Post on 24-Dec-2015
Sage CRM v7.2Developers 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 Email 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 CRMIt 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.
https://www.sagecrm.com/
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 KitExtensive Code Examples and SnippetsSample ProjectsTemplates 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 TrainerRegular SeminarsExtensive Program of Recorded Sessions
Access to restricted areas of the Sage CRM CommunityResources 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-OnsOver 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 ToolsInternal 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 ModelTriggers and Stored Procedures
Use of Extensibility Features
StandardLicense
EIS (Extensibility)License
DeveloperLicense
Component Manager Import Import & Export Import & Export
Customisation: New Screen, New List, New Tab, Table Connect, External Database, Custom File Actions, Edit New Blocks
O P P
Customisation Standard - New Field, Translations, Selections, Re-order fields
P P P
Can Run ASP Application Extensions PASP pages will only run in Standard Install with correct .js files.
P POnly Developer Program
Members get the include files that allow a standard install to run ASP
pages
Can Run .NET Application Extensions P P POnly 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 Entities Both Both Both Both Both BothInterface from Meta Data Yes Yes Yes No Yes NoInterface Meta Data Independent No No Yes Yes Yes Yes
IDE Debugging N/A N/AYes (VS 2010) Yes Yes Yes
Schema Discovery Yes Yes Yes Yes Yes Yes
Data CRUD CRUD Read Only CRUD CRUDCRUD
Read Only
Workflow No Yes Yes No Yes NoComponent Delivery Yes Yes Yes N/A Yes N/ASelf Service No No Yes No No NoCloud Editions No Yes No Yes No Yes
NotesSOAP available for Cloud Professional Edition only at May 2012SData 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 Email 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?