What’s the best way to train your employees on D365?

Training is often one of the biggest hurdles for a new ERP implementation. This is your company’s largest IT investment, and you want to make sure you can have a smooth transition with minimal operational downtime. Some of the big challenges with training are:

  • Local requirements
  • Little to no standardization
  • Users and SMEs spread out across multiple geographical locations, especially for global companies
  • New terminology
  • Knowing best practices for each process
  • Training on custom procedures and enhancements

In a previous post titled “Keys to a successful ERP implementation,” I stressed the importance of taking ownership of the project and learning the system, even outside of what your partner may be showing you. There’s a lot of content out there to leverage that can really help you drive home training of your end users.

  1. First, there is Lifecycle Services (LCS) for Microsoft Dynamics. This used to be a great feature that was not required and now is the basis for standing up and monitoring of your D365 implementation. LCS is a collaboration portal that provides an environment and a set of regularly updated services that helps manage the application lifecycle of the implementation. Where this comes in for training is the Business Process Modeler, or BPM.

https://docs.microsoft.com/en-us/dynamics365/operations/dev-itpro/lifecycle-services/business-process-modeler-lcs

BPM shows the standard process flows for D365 for Operations and allows companies to create, review, and maintain their own processes. This functionality allows for Fit-gap analysis and creation of documentation using Visio, Word, and even create videos.

2. CustomerSource is another great tool provided by MS that you can get with your subscription when buying D365 licenses. On this website, MS lists manuals, e-learning training videos, and links to further academy courses and training material.

https://mbs.microsoft.com/customersource/

3. AXUG. This is probably my favorite for quick answers and the amazing community outreach. AXUG is a member driven organization with online forums, local and regional chapters, and the best MS events throughout the year; like AXUG Summit, which will be held in Nashville this year. You must be a member to participate, however, it’s more than worth the cost to participate here!!

https://www.axug.com/home

4. Train the trainers approach. Once your SMEs and key stakeholders know the processes they will be implementing and have learned them themselves, it may be best to have them drive the training of your end users and normal business teams. This has a huge advantage in that they work with the users already. So things like terminology, business-specific logic, and company culture will be best served by them. I have always found recordings work the best. I often use Skype for Business meetings or the free add-on to PowerPoint called OfficeMix to record the processes and maintain those on a company fileshare, or a project SharePoint. This gives users the chance to review at their own pace and come back with questions.

What other tools are you guys using out there to train your users? Also, don’t forget to ask your partners what training material they may have available already. Many host webinars, post whitepapers, and other content regularly as part of their marketing campaigns and to aid user development.

 

Have a great week!

-Drew

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