Siebel 8.1.x CRM Desktop for Microsoft Outlook

Siebel CRM Desktop for Outlook is an integration that exposes Siebel data in Microsoft Outlook, allowing users to examine and manipulate Siebel data using Microsoft Outlook. The Siebel 8.1.x CRM Desktop for Outlook course describes CRM Desktop functionality and architecture when integrated with Microsoft Outlook, then describes how to install and configure a CRM Desktop for Outlook deployment. Finally, the course describes how to customize CRM Desktop for Outlook to support a company’s business requirements.

Students modify CRM Desktop metadata files to customize the user interface, add fields, business components, and business objects, and implement complex controls such as picklists and multi-value groups. The final lesson in the course describes common troubleshooting techniques.

Learn To:

• Use CRM Desktop for Microsoft Outlook as an end user
• Describe CRM Desktop for Microsoft Outlook architecture and how it communicates with a Siebel Enterprise
• Install and configure CRM Desktop for Microsoft Outlook
• Customize CRM Desktop for Microsoft Outlook to support additional fields, business components, business objects, and controls

A 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.

Audience

• Functional Implementer
• Support Engineer
• System Integrator
• Technical Administrator
• Technical Consultant

Course Topics Introducing Siebel CRM Desktop for Microsoft Outlook

• Identify the Business Challenges that Siebel CRM Desktop for Microsoft Outlook Addresses
• Use Siebel CRM Desktop for Microsoft Outlook as an End User

Siebel CRM Desktop Architecture

• Describe the Siebel CRM Desktop for Microsoft Outlook Architecture

Installing Siebel CRM Desktop for Microsoft Outlook

• Configure a Siebel Enterprise to Support CRM Desktop
• Install and Configure Siebel CRM Desktop for Microsoft Outlook
• Perform the Initial Data Extraction for a User

Synchronization and Data Flow

• Describe where Siebel CRM Desktop for Microsoft Outlook Data is Stored
• Describe an Initial Synchronization
• Describe an Incremental Synchronization

Modifying Siebel CRM Desktop for Microsoft Outlook Behavior

• Customize Elements in the CRM Desktop Client User Interface
• Modify Siebel CRM Desktop for Microsoft Outlook Metadata Files

Adding Fields

• Expose a New Field from an Already-Included Siebel Business Component to the CRM Desktop Client

Adding Child Fields

• Describe Association Objects
• Expose a New Field from a Child Business Component in the CRM Desktop Client

Adding Picklists

• Add a Static Picklist to a CRM Desktop Client Form
• Add a Hierarchical Picklist to a CRM Desktop Client Form

Adding Business Components

• Make a New Child Business Component Available in the CRM Desktop Client

Adding Business Objects

• Add a New Business Object to Siebel CRM Desktop for Microsoft Outlook

Controls, Toolbars, and Forms

• Describe the Files Involved in Supporting a Form
• Create a New Form

Adding Multi-Value Groups

• Add a Multi-Value Group to a CRM Desktop Client form

Troubleshooting

• Describe Troubleshooting Techniques
• Describe Commonly-Encountered CRM Desktop Client Issues and their Resolutions

Course Objectives

• Install and Configure Siebel CRM Desktop for Microsoft Outlook
• Describe Synchronization
• Customize the look of Siebel data in the Microsoft Outlook User Interface
• Expose new Siebel data and controls in Microsoft Outlook
• Troubleshoot Siebel CRM Desktop for Microsoft Outlook
• Describe the Siebel CRM Desktop for Microsoft Outlook architecture