Custom learning plan for accidental admin in #Dyn365 (akaCRM)

The is the next installment of the occasional series to offer custom learning paths. Access to the Dynamics Learning Portal is required to use this plan. https://mbspartner.microsoft.com

What happens if one day you come to work and suddenly you are left in charge of your company’s Dynamics 365 (for customer engagement) system. It’s a small company, last week you were just the power user, a champion of the system. But now, the dedicated “CRM guy” has suddenly left. What do you need to know to administer the system once they give you the keys?

Fear not! I have made a custom learning plan for you to follow o help guide you through this potential disaster.

https://mbspartner.microsoft.com/MyLPShare/006df59d-9503-40ff-823b-d3cdc902f8f0

There are four sections, Lessons, Integrations, Demos and Miscellaneous. Let’s look at each one.

Lessons

These are videos that for the most part are less than an hour. They have been extracted from larger courses just for this Learning Plan. If you are totally new to the admin role, start at the top and work your way down the list. If you have some experience and need to backfill the gaps, choose the one(s) that help you the most. These are focused on what to do and how to do it within your Dynamics 365 CE itself.

Integration

In all of my time in this Dynamics bubble I have never seen a CRM implemented on its own. There is always something else. ALWAYS. So in here you will see lessons on using other business solutions, Outlook, Microsoft Social Engagement and so on. There is also a link to documentation for portals.

Demos

Yes, demos. You say to yourself, I don’t do sales, I don’t need a demo. But you do. This is a great way to watch someone use the system. That makes you better at administering it.

Miscellaneous

There are some webinars, new release details and a link to an actual instructor led workshop.

If you need a lesson in using the Dynamics Learning Portal, have a read here http://julieyack.blogs.com/my_weblog/2018/01/decoding-the-dlp-part-one-your-first-90-days.html