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Daily CX updates for the Oracle EMEA CX partner community

Oracle CRM On Demand Release 27 Is Generally Available

Richard Lefebvre
CX Partners programs Director

Oracle is
pleased to announce that Oracle CRM On Demand Release 27 is Generally Available
as of October 24, 2014.


Some of the features and enhancements in Oracle CRM On Demand Release 27
include:

  • Modernized Calendar with a new look and feel and the first in a series of
    usability improvements such as a new top-level section to view and
    navigate to multi-day
    appointments
    , tooltips to view the subject of an
    appointment, and new day/week/month
    buttons
    for quickly switching between different views of
    your calendar. 
  • Even
    more enhancements in User
    Interface and Usability
    with interactive image fields
    with five star or stop light graphics to display information in a rapidly
    understandable format. Concatenated
    fields
    allow you to combine multiple fields into one for
    more flexible layout options and better use of real estate on the page –
    all while maintaining favorite features such as inline edit, field
    validation, required fields and more. Additionally, we have improved the
    Global Header management capabilities so that users can define more icons
    and applets to be displayed using a set of icons available in Oracle CRM
    On Demand for quicker user access without having to open the Action Bar.
  • Maps and Proximity Search is an exciting new feature that enables you to plan
    your trip by finding other Contacts or Accounts within a radius of the
    Contact or Account you are going to see. The proximity search
    can be based on everyone within a certain radius or based on a custom list
    of high-value customers. 
  • Analytics has
    been improved with more subject areas such as Order and Event. We’ve also
    added a new Report
    Execution API
    that allows you to run a report at a time of
    your choosing and retrieve that generated report to distribute to sales
    management. 
  • A
    new integration option, RESTful
    APIs
    , allows you quickly retrieve record details as well
    as create, update and delete records. The RESTful API is an addition to
    our existing APIs; it allows for much more rapid development and it serves
    as a great tool for extending UI customizations. We have added Web Services v2.0
    coverage for exposing more child relationships to Campaign, Household,
    Contact, and Portfolio.
  • Enhanced
    our vertical
    offerings
    by enhancing the Household and Portfolio record
    types for Financial Services and adding features like allocation filtering
    on Sample Request Items and contact
    state license validation
    for Life Sciences.
  • Control of context sensitive lists enable you to determine precisely what filters are
    available in Lookup Windows for your users.  A popular feature with
    our customers that use Service Requests is the ability to associate an Address
    to a Service Request
    . Automatically assigned based on the
    Account or Contact the Service Request is for, it is now possible to track
    the actual location at which the service was completed. Additionally, you
    now have the option to export
    Attachments for specific Record types
    as well as the
    ability to export
    Attachment details
    without exporting the actual attachment
    via the Data Export Assistant to help you with managing your attachments
    in the most efficient way possible.



For additional details on the new features in Oracle CRM On Demand Release 27,
please review the Transfer of Information (TOI) recordings available on My Oracle Support (support.oracle.com).


Over the next few releases, some of the more exciting enhancements that are
planned include the following:

  • Recurring
    meetings
  • iCalendar
    and vCard support to allow you to transfer your Oracle CRM On Demand
    Calendar Appointments and Contacts to any iCalendar and vCard supported
    applications
  • Custom
    Tooltips for Fields and Buttons so you can provide help, tips and
    guidelines
  • Continued
    investments in Maps and Proximity search for Route Planning
  • Many
    features in RESTful APIs, JavaScript APIs to provide even more flexibility
    for your integrations
  • Personalized
    Detail Pages so that users can hide fields they don’t use, while allowing
    administrators to manage far fewer page layouts
  • Display
    Events in Calendar as a different color so users can see all scheduled
    activities in one place
  • Drag
    and drop in the calendar for quick and easy rescheduling

As a
reminder, we have various resources to help customers and partners maximize the
value of Oracle CRM On Demand. Below are some of them:

  • Oracle Cloud Marketplace,
    where customers can browse and review partner applications that enhance
    Oracle CRM On Demand
  • Customer
    Advisory Boards, which consist of industry-leading customers where Oracle
    engages directly with our customers, and provides them an opportunity to
    influence our future strategy and roadmap
  • TheOracle
    CRM On Demand User Group
    , which is managed fully by customers, whose
    mandate is to work with Oracle Product Management and help influence our
    product strategy
  • Communitieson My Oracle Support, which you can use to collaborate with peers and
    Oracle CRM On Demand experts
Oracle
CRM On Demand is a valuable asset to Oracle’s portfolio, and we will continue
to expand its functionality through Oracle internal development as well as
through partners and other integrations.

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