Microsoft Learning Portal - Training on my terms!



I found myself in need of a Microsoft Certification and was looking for a way to prepare without attending traditional classroom training. I needed the flexibility to do my training whenever I could and wherever was convenient for me. The Microsoft Learning Portal turned out to be exactly what I needed! I have outlined, below, my journey to get my Certification using the Learning Portal.

First, I entered Partner Source.

Then I clicked on the “Readiness& Training” drop down and selected “E-Learning”





I used the SEARCH box and entered the exam I want to take: MB2-717





The Portal brought back some great information related to the exam. Microsoft Dynamics 365 for Sales Certification Exam Preparation Guide includes:

– Target Audience

– Exam Specifics

a) Skills being measured

b) Time Requirements

c) Link to register for exam

– Exam Preparation Tools

a) Displays the classes I need to take

b) Gives me the ability to create a Learning Plan

– I can add any classes I want to the Learning Plan

With this portal, I added the classes to My Learning Plan that were needed to prepare for the exam.





This is where it got a little confusing. I logged out of Partner Source intending to resume at a later time. When I logged back into Partner Source, I realized I had no idea how to access My learning plan. After a significant amount of searching on the E-Learning site I found a link to a video that was very helpful. This is how I got there:

I selected “CRM”





I clicked on the “here” link under “Learn More”  These videos can be very helpful.





After watching a video, I realized I needed to Click on “My Learning Plans”.  This was confusing as this option is on a secondary menu bar. See below:





Once I figured how to access the learning plan, multiple clicks were required to get into the classes and begin training.


Step 1:

Click on the Icon of the class you want to take from your learning plan. (Defaults to the “Overview” tab.) This information is very helpful as it can help you decide the order in which you should take the classes.






Step 2:

Click on “Module” tab. You will be presented with all the modules in the class.





Step 3:

Watch the videos and learn!

Each training Module contains the following:

Overview of the entire Module

– Overview of each section

– Demo

– Practice (Sometimes)

– Quiz

Once I finish all of the training for my designated exam, I am confident that I will pass with flying colors!!

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