Customizing Oracle Fusion CRM

We have prepared a short video, which talks in detail about "Extending Oracle Fusion CRM". It covers information about the MDS Repository, Engine, Various layers where customizations can be done, how these are stored in the repository and how they are retrieved at the runtime to provide different experience to different users. Customizing Oracle Fusion … Continue reading Customizing Oracle Fusion CRM

Oracle Fusion CRM Reporting

Oracle Fusion CRM comes with a comprehensive Reporting Module, which is very easy to use, flexible, yet powerful enough to capture all your reporting needs. If you are already comfortable with Oracle's BI (OBIEE Or CRM On Demand Answers) way of creating reports, this should be very easy for you, there is basically not much … Continue reading Oracle Fusion CRM Reporting

Exporting Options In Oracle Fusion CRM

Oracle Fusion Apps provide flexible options to export your data as spreadsheets, for offline usage. Let us see how this is done in a typical Fusion CRM Screen: Step 1 : Login to Fusion CRM Step 2 : Click on "Navigator" and browse to the screen where you want to export data from Step 3 … Continue reading Exporting Options In Oracle Fusion CRM

Customer Management In Oracle Fusion CRM

Oracle Fusion CRM offers various advanced functionalities for business users, however all these can only be utilized if you have a strong Customer database. This article shows you step by step how this is done. Step 1 : Login to Fusion CRM   Step 2 : From the home page, Click on "Navigate > Sales … Continue reading Customer Management In Oracle Fusion CRM

Oracle Fusion CRM : Territory Management

Oracle Fusion CRM provides an easy to use Territory Management module, for sales teams to organize their sales regions into multiple territories, based on various criteria / Dimensions (Example : Geography, Product, Industry, Account etc.,) Once these are decided and the territories are defined, we can attach metrics to them. These are used by the … Continue reading Oracle Fusion CRM : Territory Management

Using CRM Desktop With Oracle CRM On Demand #CRMOD R19

CRM Desktop is an offline tool provided by Oracle, for accessing its CRM On Demand R19 data from Microsoft Outlook, We have been using it for quite some time and prepared a short guide on how to install / configure / use CRM Desktop for Oracle CRM On Demand, so that you can start accessing CRM … Continue reading Using CRM Desktop With Oracle CRM On Demand #CRMOD R19

Chat Using Google Talk, inside your Oracle CRM On Demand

Are you using Google Talk to talk to your customers / prospects? Are you using Oracle CRM On Demand to manage them? Tired of switching between these two systems? Don't worry, there is a very simple trick to embed Google Talk inside Oracle CRM On Demand, We prepared a short video to explain this: Chat … Continue reading Chat Using Google Talk, inside your Oracle CRM On Demand