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We are the world leader in D365 for Customer Service end-user training

Having perfected our CRM / ERP bespoke training methodology for over 20 years, utilising Optimum really is the obvious choice.

We specialise in providing Dynamics 365 end-user training for businesses around the world.

Our role-based training solutions are available for all D365 for Customer Service projects.

500+ Clients trained globally600+ERP/CRM projects trained globally

Delivery Methods10Development & delivery methods available

94% Delivery satisfaction rating94%Delivery satisfaction rating

400,000+ End-users trained since 1998500,000+End users trained since 1998

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Our solutions

Microsoft Dynamics 365 for Customer Service is a leading CRM / ERP solution. However, any sales tool is only as good as its users, so prepare for your go-live with a tailored, role-based training programme for your sales teams.

We provide flexible, tailored and cost effective D365 for Customer Service end-user training solutions.

Implementing or upgrading to Microsoft Dynamics 365 for Customer Service will have a big impact on your organisation. Unless you make sure that your users know how to use the application in the most effective way, you won’t achieve full return on your investment.

Optimum is an expert in end-user training for the implementation and upgrades of Dynamics 365 for Customer Service, as well as business-as-usual (BAU) refresher training solutions.

We not only understand the way the system works but also how to best train your staff. By using a mixture of tools and methods, Optimum’s training consultants have the relevant expertise to help ensure your workforce adopt the new software and any changing business processes.

Our training consultants are experienced in designing, developing and delivering bespoke, client-branded, collaborative learning solutions for any Dynamics 365 for Customer Service build.

We develop training programmes for users of D365 for Customer Service that reflect their way of working, incorporating the individual business processes and workflows for each role group. This will empower your customer services agents to interact seamlessly with your customers, better serving their needs.

Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users engage with the system and adopt the new processes.

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 project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.


Training solutions include:

  • Training needs analysis (TNA)
  • RapidScope® – scoping your D365 training requirements
  • Development of bespoke deliverables including reference guides, quick cards, trainer packs and three different eLearning options
  • Assistance with Skill the Trainer and Go-Live Support
  • Delivery in the form of classroom, presentation, eLearning and various online solutions
  • Localisation and translation services for global D365 rollouts

We can support our D365 for Customer Service clients in building internal training capabilities.

Many organisations plan to manage their D365 for Customer Service end-user training programme using internal resources, as this is often seen as the most cost-effective 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, will provide the most successful outcome.

Optimum helps organisations to build internal capabilities for training by equipping identified internal super users with the right delivery skills, tools and role-based process knowledge to ensure effective training delivery.

Super users or subject matter experts (SMEs) usually have the technical knowledge, but often lack the training expertise to teach other users how to learn new processes. They may also have little time outside of their day job to develop the tailored training materials for each role-based course.

This is where our experienced training consultants can draw upon their specialist skills to equip your super users for current and future system implementations and upgrades.

D365 training for a global footwear retailer

“As a project manager I would absolutely recommend Optimum as a training partner. They have fully-trained professionals who do commit and ultimately, go the extra mile.”

Rob Green – Dr. Martens

Microsoft Dynamics Training Brochure

Download our brochure to find out more about the training solutions offered by Optimum

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Whitepaper

Microsoft Dynamics 365 user training – settle for Task Recorder or go bespoke?

Whitepaper

How do Optimum’s training materials compare with generic vendor documents?

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Benefits of using Optimum

Benefits of Optimum

Designed for you

A bespoke D365 for Customer Service programme developed using your build and processes.

Benefits of Optimum

Flexible offering

Flexibility to cherry pick which training modules are developed in-house and which to outsource.

Benefits of Optimum

Fully-prepared staff

A confident, competent workforce, ready for go-live, maximising the return on investment.

Benefits of Optimum

Greater focus

Time for your project team to focus its attention elsewhere during the busy pre-go-live period.

Learn from the world’s most experienced D365 team

Whilst other training providers build training teams with one-off contractors, we have a large group of permanent D365 training consultants, who provide our clients with an expert, flexible service.

meet the team

An unrivalled choice of D365 training methods

We design bespoke D365 for Customer Service training programmes which meet the diverse needs of the different user groups. This means having a variety of supporting materials and delivery methods which engage end users with timely, relevant content so they retain the information.

Development
Delivery

Here's how we do it

1 Indicative costs

A free initial estimate once your project workstreams & user numbers are shared

Timeline
2 RapidScope®

Scoping exercise to produce a recommended approach for your training phase

3 Materials selection

You select which D365 training materials to outsource to Optimum for production

TimelineTimeline
4 Assign staff

Optimum assigns the relevant training resource(s) to your project

5 Knowledge transfer

Optimum conduct KT sessions with your workstream and D365 experts

TimelineTimeline
6 Produce materials

Training materials are produced and translated for your different user groups

7 Training delivery

Optimum either prepare your in-house team or deliver your training directly

Timeline
8 Go-live support

Optimum provide floor walking and hypercare support during go-live period

A few more of our client success stories

“The project was changing on a day to day basis; we had finalised the training documents and then a lot of them had to be updated, but Optimum were great at adapting to our needs very quickly.”

 

Mikkel Lysgaard Manufacturing AX project manager

“Optimum’s biggest asset was their consultants came in completely ERP and specifically Dynamics literate so we saved a lot of time there. Actually having the knowledge that’s promised was very refreshing.”

 

Joe Calabrese IT supervisor

“Optimum’s knowledge, ability and proven track record in creating successful user training programmes on AX2012, made it a clear winner over the other companies we looked at.”

 

Nathan Herndon IT director

Let’s discuss your project today

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