Microsoft Dynamics 365 Sales is an extensive system built using the model-driven app model. Every company that uses the system changes around the interfaces to match their processes and procedures. With so much ability to modify the system, the challenge becomes how do you support your users while they are using the system?
VisualSP for Dynamics 365 is a context aware help platform which lets you train and support your employees. What that means is that the VisualSP platform sits on top of your Dynamics environment as an overlay guiding the users with interactive walkthroughs, videos, quick tips and anything else that you have designed to appear for your users at their moment of need, in context of their environment and in the flow of their work.
The video below shows an example of how you can lay out buttons, inline help, links as well as the VisualSP tab itself on your Dynamics interface so the end user always has context sensitive training and support needed wherever they go within your Dynamics 365 environment.
Like what you see? Want to install VisualSP on your own Microsoft Dynamics 365 Sales environment?