Now, more than ever, you want to ensure that you and your team are using the best tools to work and collaborate remotely. If you are a Microsoft 365 or a Dynamics 365 user, we highly recommend you visit the Microsoft Learn Portal to find out more about how the Microsoft products you have can be leveraged for your success.
Microsoft Learn is a free, online training platform that provides interactive learning for Microsoft products. With over 1,000 different paths and modules available, there is valuable content for everyone, no matter what your role or goal is. The interactive modules are generally broken up into short, easy to digest sections, and will help you increase your efficiency and uncover new tools and processes your team can use to work and collaborate effectively. With so many options to choose from, we took the time to identify a few paths to start with.
Introduction to Teamwork in Microsoft 365
This path provides a comprehensive overview of how Microsoft 365 is designed to assist your team as you work and collaborate remotely.
Introduction to Microsoft Dynamics 365
This learning path provides a great overview of the entire Microsoft Dynamics 365 environment. If you are a current Dynamics 365 user, it’s a great reminder of all the features available. Are you using everything you could be? If you are considering a CRM system, it’s a great overview to help you understand the full potential that Dynamics 365 unlocks for your organization.
Introduction to Dynamics 365 Sales
If you are a salesperson, or a Sales manager, these are two “can’t miss” modules – even if you are an experienced Dynamics 365 Sales user. Are there beneficial features you aren’t using?
Lead and Opportunity Management in Dynamics 365
Again, if you are on a sales team, you will want to take a look at the key capabilities that Dynamics 365 offers in terms of managing your sales lifecycle – from building out your pipeline with leads to closing the deal and converting your opportunities into customers.
Analyze Dynamics 365 Sales Data
While there are many great reasons to use a CRM system, actionable data analytics is definitely top of the list! This is a great high-level overview of the reporting options available to Dynamics 365 users.
Introduction to Power BI (Business Intelligence)
If you review only one learning path out of all of the ones listed here, make it this one! Find out how your organization can achieve coherent and visually attractive cloud-based data analytics. Power BI connects with many different sources of data, plus it is easy (and generally free) to get started.
Collaborate with SharePoint in Microsoft 365
Need a solution to share and collaborate on documents and other information with coworkers, partners, and customers? Almost all of us have encountered SharePoint at some point, so take time to refresh yourself on its capabilities.
If you only have time for one of the modules, review the “Collaborate with files and folders in SharePoint”.
Facilitate Teamwork to Achieve More with Microsoft 365
If your organization uses Microsoft 365, Microsoft Teams is a great meeting and collaboration tool. Here at TopLine, we use it for all of our remote meetings, both internally and externally with our customers. Teams has a comprehensive feature set, and it integrates with many different products. We use Teams to work and collaborate remotely ourselves, and we think it's a great tool!
Sometimes what we know we need to do and what we have the will to do are two different things. If you know you need to learn more, but you don’t have the time or the energy, then engage with experts who regularly practice these skills. Here at TopLine Results we can help you jump into any of these tools and guide you along the way. Give us a call at 800-880-1960 or email firstname.lastname@example.org for assistance. We are certified Microsoft partners and routinely offer remote support. We are at your service!