PeopleSoft - Course Details

CRMFR91 CRM Fundamentals Rel 9.1

PeopleSoft Course Description:
The largest portion of the course is devoted to PeopleSoft Enterprise CRM concepts that you will use often. You'll learn how to work with customers, contacts, and workers. You'll learn how to create and manage products and track installed products. You will also work with CRM worklists and manual notifications so you and your team can keep up-to-date on completed tasks and those still waiting to be done. When you complete this course, you will have a good understanding of concepts that are important to much of PeopleSoft Enterprise CRM.
PeopleSoft Course Duration:
2 Days Training
PeopleSoft Course Target Audience:
End Users,Functional Implementer,Portal Developer
PeopleSoft Course Prerequisite:
None
Course Content:
Business Process Overview
  • Describing PeopleSoft Enterprise CRM Common Components
  • Describing Customer Management
  • Describing Workforce Management
  • Describing Product Management
  • Describing Common Features
Getting Started With CRM
  • Describing Sign-in Security Access
  • Signing In to PeopleSoft Applications
  • Explaining the Features of PeopleSoft Pure Internet Architecture
  • Using Navigational Aids to Maximize Efficiency
  • Describing Elements of Components
  • Describing Search Pages
  • Describing Methods for Efficient Searching
Viewing and Modifying Data
  • Describing Effective Dating
  • Describing Action Types
Describing Data in Tables
  • Describing Types of Tables
  • Describing Processing and Default Tables
  • Describing Translate Tables
  • Describing Transaction and Control Tables
Defining Business Units, SetIDs, and Tableset Controls
  • Describing the Association of Tables With Business Units and SetIDs
  • Setting Up Values in a Control Table
  • Developing Tableset Sharing Architecture
Working With the Customer Data Model
  • Describing the Customer Data Model
Managing Customers
  • Setting Up Control Values for Customers
  • Setting Up Companies
  • Setting Up Contact Information
  • Setting Up Persons
  • Setting Up Sites
  • Using Quick Create
 
Managing Workers in Customer-Facing Applications
  • Describing Workers
  • Setting Up Definitional Data for Workers
  • Creating Workers
  • Defining Worker Information
  • Describing Employee-Facing Applications
Working with the 360-Degree View and the Relationship Viewer
  • Using the 360-Degree View
  • Viewing and Maintaining Relationships
Managing Contacts and Tasks
  • Describing Contact Management
  • Managing Contacts and Tasks
  • Setting Up Task Management
Managing Worklists and Notifications
  • Managing PeopleSoft Enterprise CRM Worklists
  • Setting Up and Using Manual Notifications
Managing Product Definitions
  • Describing Products
  • Setting Up Control Tables for Products
  • Setting Up Product Definitions
  • Setting Up Product Packages
Managing Installed Products
  • Describing Installed Products
  • Setting Up Installed Product Tracking
  • Tracking Installed Products
Evaluating Integration, Automation, and Configuration Options
  • Describing PeopleSoft Enterprise CRM Integrations
  • Describing PeopleSoft Enterprise CRM Configuration Tools