Dynamics 365 Training
We scope, develop and deliver the world’s most comprehensive and effective customized Dynamics 365 user training programs, making Onboard the obvious choice for your D365 implementation project.
Successful CRM or ERP implementations depend on more than just technology—they depend on people. Without effective training, even the most powerful systems struggle to deliver value.
Onboard ERP specializes in Microsoft Dynamics 365 training, helping organizations prepare their teams for system implementations, upgrades, and business transformation initiatives. Our consultants design and deliver tailored Dynamics 365 training programs that reflect your unique system configuration, business processes, and user roles.
We support organizations implementing the full Microsoft Dynamics ecosystem, including Dynamics 365 Finance, Supply Chain Management, Customer Experience, Commerce, and Business Central, as well as integrations with the Microsoft Power Platform.
With experience supporting hundreds of global ERP implementations with clients across the USA and worldwide, our team helps your workforce understand not only how the system works but also how to use it effectively within real business processes.
D365 Training Planning
D365 Training Delivery
Training Material Development
Project Team & Super User Training
Custom Dynamics 365 Training Solutions
Every Dynamics 365 implementation is unique. That’s why our training programs are fully designed around your system configuration, business processes, and user roles.
Organizations implementing Dynamics 365 often consider several options for training their users—including freelance training contractors or internal resources. However, these approaches rarely provide the depth of expertise required for large ERP transformations.
Our team combines D365 implementation knowledge with professional training expertise, helping your workforce learn not just the system screens but the business processes that drive real adoption.
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 ERP project timelines change?
Vast Experience
Have you completed over 800 ERP training projects?
Our clients select Onboard ERP because we produce tailored, role-based learning that supports adoption at scale.
"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 ERP 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 ERP'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."
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Microsoft Dynamics 365 is a powerful cloud-based ERP application that connects finance, supply chain, operations, sales, and customer service across a unified business application environment. Because each implementation is heavily customized, organizations must ensure users understand both the system functionality and the business processes behind it.
Without structured training, organizations often face low user confidence and adoption at go-live, increased support tickets and operational disruption, incorrect data entry and data quality issues and resistance to new business processes.
Role-Based Dynamics 365 Training
• Finance and accounting teams
• Procurement and supply chain staff
• Sales and customer service teams
• Operations and production managers
• HCM and administrative users
Each group requires focused training aligned to their responsibilities within the system.
Dynamics 365 Modules We Support
• Dynamics 365 Finance
• Dynamics 365 Supply Chain Management
• Dynamics 365 Sales
• Dynamics 365 Customer Service
• Dynamics 365 Field Service
• Dynamics 365 Commerce
• Dynamics 365 Project Operations
• Dynamics 365 Human Resources
Training materials are built directly from your configured system environment to ensure users learn how the platform works within your organization.
Benefits of Structured Dynamics 365 Training
• Significantly faster user adoption at go-live
• Higher data accuracy across the system
• Reduced support requests from users
• Increased confidence among employees
• Stronger return on investment from the D365 investment
By aligning training with your configured business processes, we help organizations move beyond basic system instruction and achieve real operational adoption of Dynamics 365.
We offer a variety of flexible and competitive Dynamics 365 ERP and CRM training and change solutions.
Every training program is developed using your configured Dynamics 365 environment and business processes.
Our consultants have supported over 800 ERP training projects across every possible industry.
Organizations can choose the training solutions they require—from the development of individual training materials to the development of a tailored training program.
Our programs help staff understand both the system’s functionality and the business processes that drive it.
Our consultants can quickly scale training delivery as project timelines evolve, supporting multi-location, big bang go-lives where required.
By partnering with a specialist training provider, project teams can focus on the D365 build rather than developing training materials and worrying about delivery.
Successful Dynamics 365 implementations require more than generic, vendor or partner system documentation or standard training courses. Users need practical guidance that reflects the way the system has been configured for your organization.
Our consultants develop custom Dynamics 365 training materials and learning resources that reflect your business and system processes, and operational requirements. Rather than relying on boilerplate training materials, we design learning materials based on the real tasks end users will perform within the system.
Training resources may include:
• Role-based user guides aligned to specific job functions
• Process walkthroughs reflecting real operational processes
• Quick cards for common tasks and transactions
• Interactive training sessions using the configured system
• Digital learning resources to support ongoing adoption
These materials are designed to ensure users understand not only how the system works, but how it supports the day-to-day processes that drive your organization.
Typical outcomes we help support include:
• Significantly faster user adoption post go-live
• Improved data accuracy and process compliance
• Reduced support tickets and reliance on SMEs
• Better ROI from your D365 investment
During implementation projects, our consultants work closely with project teams and SMEs to understand how Dynamics 365 has been configured within the organization.
Training sessions often incorporate:
• Practical exercises using your configured D365 environment
• Scenario-based examples reflecting real business processes
• Discussions around operational challenges and process changes
• Guidance on how specific roles use the system
• Depending on the audience, training modules can be tailored or expanded to support different departments, including finance, operations, supply chain, sales, and customer service teams.
