CRM Automation and Configuration Rel 9.1
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Description
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.…
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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
- Describing Business Object (BO) Search and Quick Create
- Using BO Search
- Using Quick Create
- 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
- Describing Active Analytics Framework
- Describing Active Analytics Framework Setup Options
- Describing Policies
- Defining Terms
- Defining Actions
- Building Policies
- Describing Workflow
- Setting Up Workflow Actions
- Setting Up Workflow Email Templates
- Describing Business Projects
- Setting Up Tasks and Phases
- Setting Up Business Projects
- Using Business Project Administrative Tools
- Describing Scripts
- Running Scripts
- Describing Script Setup
- Setting Up Supporting Building Blocks
- Setting Up Core Building Blocks
- Setting Up Scripts
- Describing Correspondence Management
- Sending Correspondence
- Defining Business Rules for Correspondence Management
- Defining Correspondence Templates
- Describing Profiles
- Setting Up Profiles
- Describing Configurable Search Pages
- Configuring Basic Search Page Options
- Configuring Advanced Search Page Options
- Configuring Search Fields
- Configuring Search Results Grids
- Describing PeopleSoft CRM Toolbars
- Setting Up Toolbar Buttons
- Using Delivered Toolbar Buttons
- Setting Up Toolbars
- Describing Display Templates
- Configuring Display Templates for Components
- Describing Verity Search
- Defining Thesaurus and Noisewords
- Defining Search Index Templates
- Configuring Search Options
- 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
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