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 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 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.
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 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 addons 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
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
P
ASP pages will
only run in
Standard
Install with
correct .js files.
P
P
Only Developer Program
Members get the include files that
allow a standard install to run ASP
pages
Can Run .NET Application Extensions
P
P
P
Only Members of Developer
Program can install SDK that
allows them to create .NET App
Extensions
Component Manager
Interface Extension Options
Runblock and Pure Interactive
Meta Data
Dashboard
COM (ASP SOAP Web
pages)
Services
.NET SData
API Provider
Both
Both
Both
Both
Both Both
Yes
Yes
Yes
No
Yes
No
No
No
Yes
Yes
Yes
IDE Debugging
Schema Discovery
N/A
Yes
N/A
Yes
Yes
Yes (VS
2010)
Yes
Yes
Yes
Data CRUD
Workflow
Component Delivery
Self Service
Cloud Editions
CRUD
No
Yes
No
No
Read Only
Yes
Yes
No
Yes
CRUD
Yes
Yes
Yes
No
CRUD
No
N/A
No
Yes
Yes
Yes
CRU
D
Yes
Yes
No
No
Yes
Yes
Read
Only
No
N/A
No
Yes
System and Custom
Entities
Interface from Meta
Data
Interface Meta Data
Independent
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 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?