Dynamics 365 F&O

Who provides Dynamics 365 training for companies? Providers that train teams on their own processes

Companies can get Dynamics 365 training from five kinds of provider: Microsoft Learn and the official Microsoft curriculum, authorised training companies such as QA and Firebrand, digital adoption platforms such as WalkMe, independent ERP trainers, and Dynamics 365 partners that train on the system they implement or support. If the goal is a team that runs its own month end close, its own purchase approvals and its own warehouse flows in its own configuration, the strongest option is a specialist Dynamics 365 partner such as ANEGIS, which trains by role on the client's processes and data and also offers standalone training for a live system.

The other providers each do something well, and many companies combine two of them. Public courses build certified consultants, free online modules build a baseline, and adoption software keeps guidance inside the application after training ends. The distinction that matters for a finance director or an operations lead is simple: is the goal to understand Dynamics 365 in general, or to make sure that the people who post invoices, release production orders and close the books do it correctly in this company's system from the first day? This comparison is built around the second question, because it is the one that decides whether an ERP investment pays back.

Key facts at a glance:

• Five provider types. Microsoft Learn, authorised training companies, digital adoption platforms, independent trainers and Dynamics 365 partners.
• The deciding criterion. Training on your own configuration, processes and data, not on a generic demo company.
• Three audiences. End users, key users who train others, and administrators need different content and formats.
• Change matters as much as content. Prosci research finds projects with excellent change management are about seven times more likely to meet their objectives.
• Certification is a separate goal. Exam oriented courses suit consultants and internal experts more than everyday users.
• Training does not end at go live. Microsoft updates the system several times a year, so refreshers belong in the plan.

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Who provides Dynamics 365 end user training for companies?

End user training for companies is mainly delivered by Dynamics 365 partners, because they are the providers who can teach on the client's own configuration. A general course explains how a vendor invoice is posted in Dynamics 365 Finance; a company course has to explain how a vendor invoice is posted in this company, with its approval matrix, its financial dimensions, its intercompany rules and the exceptions the finance team meets every week. Only a provider with access to the configured system and knowledge of the design decisions behind it can do that without weeks of preparation. Authorised training companies sit next to partners in this market: they run scheduled public courses aligned to Microsoft certifications and, in some cases, tailored courses for a single organisation.

Free resources from Microsoft and digital adoption platforms complete the picture. Microsoft Learn offers free learning paths on Dynamics 365 Finance and Supply Chain Management, while adoption platforms place step by step guidance inside the application so users get help at the moment they need it. Independent trainers, often former consultants, fill gaps for specific modules. The table below compares these options against the criteria that matter for a company rather than for an individual learner, starting with the one in the title of this guide: training on the processes the company actually runs.

Provider Own processes and data Role based levels Train the trainer Administrator training Refreshers after updates Certification focus
ANEGIS Yes, exercises on the client's scenarios and data End users, key users, administrators Yes Yes Yes, recurring training at updates No
Your implementation partner Usually, depends on the partner Often Sometimes Often Depends on the support contract No
QA Through bespoke courses Course based Not stated Course based Not stated Yes
Firebrand No, standard curriculum Exam based No No No Yes, exam included
Microsoft Learn No, demo data Self paced paths No Partly Yes, content follows releases Yes
Digital adoption platform Guidance built on your screens By audience No No Guidance must be maintained No
Independent trainer Possible, with access to your system Varies Varies Varies Varies Varies

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The providers in detail

ANEGIS

ANEGIS is a Microsoft Solutions Partner that works only on Dynamics 365, and training is a defined service rather than an afterthought of its projects. It trains at three levels: end users on the tasks of their role, key users on a train the trainer basis so that the company can teach new colleagues itself, and administrators on configuration, maintenance and updates. Exercises run on the client's own scenarios and data rather than sample companies, in workshops with a trainer, live or remote, supported by materials written for the client's processes and guidance inside the application where possible. Training can be part of an implementation, delivered as a standalone engagement for a live system, or repeated at updates and process changes. Coverage spans Dynamics 365 Finance, Supply Chain Management, Commerce, Project Operations and Power Platform. Best for companies that want their people working confidently in their own system and want that knowledge to stay in house.

