Dynamics 365 Sales Training
We scope, develop and deliver the world’s most comprehensive and effective customized D365 Sales user training programs, making Onboard the obvious choice for your project.
Onboard is the world’s leading personalized Dynamics 365 end-user training partner for D365 Sales 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 Sales projects, also catering for any supporting partner apps or ISVs.
Training Phase Planning
Classroom/Virtual Training Delivery
Training Material Development
Project Team Training
Tailored D365 Sales User Training Solutions
We partner with clients to develop customized D365 Sales training solutions for their end-users. Since 1998, we’ve supported hundreds of private and public sector organizations across North America.
Our offering is the leading option for your D365 Sales training phase. Here we compare it against hiring a freelance training consultant to design, develop and deliver your end-user training phase.
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 800 training projects?
We partner with clients to develop customized Dynamics 365 Sales training courses for end-users. Since 1998, we’ve developed tailored courses for hundreds of private and public sector organizations across North America.
"Onboard was really good at establishing our needs, checking all the technical documents and then transforming all that information into easily understandable, very usable training guides."
“The Onboard team were adaptable, versatile and very responsive which made them a pleasure to work with. They communicated in an open and honest way and had the foresight to provide us with a long term training solution.”
"Onboard's knowledge, ability and proven track record in creating successful ERP user training programs, made it a clear winner over the other companies we looked at."
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.
Connecting with an experienced Dynamics 365 Sales training consultancy can help your organization in several ways.
End users gain a complete understanding of the product through Dynamics 365 training. The amount of support tickets will gradually decrease as staff members become well-versed in Dynamics 365, allowing them to complete their everyday duties with confidence and competence.
Dynamics 365 Sales training enables staff members to gain an in-depth understanding of the technology. This will eventually lead to significant boosts in production in a variety of ways. When using specialized systems like Dynamics 365, a professional who has experienced professional training is likely to deliver more reliable results.
Every procedure is communicated and documented with the appropriate parties during the Dynamics 365 Sales training. For scalability, the organization can rely on professionally created training documents which often form a part of an employee onboarding process.
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.
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.
We offer a variety of flexible and competitive D365 training and change solutions.
A tailored D365 Sales training program developed using your specific build, incorporating your business processes.
Our team has worked on over 800 training projects across various different systems and industries.
Total flexibility to pick which training modules are developed in-house and which to outsource to Onboard.
We offer an unrivalled short notice boarding policy, with our team ready to reengage when suits you best.
Partnering with us will allow your project team more time to focus its attention on the D365 Sales system build.
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.
Dynamics 365 is actually both. Depending on the modules selected, it’s an ERP or CRM solution that lets you work together more efficiently, maximize company activities, and spur growth. It will simplify your daily financial data and operations.
You can group and arrange comparable data using record types. A specific record type, such as a customer account, contact, lead, possibility, or case, corresponds to every single record you add to the system.
You can plan, monitor, and arrange all of your client interactions using activities in Dynamics 365 Sales. When working on a deal or resolving a service matter, for example, you might take notes, send emails, schedule calls, organize appointments, and designate duties.
The basics of Microsoft Dynamics 365 are simple to understand at first, but learning some of the more advanced features can be challenging. Rest assured Onboard’s experienced training consultants will guide you through any tasks you complete within the system.
Our experienced team are ready to support your digital transformation. Let’s add your name to our growing list over 800 global clients!
