We are the world leader in Microsoft Dynamics AX end-user training

Having perfected our ERP training methodology for over 20 years, Optimum's bespoke offering really is the obvious choice.

We specialise in providing Microsoft Dynamics AX end-user training for businesses around the world.

This role-based offering is available for all Microsoft Dynamics AX products including AX 2012 and Dynamics 365 (AX7).

500+ Clients trained globally650+ERP projects trained globally

Delivery Methods10Development & delivery methods available

94% Delivery satisfaction rating94%Delivery satisfaction rating

400,000+ End-users trained since 1998500,000+End users trained since 1998

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Our solutions

Microsoft Dynamics AX is a leading ERP solution within the Retail, Manufacturing, Engineering, Professional Services and Energy industries. However, any system is only as good as its users, so prepare for your go-live with a tailored, role-based training programme for your staff.

We provide flexible, tailored and cost effective end-user training solutions.

Implementing or upgrading an ERP system such as Microsoft Dynamics AX 2012 will have a big impact on your organisation. Unless you make sure that your users know how to use the application in the most effective way, you won’t achieve full return on your investment.

Optimum is an expert in end-user training for the implementation and upgrades of Dynamics AX, as well as business-as-usual (BAU) refresher training solutions.

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, Optimum’s training consultants have the relevant expertise to help ensure your workforce adopt the new software and any changing business processes.

Our training consultants are experienced in developing customised, client-branded, collaborative learning solutions for organisations with workstreams such as Finance, Fixed Assets, HR, Procurement, Manufacturing, Supply Chain, Inventory, Distribution, Rental, Retail and more.

We develop training programmes for users of Dynamics AX that reflect their way of working, incorporating the individual business processes and workflows for each role group.

Taking advantage of Optimum’s specialist skills and experience in delivering user-focused training will ensure that your organisation achieves full value across the lifetime of the system, as users engage with the system and adopt the new processes.

We offer a range of Dynamics 365 training services to support the whole lifecycle of the end-user training phase, ensuring your project team can focus on the core project at a crucial stage. Every project is different and so our approach is unique to you. We can either provide a fully-managed training solution or fill the skills gap in your internal team.

Training solutions include:

  • Training needs analysis (TNA)
  • RapidScope® – scoping your training requirements
  • Development of bespoke deliverables including reference guides, quick cards, trainer packs and three different eLearning options
  • Assistance with Skill the Trainer and Go-Live Support
  • Delivery in the form of classroom, presentation, eLearning and various online solutions
  • Localisation and translation services for global rollouts

We can support our clients in building internal training capabilities.

Many organisations plan to manage the end-user training programme using internal resources, as this is often seen as the most cost-effective way to train staff. However, this can be a high-risk and costly option if it is not planned correctly.

Using a combination of internal super users and a specialist training consultancy such as Optimum, provides a very successful outcome.

Optimum helps organisations to build internal capabilities for training by equipping identified internal super users with the right delivery skills, tools and role-based process knowledge to ensure effective training delivery.

Super users or subject matter experts (SMEs) usually have the technical knowledge, but often lack the training expertise to teach other users how to learn new processes. They may also have little time outside of their day job to develop the tailored training materials for each role-based course.

This is where our training consultants can draw upon their specialist skills to equip your super users for current and future system implementations and upgrades.

Pre-implementation courses for Microsoft Dynamics AX 2012.

Optimum has developed a suite of key user courses for Microsoft Dynamics AX 2012. These courses are aimed at people who will be involved in implementing Dynamics AX 2012 and want to get some hands-on experience and understanding of the system.

The courses will aim to give an overview of the system, key concepts and terminology, and key screens using a generic Dynamics AX 2012 implementation build.

The courses will not advise or discuss how best to implement Dynamics AX 2012 for any specific organisation, but will give delegates enough understanding of Dynamics AX 2012 in order to most effectively engage in subsequent discussions about implementation.

Courses include:

Module 1 – AX 2012 interface:
Modules; navigation; favourites; places; forms; inquiries; reports; setup; periodic; filtering; the grid; sorting data; main table linking; role centre; cues.

Module 2 – AX 2012 configuration:
Number sequences; introduction to the chart of accounts; organisation hierarchy; financial dimensions; end of period adjustments; period control; workflow.

Module 3 – General ledger:
Posting a general journal; reversing journals; periodic journals; time saving techniques.

