xRM Technology Center
We are a Microsoft Certified Training Center that provides a unique and accelerated training style.
Our brand new state of the art xRM training facility is located in the Irvine Spectrum. It is conveniently located where the 405 and 5 freeways intersect in Irvine and is also near the John Wayne Airport (SNA).
Click here for driving directions, hotels, restaurants, and entertainment close to our facility:
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Our address us:
9930 Irvine Center Drive
Irvine, CA 92618
Tel: (949) 713-6000
CRM/xRM 101
xRM has introduced a CRM/xRM 101 training course to rapidly educate prospects and customers on the Microsoft Dynamics CRM/xRM capabilities and platform. The standard course is an intensive, hands on, two week training. Attendees will be provided with live POC environments and are expected to master the following skills during the two week course:
- Configuring Business Units
- Configuring Security
- Configuring Users and Teams
- Configuring Organizational Settings
- Customization Overview
- Customizing Forms and Views
- Customizing Entities and Attributes
- Customizing Relationships and Mappings
- Renaming Entities and Translating Customizations
- Introduction to Advanced Customizations
- Modifying Reports
The environments provided to each student will be made available for an additional 30 days following the class. Additionally, the work completed can be backed up and restored when ready
The course serves as a great accelerator for prospects who are considering implementing a Microsoft Dynamics CRM solution and/or customers who have already purchased Microsoft Dynamics CRM.
We provide guidance and insight on what prospective CRM users should be asking before purchasing and what customers that have already purchased CRM should be doing in order to ensure a successful deployment.
- What is the Microsoft power of choice and how should I leverage it to mitigate pain and risk for my business?
- Essentials in creating a CRM strategy for your business.
- The importance of the workflow engine and how to use it to automate your business.
- Tracking KPI's and showing the CRM ROI.
- What is xRM and why is it important?
- Migration techniques from other CRM solutions or contact managers to Dynamics CRM.
Whether you are planning to deploy Microsoft Dynamics CRM on your own or you plan to enlist the services of Microsoft CRM Partner, the course is invaluable.
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