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  • MS Dynamic CRM 4.0 serviceappointment closed state javascript event

    - by Jeroen
    Hi, I need to do the following: In Crm, you have serviceappointments (serviceactivities). 1 appointment can have a state, ( like arrived, pending, closed, ... ). When i save the form (onsave event), It should catch if the form is putted closed state and then it should do something. I can get the state easily: alert(crmForm.all.statuscode.DataValue) I hanged this onto an onsave event. But when i put a serviceappointment into closed state, it first calls the onsave event with previous state and then puts it in closed state. Is it possible to catch if it's putted in closed state?

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  • Dyanmic crm onSave change the value

    - by jk
    Hi I got one assignment on Dynamic CRM 4. We have one custome entity and it has one attribute called 'Issue Number' this attributes value generated by Plug-in when it save. When form will created meaning onLoad it will display blank value(text box is empty). But now we want to check that number is existing then concate with some random number. For that I wrote following javascript. if((event.Mode == 1) || (event.Mode == 2) ) { var varIssueNumber = crmForm.all.new_issueNumber.DataValue; alert(varIssueNumber); } but it is giving 'null'. Can anybody please let me know how can I get the value of text field? thanks in advance

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  • Create CRM Organizations on Load Balancing network

    - by user82613
    I'm trying to understand how to create CRM Organization on Load Balancing network. I've three web servers (Web01, Web 02, Web03); three application servers (App01, App02, App03) and a SQL Server (SQL01). I already have Load Balancer setup and there is already one organizaiton setup by someone on all web servers. This organization is Internet Facing. Now I want to create one more Organization on same set of Web Servers. Can anyone please help me understand how to setup new Organization on Load Balancer in this scenario?

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  • Create Your CRM Style

    - by Ruth
    Company branding can create a sense of spirit, belonging, familiarity, and fun. CRM On Demand has long offered company branding options, but now, with Release 17, those options have become quicker, easier, and more flexible. Themes (also known as Skins) allow you to customize the appearance of the CRM On Demand application for your entire company, or for individual roles. Users may also select the theme that works best for them. You can create a new theme in 5 minutes or less, but if you're anything like me, you may enjoy tinkering with it for a while longer. Before you begin tinkering, I recommend spending a few moments coming up with a design plan. If you have specific colors or logos you want for your theme, gather those first...that will move the process along much faster. If you want to match the color of an existing Web site or application, you can use tools, like Pixie, to match the HEX/HTML color values. Logos must be in a JPEG, JPG, PNG, or GIF file format. Header logos must be approximately 70 pixels high by 1680 pixels wide. Footer logos must be no more than 200 pixels wide. And, of course, you must have permission to use the images that you upload for your theme. Creating the theme itself is the simple part. Here are a few simple steps. Note: You must have the Manage Themes privilege to create custom themes. Click the Admin global link. Navigate to Application Customization Themes. Click New. Note: You may also choose to copy and edit and existing theme. Enter information for the following fields: Theme Name - Enter a name for your new theme. Show Default Help Link - Online help holds valuable information for all users, so I recommend selecting this check box. Show Default Training and Support Link - The Training and Support Center holds valuable information for all users, so I recommend selecting this check box. Description - Enter a description for your new theme. Click Save. Once you click Save, the Theme Detail page opens. From there, you can design your theme. The preview shows the Home, Detail, and List pages, with the new theme applied. For more detailed information about themes, click the Help link from any page in CRM On Demand Release 17, then search or browse to find the Creating New Themes page (Administering CRM On Demand Application Customization Creating New Themes). Click the Show Me link on that Help page to access the Creating Custom Themes quick guide. This quick guide shows how each of the page elements are defined.

