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  • Microsoft CRM could not log you on to the system. Make sure your user record...

    - by Willy
    "Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator." When I RDP into the server and try Microsoft CRM Workflow Manager/Monitor with http or https connectivity, it doesn't work. "The specified Microsoft CRM server is not responding. This might happen if it is currently unavaliable, it is not a Microsoft CRM server, or you are not a valid user. Contact your sys-admin." This is a Microsoft CRM v3.0 / Microsoft SQL server 2005 box, Active directory is on a seperate box.. When I right click Microsoft CRM Worlkflow Service, properties, log on: it shows "crmtestuser" and a password. I did not RDP or try logging in as that crmtestuser, but I am Admin... Could this be a clue? What can I try?

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  • Sorgenia rende più rapido ed efficace l'intero processo di gestione dei clienti

    - by antonella.buonagurio(at)oracle.com
    Sorgenia SpA, uno dei maggiori protagonisti del mercato libero italiano dell'energia elettrica e del gas naturale, grazie a Oracle Siebel CRM ha reso più fluido ed efficace il processo di gestione clienti. La riduzione dei tempi di chiamata, possibile grazie a Oracle Siebel CRM, ha permesso a Sorgenia SpA di gestire con puntualità ed efficacia un numero di richieste sempre maggiore mantenedo elevato il livello di servizio offerto. Leggi qui l'intero caso di successo  

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  • Next Fusion CRM Webinar for Partners (Monday March 19th, 3pm GMT): Fusion CRM User Interface, Activity Streams and Opportunity management

    - by Richard Lefebvre
    The next session of our weekly Fusion CRM webinar for EMEA partners will take place Monday March the 19th at 3pm GMT / 4pm CET and will address the Fusion CRM User Interface, Activity Streams and Opportunity management 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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  • Sage lance Sage CRM Express, une solution de gestion des clients spécialement conçue pour les PME

    Sage lance Sage CRM Express Une solution de gestion des clients pour les PME Sage a réalisé une étude auprès de ses clients qui montre que 80% des PME disposent de moins de 4 commerciaux et sont en attente d'un outil pour leur suivi clients qui peut s'interfacer facilement à leur solution de gestion commerciale existante. Pour répondre à cette attente, Sage a donc annoncé la sortie de Sage CRM Express. Intégrée de manière native à Sage 100 ou proposée en mode stand-alone, cette nouvelle offre s'adresse donc aux PME de moins de 4 commerciaux. Sage CRM Express est un outil assez simplequi tente de répondre à l'ensemble du processus client (avant-vente, vente, recouvrement, ...

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  • Webcast: Get More Sales Ready Leads for Less Cost with Oracle CRM On Demand Marketing

    - by ruth.donohue
    Successful marketing starts with knowing your audience: who they are, what they're buying, and how they like to be contacted. With customer data scattered across multiple systems, getting the answers to these questions can be difficult. Join our live Webcast to see a demonstration of how Oracle CRM On Demand Marketing increases marketing ROI by delivering the right messages to the right targets for the greatest response. Tuesday, March 15, 2011 11:00 a.m. PT / 2:00 p.m. ET Register Now! Technorati Tags: oracle crm,oracle crm on demand,integrated sales and marketing,cloud,saas

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  • Oracle Fusion CRM and Lotus Notes Integration by iEnterprises

    - by Richard Lefebvre
    Integrate Oracle Fusion CRM and Lotus Notes in one easy step with nothing to install other than a 'plugin' for your Lotus Notes client. The Lotus Notes Connector for Oracle Fusion CRM developed by iEnterprises is an easy to use tool that allows you to instantly synchronize your Lotus Notes email, calendar, ToDos and PAB (Personal Address Book) to and from your Oracle Fusion CRM system. It removes the need for time consuming copy and paste between these two systems. For more information, a solution data-sheet and/or to request a trial please visit .... http://www.ienterprises.com/products/lotus-notes-connector/connector-for-fusion.html or contact Matt Hatherley ([email protected])

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  • CRM Goes to School, Supports Enrollment Growth

    - by Tony Berk
    At Post University in Waterbury, CT, the focus is on the student. Generally, the first interaction from a potential student is a lead, which can come from a variety of sources. Any delay in following up with the interested student (the lead) affects the conversion success rate, i.e., the likelihood of enrollment. By implementing Oracle CRM On Demand, Post University automated the admissions process so the admissions counselors are in direct contact with the students and eliminated many manual steps. The admissions and marketing teams, as well as the students, benefit from the new streamlined process. Up next, Post University, plans to increase the efficiency of the student retention processes with the expansion of Oracle CRM On Demand. Take a look at the video to learn more about Post University's Oracle CRM On Demand implementation: Congrats to Post University, and Apex IT, their implementation partner, on the successful implementation!

