Sage CRM v7.2 Developers Course An Introduction to the Developer Program.

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Presentation transcript:

Sage CRM v7.2 Developers Course An Introduction to the Developer Program

Looking ahead to the classes DP01: Introduction to the Development Partner Program DP02: Entities and the Data Model (Part 1 of 2) DP03: Entities and the Data Model (Part 2 of 2) DP04: Implementing Screen Based Rules (Part 1 of 2) DP05: Implementing Screen Based Rules (Part 2 of 2) DP06: Screen and User Independent Business Rules DP07: Workflow (Part 1 of 2) DP08: Workflow (Part 2 of 2) DP09: Using the API Objects in ASP Pages (Part 1 of 2) DP10 : Using the API Objects in ASP Pages (Part 2 of 2) DP11: Using the Component Manager DP12: Programming for the Advanced Manager DP13: Using the Web Services API DP14: Using the Web Services API (Part 2 of 2) DP15: Coding the Web Self Service COM API (Part 1 of 2) DP16: Coding the Web Self Service COM API (Part 2 of 2) DP17: Using the.NET API (Part 1 of 2) DP18: Using the.NET API (Part 2 of 2)

The Developer Program Is an Educational and Marketing Program to help the members of the program develop add-ons and extensions to Sage CRM It gives members exclusive access to tools and resources needed to develop and test your solution with Sage CRM including early access to Beta It provides education that including additional technical support. Within the Sage CRM Community site it allows developer members to showcase their products to the whole Sage CRM community. Note: Membership of the Program does not constitute an endorsement by Sage of a Development Partner or a product. It is not a ‘Logo’ program.

Benefits of Membership Sage CRM Software Development Kit Extensive Code Examples and Snippets Sample Projects Templates and Wizards Opportunity to participate in Sage CRM Beta Releases Live Sage CRM Online Developer Training Classes with opportunity to discuss queries with Sage CRM Trainer Regular Seminars Extensive Program of Recorded Sessions Access to restricted areas of the Sage CRM Community Resources Slides and Graphics The opportunity to showcase your Sage CRM add-ons in the Apps & Extras section of the community Additional Sage CRM Technical Support (technical support issues are included the program fee.

Partner Community Partner community contains articles and content for business partners and members of the Developer Program

Partner Community – Forums & Files Much of the downloadable material is intended for partners only and cannot be accessed by general users. Forums can be accessed only by partners

Marketplace Find Sage CRM add-ons by category or by searching

Partner Add-Ons Over 80 Sage CRM add- ons are on available

An Introduction to Development Customizing and Extending Sage CRM

Development Choices in Sage CRM v7.2 Application is Open Partners can choose between the following APIs and Development Tools Internal Configuration using MetaData and the Runblock action –Essential for Mobile (Phone & Tablet) interfaces. COM (Variants) SOAP Web Services Interface.NET API RESTful SData Interface (Sage CRM 7.x) Clientside API (Function libraries – Sage CRM 7.2) Database is Open with Published Application Data Model Triggers and Stored Procedures

Use of Extensibility Features Standard License EIS (Extensibility) License Developer License Component ManagerImportImport & Export Customisation: New Screen, New List, New Tab, Table Connect, External Database, Custom File Actions, Edit New Blocks  Customisation Standard - New Field, Translations, Selections, Re-order fields  Can Run ASP Application Extensions  ASP pages will only run in Standard Install with correct.js files.  Only Developer Program Members get the include files that allow a standard install to run ASP pages Can Run.NET Application Extensions  Only Members of Developer Program can install SDK that allows them to create.NET App Extensions

Interface Extension Options Runblock and Pure Meta Data Interactive Dashboard COM (ASP pages) SOAP Web Services.NET API SData Provider System and Custom EntitiesBoth Interface from Meta DataYes NoYesNo Interface Meta Data IndependentNo Yes IDE DebuggingN/A Yes (VS 2010)Yes Schema DiscoveryYes Data CRUDCRUDRead OnlyCRUD Read Only WorkflowNoYes NoYesNo Component DeliveryYes N/AYesN/A Self ServiceNo YesNo Cloud EditionsNoYesNoYesNoYes Notes SOAP available for Cloud Professional Edition only at May 2012 SData and SOAP Web Services can be used within corporate website for some self service like behaviour. RunBlock only for simple customization

Looking ahead to the classes DP01: Introduction to the Development Partner Program DP02: Entities and the Data Model (Part 1 of 2) DP03: Entities and the Data Model (Part 2 of 2) DP04: Implementing Screen Based Rules (Part 1 of 2) DP05: Implementing Screen Based Rules (Part 2 of 2) DP06: Screen and User Independent Business Rules DP07: Workflow (Part 1 of 2) DP08: Workflow (Part 2 of 2) DP09: Using the API Objects in ASP Pages (Part 1 of 2) DP10 : Using the API Objects in ASP Pages (Part 2 of 2) DP11: Using the Component Manager DP12: Programming for the Advanced Manager DP13: Using the Web Services API DP14: Using the Web Services API (Part 2 of 2) DP15: Coding the Web Self Service COM API (Part 1 of 2) DP16: Coding the Web Self Service COM API (Part 2 of 2) DP17: Using the.NET API (Part 1 of 2) DP18: Using the.NET API (Part 2 of 2) What topics do you want to cover within the lessons? Are there areas or issues that are especially important?