Course Description

Whether an organization needs to produce a single customer service email or millions of personalized sales letters, OpenText Extended ECM PowerDocs helps rapidly synthesize relevant business data and content into compelling written communications, all from within your familiar customer relationship management (CRM) or enterprise resource planning (ERP) environment.

This course has been designed for users responsible for creating and designing these highly personalized communications by leveraging all the features of the Microsoft Word add-in.

During the course you will learn how to create and configure the different design artifacts available. Additionally, you will learn how to embed conditional statements in correspondence templates to have the ability to link document structure and content selection to the data that CC CRM retrieves from the source system.

Highlights:

• Leverage data coming from system such as SAP SuccessFactors or Extended ECM to create personalized and engaging communications
• Leverage Microsoft Word capabilities to easily style communications

On completion of this course, participants should be able to:

• Describe the scope of use of the OpenText Extended ECM PowerDocs product
• Identify the different product interfaces
• Describe the functionality of Content Manager and the different workspaces
• Describe the functionality of Content Designer
• Describe the structure of a Business object and how it relates to a business model
• Use Business objects
• Describe and use of text blocks
• Describe the function of “Activate” and “Deactivate” and how it relates to versions
• Describe and use Templates
• Describe and use Enclosures
• Identify and apply Rules
• Describe and use nested blocks
• Describe and use Tables
• Identify what Attributes are
• Create Text blocks containing attributes

Prerequisites