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  • « Les DSI utiliseront plus astucieusement l'informatique en 2012 » d'après Oracle, qui prévoit une progression des CRM

    « Les DSI utiliseront plus astucieusement l'informatique en 2012 » D'après Oracle, qui prévoit une progression des CRM Pour préparer l'avenir, « les DSI utiliseront plus astucieusement l'informatique en 2012 ». Telle est l'une des conclusions tirées par Oracle de l'étude que la société a commanditée à PwC Cette étude révèle que les priorités des fournisseurs de services de télécommunication pour 2012 sont de rechercher un meilleur équilibre entre l'informatique interne et l'externalisation, et de mieux utiliser des applications telles que la gestion de la relation clients (CRM) Concrètement, le rapport montre que 60% des DSI consacrent actuellement plus de la ...

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  • RightNow CX Cloud Service Combined with Oracle Fusion CRM in the Cloud

    - by Richard Lefebvre
    ·        The May 2012 release of Oracle’s RightNow CX Cloud Service, the customer experience suite, is now integrated with Oracle Fusion CRM, helping organizations to achieve sustainable business growth through relevant, cross-channel customer interactions that can increase revenue opportunities and drive organizational efficiencies. Relevant Interactions Build Stronger Customer Relationships ·          Armed with a comprehensive view of all customer interactions across channels, the context and status of these interactions, and an awareness of the customer’s value to the organization, companies can now offer more relevant products and services to customers. ·         Using the combined Oracle RightNow CX Cloud Service and Oracle Fusion CRM solutions, organizations can increase customer retention, drive higher levels of customer advocacy, and increase sales conversion rates with tools designed to: - Provide a complete, cross-channel view of the customer to sales, marketing and service. - Empower sales and service departments to easily collaborate to proactively solve customer issues, using opportunities to provide purchase advice at the right time and with the right solutions. - Allow sales to easily review service history in preparation for sales calls. - Enable agents to understand customer value based upon prior buying habits and existing opportunities. Deeper Insight Enables Targeted, Personalized Opportunities ·          The combination of Oracle RightNow CX Cloud Service and Oracle Fusion CRM allows sales and marketing organizations to simultaneously leverage service interactions from RightNow CX and sales prediction and segmentation capabilities from Fusion Sales. This helps companies to: - Better match products and services to specific customer needs based on customer service history.  - Deliver targeted, personalized interactions intended to help customers derive more value from purchases and to inform future buying decisions. - Identify new opportunities to increase deal size and conversion rates. Supporting Quotes ·         “Every interaction is a relationship opportunity to grow your business. When these interactions are relevant and add value for customers, customers are more likely to trust the relationship and seek purchase advice,” said David Vap, group vice president, Oracle. “This customer trust provides an opportunity to increase customer product adoption and to reduce the cost of customer acquisition, thereby increasing company profitability.” Supporting Resources ·         Oracle Fusion CRM ·         Oracle Fusion Applications ·         Oracle RightNow CX Cloud Service ·         OracleCRM on Facebook ·         OracleCRM on YouTube

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  • Oracle's Web 2.0 Strategy for CRM

    Mark Woollen,Vice President, CRM Product Strategy tells listeners how Oracle's Social CRM Applications harness the latest Web 2.0 technology to create highly intuitive and focused applications for sales users today.

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  • Partner Webinar Series CRM/CX Best Practices - Each Friday - 10am PST

    - by Richard Lefebvre
    A CRM/CX Best Practices Webinar will be led each week by the Oracle CRM/CX Sales Consulting team and focus on Demo best practices and previews Lessons Learned from Sales Cycles Competitive & product/solution positioning information Product updates& progress Replays are available from the webinar's portal. Please see the agenda and webinar details here and join us to learn about a new CX topic each Friday at 10am PT.

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  • Registre des ventes pour les partenaires Oracle CRM et Inquira

    - by swalker
    Découvrez plus en détail le positionnement et les fonctionnalités d'Oracle CRM et d'InQuira. Grâce à ce guide pour la vente Oracle CRM & InQuira Playbook, vous avez toutes les cartes en main pour vendre, identifier et qualifier des opportunités et appliquer des scénarios de vente spécifiques. Découvrez également comment concentrer vos ressources et tirer profit des tremplins OPN Specialized pour élargir votre offre.

