Microsoft Dynamics 365 Training

Digital transformation is less about technology and more about people. We partner with organisations implementing or upgrading their systems by scoping, developing, and delivering customised, role-based Microsoft Dynamics 365 training programmes.

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  • 800+

    Global Projects

  • 25+

    Permanent Consultants

  • 150+

    Languages

  • 27

    Years’ Experience

OUR OFFERING

Tailored Microsoft Dynamics 365 Training & Change Programmes

Looking to maximise your ERP investment? Our bespoke Microsoft Dynamics 365 training programmes deliver measurable results through tailored, role-specific learning. As industry leaders in D365 training, we combine technical expertise with practical business knowledge to ensure your team masters the platform efficiently.

Implementing or upgrading an ERP system, such as Microsoft Dynamics 365, will have a significant impact on your organisation. To achieve a full return on investment, your users must know how to use the application effectively.

Optimum provides expert Dynamics 365 training for seamless implementations and upgrades, and we’ve been providing ERP training for over 25 years.

We don’t just understand how the system works, we’re masters of training staff in how to use it. By combining tools and methods, Optimum’s D365 training consultants provide the strategic expertise to ensure your workforce fully adopts the new software and evolving business processes. Our consultants excel at building customised, client-branded learning solutions for Microsoft Dynamics 365 training workstreams across Finance, HR, Procurement, Supply Chain, Manufacturing, Sales and Service.

Taking advantage of Optimum’s specialist skills in delivering user-focused Dynamics 365 training guarantees that your organisation achieves full value across the lifetime of the system.

We develop tailored ERP training materials built on your configuration and processes – quick cards, reference guides and trainer packs, plus digital formats including interactive eLearning, tutorial videos, quick videos, conceptual videos and Digital Self‑Learn.

D365 training for AB World Foods, the world food manufacturer.

“I felt a sense of reassurance that whatever the state of play, it was always going to be achievable in terms of delivering end user training. I’d recommend Optimum as a training provider.”

Peter McCormick, Business Lead for Project HALO

SYSTEM OVERVIEW

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a suite of cloud business applications that brings together ERP and CRM capabilities.

The system enables businesses to manage their entire operation, from finance and supply chain to sales and customer service, within a single, unified platform.

As your final build will almost certainly be tailored to your organisation’s specific processes, a professional Microsoft Dynamics 365 training programme is essential. This ensures your staff can confidently navigate the system, working effectively within your customised environment rather than referring to training materials which reference a generic version.

Read our Microsoft Dynamics 365 implementation planning whitepaper.

TRAINING BENEFITS

The Benefits of Microsoft Dynamics 365 Training

A D365 implementation delivers value only when people know how to use it confidently in real-world scenarios. Investing in expert Dynamics 365 training ensures your digital transformation will be a success.

Key benefits include:

Faster user adoption and fewer workarounds

Confidence is the antidote to resistance. Role-based D365 training ensures staff embrace new processes quickly, eliminating the need for inefficient manual workarounds.

Maximised ROI

A system is only as valuable as the people using it. Developing a professional Microsoft Dynamics 365 training programme ensures your business unlocks the full functional value of your software investment.

Improved data integrity and reporting

Decisions are only as good as your data. When users master specific workflows, you achieve cleaner data entry, providing your Finance and Operations teams with a single version of the truth.

Higher productivity after go-live

Practical, scenario-led Dynamics 365 training prevents any post-go-live productivity dip. By mastering tasks early, teams avoid costly delays, rework and a flood of internal support tickets.

Better customer and stakeholder experience

Consistent system usage leads to consistent service. Effective D365 training ensures smoother handovers and faster responsiveness for your customers and external stakeholders.

Lower change risk during upgrades and rollouts

Digital transformation is an ongoing process. Structured Microsoft Dynamics 365 training builds a resilient workforce capable of adapting to new features and updates with minimal disruption.

WHY CHOOSE US

Benefits of Partnering with Optimum

Optimum is a Microsoft Dynamics business transformation and change partner with deep industry expertise and a global reach. We support organisations through the user adoption phase of any Microsoft Dynamics 365 implementation or upgrade, producing a confident, competent workforce and ensuring return on investment.

Designed for you

Fully tailored using your build and business processes.

Flexible offering

Complete flexibility in both scope and offboarding as required.

Greater focus

Time for your project team to focus its attention elsewhere.

