Home Technology Best Practices for training Employees on Microsoft Dynamics 365

Best Practices for training Employees on Microsoft Dynamics 365

by Ali Haider
Dynamics 365

As you can see from the list of features, Microsoft Dynamics 365 is a powerful tool that can be used to support almost any business need. However, it can also be very intimidating for new users who are looking to get started with their first set of Dynamics 365 projects. To make things even more difficult, the brand new version has a lot of new features that aren’t completely user-friendly.

This article will explore some of the best ways you can train your employees on Microsoft Dynamics 365. By doing so, you’ll cut down on training time and ensure that your employees get Dynamics 365 help.

Checklist for New Employees on Dynamics 365

Your employees may be intimidated by the sheer size of Microsoft Dynamics 365. This is understandable because the software is very powerful, and it can also be a bit overwhelming at first. To make things easier, you should take a checklist before your new employees start working on their first projects. Here are some items to check off before they start working: 

– Have a clear understanding of the purpose of the software and how it can be used. For example, do employees know what a pentagon is and how to use the software to create and manage projects?

– Have a clear understanding of the differences between Microsoft Dynamics 365 and other platforms?

– Have a clear understanding of the various management tools that are available within the software?

– Are there any best practices or techniques that can be avoided when using the software?

– Are there any areas where you can help new employees learn by example?

Assign a Mentor to every New Employee

You’ll probably be amazed at how quickly a new employee can pick up the basics thanks to a mentor. A mentor can help you kickstart your employee training, and can also act as your guide for the rest of the employee training journey. Most business organizations have employee training programs that cover certain topics related to employee development. It’s a good idea to check out your company’s training program to see if there is a mentor for new employees. If not, you could consider hiring a training consultant to help you create a mentor program. When you have an established mentor relationship with your employees, you can promote them to become mentors themselves. This will allow you to get insight into how your mentor program works from the ground up. You can also check out our article on How to Create a Successful Employee mentorship program for more details.

Create an Onboarding video

A great way to begin your employee training journey with Microsoft Dynamics 365 is with an onboarding video. The software’s documentation is very comprehensive, and it will help you learn all of the ins and outs of using the software. But in order to get your employees up to speed as quickly as possible, you should create an effective video that explains the software’s features and functionality.

The video can be used as a reference for new employees, or it can be used as a training tool for existing employees who want to update their skills. You can use the video to explain how to use the software effectively, what tasks are available, and what employees should do next. Be sure to incorporate training exercises so that new employees can get their feet wet and experiment with various tasks and workflow before becoming more involved on actual projects.

Create Training Materials in an Easy-to-Use App

When you create a training program with Microsoft Dynamics 365, you should consider using an easy-to-use app to track and manage your training. The best training apps are user-friendly, and they allow you to create digital products that are easy to follow and understand. By using an easy-to-use app, you’ll be able to save time and energy while you focus on creating great training content. There are plenty of great options out there, and one of the best ones to begin with is called Pardot.

Pardot is a cloud-based software that can be used to train employees on almost any topic. You can create a class schedule, assign tasks, track progress, and calculate assessments. This will help you ensure that each training session is effective, and it will also help customers and employees improve their skills with each click of the mouse.

Administrate live Training using your App

When you have a training program that utilizes an app, it’s very easy to integrate with customer experience management (CXM) software. This can help you automate common tasks such as onboarding new customers, managing customer relationships, and reporting customer service issues. If your company uses software that supports CXM, you can create a live training program using the Pardot app. You can use the app to track attendance, create task lists, and send emails with instructions. 

You can also use the app to track the number of questions asked and answered, and to create a report that includes the most effective training practices. By using customer experience management software like CXM, you can also save time and money by streamlining customer service interactions. Some of the best CXM software is available as a cloud-based app. This will allow you to create a training program that can be updated using a single interface.


Dynamics 365 is a great tool that provides a lot of functionality for almost any business need. However, it can also be challenging for new users to get started. To make things easier, you should create a customer service training program for new employees. This will help you ensure that your employees are able to assist customers, and it will also help them improve their skills with each interaction.