CRM Automation and Configuration Rel 9.1

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 Active Analytics Framework to build â¿¿if-thenâ¿¿ business logic for applications. 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 Enterprise CRM.Learn to:Configure correspondence management Configure component appearance and behavior Work with Verity search in CRM Work with business object operations Automate business processes

Doelgroep cursus CRM Automation and Configuration Rel 9.1

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 9.1

De cursus CRM Automation and Configuration Rel 9.1 behandelt de volgende onderwerpen:

    • Working with Business Object Relationships
    • Working with Business Object Search and Quick Create
    • Configuring the 360-Degree View
    • Configuring Active Analytics Framework
    • Building Policies
    • Configuring Workflow
    • Configuring Business Projects
    • Using Scripts
    • Configuring Scripts
    • Sending Correspondence
    • Configuring Correspondence Management
    • Configuring Profiles
    • 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 9.1

Hieronder vind u een gedetailleerd overzicht met onderwerpen die in de cursus CRM Automation and Configuration Rel 9.1 behandeld zullen worden:

    • Working with Business Object Relationships
      • Describing Business Objects (BOs)
      • Describing the BORM
    • Working with Business Object Search and Quick Create
      • Describing Business Object (BO) Search and Quick Create
      • Using BO Search
      • Using Quick Create
    • Configuring the 360-Degree View
      • Describing the 360-Degree View
      • Configuring 360-Degree View Search Pages
      • Defining Transactions for the 360-Degree View Page
      • Configuring the Profile Group Box
      • Defining Dynamic Grids
      • Configuring the Action Tree
      • Setting Up Role-Based Presentation Options
    • Configuring Active Analytics Framework
      • Describing Active Analytics Framework
      • Describing Active Analytics Framework Setup Options
    • Building 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
      • Defining Business Rules for Correspondence Management
      • Defining Correspondence Templates
    • Configuring Profiles
      • Describing Profiles
      • Setting Up Profiles
    • Configuring Search Pages
      • Describing Configurable Search Pages
      • Configuring Basic Search Page Options
      • Configuring Advanced Search Page Options
      • Configuring Search Fields
      • Configuring Search Results Grids
    • Configuring Toolbars
      • Describing PeopleSoft CRM Toolbars
      • Setting Up Toolbar Buttons
      • Using Delivered Toolbar Buttons
      • Setting Up Toolbars
    • Configuring Display Templates
      • Describing Display Templates
      • Configuring Display Templates for Components
    • Configuring System-Level Settings for Verity Search
      • Describing Verity Search
      • Defining Thesaurus and Noisewords
      • 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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