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  • Microsoft dévoile Dynamics CRM "5", la CTP 3 de sa future solution de gestion de relation client plu

    Mise à jour du 29/03/10 Microsoft dévoile Dynamics CRM 5 La CTP 3 de sa future solution de gestion de la relation client plus simple d'utilisation et plus sécurisée Microsoft vient de lancer la troisième community technology preview (CTP 3) de la prochaine version de son logiciel de gestion de relation client : Dynamics CRM. Baptisé «CRM 5», cette CTP est destinée en priorité aux développeurs d'applications et aux pertenaires «à haute valeur ajoutée», pour reprendre l'expression du blog de l'équipe de Microsoft Dynamics CRM Blog. Bien qu'il s'agisse d'un nom de code, «CRM 5» pourrait bien être le nom définitif du...

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  • Webcast: Redefining the CRM and E-Commerce Experience with Oracle Exalogic

    - by Sanjeev Sharma
    Have your CRM applications been growing in cost and complexity? Do your customers want to reach you through more channels than ever? Does your business need to handle peak sales and customer service demand, but your IT budget only covers current needs? Learn how Oracle Exalogic combines Oracle hardware and software to achieve breakthrough performance and scalability, and how real Oracle customers are simplifying the deployment and management of their CRM applications. Register for the webcast here.

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  • What are Social CRM Applications?

    Listen to Anthony Lye, Senior Vice President of CRM, discuss how Oracle's Social CRM Applications combine powerful enterprise applications and the latest in social networking with Web 2.0 technology to dramatically improve end user productivity.

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  • Oracle CRM und Inquira Vertriebsskript für Partner

    - by swalker
    Informationen über Produktpositionierung und Funktionalität von Oracle CRM und InQuira Diese Skripts von Oracle CRM und InQuira (Sales Playbook) unterstützen Sie beim Vertrieb, bei der Identifizierung und Qualifizierung von Vertriebs-Chancen und bei der Entwicklung von Vertriebsszenarien. Setzen Sie Schwerpunkte bei der Verwendung Ihrer Ressourcen, und erweitern Sie Ihr Angebot mit den OPN Specialized-Optionen, die Ihrem Unternehmen zur Verfügung stehen.

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  • Best Free and Open Source CRM Software

    <b>Tech Source: </b>"If you happen to own a business and are looking for CRM applications, I have here a list of some of the most well-known free and open-source customer relationship management (CRM) software available today."

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  • Oracle CRM On Demand Release 16

    Sandi Main Director, Oracle CRM On Demand Product Management provides an update on the features of this exciting new release. Learn how you can leverage Oracle CRM On Demand Release 16 to increase productivity and maximize your business needs.

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  • ???????????????????Siebel CRM Public Sector 8.2????????

    - by junko.ishikawa
    ?????????????????????????????????????Siebel CRM Public Sector 8.2?????????????????????????????? ??????????????????????????????????????????????????e-Japan???????????????????????????????????????????? ?Siebel CRM Public Sector 8.2??????????????????????????????????????????????????????????????????????????????????????????????????????????????????

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  • How to config Remote BLOB Storage(RBS) with Microsoft Dynamics CRM 4.0 ?

    - by jk
    Hi We have working site for Dynamic crm 4.0 and in it we are storing image into the database. Now database is growing very fast and server is dying.. now I want to enable the Remote BLOB Storage with Dynamic CRM 4.0. for that I tried to install RBS for testing but everywhere is configure with Sharepoint 2010 not with Dynamic Crm. Does anybody know how to install and configure with Dyanmic CRM 4.0? Does RBS with Standard Edition of SQL Server 2008? I followed following path to install but it with Sharepoint? http://technet.microsoft.com/en-us/library/ee663474.aspx Any help is appreciate. Thanks

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  • New Fusion CRM Webinars for Partners dates and subjects announced

