What's New For Customizing Oracle CRM On Demand?

Oracle CRM On Demand logoBy Jeff Lumsden, Oracle CRM Product Strategy

Many customers we've spoken to have customized Oracle CRM On Demand.  These extensions can be very simple or quite complex - adding a simple link or a login to an internal document repository, pre-filling an internal document template, building a graphical hierarchy, running an interactive flash application, or anything in between.  Whatever the extension, they all have one thing in common – that extension needs to be hosted somewhere. Customers sometimes have budget challenges to pay a 3rd party or purchase servers, lack skills to manage the infrastructure themselves, or find it difficult to get on IT's radar.

In Oracle CRM On Demand Release 19, we introduced Client Side Extensions (CSE) as a new – and standard – feature.  CSE gives Oracle CRM On Demand administrators the ability to take extensions that can be executed by the end-users' browser and store them in Oracle's CRM On Demand infrastructure.  After uploading the files that comprise the extension, links are automatically generated that point a custom web applet or web tab to the extension.  CSE supports Single-Sign On, parameters, and any file type.  Uploading a CSE to the Oracle CRM On Demand infrastructure provides faster performance, inherits our world-class security, and eliminates the need to fund a separate hosting source. 

Learn more about Oracle CRM On Demand and how it can help your business at www.oracle.com/crmondemand.

Comments:

Hi,

I am currently working on creating reports in Oracle CRM. My question is, can I automatically generate reports in PDF format every month and send it automatically via email to the client.
My client is asking for this sort of automatic process of generating reports in PDF format and then mailing him.

Please advice me on this.

Thanks,
Upendra

Posted by guest on January 12, 2012 at 09:11 AM PST #

you can also contact Precision Efforts, who can provide CRM solutions including Real Time report generation using integration with OBIEE, if at all that's an option you are looking forward to. If you just require reports from within CRM and export them over to a PDF file, the process would be rather simple. You can discuss with them and see what options you have available.

Posted by guest on February 28, 2012 at 02:11 PM PST #

The extensions have really allowed us to get more out of our CMS. We have made a concentrated effort to automate more business processes and our business has seen a great deal more efficiency thanks to Oracle.

Posted by guest on July 31, 2012 at 05:10 AM PDT #

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