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.
650+ERP/CRM projects trained globally
10Development & delivery methods available
94%Delivery satisfaction rating
500,000+End users trained since 1998
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:
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.
“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 365 user training – settle for Task Recorder or go bespoke?
How do Optimum’s training materials compare with generic vendor documents?
A bespoke D365 for Customer Service programme developed using your build and processes.
Flexibility to cherry pick which training modules are developed in-house and which to outsource.
A confident, competent workforce, ready for go-live, maximising the return on investment.
Time for your project team to focus its attention elsewhere during the busy pre-go-live period.
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
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.
A free initial estimate once your project workstreams & user numbers are shared
You select which D365 training materials to outsource to Optimum for production
Optimum conduct KT sessions with your workstream and D365 experts
Optimum either prepare your in-house team or deliver your training directly
“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