Oracle APPS CRM Functional


Oracle APPS CRM Functional Online Training Course Details

Oracle APPS CRM Functional

Overview of the CRM Application Foundation

  • Oracle Customer Relationship Management (CRM)
  • CRM Application Foundation
  • Overview of CRM Application Foundation integration
  • points with other applications
  • How the CRM Application Foundation Modules are used
  • List the step-by-step implementation flows
  • for implementing of following Foundations Modules
  • CRM Application Foundation – Resource Manager
  • CRM Application Foundation – Assignment Manager
  • CRM Application Foundation – Calendars
  • CRM Application Foundation – Notes
  • CRM Application Foundation – Territory Manager
  • CRM Application Foundation – Task Manager
  • CRM Application Foundation – Business Rule Monitor
  • CRM Application Foundation – Escalation Manager
  • CRM Application Foundation – 1-1fullfillment
  • CRM Application Foundation – Interaction History
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs

Oracle Tele Service

  • Overview of Customer support and service processes
  • Overview of Service Request to Resolution process
  • Set up Oracle Integrations
  • Set up Oracle Tele Service
  • Set up Oracle Knowledge Management
  • Setting Up Oracle Service Requests
  • Setting Up Oracle Customer Care
  • Set up Oracle Install Base
  • Set up Counters
  • Setting Up Oracle Charges
  • Setting Up Oracle Knowledge Management
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs

Oracle Field Service

  • Understanding Field Service
  • Using Field Service Dispatch Center
  • Using Debrief
  • Using Spares Logistics
  • Using the Planner’s Desktop
  • Loop Planning, Notifications and Reporting Hierarchy
  • Configuring Field Service Portal
  • Using Field Service Portal
  • Mandatory and Conditional Dependencies
  • Field Service Application Implementation Tasks
  • Spares Management Implementation Tasks
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs

Oracle Depot Repair

  • Overview of Using Oracle Depot Repair
  • Oracle Depot Repair Business Scenarios
  • Managing Depot Business Processes
  • Oracle Depot Repair-Specific Setup Steps
  • Setting Up Charges for Oracle Depot Repair
  • Defining Billing Type Codes
  • Defining Service Activities and Billing Types
  • Defining Service Business Processes
  • Defining Install Base Transaction Sub Types
  • Setting Up Time and Material Labor Schedules
  • Setting Up Repair Types
  • Setting Up Service Request Types for Depot Repair
  • Setting Up Depot Repair Reason Codes
  • Setting Up Customer Profile
  • Setting Up Diagnostic Codes in Oracle Depot Repair
  • Setting Up Service Codes in Oracle Depot Repair
  • Setting Up Oracle Depot Repair Profile Options
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs

Oracle Sales

  • Home Page
  • Dependencies
  • Overview of Lead to Order Process
  • Overview of Telesales and Sales Online
  • Locations and Organizations
  • Currencies and Calendars
  • Customers
  • Employees, Users and Resources
  • CRM Application Foundation – Notes, Tasks & Calendars
  • CRM Application Foundation – Territory Management
  • Lead Management
  • Opportunity Management
  • Forecasting
  • Sales Contracts
  • Sales Offline
  • Marketing Online Campaign Management
  • Oracle Sales Flow : Sales Campaigns
  • Oracle Sales Flow : Capture/Convert Leads
  • Oracle Sales Flow : Manage Opportunities
  • Oracle Sales Flow : Create Forecast
  • Oracle Sales Flow : Prepare Proposal
  • Oracle Sales Flow : Prepare Quote
  • Oracle Sales Flow : Place Order
  • Oracle Sales Flow : Close Opportunity
  • Oracle Sales Flow : Submit Forecast
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs
  • Oracle Contracts
  • Explain Oracle Contracts Core, Oracle Service Contracts, and key contracts phases
  • Contracts Concepts
  • Contracts Phases
  • Overview of Contracts Core
  • Overview of Service Contracts
  • Overview of Service Contracts Management and
  • Oracle Service Contracts
  • Setups for Oracle Service Contracts
  • Define Parties, Roles, Sources, and Access to Contracts
  • Miscellaneous Setups
  • Setting up Coverage Templates and Subscription Templates.
  • Setting up Items
  • Setting up Service Billing and Billing Profiles
  • Setting up Statuses and Operations
  • Setting up Global Contracts Defaults
  • Setting up Contracts Terms and Contract Templates
  • Setting up Events and Renewals
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs

Topics Covered During Session

  • Overview of Oracle E-Business Suit process
  • ORACLE AIM (Application Implementation Methodology)
  • Overview of Documentations in Real-time Projects
  • Roles of Oracle Functional Consultant