Module 4 – Purchase to pay:
Supplier creation; purchase order processing; workflow; goods receipting; invoice receipt; payment processing.

Module 5 – Order to cash:
Customer and invoice creation; sales order processing; payment receipt; collections; write-off.

Module 6 – Fixed assets:
Creation of an asset; asset acquisition; asset depreciation; asset disposal, value models.

Module 7 – Projects:
Project hierarchy; projects; work breakdown structure; activities; project contracts; project journals; timesheets; expenses; project purchasing; project invoicing.

Module 8 – Supply Chain:
Product setup, inventory management, purchase orders, sales orders, quality management, inventory journals stock control.

Module 9 – Distribution & Trade:
Customer and Supplier agreements, item arrival and registration, quarantine management, supplier returns, sales quotes, item reservations, sales order picking, customer returns, transfer orders.

Module 10: Procurement:
Product set up, suppliers, catalogues, request for quotes, purchase requisitions, purchase orders, vendor returns, purchase agreements.

Module 11 – Sales & marketing:
CRM, prospects, contact activities, telemarketing, campaigns, leads and opportunities, case management.

Module 12 – Human resources:
Organisation hierarchy; workers, employee and contractor setup, position setup personnel details; mass hire project; transfer workers; terminate workers; absence; payments and deductions; overtime handling; worker cost price; security considerations;

Module 13 – Payroll:
Implementing payroll; payments and deductions; variable deductions; processing P11D, P45 and P60; processing payroll.

Module 14 – Discrete manufacturing:
Set up and core concepts, BOMs, calendars and resources, operations and routes, parameters, production orders and life cycle, production scheduling, sub-contracting, control and end production, inquiries and reports.

Module 15 – Process manufacturing:
Formula management, batch orders, master planning, containerized packaging, catch weights, Lot and batch control, vendor information, commodity pricing, product compliance, integration with advanced warehousing.

Module 16 – Lean manufacturing:
Kanban and pull based manufacturing.

Module 17 – Inventory management:
Quality and quarantine management, goods receipt and putaway, stock control, movement journals.

UK not-for-profit leisure group

“Now that our project is live I am happy to say the training programme was very successful because, in just under two weeks before the system went live, we trained over a thousand members of staff all over the UK.”

Mirela Holmes – GLL

Microsoft Dynamics Training Brochure

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WHITEPAPER Why User-Focused Training Works Best
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WHITEPAPER Microsoft Dynamics 365 user training – settle for Task Recorder or go bespoke?
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Benefits of using Optimum

Benefits of Optimum

Designed for you

A bespoke programme developed using your specific build and business processes, delivered by us or you.

Benefits of Optimum

Flexible offering

Flexibility to cherry pick which training modules are developed in-house and which to outsource.

Benefits of Optimum

Fully-prepared staff

A confident, competent workforce, ready for go-live, maximising the return on investment.

Benefits of Optimum

Greater focus

Time for your project team to focus its attention elsewhere during the busy pre-go-live period.

Learn from the world’s most experienced team

Whilst other training providers build training teams with one-off contractors, we have a large group of permanently-employed training consultants, who provide our clients with an expert, flexible service.

meet the team

Here's how we do it

1 Indicative costs

A free initial estimate once your project workstreams & user numbers are shared

2 RapidScope®

Scoping exercise to produce a recommended approach for your training phase

3 Materials selection

You select which training materials to outsource to Optimum for production

4 Assign staff

Optimum assigns the relevant training resource(s) to your project

5 Knowledge transfer

Optimum conduct KT sessions with your workstream and system experts

6 Produce materials

Training materials are produced and translated for your different user groups

7 Training delivery

Optimum either prepare your in-house team or deliver your training directly

8 Go-live support

Optimum provide floor walking and hypercare support during go-live period

A few more of our client success stories

“Optimum’s biggest asset was their consultants came in completely ERP and specifically AX literate so we saved a lot of time there. Actually having the knowledge that’s promised was very refreshing.”


Joe Calabrese IT supervisor

“The project was changing on a day to day basis; we had finalised the training documents and then a lot of them had to be updated, but Optimum were great at adapting to our needs very quickly.”


Mikkel Lysgaard Manufacturing AX project manager

“Optimum’s knowledge, ability and proven track record in creating successful user training programmes on AX 2012, made it a clear winner over the other companies we looked at.”


Nathan Herndon IT director

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