Oracle - Siebel 8.1.x CRM Desktop for Microsoft Outlook

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Beschreibung

Oracle - Siebel 8.1.x CRM Desktop for Microsoft Outlook: Teilnehmerkreis Technischer Berater Kursziele 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 ..
Gerichtet an: Teilnehmerkreis Technischer Berater Kursziele 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

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Häufig gestellte Fragen

· Voraussetzungen

Erforderliche Vorkenntnisse: Siebel 8.1.x Tools

Themenkreis

KURSZIEL
Oracle - Siebel 8.1.x CRM Desktop for Microsoft Outlook: Teilnehmerkreis
  • Technischer Berater
Kursziele
  • 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


ZIELGRUPPE
Teilnehmerkreis
  • Technischer Berater
Kursziele
  • 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


KURSINHALT
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
Kursthemen
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


VORRAUSSETZUNG
Erforderliche Vorkenntnisse:
  • Siebel 8.1.x Tools

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