Videos
Recordings focussing on individual areas of the system, explaining how to do specific tasks. Working with you we will incorporate business specific scenarios and examples where possible.
Teams based short courses
While QRGs, videos and eLearning all have their place, we also offer short (1-2 hour) sessions via Microsoft Teams for small groups. The learners would be provided with a scenario or workbook to use after the training and a short follow up call scheduled to review this as a group afterwards.
Teams can also be used to provide short “surgery” sessions enabling groups of learners to come together to review any queries they may have after eLearning, Teams, or Video training.
Our Training Services
We discuss with you your requirements and build a solution tailored to your organisation and users, and this will typically incorporate a mix of the following delivery methods, including videos and e-learning materials (using Articulate and Storyline).
Quick Reference Guides
Step by step documentation that is typically 2-6 pages in length covering specific topics such as searching, producing quotes etc. However the training is delivered, these QRGs are vital in providing users with materials for the training and ongoing reference.
eLearning
Using Articulate and Storyline we can produce interactive lessons. We can host these for you or provide the exported files for you to load into your own LMS.
Depending on the hosting approach this can include “knowledge checks” which the learner must pass to complete the course.
Topics Available
With over 12 years experience of Microsoft Dynamics, we can offer training in a wide range of topics and different environments.
These examples are from a standard Customer Experience system, but most of our training involves working with you and using your system to provide custom materials tailored to your environment.Courses are available covering a wide range of topics and we can advise and customise the content to meet your individual requirements.
Foundation - System Overview, Navigation, Searching, Creating and Updating Records, Activity Management
Sales – managing sales opportunities and quotes with D365
Marketing – Lead and Campaign Management with D365 CE for Sales (note this is not the Marketing App)
Customer Service – managing Cases, Queues, Entitlements and SLAs
Database Administrator – Merge, Bulk Update, Import, Export, Dealing with Duplicates, Auditing, System Settings.
Reporting – Advanced Find, Goals, Excel Templates, Report Wizard
Working with you
It is important that all training materials reflect your terminology and branding.
We work with you to incorporate as much of this as possible.
Getting things like your organisation colours, image styles and terminology agreed as early as possible ensures consistency throughout the materials regardless of what format they take.
To allow us to provide the best training for your users we would expect to have access to a dedicated training environment which matches the live system, allowing both the trainer and learners to create records as required.