Dynamics 365 Training Services

A Dynamics 365 training partner that gets your team live without the help desk.

Most Dynamics 365 go-lives fail because of people, not software. We train your finance team, warehouse staff, and operations managers on exactly the screens they will use, using your own data, your own processes, and a named Dynamics 365 consultant who has delivered 23 live implementations across manufacturing, distribution, and professional services.

Role-based curricula Live virtual or on-site sessions Hands-on sandbox with your data Fixed-price statement of work, no hourly drift

Submit your brief → call within 48 hours → fixed-price scope in 3 days → first session within 1 week of sign-off

Finance team gathered around screens during a Dynamics 365 training session reviewing enterprise resource planning workflows together

14 weeks

Average time from training start to confident live operation

4.9/5

Rating from 47 training and implementation engagements

$0

Average unplanned cost overrun on fixed-price training engagements

3.4x

Average 3-year return on investment from clients who completed structured training

The adoption problem

What Dynamics 365 training is, and why generic courses fail

Microsoft Dynamics 365 training covers the processes your teams run every day: accounts payable and accounts receivable in Finance, pick-pack-ship in Supply Chain, material requirements planning runs in Business Central, and period-end close across the board.

Generic courseware teaches button clicks. Structured role-based training teaches your team why each step exists and what breaks if they skip it.

Operations manager and colleague reviewing enterprise resource planning workflows on a laptop in a warehouse setting

Without structured training

  • Users export to a spreadsheet and work around the system within weeks of go-live
  • Information technology support tickets spike as staff call for help on every task
  • Approval workflows are skipped, creating compliance gaps
  • Return-on-investment projections from the implementation never materialize

With Redefine training

  • Users operate confidently in Dynamics 365 from day one of go-live
  • Training runs on your own sandbox data, nothing feels abstract
  • Competency check at day 10, with remediation included in every statement of work
  • Average 3.4x return on investment across three years from structured training programs
Training Curriculum

Six role-based training tracks, no filler, no wasted hours.

Each track is scoped separately so every role learns exactly the screens, workflows, and approval chains that apply to their job.

Finance and Accounting

General ledger, accounts payable, accounts receivable, bank reconciliation, period-end close, fixed assets, and financial reporting. Covers both Dynamics 365 Finance and Business Central chart of accounts structures.

Covers: 3-way match · Vendor ledger · Intercompany · Dimensions

Warehouse and Inventory

Pick, pack, and ship workflows, bin management, cycle counts, inventory adjustments, transfer orders, and directed put-away for advanced warehouse configurations.

Covers: Warehouse management setup · Item tracking · Serial and lot · First-expired-first-out

Purchasing and Supply Chain

Purchase orders, requisitions, vendor management, material requirements planning runs, demand forecasting, and supply planning across Business Central and Dynamics 365 Supply Chain Management.

Covers: Material requirements planning · Reorder points · Blanket orders · Requests for quotation

Manufacturing and Production

Bill of materials setup, production orders, capacity planning, routing, output journals, and work center management in both Dynamics 365 Manufacturing and Business Central.

Covers: Bills of materials · Routings · Shop floor · Costing

Sales and Customer Relationship Management

Sales order entry, customer pricing, shipment processing, returns, credit management, and Dynamics 365 Sales pipeline management integrated with Business Central.

Covers: Quotes · Order processing · Returns · Credit limits

System Administration and Configuration

User setup, permission sets, workflows, approval chains, number series, report customization, and environment management for internal administrators and power users.

Covers: Permissions · Workflows · Environments · Reporting

Onboarding Process

From signed statement of work to confident users in 10 days

Every phase has a named deliverable and an acceptance criterion. Nothing moves forward until the prior phase is signed off by your project sponsor.

1

Days 1 to 5

Needs Assessment

Map each role to the Dynamics 365 modules they use daily. Document exact transactions, reports, and approval workflows.

2

Days 6 to 8

Sandbox Setup and Data Seeding

Provision a dedicated training environment, seeded with anonymized versions of your actual data.

3

Per statement of work schedule

Live Training Sessions

Cohorts of 6 to 15 users, 3-hour sessions at most, live demonstrations plus hands-on exercises. Recorded for 90-day replay.

4

2 weeks after go-live

Go-Live Support and Competency Check

Hyper-care support. Day-10 competency check. Remediation included if the threshold is not met.

