Dynamics 365 & Power Platform Training

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Training & Enablement

Teams that use Dynamics 365 with confidence

A CRM only pays off when people use it well. Our training is built on your own system and processes, so your team learns the exact screens and steps they’ll use on Monday morning.

Your own systemNot generic demos
Role-basedUsers, managers, admins
Online or on-siteRecorded for later

Training by role

Everyone learns what they need, nothing they don’t.

End users

Sales, service and marketing teams learn to work with records, activities, views and dashboards in their daily routine.

  • Daily workflows step by step
  • Quick-reference guides

Managers

Pipeline and queue management, reporting and coaching your team with CRM data.

  • Dashboards and views
  • Team performance insights

Administrators

Users, security roles, business units, environments and day-to-day system administration.

  • Security and access
  • Everyday configuration

Formats that fit your team

Live online

Small-group sessions, recorded for later reference.

On-site workshops

For go-live weeks and larger teams.

Train the trainer

Prepare internal champions to support colleagues.

Guides and videos

Short materials tailored to your system.

Our process

How we plan training

Built around your system, your roles and your go-live date.

1

Review

We study your configuration and processes.

2

Plan

A programme per role, sized to your team.

3

Prepare

Exercises and guides on your own data.

4

Deliver

Online or on-site sessions, recorded.

5

Follow up

Office hours for real questions after go-live.

Frequently asked questions

Do you train on systems you didn’t build?

Yes. We review your configuration first so the training reflects your actual setup.

How long is a typical training programme?

End-user training is usually a few short sessions per role. Administrator training runs over several sessions with practice in between. We size it to your team and goals.

Can training be combined with an implementation?

Yes. Training is part of every Simetrix implementation, and we also run standalone programmes for existing systems.

Get your team confident with Dynamics 365

Tell us who needs training and what they struggle with. We’ll propose a programme in a free 30-minute call.

Book a free consultation