Engage Effectively in your Kickoff with Dynamics 365

  • Design better solutions
  • Avoid over-customization
  • Reduce system complexity

Making Decisions in the Dark

You are starting your Dynamics 365 project. You want to make well-informed design decisions but have limited knowledge. You only know what your legacy systems can do. You want to maximize out-of-the-box functionality but lack the understanding to determine when to customize.

Your Challenges

  • You are conditioned to think in terms of your legacy systems. Can you break free to think in Dynamics 365 terms?
  • You need to identify the gaps in your new solution. Can you determine which areas truly require customization?
  • You are deciding when to customize and when to adapt your processes. Do you have the clarity to make the right choice?
  • You are planning which systems to integrate and what data to migrate. Can you assess the complexity and effort required?

"If we had IBI and had just gone through the out-of-the-box trainings to get a better understanding of how the system was supposed to work, it would have really helped us make better decisions."

Eric Riley
Training Manager, Friedman's Home Improvement

Building Competence for Smart Design

Understanding Dynamics 365 at a deeper level empowers you to make better decisions from the start. With Dynamics 365 training, you can develop the competence to make informed choices and shape a solution that truly fits your needs.

Who needs training?

  • Executive Team

  • IT Team

  • Project Team

  • Your executive team approves the project’s scope, budget, and timeline.

    • Your IT team reviews customizations, data migrations, and system integrations.
    • Your project team collaborates with your partner to make key design decisions.

What kind of training?

  • Standard Micro Courses

  • Standard Assessments

  • Standard Learning Paths

  • Standard micro courses lay the groundwork for essential knowledge.

    • Standard assessments measure competence and highlight gaps.
    • Standard learning paths provide targeted training for each role.

How to deliver training?

"So knowing what's gonna be coming, knowing what good looks like is definitely a good way to create that foundational understanding of what it means to transform this organization."

Bryan Finney
VP of IT, Vector Security

Frequently Asked Questions

Should I train my IT team on Dynamics 365 functionality?
Yes. The more functional knowledge your IT team has, the better their technical decisions will be. Customizations, migrations, and integrations all depend on a strong functional foundation.

Can I switch users in the learning platform?
Yes. You can deactivate learners and add new ones while preserving individual progress. Billing applies to any learner who was active at any point during the month. If a learner remains inactive for the entire month, they will not be charged.

Can I search for specific topics to learn?
Yes. You have full access to all learning content included in your subscription. You can search for and train on any topic, even if it’s not part of your assigned learning path.

"Overall, it really saves time. It helps the team have a lot more fluid conversations and we are all speaking the same language."

Renee LaCour
Associate Director of Process Improvement, Reily Foods Company

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