I was given the opportunity to sit down with the Microsoft Documentation team for Dynamics this week and was blown away with all of the content I should be using.
If you have attended any of my sessions, you have probably heard me tell you to complain loudly (but politely) and expect that the answer to your problem has already been solved and you simply haven't asked the right person. I have practiced method faithfully for years but never has it reaped as much as it did in meetings this week. I will need to cover other findings in future blog articles but I wanted you to know about all of the wonderful things the Documentation team has written for us, and we need to start using today.
First things first, they are now writing these helpful packets of customizable documentation for our consumption known as the Training & Adoption Kit for Microsoft Dynamics 365. These documents are incredible time savers for anyone who writes user guides or internal documentation. Now all you have to do is download the kit, copy and paste what you need for your document, update anything that is unique to your organization's process, and you are good to go. It is such an incredible time saver (I might need to get a hobby to make use of all of the new extra time :)
At the time of this writing, the Customer Engagement User Guide is 164 pages and covers topics as basic as searching and navigating the system to importing and exporting data. There are other guides specific to applications such as Sales or Customer Service.
The other gold mine revealed to me was Docs.Microsoft.com. I can't begin to summarize the depth of content here but here are some great places for you to start:
Administrator Guide for Dynamics 365 Customer Engagement
Onboarding Cheat Sheet for Admins
Get Started with Customization