WHAT IS INCLUDED

What our Microsoft Dynamics 365 Training Covers

We offer the development of D365 user training materials and course delivery across the modules and business areas most organisations depend on, including:

  • Dynamics 365 Finance (AP/AR, GL, budgeting, fixed assets, expense management)
  • Dynamics 365 Supply Chain Management (procurement, inventory, warehousing, production, distribution, planning)
  • Dynamics 365 Human Resources (core HR processes, approvals,self-service)
  • Dynamics 365 Sales (lead-to-opportunity, pipeline management, forecasting)
  • Dynamics 365 Customer Service (case management, queues, SLAs, knowledge)
  • Dynamics 365 Field Service (work orders, scheduling, mobile workflows)
  • Dynamics 365 Commerce (point of sale, order management, loyalty)

Training is always tailored to your build, terminology and process variations, so teams learn what to do, not just where to click.

MICROSOFT APPLICATIONS

Not just Microsoft Dynamics 365 ERP

Our customised training solutions are available for all Microsoft Dynamics products, not just Microsoft Dynamics 365 ERP. Here is a list of additional Microsoft Dynamics platforms we regularly support for clients across the globe.

TRAINING DELIVERY

Delivery options for D365 training

We deliver Dynamics 365 training in the format that best fits your rollout and user group needs:

  • On-site training:
    For single-site or multi-location programmes
  • Remote/virtual instructor-led training:
    Ideal for geographically dispersed teams
  • Blended learning:
    Live sessions supported by eLearning and resources
  • Train-the-trainer/super user enablement:
    To build internal capability
  • Floorwalking/hypercare:
    For post go-live confidence and issue reduction

If you’re working to a fixed go-live date, we’ll map training waves to your deployment plan and user readiness milestones.

Your Partner for D365 Training Success

Work with experienced consultants who understand the people side of ERP transformation. We partner with organisations to design and deliver effective Dynamics 365 training programmes that support adoption from project team through to end users.

Contact Us

D365 TRAINING EXCELLENCE

Comprehensive D365 training that ensures user adoption

Our goal is to help your teams use Dynamics 365 confidently in daily operations. Our Microsoft Dynamics 365 ERP training programmes deliver measurable results through tailored, role-specific learning experiences. As industry leaders in D365 training, we combine technical expertise with practical business knowledge to ensure your team masters the platform efficiently.

Typical programme elements include:

  • Role-based learning paths aligned to business processes
  • Hands-on workshops using realistic scenarios (sometimes in a training/sandbox environment)
  • Detailed reference guides, quick cards and process walkthroughs
  • Digital resources (short videos, bite-sized modules, knowledge checks)
  • Support for comms, SMEs/subject matter experts and user readiness where needed

We’ll recommend the right mix based on your audience size, available time, and the complexity of the change.

“Training is a common obstacle for most ERP implementations. Organisations are often tempted by the apparent simplicity of leveraging boilerplate training materials supplied by vendors, but these won’t get you where you need to be.”

Eric Kimberling, ERP Expert

COMMON QUESTIONS

Microsoft Dynamics 365 User Training FAQs

Each programme is tailored to your organisation’s needs. We combine instructor-led sessions with hands-on practice and business scenarios tailored to your configuration, so learners can apply skills immediately in their roles.

Read our expert guide on what to do when users struggle to use Dynamics 365.

Our permanent Training Consultants are experienced in delivering Dynamics 365 training for large-scale implementations and upgrades.

Their primary focus is on practical adoption rather than generic, one-size-fits-all training.

Find out more about Optimum and our people.

Yes. We blend interactive workshops, written guides, short videos and practical exercises to ensure effective learning for all participants. Whether implementing new modules or upgrading existing systems, our comprehensive training approach ensures your team develops the confidence and competence to leverage Microsoft Dynamics 365 effectively.

Read our Dynamics 365 training case studies including our work with brands such as Weetabix, Bernardo’s, Pfizer and Dr. Martens.

Yes. We can deliver onsite training across the globe, as well as remote and blended options. We’ll recommend the most efficient model based on your locations, timeline and user groups.

We deliver role-based training across Dynamics 365 Finance, Supply Chain Management and Customer Engagement apps (such as Sales and Customer Service), depending on what your organisation has implemented.

Yes. We develop bespoke training materials aligned with your processes and terminology, including reference guides, step-by-step exercises, and digital learning resources, branded to your organisation if required.

Find out more about our ERP training materials.

Yes. If you require internal training capability, we can upskill super users and champions so they can support colleagues, deliver parts of the programme, and, over time, reduce reliance on external support.

Learn more about our internal upskill training.

Yes. After go-live, we can provide floorwalking and hypercare support to reinforce learning, improve confidence, and help teams resolve “how do I…?” questions quickly.

Ideally, training planning starts early, so the approach aligns with your build, testing, and deployment waves. We can also mobilise quickly for urgent timelines and help you prioritise critical roles and processes.

Get started with a customised ERP training plan.

GET IN TOUCH

We’re ready to support your Microsoft Dynamics 365 project!

Our experienced team are ready to support your digital transformation. Let’s add your name to our growing list of 800+ global brands.

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