CRM Automation and Configuration Rel 9

Doelgroep | Voorkennis | Doel | Onderwerpen | Data & prijzen | Aanmelden
Deze PlusPartner cursus hebben we niet meer in ons assortiment maar nog wel andere cursussen, bijvoorbeeld:Meer informatie? Klik hier!

In this course, participants learn when and how to use CRM automation and configuration capabilities. The course also identifies the benefits of using configuration instead of or in addition to customizations created using PeopleTools. Participants learn what automation and configuration tools are available and how they are used in different applications. The course provides ample opportunities for students to practice using these tools to meet an organization′s business needs.By taking this course, participants gain a solid understanding of how they can automate the business processes of their organization. They also learn how to utilize various configuration tools provided by the system. For example, they will understand how to modify the appearance of display template-enabled components and pages, as well as learn how to take advantage of the flexibility afforded by the extensible nature of the CRM customer data model. By the end of the course, participants will have had the opportunity to learn how their organization can take advantage of the built-in configuration and automation tools provided in PeopleSoft CRM.Learn To:Configure component appearance and behavior Configure correspondence management Automate business processes Configure CRM Verity search Configure business object operationsA Live Virtual Class (LVC) is exclusively for registered students; unregistered individuals may not view an LVC at any time. Registered students must view the class from the country listed in the registration form. Unauthorized recording, copying, or transmission of LVC content may not be made.

Doelgroep cursus CRM Automation and Configuration Rel 9

Functional Implementer

Voorkennis

Wij adviseren onderstaande voorkennis:

  • Familiarity with using set up options and pages in PeopleSoft CRM

Doel

  • Describe CRM automation and configuration

Onderwerpen cursus CRM Automation and Configuration Rel 9

De cursus CRM Automation and Configuration Rel 9 behandelt de volgende onderwerpen:

    • Technology Overview
    • Configuring Business Object Relationships
    • Configuring Business Object Search and Quick Create
    • Configuring the 360-Degree View
    • Configuring Active Analytics Framework (AAF)
    • Building AAF Policies
    • Configuring Workflow
    • Configuring Business Projects
    • Using Scripts
    • Configuring Scripts
    • Sending Correspondence
    • Configuring Correspondence Management
    • Setting Up Templates
    • Configuring Profiles and Attributes
    • Configuring Search Pages
    • Configuring Toolbars
    • Configuring Display Templates
    • Configuring System-Level Settings for Verity Search
    • Building Search Collections

    Klik hier voor een gedetailleerde onderwerpenlijst

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Gedetailleerde onderwerpenlijst cursus CRM Automation and Configuration Rel 9

Hieronder vind u een gedetailleerd overzicht met onderwerpen die in de cursus CRM Automation and Configuration Rel 9 behandeld zullen worden:

    • Technology Overview
      • Describing Configuration Principles
      • Describing Configuration Options
    • Configuring Business Object Relationships
      • Describing the Business Object Relationship Model (BORM)
      • Describing System Data in the BORM
      • Setting up Business Object Roles and Relationships
      • Setting up the Relationship Viewer
    • Configuring Business Object Search and Quick Create
      • Describing the Business Object Search and Quick Create Process
      • Setting Up and Using Business Object Search
      • Setting Up and Using Quick Create
    • Configuring the 360-Degree View
      • Describing the 360-Degree View
      • Setting Up the 360-Degree View Search Page
      • Configuring Actions, Action Categories and Transaction Groups
      • Setting Up the Profile Group Box
      • Defining Dynamic Grids
      • Setting Up the Action Tree
      • Setting Up Role-Based Presentation Options
    • Configuring Active Analytics Framework (AAF)
      • Describing Active Analytics Framework Setup Options
    • Building AAF Policies
      • Describing Policies
      • Defining Terms
      • Defining Actions
      • Building Policies
    • Configuring Workflow
      • Describing Workflow
      • Setting Up Workflow Actions
      • Setting Up Workflow Email Templates
    • Configuring Business Projects
      • Describing Business Projects
      • Setting Up Tasks and Phases
      • Setting Up Business Projects
      • Using Business Project Administrative Tools
    • Using Scripts
      • Describing Scripts
      • Running Scripts
    • Configuring Scripts
      • Describing Script Setup
      • Setting Up Supporting Building Blocks
      • Setting Up Core Building Blocks
      • Setting Up Scripts
    • Sending Correspondence
      • Describing Correspondence Management
      • Sending Correspondence
    • Configuring Correspondence Management
      • Describing Correspondence Management Installation
      • Defining Business Rules for Correspondence Management
    • Setting Up Templates
      • Describing Correspondence Templates
      • Setting Up Terms, Term Groups, and Subtemplates
      • Setting Up and Validating Template Definitions and Files
      • Setting Up Template Packages
    • Configuring Profiles and Attributes
      • Describing and Setting up Profiles
      • Describing and Setting up Attributes
      • Associating Attributes with Components
    • Configuring Search Pages
      • Describing Configurable Search Pages
      • Configuring Basic Search Page Options
      • Configuring Advanced Search Page Options
      • Configuring Search Fields
      • Configuring Results Fields
    • Configuring Toolbars
      • Describing PeopleSoft CRM Toolbars
      • Setting Up Toolbar Buttons
      • Using Delivered Toolbar Buttons
      • Setting Up Toolbars
    • Configuring Display Templates
      • Describing Display Template Architecture
      • Display Template Families
      • Elements of Display Templates
    • Configuring System-Level Settings for Verity Search
      • Describing Verity Search
      • Defining Thesaurus and Noise Words
      • Defining Search Index Templates
      • Configuring Search Options
    • Building Search Collections
      • Describing Search Collections
      • Building Search Collections

Getoonde informatie onder voorbehoud, genoemde prijzen zijn exclusief BTW.

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