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Item by Item Integrates Role-Based Video Training into Microsoft Dynamics 365 Copilot

By Advos

TL;DR

Item by Item's integration with Microsoft Dynamics 365 Copilot gives organizations an advantage by accelerating user proficiency and maximizing their D365 investment through embedded, role-based video training.

IBI embeds contextual video training into Microsoft Dynamics 365 Finance and Operations via Copilot, displaying practical demonstrations alongside Microsoft Learn answers when users ask questions within the system.

This integration makes work more effective by providing immediate, practical learning within daily tasks, helping employees succeed and organizations achieve better outcomes with their technology investments.

Imagine asking a question in your work software and instantly getting both an answer and a short video showing exactly how to do it, all without leaving the application.

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Item by Item Integrates Role-Based Video Training into Microsoft Dynamics 365 Copilot

Item by Item announced the release of a new capability that embeds contextual, role-based video training directly into Microsoft Dynamics 365 Finance and Operations through Copilot, bringing structured learning into the flow of daily work. With this integration, when users ask a question in the sidecar Copilot within D365 FO, they continue to receive responses sourced from Microsoft Learn. Copilot now also displays relevant IBI video content within the experience, providing immediate access to short, practical demonstrations that show exactly how to execute processes inside D365.

For organizations with Single Sign-On enabled, the experience is seamless. Users can move from question to answer to guided video instruction without leaving their D365 environment. This integration represents a significant development in enterprise software training, addressing the persistent challenge of user adoption and proficiency in complex systems like Dynamics 365. By delivering learning resources at the precise moment of need, organizations can potentially reduce the time and cost associated with traditional training methods while improving user competence.

"This is a major step forward in embedding learning into daily work," said Elif Item, CEO of Item by Item. "Copilot delivers trusted answers from Microsoft Learn, and IBI reinforces those answers with practical, role-based demonstrations inside D365. Together, they create a more complete and impactful learning experience at the moment of need." This approach addresses a critical gap in enterprise software implementation where users often struggle to translate documentation into practical application within their specific roles and workflows.

By combining Microsoft documentation with IBI's structured, role-based video training, organizations can strengthen adoption, reduce support tickets, improve onboarding speed, and increase overall return on their D365 investment. The integration provides a scalable approach to onboarding, cross-training, and long-term adoption that could significantly impact how enterprises implement and maintain complex ERP systems. Organizations not yet using IBI can subscribe to the platform and enable it as a Copilot knowledge source, bringing structured, role-based video training directly into the system where users work.

Item by Item offers the largest user-focused online training platform for Microsoft Dynamics 365, with thousands of users across industries having trained on the IBI platform to gain practical, role-based knowledge. The platform includes over 1,300 micro-courses, 90+ learning paths, and 220+ assessments across Finance, Supply Chain, Commerce, Sales, Customer Service, Field Service, and Change Management. In addition to self-serve online training, IBI provides custom course development and hybrid training solutions tailored to each organization's needs. More information about the company and its training solutions is available at https://www.itembyitem.co.

Curated from 24-7 Press Release

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