Methods

aka Treatments

Treatment plans vary — some require daily doses, others work best as a single injection. Choose the right therapy to keep your Dynamics 365 rollout on track.

List of Methods

• Microsoft Learn
• Subscription-Based Online Training
• Consultant-Led Training
• Hybrid Approach
• Comparison of Methods

Microsoft Learn

aka Over-the-Counter Therapy

Free and flexible online learning

Microsoft Learn offers self-paced learning paths that act like over-the-counter remedies—widely available and useful for general education.

Pros:

• Free and accessible to anyone
• Tracks individual progress
• Covers a broad range of D365 apps

Limitations:

• Focuses heavily on configuration, not end-user tasks
• Primarily text-based—limited videos or interactivity
• No visibility for managers into team progress
• Can be difficult to navigate and determine which learning paths apply to specific roles or job functions

Prescription: A good first step, best for independent learners and certification prep.

Subscription-Based Online Training

aka Self-Directed Rehab

Scalable, role-based training platforms

Platforms like Item by Item deliver structured, role-specific training that functions like a personalized treatment plan. It’s designed for long-term learning health—complete with diagnostics, guided routines, and progress tracking.

Pros:

• Built for end-users—teaching them how to do their jobs within D365
• Includes videos, walkthroughs, and assessments
• Allows managers to monitor team progress and assign training
• Scales easily across departments and new hires
• Supports uploading custom materials to enhance or localize training content
• Clear role-based learning paths eliminate guesswork about who should complete what

Prescription: Ideal as a foundational regimen—especially for organizations seeking structured, repeatable training with managerial oversight.

Consultant-Led Training

aka Specialist Care

Personalized, in-person, or virtual instruction

Hiring a D365 consultant or training partner offers a white-glove approach — like bringing in a specialist for a targeted intervention. These sessions are tailored to your environment, users, and business processes.

Pros:

• Fully customized to your organization
• High-impact for go-lives, upgrades, or onboarding large teams
• Interactive and allows for Q&A

Considerations:

• Higher cost compared to other methods
• Often involves creating all training materials from scratch
• Materials are typically delivered as static documents, which are hard to update or reuse
• Difficult to scale or replicate without repeated investment

Prescription: Best used for pre-go-live readiness or change management scenarios requiring hands-on attention.

Hybrid Approach

aka Multimodal Therapy

Combine multiple methods for maximum impact

The most effective training regimen often blends approaches—like a well-rounded treatment plan. Use a subscription-based platform for baseline education, Microsoft Learn for those pursuing certification, and consultant-led or internal training before go-live to reinforce key workflows.

Pros:

• Combines the strengths of each method—scalable and convenient platform for day-to-day roles, in-depth resources for certification-level learning, and expert-led sessions for high-impact moments
• Adapts to diverse learning needs—supports different roles, departments, and skill levels within the same organization
• Creates a complete learning journey—from onboarding and continuous learning to certification and go-live readiness
• Ensures appropriate support—sometimes online, sometimes in person—is available during critical phases like testing, user acceptance, and go-live
• Internal team members can also deliver training—allowing them to grow into internal experts as the implementation progresses

Prescription: A holistic, preventative approach—ideal for ensuring continuity, adoption, and user confidence from kickoff through go-live.

Comparison of Methods

aka Preventive Care Protocol