the look of the system. It’s about identifying where small tweaks will have the biggest impact and getting users involved in the process.
Identify User Needs
Sit down with teams and watch how they use the ERP. Ask them what is slowing them down and what they would like to see first when they log in. Sometimes you will find that what frustrates one role doesn’t matter to another. That is an opportunity to customize the ERP.
Map Common Workflows
Look for the processes that happen dozens or hundreds of times a day. These are the ones where personalization will pay off the most.
If your customer service spends most of their day looking up order histories, make sure their main screen has that search front and centre. If your buyers are constantly adding the same vendors, make them default selections.
Apply Changes in Test Environment
Treat it like trying a new layout in your office before committing.
Use a sandbox environment to test changes with a small group of users.
This ensures you’re not introducing something that makes the system harder to use and gives you a chance to get real feedback before rolling it out.
Roll Out Gradually
You don’t have to change everything at once.
Start with one department and see how it impacts productivity. For example, roll out changes to the sales team first, gather feedback, tweak the setup, and then apply what works to other teams, and repeat the process with them.
Train Users
Show users the reasons behind the changes.
People are more likely to adopt new layouts if they understand how it will make their workday easier. Even better, train key team members on how to make small adjustments themselves to empower them to fine-tune their own screens when needed.
FAQs About Dynachange and Epicor ERP User Adoption
Get the Most out of Dynachange with EC Solutions
While Dynachange is approachable, an experienced ERP consultant can spot efficiency gains you might miss.
They can help design role-based layouts, streamline workflows, and ensure your changes don’t create problems down the road.
That’s exactly what we do at EC Solutions. For over 20 years, we have been helping distributors with their Epicor ERP personalization.
Ready to see how Dynachange can simplify workflows and help your team work smarter?