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ClickLearn for Dynamics 365Documentation, training, and digital adoption at the click of a button |
Product Verticals: Aerospace and Defense, Manufacturing, Pharmaceuticals
Business Processes: Banking, Business Process Management, Document Automation, Invoice Processing, KPIs, Labor Management, Learning Management System, Localization, Manufacturing, Payment Processing, Payroll Processing, Purchasing, Sales Order Processing, Workflow Management, Workforce Management
Build digital adoption into your Microsoft application
Use ClickLearn to create superior and up-to-date e-learning, documentation, & training and build digital adoption into your Microsoft application without writing a single word. When you do a demo and click through your processes, simply record them using ClickLearn. As you click through each step, ClickLearn produces step-by-step instructions, virtual assistance, e-learning, and process videos – truly covering all your documentation and training needs.
Then, with a single click, you can produce a complete learning portal –in more than 45 languages. It's like a super-powered task recorder.
Keep your content fresh and up-to-date
With the click of a button, you can automatically update all instructions and screenshots so your content is always up to date with every new version of D365.
Creating a global product is truly in reach
Quit missing out on potential business. ClickLearn's multi-language features and in-app translation services make creating a global product easier than you think. Create localised training and documentation by automatically translating and managing all your language versions without even leaving your application. >>
As a Microsoft ISV, ClickLearn understands the challenges that other ISVs face. We have a tailored specifically for ISVs.
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With the global nature of software and the different business processes that different countries have, there is no way you can possibly include everything in your system documentation unless you dedicate significant resources to constantly updating it.
ClickLearn for Business Central is incredibly fast, improving efficiency and allowing us to move at the pace we work as we document. People working on documentation love that.
The ability to revise and update is key. How many times do we build documentation, roll it out, and it’s immediately obsolete? With how quickly software is updated, we need only to replay it, run it through, and pick up whatever the difference is.
Being able to speak our clients’ language is a big connection point. If we don’t understand our clients’ business, we won’t be that trusted advisor that we need to be. Using a tool that works within their systems and includes all their special processes, customizations, and terms makes the connection deeper.
Two years ago, I wouldn’t have pitched documentation as part of our service offering, because the number of hours required would have resulted in a ridiculous quote to the customer. Now my people don’t need to dedicate all their time to documentation and my experienced consultants can easily provide input. It adds so much value to our services. How do we put a number on that?
We use ClickLearn to record new processes in a combination of formats: in diagrams, in PowerPoint presentations, and in video. By combining these different formats, we can compress the information so that a 40-page manual can be replaced by a 5-page slide deck. This helps make the information more accessible and enables us to identify the best training for our different target audiences.
It’s a huge advantage that we can include other web-based programs in the recording as well. In manufacturing particularly, there are lots of “islands” using different systems. When these are web-based, we can use ClickLearn to record the full process, which makes it so much easier for adopting new routines and for knowledge sharing
Going from projects to customer care was tough for us before as it involved manually creating all the documentation using a variety of tools. Automating this process in ClickLearn is an important step in taking us to the next level of offering full care and maintenance agreements.
We were searching for a tool to support our users with training material. We looked at different platforms and found that ClickLearn was the best solution because it is directly integrated into our CRM, so it’s accessible for all our users whenever they are working in the CRM system.
Our CRM is in several languages so our training material needs to support these languages too. It’s a great help that ClickLearn supports all these languages and makes it so easy for us to produce it. We would never be able to have language versions of our training without ClickLearn, it would simply take too much time. This is where we gain a big advantage from using ClickLearn – we use the Replay to go through the different languages and adjust afterward.
Every six months there is an update from Microsoft. That means that we must update our training material every six months. If we did this in the normal way, we would only be sitting at our desks, updating the training material. With ClickLearn we can use the Replay feature to replay our videos and then just continue working with them.
We have just focused on external sales because that is mainly where our CRM is being used, but we also have internal sales using the system and they have never had their own, dedicated training material. In the future, we would like to build a platform for all types of users.