Food & Beverage · Portland, OR · Dynamics 365 Mobile
When the people who need help are out on delivery routes and in depots, a training room doesn’t help much. Answers have to be on the device they’re already holding.
Franz Bakery, family-owned since 1906, needed to train its Route Service Representatives and depot teams on Dynamics 365 Mobile workflows on handheld scan guns. Before ClickLearn, questions went to support or supervisors. Each depot relied on whoever happened to know the process, and new hires waited for the next scheduled session.
Then Franz Bakery brought in ClickLearn.
- Training created once, used everywhere. The team recorded each Dynamics 365 Mobile workflow once and turned it into step-by-step guides, documents and video that reached every scan gun.
- One place everyone could check. The ClickLearn portal became where people went for the current, correct version of each process.
- Help when it was needed. Route Service Representatives and depot teams could find the next step themselves on the scan gun, without calling anyone or waiting for an answer.
- New hires could just start. They learned the job on their own from their first day, with no scheduled session to wait for.
The results:
- 100% of Route Service Reps completed training
- Every depot location served
- Calls to support and supervisors replaced with self-service
- A repeatable training model for future ERP work
Up next: Franz Bakery is expanding ClickLearn into Phase 2 of its Business Central rollout.
