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Beyond Implementation: Providing Continuous Learning for Your Microsoft Dynamics 365 Users

by Tara Porter
Content Producer & Manager, VisualSP

You’ve implemented Microsoft Dynamics 365. Cue the confetti! 🎉

But don’t forget: the party isn’t over.

To get the most out of Dynamics, it’s important to keep users learning and using it effectively.

In this article, we’ll walk you through how to do that.

Strategies for Continuous Dynamics Learning

To make sure that your team receives relevant and productive training, you will want to tailor your learning initiatives to the specific needs of your organization and users. Here are some key strategies to consider:

  1. Identify Learning Needs: Assess your users' current skill level and identify areas where they need additional training. This can be done through surveys, interviews, or observation of their Dynamics usage. For instance, you could conduct a survey to understand which Dynamics features users are most familiar with and which ones they struggle with.
  2. Develop a Learning Plan: Create a structured learning plan that addresses the identified needs. This may include a mix of instructor-led training, online courses, self-paced learning modules, and on-the-job coaching.
  3. Leverage Microsoft Resources: Microsoft provides a wealth of free and paid learning resources, including documentation, tutorials, and online communities. Encourage your users to utilize these resources to supplement their formal training. Microsoft's Learn platform offers a variety of Dynamics training courses, while the Dynamics Community Forum provides a space for users to ask questions and share knowledge.
  4. Promote Knowledge Sharing: Encourage knowledge sharing among employees to foster a collaborative learning environment. Create opportunities for users to share their expertise through peer-to-peer mentoring, internal workshops, and knowledge-sharing platforms. You can also appoint specific employees to serve as change management champions to serve as Dynamics advocates.
  5. Recognize and Reward Learning: Acknowledge and reward employees who demonstrate a commitment to continuous learning. This could include public recognition, incentives, or additional training opportunities.
  6. Measure the Impact of Learning: Regularly evaluate the effectiveness of your continuous learning initiatives. Track user engagement with training materials, assess their proficiency through skill assessments, and gather feedback to identify areas for improvement.

Utilize a Digital Adoption Platform to Streamline Ongoing Learning

Digital Adoption Platforms (DAPs) can play a pivotal role in continuous learning by providing users with quick access to training materials at the times that users need them. A DAP would lay over Dynamics 365 to provide in-app support to users.

Here are some important features to look for in a DAP for Dynamics:

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About Tara Porter

Tara Porter is the Content Producer & Manager at VisualSP (https://www.visualsp.com), a Microsoft-centric Digital Adoption Platform that empowers organizations globally to boost user productivity and reduce support costs.

Tara leverages her PhD in Education to create informative content that boosts employee usage of web enterprise software. Throughout her career, she's been committed to guiding organizations through digital transformation, by creating both written informative content and implementing effective training initiatives.

More about Tara Porter