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Microsoft Dynamics End-User Training

Optimum offer end-user training solutions for the full suite of Microsoft Dynamics products including AX, NAV, CRM and GP. We develop and deliver Dynamics training programmes to businesses around the world.

Introduction to Microsoft Dynamics Training

The best way to gain user buy-in and achieve full user adoption is to provide a programme of training which is developed on your customised Microsoft Dynamics AX, CRM, GP or NAV build. This training should be delivered at the right time, in a way which is easily understood and supported by clear training materials.

If you make your training too system-centric, too broad or too technical, you’ll have lost a key opportunity to gain early user ‘buy-in’ from your staff.

Designing, developing and delivering bespoke Microsoft Dynamics end-user training programmes which incorporate the business processes is a specialist skill – a skill which Optimum possess. Outsourcing this training will then allow your project team to concentrate on the various other go-live tasks.

Our end-user training solutions extend to all of the systems within the Microsoft Dynamics family. This includes top-tier ERP system Microsoft Dynamics AX (previously Axapta), SME-aimed ERP system Dynamics GP (previously Great Plains), another SME-aimed system Dynamics NAV (Navision) and Dynamics CRM, Microsoft’s customer relationship management system.

Bespoke End-User Microsoft Dynamics Training

Optimum work in partnership with our clients to develop bespoke end user training programmes which help ensure full user adoption is achieved, and that the business benefits envisaged when the programme began are realised.

We develop training programmes that reflect the user’s perspective, analysing the degree of change and incorporating the business processes and workflows for each role group.

We offer a range of training services to support the whole lifecycle of the end user training phase, ensuring your project team can focus on the core project at a crucial stage. Every Dynamics project is different and so our approach is unique to you. We can either provide a fully managed training solution or fill the skills gaps in your internal team.

Training solutions include:

  • Training needs analysis
  • Planning & design of the training programmes
  • Development of bespoke user reference guides quick cards, eLearning & video tutorials
  • Delivery in the form of classroom, presentation, eLearning & remote classroom sessions
  • Administration of the training programme
  • Localisation and translation services

Microsoft Dynamics Internal Training Programme

Many organisations plan to manage the end user training programme using internal resources, as this is often seen as an inexpensive way to train staff. However, this can be a high risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, can often provide a very successful outcome.

Optimum can ensure your identified super users / trainers have focused and scripted supporting documentation to enable them to cascade an effective Microsoft Dynamics training programme to your staff at go-live. We can also develop a bespoke internal training programme for your identified super users / trainers, ensuring they are confident and fully equipped to support during go-live and business as usual.


For more information about any of our training solutions for Microsoft Dynamics systems, please contact us via the Request Information button at the top-right of this page.

Generic Key User Training for Microsoft Dynamics AX

Optimum has developed a suite of key user courses for Microsoft Dynamics AX. These courses are aimed at people who will be involved in implementing AX and want to get some hands-on experience and understanding of the system.

The courses will aim to give an overview of the system, key concepts and terminology, and key screens using a generic AX implementation build.

The courses will not advise or discuss how best to implement AX for any specific organisation, but will give delegates enough understanding of AX in order to most effectively engage in subsequent discussions about implementation.

Courses include:

Module 1 – AX2012 interface:
Modules; navigation; favourites; places; forms; inquiries; reports; setup; periodic; filtering; the grid; sorting data; main table linking; role centre; cues.

Module 2 – AX2012 configuration:
Number sequences; introduction to the chart of accounts; organisation hierarchy; financial dimensions; end of period adjustments; period control; workflow.

Module 3 – General ledger:
Posting a general journal; reversing journals; periodic journals; time saving techniques.

Module 4 – Purchase to pay:
Supplier creation; purchase order processing; workflow; goods receipting; invoice receipt; payment processing.

Module 5 – Order to cash:
Customer and invoice creation; sales order processing; payment receipt; collections; write-off.

Module 6 – Fixed assets:
Creation of an asset; asset acquisition; asset depreciation; asset disposal, value models.

Module 7 – Projects:
Project hierarchy; projects; work breakdown structure; activities; project contracts; project journals; timesheets; expenses; project purchasing; project invoicing.

Module 8 – Supply Chain:
Product setup, inventory management, purchase orders, sales orders, quality management, inventory journals stock control.

Module 9 – Distribution & Trade:
Customer and Supplier agreements, item arrival and registration, quarantine management, supplier returns, sales quotes, item reservations, sales order picking, customer returns, transfer orders.

Module 10: Procurement:
Product set up, suppliers, catalogues, request for quotes, purchase requisitions, purchase orders, vendor returns, purchase agreements.

Module 11 – Sales & marketing:
CRM, prospects, contact activities, telemarketing, campaigns, leads and opportunities, case management.

Module 12 – Human resources:
Organisation hierarchy; workers, employee and contractor setup, position setup personnel details; mass hire project; transfer workers; terminate workers; absence; payments and deductions; overtime handling; worker cost price; security considerations;

Module 13 – Payroll:
Implementing payroll; payments and deductions; variable deductions; processing P11D, P45 and P60; processing payroll.

Module 14 – Discrete manufacturing:
Set up and core concepts, BOMs, calendars and resources, operations and routes, parameters, production orders and life cycle, production scheduling, sub-contracting, control and end production, inquiries and reports.

Module 15 – Process manufacturing:
Formula management, batch orders, master planning, containerized packaging, catch weights, Lot and batch control, vendor information, commodity pricing, product compliance, integration with advanced warehousing.

Module 16 – Lean manufacturing:
Kanban and pull based manufacturing.

Module 17 – Inventory management:
Quality and quarantine management, goods receipt and putaway, stock control,
movement journals.


Click here to download a PDF overview of the generic key user training modules available for for Microsoft Dynamics AX.

Microsoft Dynamics AX2012 eLearning Example

Optimum has developed a variety of eLearning solutions across the Microsoft Dynamics suite.

Below is an interactive example, built using Adobe Captivate, for the Contoso version of the Microsoft Dynamics AX2012 R2 build:


Microsoft Dynamics AX2009 eLearning Example

Below is another interactive example built using Adobe Captivate, this time for Microsoft Dynamics AX2009:


For more details on Optimum’s eLearning capabilities for Microsoft Dynamics systems – please click ‘Request Information’.

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We offer experienced, professional trainers for any end-user training platform…


A few of our clients within this industry…


The Optimum team responded quickly to meet tight timescales. Training the everyday users how to work with the new system is fundamental to the successful achievement of our business transformation objectives.

Carly Baker
Business Change Team Leader

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The differentiator was Optimum’s flexibility and their collaborative approach. They were very open and willing to work together to find ways to provide what we wanted whilst keeping costs down.

John Crook
International Finance Systems Manager

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As part of their market review process Kodak Alaris spent time understanding Optimum’s methodology, and also made contact with some of our existing clients to ensure they too would receive a high quality and effective training programme.

Joanne Harrison
Optimum Sales Director

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