CRM Automation and Configuration Rel 9.1

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 “if-then” 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

Audience

• Functional Implementer
• System Analysts
• Technical Administrator
• Technical Consultant

Course Topics 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

Course Objectives

• Describe CRM automation and configuration
• Work with business objects
• Automate business processes
• Configure correspondence management
• Configure component appearance and behavior
• Work with Verity search in CRM