Role-to-Module Training Matrix
RoleFinanceSupply ChainBusiness CentralHours
Accounts Payable and Receivable Manager12 hours
Warehouse Lead9 hours
Operations Manager15 hours
System Administrator6 hours
Deliverable: role-to-module matrix, signed by your project sponsor
Training Sandbox, Environment Setup
Chart of Accounts structure
Seeded
Top 50 vendors (anonymized)
Seeded
Item master categories
In progress
Open sales order sample set
In progress
Environment address delivered
Day 8
Live Session Schedule, Standard Package
SessionRoleTopicStatus
Session 01FinanceLedger postingDone
Session 02FinancePayables, 3-way matchDone
Session 03WarehousePick-pack-shipToday
Session 04WarehouseCycle countsScheduled
Session 05OperationsMaterial planning runScheduled
Session 03 live now · 11 attendees
Day-10 Competency Sign-Off Report

Finance Team, Payables and Receivables

92%

Warehouse Team, Leads

88%

Operations Managers, Material Planning

95%
All role groups above 80% threshold, sign-off complete
Who This Is For

Four situations where structured training prevents failure

Pre-go-live user enablement

You are 6 to 10 weeks from your go-live date and your end users have not yet touched the system. Role-based training on your data closes the gap before cutover, not after.

After go-live adoption failure

Your system is live but users are working around it, exporting to a spreadsheet, skipping approval workflows, or calling support for every task. Targeted re-training corrects specific gaps without a full re-implementation.

New hires on a live system

Your business has grown and new staff are joining a Dynamics 365 environment that is already live. Onboarding training scoped to their specific role gets them productive within the first week.

Internal Dynamics 365 consultant enablement

You are building an internal Dynamics 365 center of excellence. Deep-dive technical training covers configuration, extensions, and Power Platform integration to the same standard as a named Dynamics 365 consultant.

Client Outcomes

What structured training actually changes.

Client

Large-scale e-commerce retailer

E-commerce Retail · Microsoft Dynamics enterprise resource planning
Challenge

The retailer needed to unify data across multiple systems and sales channels while improving decision-making through real-time insights. Operational complexity across inventory, orders, and fulfillment limited efficiency, and teams across warehouse to finance were not operating the system consistently.

Solution

Full digital transformation including Microsoft Dynamics enterprise resource planning implementation, Power BI integration for real-time operational visibility, and structured team training across inventory, order management, and financial reporting workflows. Training ensured every level, from warehouse to finance, operated the system correctly from day one.

Result
$70M+

Annual revenue scaled after digital transformation. Operational efficiency improved across all channels. Integrated analytics enabled faster decision-making.

Distribution · Business Central

Multi-channel distributor unifies operations on Dynamics 365 Business Central

Challenge

Fragmented environment spanning multiple channels. User training delivered across inventory, order processing, and fulfillment workflows before go-live, on a sandbox seeded with actual vendor and customer data.

Result

Cross-platform data synchronization automated. Manual inventory and order processes replaced. Operational efficiency improved across all fulfillment channels.

Business-to-Business Services · Business Central

Business-to-business services company migrates from legacy enterprise resource planning to Dynamics 365 Business Central

Challenge

Complete enterprise resource planning modernization required: migration from a legacy platform, Azure infrastructure setup, and structured user training to ensure team adoption before the system went live.

Result

Legacy system limitations removed. Unified enterprise resource planning foundation established. Teams fully trained on finance and sales workflows before cutover.

Your Named Consultant

Your Dynamics 365 training consultant, Microsoft Gold Partner

11 years. 23 live Dynamics 365 and Business Central implementations. Our lead trainer has delivered training to over 300 end users across manufacturing, distribution, and professional services.

Every training engagement at Redefine Innovations is assigned a named consultant at contract signing. You work with that consultant throughout scoping, sandbox setup, and every live session, not a rotating team of junior trainers.

MB-800 CertifiedMB-300 CertifiedPL-900 Certified23 Implementations

300+

End users trained across manufacturing, distribution, and professional services

23

Live Dynamics 365 and Business Central implementations delivered

11

Years of active Dynamics 365 consulting and training experience

3

Active Microsoft certifications: MB-800, MB-300, and PL-900

Why Redefine

Three things other implementation partners do not offer

Other implementation partners hand you a login and a document. Redefine delivers a structured program with contractual accountability at every step.

Your data in the sandbox

We seed training environments with anonymized versions of your chart of accounts, your top vendors, your item master, not generic demonstration company data. Training on your data accelerates adoption because nothing feels abstract.

