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Most users know how to complete standard ERP and CRM tasks. However, more complex, cross-module processes often lead to confusion. Without clear instructions and specific "how-we-do-it-here" guidance, errors accumulate, resulting in stalled approvals, incorrect finance and supply chain setups, and slow organizational readiness for new features like Copilot.
Guidde delivers AI-powered video documentation right inside D365, so users see the exact steps they need, when they need them. From raising a PO or closing the books to updating opportunities or resolving cases, ensure every task gets done right the first time.
No shared rules for who does what, when to use Finance vs. Supply Chain, or how approvals should flow.
Security roles, posting groups/dimensions, and multiple environments (test/prod) create errors, duplicates, and breaks in the process.
Web client, Excel add-ins, mobile apps, vendor/partner portals, and Teams approvals behave differently, driving cognitive load.
Updates, localizations, and Copilot evolve faster than SOPs; tribal how-tos live in chat threads and stale docs.
Most users never move beyond the basics—leaving much of Dynamics 365 underused.
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Capture the way your company runs P2P, O2C, record-to-report, and inventory moves — or CRM processes like lead management and case resolution — and Guidde turns it into short, captioned videos (with matching step-by-step text).
Clarify approvals, posting groups, and dimension patterns; cover tricky moments like vendor setup, intercompany, item/variant updates, and 3-way match—without breaking data or links.
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Guides appear alongside Dynamics 365 screens and in Teams/SharePoint at the moment of the task, so people don’t switch apps or ping IT.
Visibility follows your security roles, ensuring each persona sees the right steps and reducing rework, sprawl, and tickets.
faster onboarding
New hires become proficient in Dynamics 365 in days, not weeks.
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fewer support tickets
Users self-serve answers instead of escalating.
faster training creation
Anyone can document a process in minutes — no technical skills required.
process adoption
Ensure approvals, posting, inventory, and customer-facing workflows are followed consistently.
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Guidde is SOC 2 Type II certified and supports SSO, role-based access, and global delivery. Whether enabling 10 or 10,000 employees, Guidde helps you stay secure, scalable, and consistent.
Guidde AI Digital Adoption Platform (ADAP) vs. Traditional Digital Adoption Platforms (DAPs)
ADAP
Traditional DAPs
Video + searchable text
Tooltip-based click tours
Subject-matter experts, using AI
Centralized teams
Minutes to create and update
Days or weeks
Embedded, contextual
Linear, UI-based
Dynamic ERP + CRM workflows
Static click tasks
Visual and action-based
Prescriptive and passive
Automates capture, updates, and content recommendations
Manual creation and distribution
Maximize ROI on Microsoft 365 by reducing support burden.
Standardize how work gets done with visual, just-in-time guidance.
Shorten onboarding cycles and improve employee confidence.
Roll out new Microsoft features with less resistance and faster uptake.
Guidde Broadcast works everywhere you do:
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