By Mohona Dutta | Reading time 6 mins

With the advent of the new decade, it isn’t a surprise that one of the most prolific platforms for CRM, Microsoft Dynamics 365 has been evolving at a rapid rate. Several industries are depending on this software to enhance their operations, build solid relationships and most definitely get a great ROI.

Now, as a company moves towards the digital revolution, its staff needs to tread along as well. Empowering your team members with the knowledge of handling the latest technology can be the biggest boon for you and can work remarkably in your favor too.

Training has become a dominant factor in helping businesses adapt to erratic changes. It is important that the training that is provided not only allows employees to be competent in using the software but also establishes to them how it will benefit them more in doing their jobs effectively.

As such training at all levels of the organization is critical to the overall success of the organization. Getting trained to perform mundane daily tasks is essential now. Usability is the main factor in an end user’s willingness to accept change in their daily routines and work environment.

training plan for Microsoft Dynamics 365

So how do you strategize a training plan?

Unfortunately, it’s common to see training programs being strategized where end users are not included in the planning or design phases. This naturally causes abrasion when their first glimpse of the training module is presented and a software application full of foreign screens and little-to-no understanding of new processes, workflows and configuration changes that have been added is displayed.

A lot of companies believe that staff members can ‘learn’ as they go. That means they can get used to handling the Dynamics 365 software while on the job as it isn’t a complicated software.

However, like any software, a proper training plan is required to avoid future glitches. Although this type of training has a purpose, it’s not enough to ensure that users at every level will be using the solution effectively.

Typically, this kind of training turns into a ‘quick fix’ approach for training users the solution. Instead of what was intended to simplify specific business processes, it starts being a cause of worry daily.

Your team is left with an advanced understanding of how to perform basic activities, but are not capable of utilizing new features that were intended to drive the ROI.

Would you rather waste hours resolving an issue with the system caused by your team member or spend a few days guiding him or her appropriately to prevent such occurrences?

So, what are the contents of this plan?

  • Identify who all need to access the Dynamics 365 solution for the project scope (administrators, power users, limited users, trainers)
  • Evaluate the budget that comprises cost estimates for resources allocated to training development and delivery, as well as costs for end-user training
  • Outline the expectations, milestones, and deadlines to be achieved before the implementation
  • After role designation, establish who will deliver each section of the training
  • Set a specific timeline for the training sessions
  • Assign teams that prepare the training modules needed for the sessions
  • Assess the form of training to be conducted-virtual classrooms, offsite sessions, or Dynamics Consultant headed programs
  • Chalk out an assessment metric plan that has defined parameters to measure the success of the training sessions once done

A distinct training plan will help eradicate the opportunity to point fingers when snags arise during critical phases. But it also promotes effective cross-functional interaction between the project and training teams early in the development lifecycle, and this type of interaction has a direct correlation to the project being delivered on-time and within budget.

Why Should You Learn Dynamics 365?

There are innumerable benefits of learning Microsoft Dynamics 365, both from a company perspective and a personal perspective. There is an escalating requirement to automate business processes and functions to enhance performance. The line of products from MS Dynamics offers core skills for effective and competent business management.

The advantages for the company

  • Dynamics 365 gives your sales teams access to valuable customer data from any device. The sales module helps handle sales workflows and create and deliver proposals and contracts swiftly. With it, there will be a reduction in the sales cycle and an increase in the targeted selling experiences.
  • Dynamics 365 gathers valuable data on every client in your database, including their favorite websites, communities, buying patterns and more. Using this information will help your client service teams to communicate in a better, more personalized manner.
  • Dynamics 365 is more affordable and cost-effective than other CRM systems. Microsoft provides several pricing tiers and deployment options depending on your budget and company size. The flexibility factor doesn’t end here, it also offers a variety of modules and workflow tools that can be used to custom make as per your business needs.

Career/personal benefits

  • Dynamics 365 helps you seamlessly integrates with the full Office 365 suite eliminating the wastage of time shuffling from one system to the other. This integration allows you to send an email in Outlook, examine data in Power BI or locate documentation in SharePoint with just a few clicks.
  • As discussed, the avenue for Dynamics 365 is growing and a lot of companies are looking to hire well-trained Dynamics 365 professionals. The solution is here to stay and the more companies adopt it, the more they’ll need people who are familiar with its workings.
  • Money! Learning and getting certified in Dynamics 365 can boost your salary. A recent survey conducted, found that certified respondents received an increase in pay after obtaining a Microsoft Dynamics CRM certification.

Dynamics 365 improves operational efficiency empowering companies to automate processes and operations, which can also be custom made as per requirements. Connect with us today to know more about the tool and our various Dynamics 365 training programs.

Author’s bio:

Mohona is a Content Writer for the Marketing team in AhaApps since 2019. When she is not busy attending to her creative, technical side, she likes to binge on sitcoms on Netflix. She loves writing poems and reading short stories when she wants to break away from the humdrum of life.

Recent Blogs