Administration

D365/CRMUG Academy

Bits, Bytes, and Business – Skills for the well-rounded Dynamics CRM Administrator / Power User

Monday, October 9
8:00 AM - 5:00 PM
Location: Delta Island A located in Delta Island (Level M)

Format: Academy Course
CPE: 8
Preparation: WIFI access will be provided to Academy students while attending Academy classes.

Bits, Bytes, and Business – Skills for the well-rounded Dynamics CRM Administrator / Power User.

Round out your CRM "ninja" skills with this unique class packed with concepts and tips from a CRM technical consultant with over ten years’ experience. In the rapidly-evolving world of the modern office, communication skills, business knowledge, and superior productivity are great ways to distinguish yourself. This class covers the spectrum from business and communication skills to technical proficiency with CRM and your PC.

1.Business concepts for the CRM admin / power user
-Business Dynamics and Principles
-CRM Project Budgeting & Constraints

2.Get the edge in business communication
-The power dynamics of communication
-How to employ positive language to your advantage
-Some communication styles you'll encounter
-The fine art of asking questions
-Phrases to avoid
-Pronouns - small words with big implications
-How to share an opposing view without being annoying
-Additional tips and tricks

3.CRM technical tips and tricks
-Administration & Configuration tips
-CRM Administrator's Toolkit (spreadsheet of links / resources)
-Intro to Customization tools including Visual Studio, XrmToolkit, Visual Studio Online
-Data Migration tips (especially on-prem to Online)

4.Boost your PC Productivity
a.Ways to improve your productivity with:
-Windows
-Outlook
-OneNote
-Excel
-SnagIt
-Klok
-Web meetings
-Possibly other tools

b.How to name files in a way that eliminates confusion




Aron Fischman

Senior Consultant
xRM Edge LLC

Aron Fischman is a Senior Microsoft Dynamics 365 / CRM technical consultant with over ten years’ experience implementing, administering, and upgrading Microsoft Dynamics CRM for many clients across many industries. For five years he was a leading technical consultant at a prominent Microsoft Dynamics CRM Gold Certified Partner in New York City.

Aron is proficient in many areas of implementing and maintaining Microsoft Dynamics CRM, including business analysis, system design, system configuration, development, data integration, and support.

Along with his business acumen, passion for excellence, and top-notch communication skills, Aron's technical skills include Dynamics CRM configuration, customization, and administration, JavaScript, C#, SQL, SSRS, Scribe Insight, and Scribe Online.

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