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Classroom Training

Pivotal CRM 6.0 Customization & Administration Training

Leverage your Pivotal CRM investment and make sure your IT team has the skills and knowledge they need to get the most from your Pivotal CRM system.

Take advantage of our upcoming Pivotal CRM 6.0 administration and customization classes where your IT professionals, whether they're new to Pivotal or have years of experience, can sharpen their skills on:

  • Maintaining and tuning your Pivotal CRM deployment 
  • Using the Pivotal Toolkit techniques as well as writing code for Pivotal to customize the application to suite your ever changing business needs

These 5-day training classes are delivered by our highly experienced Professional Services trainers who will share their extensive knowledge of Pivotal concepts and best practices.

 

Pivotal CRM 6.0 Toolkit Customization

This is a five-day course that teaches the initial skill set required for customising a Pivotal P6.0 system. It is highly recommended that anyone customizing a Pivotal P6.0 system attend this course prior to commencing a customisation project. The course is comprised of presentations, discussions, and hands-on exercises.

Duration: 5 days

Course Overview

Students who attend this class will gain a solid understanding of how to perform major customization tasks using the Pivotal Toolkit, and how to create or modify Client Forms using Pivotal Form Designer in Visual Studio. Students will also learn how to customize Pivotal Portal Pages and Pivotal Integration for Microsoft Outlook. Taking this class provides students with thorough knowledge of the Pivotal CRM 6.0 architecture and database structure.

The class includes hands-on exercises designed to step students through creating database tables, building user interface components and setting Pivotal CRM security on components they create. By the end of the class, students will have practiced the full customization process by testing their modifications to the Pivotal CRM Application and publishing them to a production system. Towards the end of the class, students will do a comprehensive project to demonstrate their knowledge of Pivotal customization tools.

Dates:

 Month
 Dates
 Location  More details
 June  2 - 6
 Indianapolis, IN
 contact us
 June
 9 - 13
 Northampton, UK
 contact us

Pivotal CRM 6.0 Administration

The Pivotal CRM 6.0 Administration course is an instructor-led class for Pivotal CRM administrators who are interested in learning how to install, configure and maintain Pivotal CRM Environments. Participants will gain skills through listening to interactive presentations, followed by hands-on exercises designed to simulate real-world environments and apply technical concepts  

Duration: 5 days

Course Overview

Participants will install a three-tier architecture and then deploy this across a distributed Production Environment using satellite and (optionally) mobile systems. This will use Pivotal CRM core platform products and a sample application such as Pivotal PCM. As well as understanding how the platform interacts with other environments and applications such Windows Server and Microsoft SQL Server. Key administration tasks will be completed such as configuring security and allocating licenses.Dates:

 Month
 Dates
 Location  More details
 June  23 - 27
 Indianapolis, IN
 contact us
 May
 12 - 16
 Northampton, UK
 contact us

Pivotal CRM 6.0 Advanced Customization

This course is a five-day class designed to enable C# developers to modify the Pivotal CRM application business logic, it assumes attendees have Pivotal CRM 6.0 Toolkit Customization experience. The course materials include a Participant’s Guide that contains textual information, screenshots, illustrative diagrams and exercises. These hand-on exercise are structured to enforce the learning of concepts presented by the instructor.  

Duration: 5 days

Course Overview

You will learn:

  • The Pivotal CRM application advanced customization best practices
  • About the data flow between and within the different layers of the Pivotal CRM architecture
  • How to configure your customization environment for Pivotal CRM code development
  • How to set up a Visual Studio project for developing Client Tasks and Server Tasks
  • How to develop and implement Client Tasks and Server Tasks
  • How to use Pivotal Client and Server APIs libraries and out-of-the box application libraries in your projects

The Pivotal CRM out-of-the-box application business logic meets common business needs, but it’s highly customizable. This course will provide you with the skills required to efficiently develop the business logic that fits your company’s business processes. The Instructor presentations include real world examples, where the exercises and the final project provide the hands-on learning experience and make up more than 60% of the class time.

Dates:

 Month
 Dates
 Location  More details
 April  7 - 11  Northampton, UK  contact us
 June  9 - 13
 Indianapolis, IN
 contact us
 June
 16 - 20
 Northampton, UK
 contact us

Price & Location

Price per class: US $3,000 per person

Note: If training on satellite or mobile systems is not required in the Pivotal CRM 6.0 Administration class: Price is US $2,400 and the class duration is 4 days. 

Location

Aptean Indianapolis Office
450 E. 96th Street, Suite 300
Indianapolis, IN 46240

Training Registration:

There are several ways to register to training including: 

  • Contact your Aptean Account Executive
  • Send an email to educationpiv@aptean.com indicating the class you wish to register for
  • Register through the Aptean Customer Portal:
    • Logon to http://support.aptean.com/selfservice.
    • Select Pivotal under MY PRODUCTS.
    • Under the PURCHASED CLASSROOM EDUCATION section, click Course Schedule (North America). 
    • Select your course and click Register.