Aptean Accelerates Dynamics 365 Training Across 25+ Applications

Challenge

A smarter way to keep teams up to date and ready to adapt

Aptean works within the Microsoft Dynamics 365 ecosystem, an environment that is rapidly changing and updating its features. They looked for a solution that would allow their team to easily adapt to these changes.

Aptean works with Dynamics 365 for Finance and Operations to track a diverse set of attributes, including quality assurance data or expiration dates. But changes in Microsoft’s product line are rapidly redefining how Aptean does business, as program manager, Benny Dor, explains.

Solution

Swift, repeatable process for documentation updates

Aptean first implemented ClickLearn in early 2019. The team found themselves immediately impressed. “It’s an easy to use product. We use ClickLearn for all our apps. We create a book in ClickLearn and record all of our setup and way to work with our Foodware 365 solution,” said Dor. To Aptean, the biggest advantage was repeatability: the ability to quickly recreate, update, and share instructions as the product changed:

"Monthly updates require very rapid changes. We can re-record and play all the instructions to be on the latest version. It’s why we chose it. It helps our value-added resellers understand the product thoroughly and enables them to help their customers. For us, it’s the repeatability that is most beneficial,” he added.

The implementation process went smoothly and Aptean's team worked closely with ClickLearn’s support team.

Results

Easy expansion of training capabilities for the future

ClickLearn also offers strong support for web browsers, which is increasingly important for Aptean as they move beyond NAV. The team is working on expanding its training capabilities beyond Business Central to support Microsoft’s Outlook integration and Power Platform efforts.

Aptean plans to retool more than 25 apps using ClickLearn to create instructions. The company plans to use ClickLearn with new apps going forward. For other organizations considering training for solutions related to the Microsoft Dynamics product family, Dor offers this guidance: