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

Having perfected our CRM / ERP bespoke training methodology for over 25 years, utilising Optimum 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 Sales.

500+ Clients trained globally 750+ERP/CRM projects trained globally

10Development & delivery methods available

94% Delivery satisfaction rating 94%Delivery satisfaction rating

400,000+ End-users trained since 1998 500,000+End users trained since 1998

Trusted By:

Our solutions

Microsoft Dynamics 365 for Sales 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.

Our Training Offering
Building Internal Training Capability

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

Implementing or upgrading to Microsoft Dynamics 365 for Sales (D365S) 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 Sales, 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 Sales build.

We develop training programmes for users of D365 for Sales that reflect their way of working, incorporating the individual business processes and workflows for each role group. This will enable the teams to understand your customers’ needs, engage more effectively, and ultimately win more deals.

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 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 Sales clients in building internal training capabilities.

Many organisations plan to manage their D365 for Sales 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

play video

Microsoft Dynamics Training Brochure

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

download pdf

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

Read Whitepaper

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

Read Whitepaper

Chat with us

Available 9am – 5pm GMT

chat now

Give us a call

UK +44 (0)20 7234 0380
US +1 877 406 6078

Request a call

Let us know when
suits you best

request

Benefits of using Optimum

Designed for you

A bespoke D365 for Sales programme developed using your build and processes, delivered by us or you.

Flexible offering

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

Fully-prepared staff

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

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 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 Sales 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.