Clearpath CRM

Training That Sticks.
Not Slides Nobody Reads.

Most CRM training is a one-day event. By Friday, 80% of it is forgotten. We build training around your team's actual roles, real data, and real workflows, then we follow up.

Why Most CRM Training Doesn't Work

Generic content

Off-the-shelf training uses demo data and fictional scenarios. Your team can't relate it to their actual job.

No follow-up

A one-day session with no reinforcement produces a 70% knowledge drop within a week (Ebbinghaus Forgetting Curve, 1885).

Wrong audience

Training everyone the same way ignores that a sales rep and an ops manager need completely different things from the same system.

How We Train Differently

Role-based

Built around what each team member actually does in Dynamics 365

Real data

Trained on your live environment, not a generic demo

Embedded in workflow

Every scenario mirrors a real task your team faces daily

Followed up

30-day check-in to reinforce learning and catch regression

How Training Is Delivered

On-site workshops

We come to you. Full or half day. Maximum 12 participants per session.

Remote sessions

Live, interactive, screen-share led. Recorded for reference. No limit on participants.

Train the trainer

We train your internal champion to deliver ongoing adoption support.

Training Questions, Answered

Book a Training Needs Assessment

Tell us who needs training, what they use Dynamics 365 for, and what's not working. We'll scope a training plan that actually produces lasting change.

Written and maintained by Martin Prosser, Microsoft Dynamics 365 specialist with over a decade of hands-on experience. Last reviewed: February 2026.