World leading D365 for Finance and Operations end-user training

Having perfected our ERP training methodology for over 25 years, Optimum's bespoke offering really is the obvious choice.

We develop bespoke Dynamics 365 end-user training programmes for businesses around the world.

This role-based training offering is available for D365 for Finance and Operations.

500+ Clients trained globally750+ERP 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 D365 for Finance and Operations is a leading ERP solution. However, any system is only as good as its users, so prepare for your go-live with a tailored, role-based training programme for your staff.

We provide flexible, tailored and cost effective D365FO end-user training solutions.

Implementing or upgrading to a Microsoft D365 for Finance and Operations (D365FO) 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, 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 D365 for Finance and Operations.

We develop training programmes for users of D365FO that reflect their way of working, incorporating the individual business processes and workflows for each role group.

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 Dynamics 365 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 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 rollouts

We can support our D365FO clients in building internal training capabilities.

Many organisations plan to manage the 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, provides a very 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 training consultants can draw upon their specialist skills to equip your super users for current and future system implementations and upgrades.

Pre-implementation courses for Microsoft Dynamics 365 for Finance and Operations.

Optimum has developed a suite of key user courses for Microsoft D365 for Finance and Operations (D365FO). These courses are aimed at people who are involved in implementing D365FO and want to get some hands-on experience and understanding of the system.

This course provides a generic overview of D365FO, navigation and structure and the core elements within D365FO. Working through examples, this workshop is ideal for those who are in the early stage of implementation.

The workshops include demonstrations and walkthroughs using the client’s D365FO build. These activities are designed to provoke discussion around possible implementation methods and possible solutions to an individual organisation’s implementation requirements. Modules can be tailored or removed to suit particular audiences.

Courses include:

Module 1 – D365FO interface:
Modules; navigation; favourites; forms; filtering; the grid; sorting data; main table linking; dashboards and workspaces; customising the interface; tiles; lists and links.

Module 2 – D365FO 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 and 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 and 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

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.

D365FO 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?
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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 D365FO programme developed using your specific build and business processes, delivered by us or you.

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 team

Whilst other training providers build training teams with one-off contractors, we have a large group of permanent training consultants, who provide our D365FO clients with an expert, flexible service.

meet the team

An unrivalled choice of training methods

We design bespoke D365FO 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.

Here's how we do it

1 Indicative costs

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

2 RapidScope®

Scoping exercise to produce a recommended approach for your training phase

3 Materials selection

You select which D365FO training materials to outsource to Optimum for production

4 Assign staff

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

5 Knowledge transfer

Optimum conduct KT sessions with your workstream and D365FO experts

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

8 Go-live support

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

A few more of our client success stories

“We’ve changed Optimum’s D365 training role frequently over the months and their consultants have adapted to provide whatever service we needed them to. It’s the best of both worlds.”


Debbie Benson Training head for programmeOne

“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

“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

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