Resources Available to Train and Continuously Support Your Dynamics 365 CE (CRM) Users – CRM Software Blog

Effectively supporting and consistently training users of your Microsoft Dynamics 365 CRM application can make the difference between a thriving implementation and a failed one. Regardless of how impressive your Dynamics 365 application may be, inadequate user adoption renders it useless.

This article discusses the resources and tools at your disposal to ensure ongoing support and training for your Dynamics 365 users, providing them with the necessary information and answers when they need them.

 

Microsoft Learn

Microsoft Learn is a complimentary online learning platform offered by Microsoft, designed to help users enhance their skills in various Microsoft technologies, including Dynamics 365. It provides a diverse range of learning materials, such as interactive tutorials, written documentation, videos, and quizzes, catering to different learning styles and skill levels.

 

Microsoft Dynamics 365 YouTube Channel

Microsoft operates a dedicated YouTube channel featuring numerous video tutorials, webinars, in-depth feature analyses, case studies, integration information with other Microsoft products, and product demonstrations to assist users in understanding Dynamics 365’s capabilities and effective usage.

The channel’s content accommodates various skill levels and user roles, including administrators, developers, and end-users.

Microsoft Dynamics YouTube channel

 

VisualSP

VisualSP is a renowned context-sensitive training and support platform specializing in Dynamics 365. It enables you to offer step-by-step interactive guided walkthroughs, video tutorials, written documentation, scheduled announcement banners, and inline help to your users.

The system includes dozens of pre-built essential how-to content for Dynamics 365, allowing you to customize the provided content and create your own customized training and work instructions to deliver governance, guidelines, how-to tutorials, and policies directly to your users within their live Dynamics 365 environment.

VisualSP for Dynamics 365

 

Community Forums and Blogs

Dynamics 365 boasts a vibrant community of users and experts who exchange knowledge and insights via forums, blogs, and other online platforms. These resources can be treasure troves of information, helpful tips, and industry best practices.

Dynamics community forums site

 

Instructor-led Training

For a customized learning experience, consider instructor-led training through Microsoft Certified Partners or alternative training providers. These sessions can be conducted in person or online and tailored to suit your organization’s specific needs.

 

While numerous options are available, as mentioned above, the most effective choice will align with your company’s culture. It’s crucial to offer answers, support, and information to your users precisely when needed, within their environment, and in the context of their work.

To achieve this, provide contextual micro-support to your users, ensuring that they can access the information they require within 2 clicks and 10 seconds. This approach is key to boosting user adoption and engagement with your Dynamics 365 environment. If you choose this path, VisualSP is an excellent option to consider.

 

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