Oracle Apps CRM

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Course Overview

Xpertised Offers Advanced and Personalized Instructor Led Online Classroom training on Oracle Apps CRM which gives you the opportunity to interact with a Oracle Apps CRM instructor and help you enhance yourself to meet the demands of the industry.

Learn from our instructors from the convenience of your home or office. Interact and learn live with trainers and other participants. Learn Administering Simple Products, Attributes and Classes, Catalogs and Categories, Component - Type Customizable Products, Constraints, Eligibility and Compatibility, Promotions, Recommendations and Multiple Product UIs., etc. You will also get an exposure to industry based real-time projects in various verticals.

Course Content

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
  • Service request type status
  • Task type, task creation and task transaction
  • Notes on task,SR
  • 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
  • Setting Up Oracle Charges
  • Setting Up Oracle Knowledge Management
  • Setting up Profile Options
  • Setting up Lookups
  • Setting up Reports and Running Concurrent Programs
  • Find out the iSupport SR in Telservices

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
  • 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
  • Preventive maintenance in respective of FS

Oracle Depot Repair

  • Overview of Using Oracle Depot Repair
  • Oracle Depot Repair Business Scenarios
  • Managing Depot Business Processes
  • Oracle Depot Repair-Specific Setup Steps
  • Link between other modules like SA,Teleservices, IB,OM and WIP

Oracle Service Contracts

  • Explain Oracle Service Contracts,
  • and key contracts phases
  • Contracts Concepts
  • Contracts Phases
  • 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

Install Base

  • Introduction of Installed Base
  • Managing search
  • Managing Item Instance in Installed base
    • Item instance detail
    • Child Item instances creation/Adding
    • Understanding relationships of Instance
    • Transferring ownership
    • View general attributes
  • Mass update transaction
  • Performing IB related task in other application WIP,Depot repair,OM
  • Open interface program
  • Tables links with Service contract, Teleservices and depot repair


  • Overview on iSupport
  • Creation/updation of SR in iSupport
  • IBU set up
  • Navigation of isupport using all transactional tabs
  • User role and responsibilities of IBU users
  • Creation of isupport user

Customer Reviews

Thanks to Xpertised and the tutor who walked me through all the topics with Practical exposure which is helping me in my current project.

Course was quite helpful in terms of understanding of concepts and practicality. Its really a very friendly environment to learn. The timing were mutually chosen, as we both are working professional. I am quite satisfied with the course.


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