with Sarah D. Morgan

Micro Courses Make This Microsoft D365 Online User Training Easy to Consume

As part of our LeaderTrain program at LeaderHire we are proud to introduce Elif Item, Founder of Item by Item (IBI), a Microsoft D365 Finance and Operations online training company. Interviewing Elif brings up AXAPTA nostalgia, where in 2003, I attended one of the first Dynamics AX 3.0 training classes in the US and met Elif’s husband, Cem Item, VP at Sunrise Technologies. At that time, Elif, was working at then i2 Technologies, as a Training Solutions Lead and has now founded her aptly named company, Item by Item. Today, Elif gives us a clear understanding of the IBI platform including its user micro courses and assessments. You’ll enjoy the dialog – like her training, it’s easy to consume!

Click below to read the interview with Elif Item.

How to create a Training Plan for a D365 F&O implementation

Creating a comprehensive training plan is key to a successful implementation of D365 F&O.

Recently we have put together these diary entries for MSDynamicsWorld to help their members to gain better understanding of the training plan creation process, considerations, and success factors.

I hope you find them helpful as well...

Diary 1 from Project Manager: What is our Project Manager planning to do to make sure all end users are trained?

Diary 2 from Training Coordinator: How is our Training Coordinator taking online training into consideration as a part of the training plan?

Diary 3 from Training Coordinator: It is time to focus on make-or-buy decision for the remaining of the D365 F&O training we need to deliver to our end users.

FDA approved the latest insomnia cure; traditional classroom training

How many classroom trainings have you been to where you felt like taking a nap? These are the trainings where instructor lectures with minimal exercises since he has to cover so much content, the classroom is packed, learners are not engaged and keep checking their phones, and you wonder if this training is a waste of your time.

Okay, maybe this example is slightly exaggerated…

I also hope you got to experience that one great classroom training; you loved how the content was organized and the course was designed, the instructor was knowledgeable and engaging, the other learners were nice and inclusive, the class was the right size, and you felt like you gained skills and knowledge that you can apply to your day to day work.

What a contrast between the two different classroom experiences? What made the first one so bad but the second one so good? There is not a silver bullet answer to this question.

In my opinion, three key actions will help you to create a great ERP implementation classroom training with desired outcomes.

  1. Assess the need for a classroom training
  2. Consider knowledge levels of learners
  3. Invest into design and delivery of the classroom training

Assess the need for a classroom training

“Do you really need to teach this topic in a classroom?” is the first question you must answer. Classroom trainings are expensive and time consuming. When they are done well, they can be very effective. They should be used when they are needed the most.

To determine if you need one, you should do the following evaluation;

  • Split your ERP training content into topics based on difficulty and complexity from levels 1 to 5, 1 being simplest and 5 being most complex.
  • Use the general guideline that level 1 through 3 topics should be delivered through online trainings, newsletters, and other similar ways in which the learners can self-consume them. Levels 4 and 5 topics should be covered in a classroom. These are the topics where instructor can elaborate, discuss different scenarios, answer questions, and learners can collaborate with each other to reinforce the skills that are gained.

By focusing on level 4 and 5 complexity level in your classroom trainings, you will make the most of your training investment.

Consider knowledge levels of learners

It is very important to have learners in a classroom that have the similar level of expertise and knowledge about the ERP system that you are implementing. This will make sure the classroom training is most effective and it can build on top of the skills that learners already have. If learners are at very different knowledge levels, the classroom training can leave everyone frustrated; the beginners will feel rushed and advanced learners will feel like they wasted their time.

Below is a list of actions you can take to prevent that from happening;

  • Provide online training prior to classroom training to bring the learner’s knowledge to desired level
  • Monitor learner’s progress during online training period and make sure they are encouraged and engaged
  • Assess learner knowledge quickly prior to or at the beginning of the classroom training to make sure they are at the level that you were expecting

Invest into design and delivery of classroom training

Instructional design and delivery is a deep topic as there are many studies and theories about each. If you create classroom training only for the topics that you absolutely need, you can make them much more effective and engaging, instead of rushing the design and development processes and creating a training that will put the learners to sleep.

For ERP classroom training, I found the following guidelines help the most;

  • Create ERP content that is skill-based and applicable to learner’s jobs.
  • Split the content into small consumable chunks, not more than 20 minutes in length
  • Curate your content with each class delivered so that it gets better. Listen to feedback and add more relevant topics and remove things that are not useful.
  • Reinforce your content with exercises created using interactive learning techniques like puzzles, pairing up, tournaments, storytelling, and polls.
  • Make sure the instructor is someone who can connect with the audience, enthusiastic, speaks clearly and with authority
  • Make sure the classroom environment is comfortable, organized, has fresh air, and appropriately lit. For ERP training, you should not have more than 15 learners per class.
  • Provide coffee, water and snacks. Snacks are very important, as they become conversation pieces and keep learners alert and engaged.

All ERP training presents a value in return of the investment that is done towards it. Classroom training is a crucial part of this investment. You should examine the need carefully as well as the scope to find the best equilibrium between classroom and online delivery for your ERP implementation training.