When businesses deploy Microsoft Dynamics 365, they face a fundamental question: How can I get hundreds or thousands of people to utilize the software correctly and productively? Dynamics is a software suite that adds value across an organization, from sales and HR to finance and operations. This technique, while convenient, has its drawbacks. Large-scale deployments of these tools are broad and deep, with inherent difficulties in the process, UX, and other areas.
So, once you’ve invested in Microsoft Dynamics, how can you ensure your staff gets the most out of it? It is not just important to ensure that employees use the tools at their disposal (though this is an important first step). They can use them to make their jobs easier, faster, and more efficient. For this purpose, they can include Dynamics 365 in-app training.
Here are four ways to get the most out of your Microsoft Dynamics 365 in-app training:
Streamline the Onboarding
According to the forgetting curve, just 25% of knowledge repeated once would survive in people’s memory after the first hour. Still, employees are frequently required to sit through lengthy software onboarding and training courses. They aren’t able to put this learning into practice until much later. Constant reinforcement is a scientifically verified requirement if you want consumers to remember this knowledge.
Leaving onboarding and training to chance on a platform as sophisticated as Dynamics 365 might result in an overflow of support calls from confused users. Disrespect for mission-essential operations, data hygiene, and reporting difficulties. The easiest strategy to overcome the forgetting curve is to provide employees with just-in-time and continuing training. All the while they are using your Dynamics instance.
Assume you’re onboarding a new group of customer service representatives, and there are particular data entry standards they must meet every time they speak with a customer. Instead of educating them about these criteria once during a training session, you may incorporate in-app instructions that walk agents through the questions they need to ask each customer while submitting data into Dynamics.
A recent Forrester analysis illuminates a key concept: to enhance productivity and speed digital transformation efforts, firms must focus on the user experience of the software on which their employees rely. To do so effectively, you must first understand where your employees’ displeasure with technology lies—what is causing frustration and impeding their productivity? The easiest method to identify employees’ pain problems is to ask them. However, this can be difficult with powerful software like Microsoft Dynamics, where the individuals who manage the technology environment are removed from the field team members who use it.
To address this, teams build direct lines of communication between employees and the product itself. You’ll be able to get a pulse on employee sentiment and simply collect qualitative feedback from your Dynamics users. Analyzing the feedback from your sales representatives, customer service representatives, or other team members will assist you in creating an experience that boosts morale and makes it easier for your staff to accomplish their work efficiently.
Personalize Messages Based on User Roles
One of the advantages of Microsoft Dynamics is that it contains a wide range of solutions. Ones that may be used by numerous teams within a business. It means various people will use the tool in vastly different ways. Businesses must be deliberate in their approach to enabling their staff to use Microsoft Dynamics. So that every person is trained and empowered to use this technology successfully.
The ability to personalize in-app messages and training to specific sorts of users (e.g., based on their function) is critical to ensuring staff succeeds and delivers on their responsibilities. Administrators do not have the time to sit down with each employee and train them on exactly what they need to accomplish in the software applications. You may meet team members where they are and personalize information to their unique requirements.
When it comes to complex software programs like Microsoft Dynamics, there are usually multiple ways to accomplish a task. However, there is most likely an optimal way. Teams must ensure that each person is utilizing Dynamics in the most effective way for their position. Although inefficiencies may appear to be as little as a few more clicks; they can build up to hours of wasted time.
Product analytics can help you better understand user behavior and discover the best paths for employees to take. Especially, to achieve important goals inside your Dynamics product. Once you’ve determined which features or workflows provide favorable results, you can use in-app instructions to direct employees to these areas of the tool and provide continuing training within the product itself. It allows you to encourage workflows that you know are associated with success.
Better Comprehension of Microsoft Dynamics 365 fundamentals
While some of the platform’s core activities are straightforward, complete training on Microsoft Dynamics 365 fundamentals is essential for ensuring your staff has a solid foundational understanding of the CRM. For example, keyboard shortcuts are crucial to doing tasks quickly and easily within the software. Most of them are platform-specific and will take some time to get used to before they become second nature.
In-app training for D365 comes with a wide range of benefits, which have been discussed above in the article. You can be confident that your staff will get off to the best possible start by developing a comprehensive in-app training and certification program.