Dynamics 365 Adoption & Training Lead

Digital Insurance LLC; United States; Remote; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Learning & development programs

Travel opportunities

Job summary

OneDigital is seeking a Dynamics 365 Training Specialist to partner with Product Development, Employee Benefits, and HR Consulting teams. You will translate complex system updates into practical, engaging learning experiences for diverse employees, and lead programs that drive proficiency and adoption across the Dynamics 365 ecosystem.

The role focuses on new hires, acquisitions, and ongoing system enhancements, including integration with Outreach and ZoomInfo. Travel may be required.

Qualifications

• Experience collaborating with Product Development teams, technology owners, and SMEs to develop learning solutions
• Ability to create and facilitate engaging learning experiences for adult learners
• Strong understanding of instructional design and adult-learning principles
• Ability to translate complex technical concepts into practical, user-friendly learning experiences
• Experience delivering technical systems training to diverse audiences
• Strong stakeholder management and relationship-building skills
• Expertise in learning content development including video creation and editing
• Experience designing role-based and workflow-based technical training programs
• Strong working knowledge of Microsoft 365, particularly Teams, Outlook, PowerPoint, Excel, and OneDrive
• Experience with Learning Management Systems (LMS)
• Excellent organizational, project management, and prioritization skills
• Willingness and ability to travel as needed

Responsibilities

• Design and Develop Training Programs for Dynamics 365 and related Employee Benefits technology
• Develop role-based learning paths aligned to producer, account management, client service, operational, and leadership workflows
• Create instructor-led training, virtual workshops, eLearning, microlearning, knowledge checks, simulations, and guided practice activities
• Partner with Product Development and SMEs to ensure learning materials reflect current system functionality and business processes
• Conduct learning needs analyses with stakeholders and SMEs
• Identify knowledge gaps, workflow challenges, and adoption barriers
• Adapt training programs for different employee populations and job roles
• Prioritize learning solutions based on business impact
• Develop job aids, SOPs, quick reference guides, process maps, eLearning modules, instructional videos, facilitator guides, learner materials, and assessments
• Create video-based learning using screen capture and editing tools
• Maintain and continuously improve Dynamics 365 learning content and documentation
• Facilitate engaging virtual and in-person training programs
• Deliver onboarding training to new hires and acquisitions
• Conduct webinars, workshops, office hours, refresher sessions, and coaching
• Support major system rollouts, upgrades, and new feature launches with targeted learning initiatives
• Serve as the primary learning resource for Dynamics 365 adoption and best practices
• Translate technical updates into practical learning experiences
• Know the business you serve and build partnerships with leaders, SMEs, and stakeholders
• Evaluate training effectiveness using metrics and after-action reviews
• Support change management efforts and adoption strategies
• Manage training resources across multiple projects

Skills

Learning & development

Instructional design

Stakeholder management

Microsoft Dynamics 365

Video-based learning

Education

Bachelor's Degree or equivalent

Tools

Microsoft Dynamics 365

Outreach

ZoomInfo

Microsoft 365 (Teams, Outlook, PowerPoint, Excel, OneDrive)

Learning Management System (LMS)

Job description

OneDigital is seeking a Dynamics 365 Training Specialist to partner with Product Development, Employee Benefits, and HR Consulting teams. You will translate complex system updates into practical, engaging learning experiences for diverse employees, and lead programs that drive proficiency and adoption across the Dynamics 365 ecosystem.

The role focuses on new hires, acquisitions, and ongoing system enhancements, including integration with Outreach and ZoomInfo. Travel may be required.