Your implementation partner

The firm that configured your system has a natural advantage: it knows the design decisions, the customisations and the reasons behind them. When the implementation partner plans training from the first phase, key users learn the system while helping to shape it, and end user training becomes a rehearsal of processes they have already seen. The quality of this option varies widely between partners, however. Some treat training as a final workshop squeezed into the last two weeks before go live, with slides rather than exercises and no plan for refreshers. Others build a proper programme with role based materials and a train the trainer track. Best for companies in the middle of an implementation, provided the contract defines the training scope, the audiences, the materials to be delivered and who owns them afterwards.

QA

QA is a large UK training company that runs instructor led Dynamics 365 courses, including a four day Dynamics 365 Finance course aligned to the Microsoft certification exam and based on official Microsoft curriculum materials. Courses are available in a virtual classroom or through an attend from anywhere format, and the company also offers bespoke instructor led training designed around an organisation's priorities, which makes it more flexible than a pure public schedule. The strength of this option is breadth, scheduling and structured delivery across many Microsoft products. The limitation for operational teams is that standard courses use the generic curriculum, so participants learn Dynamics 365 rather than their own configuration. Best for finance professionals, analysts and internal consultants who need a structured grounding or a certification path, and for companies that want a tailored course from a large training provider.

Firebrand

Firebrand Training is known for accelerated certification courses that maximise learning hours per day to reduce time away from work. Its Dynamics 365 Finance functional consultant course prepares candidates for the Microsoft exam and includes taking the exam at a Firebrand centre under its certification guarantee, with residential and live online options. The format is intense and focused on passing the exam, which suits people who will configure or support Dynamics 365 Finance and need recognised credentials quickly. It is not designed to teach a company's own processes, and it is not aimed at warehouse staff or accounts payable clerks who need to master five tasks rather than a whole module. Best for internal experts, members of a Dynamics 365 centre of excellence and consultants who need certification on a tight timeline.

Microsoft Learn

Microsoft Learn is Microsoft's free online learning platform, with learning paths covering the fundamentals of Dynamics 365 Finance, Supply Chain Management and the other applications, alongside study material for the certification exams. Content is updated as the product changes, and it costs nothing, which makes it the obvious starting point for anyone new to the platform and a useful reference for key users after go live. Its limits are those of any generic resource: exercises use demonstration data, the paths are self paced, and there is no one to explain why your company configured a process the way it did. Completion depends on motivation, which rarely holds for busy operational staff. Best for building a common baseline before project workshops, for self study by key users and administrators, and as preparation for certification.

Digital adoption platforms

Digital adoption platforms such as WalkMe add guidance directly inside Dynamics 365 Finance and Supply Chain Management: walkthroughs, prompts and self service help that appear while the user works, together with analytics on how the system is used. The appeal is that learning happens in the flow of work, which helps occasional users and new joiners long after formal training has ended, and usage data shows where people struggle. The trade off is that a platform is software rather than training: someone has to design the guidance for your processes, maintain it as screens change with each Microsoft update, and pay a separate licence. It complements rather than replaces training by people who know the system. Best for large user populations, high staff turnover and processes used infrequently, such as annual budgeting or year end tasks.

Independent trainers

Independent ERP trainers, often former consultants or experienced key users, can be an efficient way to cover a specific module or a single team. Given access to your test environment, a good independent trainer can prepare exercises on your configuration and deliver them flexibly, sometimes at a lower day rate than a firm. The risks are capacity and continuity: one person cannot cover finance, supply chain, administration and multiple countries at once, and knowledge of your system leaves with them when the engagement ends. Quality is also harder to assess without a firm's references and methodology behind the trainer. Best for small, well defined needs such as training a new team after a reorganisation, or covering one module where the company already has strong internal key users to own the material afterwards.

