{"id":37568,"date":"2022-07-20T13:37:10","date_gmt":"2022-07-20T18:37:10","guid":{"rendered":"https:\/\/visualsp.com\/blog\/dynamics-365-configure-free-context-sensitive-training-and-support-for-your-users\/"},"modified":"2025-02-20T18:39:46","modified_gmt":"2025-02-20T23:39:46","slug":"dynamics-365-configure-free-context-sensitive-training-and-support-for-your-users","status":"publish","type":"post","link":"https:\/\/www.visualsp.com\/blog\/dynamics-365-configure-free-context-sensitive-training-and-support-for-your-users\/","title":{"rendered":"Dynamics 365 - Configure Free Context Sensitive Training and Support for Your Users"},"content":{"rendered":"

Microsoft Dynamics 365<\/span> took center stage yesterday in Satya Nadella's Microsoft Inspire keynote<\/span>.<\/p>\n

<\/p>\n

Dynamics 365 has enormous potential and it has already started to catch fire .<\/p>\n

Having said that, one Big challenge<\/span> that not many people are talking about is the fact that Dynamics 365 users really struggle<\/span> to come up to speed and understand how to use the interface effectively. On top of that, the interface keeps changing with Microsoft releasing updates twice a year<\/span> as well as changes made by their own organizations. The mechanism to continuously train, support and inform<\/span> users effectively is a requirement. Otherwise, forget about user adoption.<\/p>\n

The default built-in help is generic and targeted towards Dynamics 365 admins.<\/p>\n

The good news is that you can turn on the custom help panes and guided tasks functionality to provide context sensitive information to users in Dynamics 365<\/span> - at no cost. This will for sure help with increasing user adoption<\/span><\/a> while reducing user frustration and support tickets<\/span>.<\/p>\n

\"Customizable<\/p>\n

 <\/p>\n

If you have not heard of this functionality and don't know how to get started, no worries. I got you covered.<\/p>\n

Here's an in-depth article<\/a> describing:<\/p>\n

    \n
  1. What is the custom help panes and guided tasks functionality<\/li>\n
  2. How to enable and maintain it<\/li>\n
  3. The pros and cons of the functionality<\/li>\n<\/ol>\n

    Read the Article<\/a><\/p>\n

    I'm a big believer in providing users the information they need <\/span>at their moment of need<\/span><\/span>, in context of their environment and in the flow of their work<\/span> wherever they are. I believe the custom panes and guided tasks functionality built into Microsoft Dynamics 365 definitely helps with this need.<\/p>\n","protected":false},"excerpt":{"rendered":"

    Microsoft Dynamics 365 took center stage yesterday in Satya Nadella's Microsoft Inspire keynote.<\/p>\n","protected":false},"author":7059,"featured_media":37569,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[1],"tags":[],"cta":[],"class_list":["post-37568","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"_links":{"self":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts\/37568","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/users\/7059"}],"replies":[{"embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/comments?post=37568"}],"version-history":[{"count":5,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts\/37568\/revisions"}],"predecessor-version":[{"id":40769,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/posts\/37568\/revisions\/40769"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/media\/37569"}],"wp:attachment":[{"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/media?parent=37568"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/categories?post=37568"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/tags?post=37568"},{"taxonomy":"cta","embeddable":true,"href":"https:\/\/www.visualsp.com\/blog\/wp-json\/wp\/v2\/cta?post=37568"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}