Dynamics 365 Finance and Operations Training

We scope, develop and deliver the world’s most comprehensive and effective customized D365 Finance and Operations user training programs, making Onboard the obvious choice for your project.

Trusted by over 750 global organization's
Solution Overview

Change is experienced by people, not systems.

Onboard is the world’s leading personalized Dynamics 365 end-user training partner for D365 Finance and Operations implementation and upgrade projects.

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, Onboard’s training consultants have the ideal expertise to help ensure your workforce adopt the new system and any changing business processes.

Our training consultants are experienced in developing customized, client-branded, collaborative learning solutions for all Dynamics 365 Finance and Operations projects, also catering for any supporting partner apps or ISVs.

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Training Phase Planning

Developing a customized D365 training plan and strategy.

Classroom/Virtual Training Delivery

Delivering D365 end-user training sessions in various formats.

Training Material Development

Developing various customized end-user training materials and courses.

Project Team Training

A series of generic key user D365 training courses.

Tailored D365 Finance and Operations User Training Solutions.

We partner with clients to develop customized D365 Finance and Operations training solutions for their end-users. Since 1998, we’ve supported hundreds of private and public sector organizations across North America.

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Alternative options

How does our Dynamics 365 Finance and Operations training compare?

Our offering is the leading option for your D365 Finance and Operations training phase. Here we compare it against hiring a freelance training consultant to design, develop and deliver your end-user training phase.

Freelance Trainer
Customized Training Materials

Will your end-user materials be business specific?

Process Content

Will the training include business process content?

Flexible Offering

Can you off board the consultant(s) at short notice?

Scale Up

Can you scale up if our D365 project timelines change?

Vast Experience

Have you completed over 750 training projects?


Tailored D365 Finance and Operations User Training Solutions

We partner with clients to develop customized Dynamics 365 Finance and Operations training courses for end-users. Since 1998, we’ve developed tailored courses for hundreds of private and public sector organizations across North America.

See what Our Clients say about Onboard

Here's How We Work

Every client we support has a unique set of end user training requirements. This tried and tested process enables us to support you at every stage of the process.

Produced to provide initial estimates once user numbers have been shared.

RapidScope® – Detailed training roadmap produced including deliverables catalogue.

Client makes selection on which materials to outsource.

Onboard staff are assigned to the project; Lead Trainers, Training Consultants and Client Engagement Manager.

Onboard Training Consultants conduct knowledge transfer sessions with workstream and system experts.

Client specific training deliverables are produced and translated for local end-user groups.

We can either deliver classroom sessions or up-skill in-house staff via Trainer Readiness sessions.

Floor-walking and hypercare assistance can be provided during go-live and beyond.

The Perfect Solution

Custom designed and cost-effective end-user training for your Dynamics 365 Finance and Operations implementation

Over 2,940 organizations across the globe have already implemented Dynamics 365 Finance and Operations. Now is your turn to streamline your business processes with this market-leading ERP solution. Gain real-time insights and achieve unparalleled financial visibility for accurate data driven decisions, on-point financial management, speedy estimation of future results, and exception growth within the organization.

Does implementing and integrating D365 Finance and Operations appear challenging? You’re not alone. Implementing or upgrading to Microsoft D365 Finance and Operations is not just a step forward; it’s a leap toward progressive transformation.

However, at Onboard, our tailored training solutions ensure that your team successfully adapts to this powerful ERP solution and leverages its capabilities efficienctly.

Onboard is a specialist in developing tailored D365 for Finance and Operations user adoption programs, supporting both initial implementation and business-as-usual (BAU) projects.

Since every project is different, our strategy is specific to you. We offer a completely coordinated training solution and cater for every element of the user adoption phase, from planning, to deliverable creation, to classroom or virtual delivery and post go-live support.

Utilizing a Blend of Internal and External Resources

Utilizing an amalgamation of internal super users and experienced training consultants, such as those employed by Onboard, is going to produce the best results for your organization.

But who are the super users in your organization?

Super users, also referred to as subject matter experts (SMEs), typically possess the necessary operational knowledge. However, they often do not have the training experience needed to instruct other users in new procedures. Additionally, they might not have much time left throughout the workday to create customized learning resources for every role-based course.

Here’s where our experienced training consultants may apply their specialized knowledge to prepare your super users for both present and upcoming system upgrades and implementations.

By providing qualified internal super users with the necessary resources, tools, and role-based process understanding to guarantee efficient training delivery, Onboard supports organizations in developing their own internal training capability.

A Wide Range of D365 Finance and Operations Training Deliverables

Onboard offers various training courses and learning methods for your organization.

RapidScope: The end-user training stage has been defined using a RapidScope® exercise, which generates an organized timeline with resources allocated for both the development and delivery stages.

Quick Cards: These are designed as double-sided A4 cards that include the key components of a procedure and are easily accessible to users. They are helpful for everyday use and fundamental procedures. They have eye-catching graphics and are simple to understand without being overly complicated.

Reference Guides: Reference guides are thorough user guides or manuals that include detailed business procedures to make sure standard procedures are understood and adhered to.

