Dynamics 365 Training Services
Your team goes 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
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.
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 | Finance | Supply Chain | Business Central | Hours |
|---|---|---|---|---|
| Accounts Payable and Receivable Manager | 12 hours | |||
| Warehouse Lead | 9 hours | |||
| Operations Manager | 15 hours | |||
| System Administrator | 6 hours |
Deliverable: role-to-module matrix, signed by your project sponsor
Chart of Accounts structure
SeededTop 50 vendors (anonymized)
SeededItem master categories
In progressOpen sales order sample set
In progressEnvironment address delivered
Day 8SessionRoleTopicStatus
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
Finance Team, Payables and Receivables
Warehouse Team, Leads
Operations Managers, Material Planning
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 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 planningChallenge
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
Dynamics 365 training lead, 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
MOST POPULAR
Standard
A 30-user mid-market go-live where structured training protects a $180,000 first-year operational saving against a fee that returns inside two months.
$12,500 / fixed
Up to 3 role groups, up to 30 users. Covers finance, operations, and one additional track. Right-sized for a mid-market go-live.
- Full needs assessment (all roles)
- Sandbox setup, 3 role-data sets
- 12 sessions of 3 hours, live
- Exercise workbooks per role
- 2-week go-live hyper-care
- Competency check and remediation
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
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. You will speak with your assigned Dynamics 365 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
Brief received
We will review your workflow and send a scoped proposal within 3 business days.
Call within 48 hours
Proposal in 3 days
300+ users trained
Microsoft Gold Partner