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  • CRM Dynamics Search wildCard

    - by Bee gud
    Hi there I'm exploring Dynamics CRM 4 and when I search a record for example, a contact, ex. Abcd, Dynamics is searching by Abcd*, including, by default, the WildCard in the end. Is there any way to also include the Wild Card, by default, in the beggining? Ex. Abcd -- Abcd

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  • Multivariant email in Dynamics CRM

    - by esp
    Does anybody have resources on multivariant email testing in Dynamics CRM? Multivariant email being where an organization wants to segment their contacts and send separant variations of an email campaign to different segments in their organization?

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  • .NET OpenSource or cheap CRM

    - by Dkong
    Hi, I'm looking for a decent Open Source or cheap .NET CRM. Does anybody know of any good ones (aside from whatever there is on the front page of Google which I've checked and wasn't that impressed with)

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  • CRMIT’s HIGH VALUE CRM++ PLUGINS FOR CRM On DEMAND

    - by Soumo Das
    Customer satisfaction and experience being the two most considerable factors, these days businesses are on the lookout for automation tools that are world class, agile and keep quality at its core. CRMIT has developed such tools using cutting edge technologies and abstracting industry best practices and R&D.  Self Service Portal  With customers being so meticulous about regular updates and reliable access to their data, administrators just cannot think of walking a thin line. Surviving without a resource that provides a track of customer requirements for services available 24 x 7 can severely affect the productivity. In such a scenario, CRMIT’s Self Service Portal (SSP) is the best solution. This not only tracks the required customer data, but also allows companies to stay in tune with their employees, vendors and stakeholders.   One can directly sign up to become a CRMOD contact and SSP user. One need not use the database, as operations and interactions are d at run time. This is a fully configurable solution that tracks results periodically, thus making it easy for end users. It also offers better security and data visibility that enables users to progress smoothly. Quote and Order Management   When dealing with quotes, contracts and orders becomes complicated, only Quote & Order Management can work as a one-stop solution. CRMIT offers this great tool for managing all this information and for taking care of customer orders and service requirements.  This CRM On Demand plug-in allows one to create a new quote or copy the existing one. Products can be directly added from the product list of CRMOD and the pricing is calculated automatically. Quote can be generated and mailed to the external users in PDF, HTML and XLS formats. This not only allows management of quotes in an enhanced manner, but also supports various billing and tax calculation features that make work effortless.    Report Scheduler  When it comes to analyzing and providing statistics of various business processes currently running in an organization, one cannot depend on manual updates, which sometimes may be inaccurate or even delayed. CRMIT provides a SaaS based powerful solution - Report Scheduler - that allows CRM users to schedule reports as per the frequencies and then receive them as email attachments at the scheduled time.   With this powerful tool, administrators can control the report scheduler for assigning specific reports to specific users. After that, users can login and schedule any assigned report for viewing at particular intervals on monthly, weekly or daily basis. Additionally, users can also copy the mail to external users and can choose the preferred format. The best part is that sharing business data with third party become easy with this and for viewing reports, users need not log into their CRMOD account.  CRM On Demand Offline Solution CRM On-Demand Offline is another great CRM++ extension that allows one to work in both online and offline modes. Synchronizing both the modes is absolutely easy and offers ease while working. CRM OD offline works as an automation tool that not only improves efficiency, but also works as a backup in most cases. It is readily available as a windows application installer and requires users to be online only while validating and synchronizing. The best part is that working in the offline mode also works as a backup. 

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  • MS CRM Register a plugin

    - by mwright
    I am trying to register a plugin for MS CRM, the situation is as follows. It's an IFD deployment and everytime that I connect using the Microsoft provided plugin registration tool I get the following error message. Unhandled Exception: System.Net.WebException: The request failed with the error message: -- <html><head><title>Object moved</title></head><body> <h2>Object moved to <a href="https://URL/signin.aspx?targeturl=https%3a%2f%2fURL%2fMSCrmServices%2f2007%2fIFD%2fcrmdiscoveryservice.asmx%2fmscrmservices%2f2007%2fad%2fcrmdiscoveryservice.asmx">here</a>.</h2> </body></html> The link that I'm using to connect looks like this: https://URL/MSCrmServices/2007/IFD/crmdiscoveryservice.asmx Can anyone give me some direction?

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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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  • Dynamics CRM Get Info For Customer

    - by macinjosh
    I'm working on a ASP.NET (C#) site that pulls most of its data from Dynamics CRM over SOAP using Microsoft's CrmService SDK. I'm at the point where a query has returned an entity with a property of the type Customer. I need to get the name string of that customer record, but cannot figure out how to do so. By doing a little guess work I figured out that what I have is GUID for the customer. How can I use this GUID to get the customer's name as a string? Relevant Links: CrmService Docs Customer Property Customer Class

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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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