Trainer Pack: A trainer pack is set up to ensure uniformity of delivery, particularly when numerous trainers have been allocated to a single project.

Digital Self-Learn: It is an eLearning module designed for self-teaching that is divided into discrete modules. For one to get acquainted and skilled with the relevant topics and content, the learner is required to finish the self-paced classes.

Interactive e-learning: These modules are designed to include learners in inputs and interaction with the material. Exercises, tests, and simulated systems are used to do this.

Skill the Trainer: The needs vary based on a specific stage. Suppose you would want to use your own resources for the implementation stage of a system implementation or update. In that case, we can provide an appropriate solution that combines internal training resources from within your company or organization with our highly qualified training experts.

Classroom Delivery: In a controlled setting, participants can learn and apply their skills in a classroom setting, which a skilled Onboard training consultant facilitates through “hands-on” learning style training sessions.

Online Delivery: By providing a controlled, dynamic, and interactive online platform for audience engagement workshops and videos, this remote training method expands the scope without the need for more training consultants.

Go-live Support: Onboard training experts can be used as “floor walkers” if necessary. They will be available to respond to questions, update understanding of procedures, and offer assistance with a “triage” solution to reduce the volume of user-triggered concerns handled by the company’s internal help desk during the go-live time.

Presentation Delivery: An inexpensive method of training large audiences is to use polished and captivating presentations along with a system demonstration. Whenever there is a small amount to learn and “hands-on” training session is not required, this works best.

Why Choose Us?

We understand D365 Finance and Operations training is competitive. But here's why to choose Onboard.

We offer a variety of flexible and competitive D365 training and change solutions.

ERP training consultant supporting delegates
ERP training delegates using eLearning

Designed for you

A tailored D365 Finance and Operations training program developed using your specific build, incorporating your business processes.

Vastly experienced

Our team has worked on over 750 training projects across various different systems and industries.

Flexible solutions

Total flexibility to pick which training modules are developed in-house and which to outsource to Onboard.

Quick off boarding

We offer an unrivalled short notice boarding policy, with our team ready to reengage when suits you best.

Project team time

Partnering with us will allow your project team more time to focus its attention on the D365 Finance and Operations system build.

Prepared workforce

We’re here to help deliver a confident workforce, enabling the business to maximize the return on its system investment.

Frequently Asked Questions

Here some questions we’re frequently asked about Dynamics 365 end user training.

Unfortunately not. We design, develop and deliver tailored Dynamics 365 training programs to organizations implementing or upgrading Dynamics 365. This therefore tends to cover end users quantities of hundreds to tens of thousands.

We don’t have a generic list of courses, as all of the courses and their associated delegate materials are tailored to each clients unique system build, utilizing their branding and incorporating their business processes.

Whilst this is not our primary offering, in some instances we can still support organizations who require post go-live, business-as-usual training support, so we would still encourage you to reach out so that we can further discuss the training requirement.

Yes – we create customized training materials developed utilizing the clients unique system build, incorporating their branding and any business process information.

Yes – we do. We’ve supported ERP training rollouts right across the world, including all over North America, Africa, Europe, Asia and Australia.

Once the tailored training materials and courses have been developed, we can indeed support with the delivery phase. We also provide the cost-effective option of up-skilling your in-house team to deliver the training themselves, via our Trainer Readiness Program.

Yes – we can. Over the years we’ve supported lots of these across various sectors, so it’s more than likely we’ve already supported a client rolling out your ISV. The same process applies, so we can incorporate the ISV within the end-user training requirement.

D365 Finance and Operations cost administration module includes an extensive list of functions featuring seven-item model group costing methodologies. These approaches comprise standard, moving average, FIFO, LIFO, LIFO date, weighted average, and weighted average date.

The main features cover financial planning and analysis, accounting and financial close, tax management, quote to cash, cash management and business performance management.

Microsoft Dynamics 365 Finance and Operations ERP is used in various sectors such as automotive, education, financial services, IT services, foods and beverages, oil and energy, and retail to improve financial operations. Some of the well-known organizations that use D365 Finance and Operations are as follows:

Infosys Ltd
John Deere Financial
State of Maryland
Fujitsu Ltd
EPAM Systems Inc

First in, first out (FIFO) is an inventory system that ensures that receipts are given out in the order in which they are received. Financially updated inventory concerns will be resolved against the primary financially updated receipts into inventory determined by the financial data associated with the inventory deal.

Microsoft Dynamics 365 is a group of SaaS business apps that gives organizations ERP and CRM functionality on a single platform for their financial reporting and management. The Microsoft Power Platform is a collection of tools made to help businesses develop and oversee significant business solutions. Dynamics 365 and Microsoft Power platform are not the same since using Power platform requires a deeper understanding of SQL and database administration. Additionally, Power BI is integrated, which allows integration to be made to file servers or Excel spreadsheets. However, Onboard can provide tailored end-user training programs for both platforms.

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We're Ready to Support your D365 Project!

Our experienced team are ready to support your digital transformation. Let’s add your name to our growing list over 750 global clients!

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