This is the second article of my series on the introduction and first steps to study and learn Dynamics 365 if you are new to the technology and platform. If you have missed the first post, then I suggest you read it first please to ensure you keep up with the flow.
Now that you have a Dynamics 365 instance, you need to start following a step by step training or guide to learn Dynamics 365 functionality. I strongly suggest using Microsoft Dynamics Learning Portal as it has training videos, virtual sessions, live online training and training guides and content for Dynamics 365 across the various modules: Sales, Services, Field Services, Project Services, Marketing, etc. This is all delivered through what is called “Dynamics Learning Plans”.
In summary, the Dynamics Learning portal offers two types of learning plans:
- Readiness Learning Plans are recommended, product-specific, role-based, sequentially ordered and category-driven plans that prompt users through the curriculum, while highlighting certification and specialized topics.
- My Learning Plans have an intuitive, user-friendly UI that provides more flexibility and customization without sacrificing current features. My Learning Plans are offered in two views:
- Tracks and Capabilities view offers users the option of viewing a taxonomy-driven format that displays the training assets in your learning plan alphabetically by track and capability. While users will not be able to edit from within this plan, they will have the ability to track progress, print, export and apply filters.
- Customized view offers a taxonomy free, cross product, sequentially ordered format, enabling users to organize their unique plan, while providing the flexibility that is required to fit partner’s business model. Users can select this view to create new plans, add assets, edit the plan, reorder groups or training assets, create, add or rename groups, apply filters, track progress, share, print and export.
My suggestion is that you choose the Readiness Learning Plan, select levels 100 and 200,
select “Application Consultant” role
and then select the business application you are most interested in (Sales, Customer services, etc.)
Here are the results that come back from these selections:
Once you got the results, you can start adding these results to your learning plan using the “+” under my learning plan in the bottom right hand corner.
In my next blog post, I will discuss more about how to gain access to Dynamics Learning Portal if you don’t have it through your Microsoft partner or customer account. I will also cover the next learning and development areas and options available to progress your career in Dynamics 365.