Depending on the audience, training modules can be tailored or expanded to support different departments, including finance, operations, supply chain, sales, and customer service teams.
By aligning training with the organization’s configured system environment, we help ensure end users gain the knowledge and confidence needed to adopt Microsoft Dynamics 365 successfully.
Dynamics 365 Training FAQs
Here are a few commonly asked questions related to Microsoft Dynamics 365 and our training solutions which support D365 implementation projects across the globe.
Microsoft Dynamics 365 is a cloud-based suite of business applications that helps organizations manage and connect core processes across finance, operations, supply chain, sales, customer service, and HCM.
Unlike traditional standalone systems, Dynamics 365 brings together ERP, CRM, and analytics capabilities within a single application. This allows organizations to integrate financial management, operational processes, and customer engagement into one connected ecosystem.
For many organizations, implementing Dynamics 365 forms a central part of their digital transformation strategy. By moving from legacy systems or disconnected software tools to a unified cloud application, businesses can improve visibility, automate manual processes, and make better data-driven decisions.
However, successful transformation depends on people as much as technology. End users must understand new business processes, system interfaces, and operational processes. This is why structured training and user adoption planning are critical to the success of any Dynamics 365 implementation.
ERP implementations introduce significant changes to how people work. End users often need to follow different processes and interact with systems in ways they have not done before.
Without proper training, organizations commonly experience:
• Low user adoption following go-live
• Increased support requests from end users
• Incorrect data entry issues
• Resistance to new processes and systems
Structured Dynamics 365 training helps staff understand not only how to navigate the system but also how the platform supports the organization’s operational processes.
By preparing users before go-live, organizations can significantly reduce disruption and means the ERP system can begin delivering value immediately after launch.
Read our guide on how to build a successful ERP change management roadmap.
Training should begin well before the system goes live. In most implementations, training planning and material development start once the system configuration and business processes are largely defined.
Typically, organizations begin developing training materials three to six months before go-live. This allows time for:
• Documenting system processes
• Developing role-based training materials
• Validating training content with project teams
• Scheduling training sessions for user groups
Delivering training too late in the project can lead to rushed sessions and reduced user confidence.
Read our guide on designing employee ERP training courses.
A successful Dynamics 365 implementation usually requires training across several different groups within the organization. These commonly include:
• Employees who will use the system daily in their operational roles
• Super users or subject matter experts who support their teams
• Project teams responsible for system implementation and process changes
• Internal trainers who may deliver ongoing training after go-live
Each group requires a different level of training. End users typically need role-based instruction focused on daily tasks, while super users and project teams require a deeper understanding of the system configuration and business processes.
D365 training programs typically combine several different components to ensure users gain both system knowledge and process understanding. Common elements include:
• Role-based training materials tailored to specific job functions
• Classroom or virtual instructor-led training sessions
• Quick reference guides and process documentation
• Digital learning resources and recorded tutorials
• Train-the-trainer programs for internal champions
The most effective training programs use the organization’s configured system environment, ensuring that end users learn the business processes they will encounter in their daily work.
Role-based training focuses on teaching end users how to perform tasks specific to their job responsibilities within the system.
Rather than delivering generic system demonstrations, role-based training programs are designed around how different departments interact with Dynamics 365. For example:
• Finance teams may focus on journal entries, analytics, and financial controls
• Supply chain teams may learn procurement, inventory management, and logistics tasks
• Sales teams may focus on pipeline management and customer engagement
By tailoring training to specific roles, organizations ensure end users learn the system in a practical, relevant way.
While Dynamics 365 offers powerful capabilities, organizations often face several challenges during adoption. Common challenges include:
• Staff resisting new processes or technologies
• Users struggling to understand new processes
• Lack of clear training materials or documentation
• Project teams being too focused on system build to support training
Addressing these challenges requires a structured training strategy that prepares end users for both the system functionality and the operational changes associated with the new ERP application.
Yes. Many organizations now deliver ERP training using a combination of virtual and in-person methods. Training can be delivered through:
• Virtual instructor-led sessions
• Traditional, on-site classroom workshops
• Hybrid learning programs
• Recorded digital learning resources
The most effective training approach often combines multiple delivery formats, allowing end users to learn at their own pace while still benefiting from expert instruction.
Read our guide to Dynamics 365 Finance and Operations training.
Go-live marks the start of the ERP system’s operational phase, but user adoption continues long after the initial launch.
After go-live, organizations often require additional training for staff who need further support, onboarding training for new staff joining the organization, refresher courses as business processes evolve and training for new modules or system upgrades.
Maintaining training capability within the organization helps ensure that the system continues to deliver value as the business grows and evolves.
Implementing Microsoft Dynamics 365 is a major step in any organization’s digital transformation journey. Ensuring your workforce is properly prepared is essential to realizing the full value of the system.
Our experienced consultants are ready to help you design and deliver a tailored Dynamics 365 training program that supports successful user adoption.
