Consulting Skills

Consultant Skills Training | D365 Finance Academy
Consultant Skills Training

Think Like a Consultant.
Deliver Like One.

Technical knowledge alone doesn’t make a great ERP consultant. This programme trains the real-world skills that win client trust and drive successful implementations.

What You’ll Learn

The Consulting Toolkit

Go beyond product knowledge. Master the methodology, communication frameworks, and delivery skills that separate good consultants from exceptional ones.

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Requirements Gathering

Learn how to run structured discovery workshops, ask the right questions, document business requirements, and map them to D365 Finance capabilities without over-scoping.

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Functional Design Documents

Master the art of writing clear, professional FDDs the backbone of every ERP implementation. Understand what to include, how to structure them, and how to get sign-off.

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User Acceptance Testing (UAT)

Design UAT scripts, facilitate testing sessions with end users, manage defect logs, and guide clients from testing to go-live with confidence.

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Workshop Facilitation

Run engaging, structured business process workshops. Keep stakeholders aligned, manage difficult conversations, and deliver outcomes not just meetings.

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Solution Design

Translate business requirements into D365 Finance configurations. Understand fit-gap analysis, design decisions, and how to document the “why” behind your solution.

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Project Methodology

Understand Microsoft’s Sure Step, Agile, and hybrid delivery approaches. Learn how D365 projects are structured, governed, and delivered in the real world.

The Process

How the Training Works

We don’t just teach theory. We replicate the pressure and expectations of a live D365 project environment.

01

Concept Introduction

Each consulting skill is introduced with real project context when it’s used, why it matters, and what goes wrong when it’s done poorly.

02

Practical Exercises

Work through hands-on exercises using real-world D365 Finance scenarios write an FDD, run a mock workshop, create a UAT script.

03

Feedback & Review

Submit your work for review and receive structured feedback from an experienced consultant. Build the skills that can’t be tested in multiple choice.

Add Consulting Skills
to Your Bootcamp

This training is included in the Bootcamp + Mentorship plan or available as a standalone add-on.