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?