    - by Richard Lefebvre
    New Fusion CRM Weekly webinars dates and subjects have been announced! Visit our microsite to find out the sessions to come and mark them in your agenda. The next session will take place Monday April the 2nd at 3pm GMT / 4pm CET and will address the Fusion CRM Sales Planning  In order to check the complete agenda and see login-details, please visit our dedicated microsite. How to join the dedicated microsite: Click on http://isdportal.oracle.com/isd_html/sf.htm Enter your Email Address in the corresponding field Enter fusion_crm in the “Access URL/Page Token” field Agenda: The list of sessions is published and will be regularly updated in the microsite. Duration: Each session lasts up to 60 minutes Webex: The respective webinar link and session ID are published in the microsite Audio:  The audio call details (telephone numbers by country, call number and password) is indicated in the microsite Slides: For your convenience, a pdf copy of each presentation will be stored in the microsite’s document section. We hope that this series of webcasts will be instrumental to your way of Fusion CRM business success!  For further information please contact me at [email protected]

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  • MORE on Oracle CRM and the Apple iPad

    - by divya.malik
      Our announcement last week regarding Oracle CRM’s support of the new Apple iPad  has been very well received. I have been watching with glee, the numbers of our demo video downloads move up every day. We now have an updated video which I hope you have all got to see. Click here for the new video. We also got some good coverage on this announcement and lots of positive tweets. Thank you!. Here are just a couple of stories: Oracle Announces Siebel CRM Support for the iPad-                              TMCnet.com, Madhubanti Rudra #10c Oracle Announces CRM Support For iPad-                                          CMSWire, David Roe Finally, a few of you also had asked for more details on this integration, here is the new white paper.

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  • CRM On Demand Performance Tips - Live Web Session on April 20, 2010

    - by Cheryl
    The CRM On Demand Customer Care specialists have another live Web session coming up - this one is about performance - issues, tips, and considerations. This is a part of their Web series, where they pick topics that they hear a lot of questions or concerns about from customers and run live (and free) 1-hour Web sessions about them. Here are the details for this event: Event Title: CRM On Demand Performance Brandon (Hank) Henrie will present some of the top CRM On Demand performance questions and issues that customers raise and some tips and tricks that you can use to avoid them. He will point out good resources that can help and tips for logging performance-related service requests, when all else fails. Date: April 20, 2010 Time: 10:00 am (UTC-07:00 Arizona) How to join: 1. Dial 1-866-682-4770 to access the conference line. 2. Enter the conference code - 6241996 and press # 3. Follow the instructions to record your name and press # 4. Enter the meeting passcode - 1212 and press # 5. Follow the instructions below to join the web portion of the conference. The Web Conference Go to the Oracle Web Conference site: https://strtc.oracle.com Prior to the event: Click the New User button then run the New User Test. (If you have difficulties installing the web conference software try downloading the conference software from the test status window and installing manually.) To join the event: 1. Enter the conference information In the Join Conference box: Conference ID: 6566623 Your Name 2. Click the Join Conference button. Watch for announcements of future sessions on different topics. And, let us know what you think!

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  • 100% Product Coverage in EBS CRM Communities

    - by Oracle_EBS
    Starting June 1st we are now providing 100% coverage for the entire Oracle CRM product line! To facilitate this growth we have made the following changes: Quoting, Telesales, Mobile Field Service and Lease and Finance Management have all been decommissioned and their content moved to their respective communities. Quoting and Telesales are now covered in the newly renamed Sales, Marketing & Common Apps community. Mobile Field Service is now covered in the Field Service Product Family community which used to be called Depot Repair. Lease and Finance Management is now under Contracts. The CRM Communities are an excellent channel for collaborating on issues that are not highly time sensitive or complex. Check with Oracle experts and Industry Peers as they can provide a clue or a nudge toward an answer or a confirmation on a workaround. Some of the best and brightest will be there to assist you. Check the News & Announcement regions for an updated list of covered products. Here are links to the current CRM communities. Service Install Base Contracts CRMO Field Service Product Family Sales, Marketing & Common Apps Trade Management Sales Compensation

