Clicklearn for D365 Finance and Operations & AX

Finance And Operation Top

Succeed with your Dynamics Finance & Operations implementation

User onboarding is directly linked to implementation success. Outdated or partial documentation negatively impacts employee productivity and business outcomes in the long run. Ensure implementation success by supporting your users with a full learning experience in Dynamics 365 Finance and Operations.

Use ClickLearn to record your processes in F&O. With a single click, produce a complete e-learning portal in 7 learning formats and 45+ languages and dialects. Support users with step-by-step instructions, virtual assistance, e-learning, and process videos, and more.

Benefits of using ClickLearn

For Dynamics 365 Finance & Operations and AX adoption the old way

Time & resources are wasted

The benefits explained

Support an evergreen, full learning experience in Dynamics 365 Finance and Operations.

Record your processes in F&O. With a single click, produce a complete e-learning portal in 45 languages with step-by-step instructions, virtual assistance, e-learning, and process videos.

Turn each new Dynamics 365 update into an opportunity with the Automated Process Testing feature. The software quickly recognizes the latest Dynamics changes and empowers your users to achieve expected benefits and organizational objectives.

#1: Produces training in 7 formats

Ensure the right learning for everyone

ClickLearn produces the right learning format for any Finance and Operations training situation. PowerPoint slides for classroom training, interactive videos for self-learning, .pdf or .docx (Word) for printing and sharing, HTML for SharePoint, website, or even directly in your business application.

7 Learning Formats

#2: Capture every task in Finance and Operations

ClickLearn writes all the documentation

Automate your content production. Simply click through your work processes in Finance and Operations. Our digital adoption platform creates the documentation for you.

You’ll be able to create a full set of documentation, interactive videos, and training materials. It builds these into your Microsoft Dynamics 365 F&O.

#3: Maintain & automatically update documentation

Keep your documentation up-to-date

Rise above the update cycle with automatic update features for documentation. 

Automatically update your Finance & Operations documentation and training materials when changes are made.

 Upgrading from AX to F&O? ClickLearn is the ideal solution.

Embedded In Your Customer Engagement

#4: Embedded in your Finance and Operations

Works inside the platform

ClickLearn is embeded in all Dynamics 365 products so you can with live, on-screen guidance inside the Dynamics 365 Finance and Operations creat high quality and compliant training documents. You can work across platforms for full coverage through various business processes and non-support programs.

#5: Your own eLearning portal

A user adoption portal for your users and staff

Build an interactive library covering each business process related to Microsoft Dynamics 365 F&O training and encourage users to troubleshoot independently. It will save time and reduce support costs by using a digital adoption platform that keeps your documentation automatically updated and centrally accessible to your employees around the clock.

Implement Immediately At No Cost

#6: Implement immediately at no cost

We make your digital adoption a succes

We help you implement and train your training managers so they know how to use ClickLearn for Finance and Operations.

Together, we set goals for your company, training managers and the staff. so you succeed with your digital transformation. Implementation, support and guidance is free in ClickLearn.

#7: Record across platforms

Create e-learning across platforms

We understand that most business tasks span multiple applications, including both old and new technology. 

ClickLearn supports the way employees work in their Dynamics 365 solutions, by enabling you to record processes across all Microsoft and other web-based applications. Create and curate a digital adoption plan tailored to your organization.

What makes projects zing?

ClickLearn customers share their digital adoption success stories.


Compared to other commodities, food has a short lifespan with dire consequences for safety and the bottom line of customers if it isn’t tracked properly. Schouw must update its product at lightning speeds to continuously meet customer needs. Faced with these challenges, Schouw adopted ClickLearn to speed up its process for creating documentation in MicrosoftDynamics.


Other Dynamic 365 products

More related resources to D365