6 ways to optimize
Empower your Dynamics 365 users with in-app training + performance support
In this product guide, you will find 6 ways ClickLearn can support your digital transformation and help you achieve optimal user adoption of your new or existing software.
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What's in it for you?
What you'll learn
In this free eBook, you’ll discover how to:
Create scalable, in-app training for Microsoft Dynamics 365 without writing a single line of code
Deliver performance support directly inside the Dynamics 365 interface — right when users need it most
Improve user adoption across all Dynamics 365 apps, from Sales and Customer Service to Finance and Operations
Reduce support tickets and training time with automated content creation
Equip users with self-service resources that improve productivity and confidence
Maintain consistency and compliance during software updates and process changes
Scenarios for every Dynamics 365 team
This eBook is for teams looking to improve how they train, onboard, and support users within Microsoft Dynamics 365. Here are a few examples of how organizations are using ClickLearn:
Rolling out Dynamics 365 to multiple regions or departments? Use automated, multilingual training content to ensure consistent onboarding at scale.
Launching new processes or customizations inside Dynamics? Deliver contextual step-by-step guidance inside the application to ease the transition.
Dealing with high support ticket volumes? Empower users with searchable help and on-demand learning, reducing reliance on support teams.
Training new employees in a hybrid or remote setup? Provide self-paced, in-app learning that fits any schedule or location.
Why?
Why use a Digital Adoption Platform (DAP)?
Traditional training methods often fall short when it comes to complex business applications like Microsoft Dynamics 365. A digital adoption platform (DAP) helps bridge the gap between software implementation and real user productivity.
Here’s why leading organizations are turning to DAPs:
Onboard faster
Give new users instant access to step-by-step guidance directly inside the application — no long classroom sessions or bulky manuals required.Reduce support costs
With embedded help and self-service learning, users can solve common issues without submitting support tickets.Increase user confidence
Deliver in-the-flow training and performance support so users feel empowered, not overwhelmed.Stay agile during updates
Update training content automatically when processes or interfaces change — no need to rebuild from scratch.Boost ROI from Dynamics 365
The better your team uses the tools, the more value you get from your investment. A DAP helps ensure Dynamics 365 is adopted effectively across your organization.
By choosing a digital adoption platform like ClickLearn, you’re not just improving training — you’re creating a scalable, efficient, and user-centric approach to digital transformation.
Frequently asked questions
It’s designed for IT leaders, training managers, system admins, and any organization using Microsoft Dynamics 365 who wants to improve user adoption and performance.
Absolutely. The insights apply across the entire Dynamics 365 suite — including Sales, Customer Service, Business Central, Finance, and beyond.
Not at all. ClickLearn is built for business users — no coding or technical setup required.
Yes. ClickLearn automatically creates content in multiple languages, making it easy to support global teams.