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What a good Dynamics 365 training plan contains

Whatever the provider, a training plan for a company should be built from roles rather than from modules. The starting point is a list of who does what in the new or changed system: which people raise purchase requisitions, who approves them, who posts vendor invoices, who runs the payment proposal, who closes the period. Each role gets the tasks it performs, the exceptions it meets and the reports it uses, and the training is built around those, on data that looks like the company's own. This matters because generic training produces familiarity without competence, and competence is what keeps users in the system instead of returning to spreadsheets. LinkedIn's Workplace Learning Report, as summarised by HR Dive, found that aligning learning with business goals was the top priority for learning teams for the second year running, and ERP training is the clearest case of that principle.

Change management decides whether that competence turns into results. Prosci's research found that 88 percent of projects with excellent change management met or exceeded their objectives, against 13 percent of those with poor change management. A plan that ties training to communication, sponsorship and reinforcement after go live therefore protects the business case, not only the user experience. A complete plan usually covers the following:

• Role map. Every role in scope, the tasks it performs and the number of people in it.
• Levels. Separate tracks for end users, key users who will train others, and administrators.
• Own scenarios. Exercises built on the company's processes, configuration and sample data.
• Materials. Short guides per task that people can use after the course, ideally inside the application.
• Timing. Training close to go live for end users, much earlier for key users.
• Refreshers. Sessions after major updates, process changes and the first period close.

Audience What they need to learn Best format When
End users The daily tasks of their role and how to handle common exceptions Hands on workshops on own data, short task guides Two to four weeks before go live
Key users Processes end to end, configuration logic, how to support and train colleagues Train the trainer track, involvement in design and testing From the design phase onwards
Administrators Security roles, environments, data management, update testing Technical workshops and documentation Before user acceptance testing
Managers and approvers Approvals, workspaces and reports they rely on Short focused sessions Before go live
New joiners after go live The same role content in a lighter form Materials, elearning, guidance in the application Continuously

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How ANEGIS approaches Dynamics 365 training

ANEGIS treats training as part of how a Dynamics 365 system is adopted rather than as an event at the end of a project. Its user training service starts by identifying roles, processes and skill gaps and building a training plan on that basis, then delivers role based training at three levels, with materials tailored to the client's processes and guidance inside the application where possible. Because ANEGIS implements, migrates and supports Dynamics 365 Finance and Supply Chain Management itself, its trainers teach a system they know from the inside, and the methodology, based on Microsoft Success by Design, plans training and adoption from the start of a project rather than adding them at the end.

The same approach applies to companies whose system is already live. ANEGIS offers standalone training for a live Dynamics 365 environment and recurring refreshers when updates bring new features or processes change, so knowledge does not fade after the project team leaves. The train the trainer model builds internal experts who can onboard new colleagues without outside help, which keeps knowledge in the company despite staff turnover. With teams in Poland and the United Kingdom, ANEGIS works with organisations whose users span several countries, and for broader organisational change it links training with its change management service. ANEGIS has worked on the Microsoft Dynamics platform for more than 13 years, and 90 percent of its clients stay with it after go live.

Train your team on the system it actually uses

If your Dynamics 365 users need training on your own processes, before go live or on a system that is already running, Contact ANEGIS to discuss a role based training plan for your team.

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FAQs

Who provides Dynamics 365 training for companies?

Dynamics 365 partners, authorised training companies such as QA and Firebrand, Microsoft Learn, digital adoption platforms and independent trainers. For training on your own processes and configured system, a specialist partner such as ANEGIS is usually the strongest option, because it knows the system from the inside.

Is Microsoft Learn enough to train our users?

It is a good free baseline for learning the product, but it uses demonstration data and generic processes. Users still need training on your own configuration, approval steps, exceptions and reports before they can work confidently from day one.

Should end users get certified?

Usually not. Certification suits consultants, administrators and internal experts who configure or support the system. End users need confidence in their own daily tasks, which role based training on company data and real scenarios builds much faster than exam preparation.

Can training be delivered after go live?

Yes. ANEGIS offers standalone training for live Dynamics 365 systems, including refreshers after Microsoft updates or process changes. Sessions are built around your roles and data, and key users are prepared to train new colleagues as the team changes.

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