Fleetman User Training: 4-hour Workshop

Proper user training is another key factor in the successful adoption of the system within your organization. The faster the adoption, the sooner your organization can benefit from the full potential of the Fleetman application. (www.fleetman.cloud)

The training will be conducted remotely using Microsoft Teams, occupying two 2-hour blocks within one day. The maximum number of participants is 8 people.

Training agenda:

General introduction to the Dynamics 365 platform

Basic FLEETMAN terminology – the introduction of key entities.

-Vehicle model

• Vehicle
• Vehicle in use
• Vehicle contract
• Insurance policies
• Insured events
• Service
• Drivers
• business relationships
• Contracts

Usage of the system

• Search
• Filtering
• Deactivate the record

Interactive components of the product and their use

• Timeline and activity management
• Process flows
• Dashboards
• Document management
• Example of notification
• Example of notification

The training is based on practical model scenarios that clearly show participants how to work with the application within the individual processes:

• Service processing
• Insured event processing
• Vehicle contract agenda

The training does not include any teaching materials or user documentation.