Named consultant, start to finish

You meet your assigned Dynamics 365 consultant in the first call and work with them through every session, not a rotating roster of junior trainers. Your consultant knows your environment, your data, and your team.

Competency remediation in writing

Every statement of work includes a written remediation clause: if any role group does not reach the agreed competency threshold, Redefine delivers a targeted remediation session at no additional charge. No exception clauses, no disputes.

Pricing

Three fixed-price training packages. No hourly billing.

Every package is scoped as a fixed-price statement of work. No hourly billing. No change orders unless you add scope.

Starter

One department of 10 users at roughly $30,000 a year in productivity drag avoided versus a fee that pays back in the first quarter.

$4,800 / fixed

One role group, up to 10 users. Ideal for a single department going live on Business Central.

  • Needs assessment (1 role)
  • Sandbox setup with your data
  • 4 sessions of 3 hours, live
  • Session recordings, 90-day replay
  • Named Dynamics 365 consultant
Get Your Scope

Enterprise

A 40-plus-user multi-module rollout where confident adoption protects a multi-year return on investment well into seven figures.

$28,000+ / scoped

All role groups, 40 or more users, multi-module. Full training program for large implementations with an on-site delivery option.

  • All 6 role tracks included
  • On-site delivery available
  • Internal trainer enablement
  • Custom quick-reference guides
  • 30-day after-go-live hyper-care
  • Training credit toward a full Dynamics 365 implementation
Request Custom Scope

94%

Projects delivered on time from signed statement of work

$180K

Average year-one operational cost saving

8 months

Average payback period across engagements

4.9/5

Rating across 47 training and implementation projects

Frequently Asked Questions

Common questions about Dynamics 365 training

User training teaches end users how to complete their day-to-day tasks in Dynamics 365, entering invoices, processing purchase orders, running material requirements planning, or closing a period. Implementation training is aimed at the consultants and information technology professionals who configure the system: setting up number series, defining posting groups, building workflows, and managing environments. We deliver both, scoped to your specific situation.

Yes. We regularly deliver standalone training engagements for clients whose implementation partner did not include structured user training. We start with a discovery call to understand your current configuration, request read access to your environment, and scope the training from there. We do not require that we be your implementation partner.

A single-role training engagement, for example, 10 payables and receivables users, typically runs 3 to 4 weeks from statement of work signing to final session. A full multi-role program for 30 to 40 users runs 8 to 12 weeks. Timeline depends on the number of role groups, your organization's availability for sessions, and whether you need sandbox setup from scratch or an environment already exists.

All sessions are delivered live, either virtual via Microsoft Teams or on-site at your location. Live delivery allows users to ask questions in real time and complete exercises with the consultant watching. Every session is recorded and available for 90 days for review. We do not offer pre-recorded course libraries because asynchronous training without a live component produces significantly lower retention rates.

We use anonymized versions of your actual data, your chart of accounts structure, your top vendors and customers (with names changed), your item master categories, and representative open transactions. This makes training feel immediately relevant rather than abstract. We do not use generic demonstration data. All data handling follows our data processing agreement.

Is This A Fit

Who structured training serves, and who it does not

Good fit when

  • You are running or about to run Dynamics 365 Finance, Supply Chain, or Business Central and need users confident on it
  • You have at least one defined role group of users who share a common set of daily transactions
  • Your team can commit to live sessions of up to 3 hours and a few hours of hands-on practice between them
  • You want a fixed-price statement of work with a named consultant and a written competency remediation clause

Not a fit if

  • You want a self-paced pre-recorded course library with no live component or consultant involvement
  • You are not yet on a Dynamics 365 platform and have no implementation underway or planned
  • You need a single one-hour overview for one person rather than a structured role-based program

Not sure? Tell us your situation and we will be straight with you.

Book A Discovery Call

Tell us your go-live date. We will tell you exactly what training you need and what it costs.

Discovery calls run 30 minutes. As your Dynamics 365 training partner, we put you in touch with your assigned consultant directly, not a sales coordinator. We will map your role groups, estimate session counts, and send you a fixed-price statement of work within 3 business days.

30-minute call with your assigned Dynamics 365 consultant
Fixed-price statement of work delivered within 3 business days
Competency remediation clause written into every contract
Microsoft Gold Partner, verified 2025

Request your training scope

Call within 48 hours · proposal in 3 days · first session within 1 week of sign-off

Call within 48 hours
Proposal in 3 days
300+ users trained
Microsoft Gold Partner

Get on a call with us to see how we can help you

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