Wizards help start the xRM1 Business Solutions

The Wizards can be started directly via the ribbon bar (CRM=>Settings=>xRM1 License types)

Activation Wizard

For potential customers

Potential customers can choose which xRM1 solution(s) they want to evaluate. Then, the Wizard displays the exact corresponding functions. Several solutions can be evaluated simultaneously.

For customers

With the help of the Wizard, you can automatically upload and configure your license for your purchased xRM1 Business Solutions.

Configuration assistance

Presetting basic settings

With help of the Wizards, you can set basic settings for your xRM1 Business Solutions such as presetting number values. We recommend presettings if you want to quickly start a productive xRM1 Business Solution or are activating a trial. More...

Creating important basic information

With the help of the Wizards, you can create and set basic information. For example, basic information such as standard units, unit groups, services, product services assignments (etc.), each one in reference to the xRM1 business solutions. More...