Guideless for Microsoft Dynamics 365
Dynamics 365 user training that stays after go-live
Your partner configured Dynamics 365 for your business, then moved on. Click through each workflow once and Guideless turns it into an AI-narrated video and step-by-step guide your team keeps using long after the launch training.
Trusted by 3,000+ users, including teams at:
Microsoft Learn teaches Dynamics 365. Your team needs your setup.
Generic courses show standard tables and forms. Your users work with the fields, business process flows, and security roles your partner built. Guideless captures how your system actually works, so training matches what users see on screen.
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Create Dynamics 365 training without recording
Click through a workflow once. Guideless captures each step, writes the instructions, and adds an AI voiceover.
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Keep training current after every release wave
Microsoft ships two release waves a year, and your admins add their own changes. Update only the steps that changed instead of recording the training again.
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Share training where your team works
Share guides through links or embed them in supported platforms, so employees can access training when they need it.
Dynamics 365 training for every app your team uses.
Start with the workflows that changed most from your old system.
Open, route, and resolve cases with your own categories and SLAs
Everything you need to create, share, and scale software guides.
AI-powered editor
Keep guides up to date without recreating them. Update only what changed, regenerate AI content and voiceovers, annotate screenshots, blur sensitive information, and translate guides - all from a single editor.
Share beyond your workspace
Share guides with a link, embed them in your help center or website, export them as MP4 or PDF, and organize your team's knowledge in shared workspaces.
Always on brand
Every guide follows the same polished style with consistent layouts, captions, animations, and branding.
42+ languages
Create guides in your team's or customers' language with AI-generated narration and voiceovers.
Measure engagement
See which guides people watch, where they drop off, and how engagement changes over time.
Collaborate
Invite teammates, assign roles, and manage shared workspaces together.
Stay organised
Keep documentation structured with folders, collections, and search.
Integrations
Share guides where work happens with Slack, Notion, Confluence, and more.
Guideless helps teams produce better documentation by making good documentation habits effortless.
Our pace is intense, and Guideless helps us turn knowledge into action.
Frequently asked questions
Does Guideless work with Dynamics 365?
Yes. Click through any workflow in Dynamics 365, in Sales, Customer Service, or Finance and Operations apps, and Guideless captures it as a narrated video and step-by-step guide.
Does Guideless replace Microsoft Learn?
No. Microsoft Learn teaches Dynamics 365 in general. Guideless trains your users on your setup: your fields, business process flows, and approvals. Many teams use both.
Can I create training for our custom Dynamics 365 workflows?
Yes. Capture your team's actual workflows, including custom fields, business process flows, and approval steps, and turn them into narrated videos and step-by-step guides.
How do I keep Dynamics 365 training up to date?
Update only the steps that changed, then regenerate the instructions and narration. You don't need to recreate the whole guide.
Can I keep training private to our team?
Yes. Guides stay private to your workspace unless you share a link or export them. Guideless supports SSO and workspace roles to manage access and collaboration.
Can I hide customer data in Dynamics 365?
Yes. Use the blur tool to hide account names, contact details, and amounts before you share a guide.
Can I train users in different languages?
Yes. Guideless generates narration and voiceovers in 42+ languages from the same capture, so every region gets the same training in its own language.
Can I export training as a video file?
Yes. On the Pro plan, you can export any guide as an MP4 file. On every plan, you can share it as a link or embed it.