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  • Workflows not starting after fresh install

    - by Greg McGuffey
    I just installed Dynamics CRM 4.0. It is working nicely except for workflows. They won't start. I turned on tracing and it appears that there is an IO error. The server is setup with IFD and SSL. No issues accessing it internally or externally. Here is the trace: # CRM Tracing Version 2.0 # LocalTime: 2010-06-08 11:34:58.2 # Categories: # CallStackOn: No # ComputerName: FOX-CRM1 # CRMVersion: 4.0.7333.2741 # DeploymentType: OnPremise # ScaleGroup: # ServerRole: AppServer, AsyncService, DiscoveryService, WebService, ApiServer, HelpServer, DeploymentService [2010-06-08 11:34:58.2] Process:CrmAsyncService |Organization:821a137e-7191-49a4-86cc-69101e2b6d20 |Thread: 24 |Category: Platform.Async |User: 00000000-0000-0000-0000-000000000000 |Level: Error | AsyncOperationCommand.Execute >Exception while trying to execute AsyncOperationId: {DF68F483-2C73-DF11-9A34-18A9053B7B38} AsyncOperationType: 1 - System.Net.WebException: The underlying connection was closed: An unexpected error occurred on a send. ---> System.IO.IOException: The handshake failed due to an unexpected packet format. at System.Net.Security.SslState.StartReadFrame(Byte[] buffer, Int32 readBytes, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.StartReceiveBlob(Byte[] buffer, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.CheckCompletionBeforeNextReceive(ProtocolToken message, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.StartSendBlob(Byte[] incoming, Int32 count, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.ForceAuthentication(Boolean receiveFirst, Byte[] buffer, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.ProcessAuthentication(LazyAsyncResult lazyResult) at System.Net.TlsStream.CallProcessAuthentication(Object state) at System.Threading.ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state) at System.Net.TlsStream.ProcessAuthentication(LazyAsyncResult result) at System.Net.TlsStream.Write(Byte[] buffer, Int32 offset, Int32 size) at System.Net.PooledStream.Write(Byte[] buffer, Int32 offset, Int32 size) at System.Net.ConnectStream.WriteHeaders(Boolean async) --- End of inner exception stack trace --- at System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request) at System.Web.Services.Protocols.HttpWebClientProtocol.GetWebResponse(WebRequest request) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.SdkTypeProxy.CrmService.Retrieve(String entityName, Guid id, ColumnSetBase columnSet) at Microsoft.Crm.Asynchronous.SdkTypeProxyCrmServiceWrapper.Retrieve(String entityName, Guid id, ColumnSetBase columnSet) at Microsoft.Crm.Asynchronous.SdkPluginDescriptionProvider.GetPluginTypeDescription(Guid pluginTypeId, IOrganizationContext context) at Microsoft.Crm.Caching.PluginTypeCacheLoader.LoadCacheData(Guid key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmSharedMultiOrgCache`2.LookupEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.PluginTypeCache.LookupEntry(Guid pluginTypeId, IOrganizationContext context) at Microsoft.Crm.Asynchronous.AsyncOperationCommand.GetPluginType(Guid pluginTypeId) at Microsoft.Crm.Asynchronous.EventOperation.InternalExecute(AsyncEvent asyncEvent) at Microsoft.Crm.Asynchronous.AsyncOperationCommand.Execute(AsyncEvent asyncEvent) The only thing I've tried to to update the AsyncSdkRootDomain row in the Deployment table to match the ADSdkRootDomain and the ADApplicationRootDomain values. It was blank. That didn't appear to work. After some more research, I think this might be caused because the Asynch service can't access the SDK web services using SSL. If this is correct, how would one configure a CRM server for secure access, internal and external (IFD) and still allow asynch service to hit web site? Thanks for your help!

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