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  • Dynamics CRM Customer Portal Accelerator Installation

    - by saturdayplace
    (I've posted this question on the codeplex forums too, but have yet to get a response) I've got an on-premise installation of CRM and I'm trying to hook the portal to it. My connection string in web.config: <connectionStrings> <add name="Xrm" connectionString="Authentication Type=AD; Server=http://myserver:myport/MyOrgName; User ID=mydomain\crmwebuser; Password=thepassword" /> </connectionStrings> And my membership provider: <membership defaultProvider="CustomCRMProvider"> <providers> <add connectionStringName="Xrm" applicationName="/" enablePasswordRetrieval="false" enablePasswordReset="true" requiresQuestionAndAnswer="false" requiresUniqueEmail="true" passwordFormat="Hashed" minRequiredPasswordLength="1" minRequiredNonalphanumericCharacters="0" name="CustomCRMProvider" type="System.Web.Security.SqlMembershipProvider" /> </providers> </membership> Now, I'm super new to MS style web development, so please help me if I'm missing something. In Visual Studio 2010, when I go to Project ASP.NET Configuration it launches the Web Site Administration Tool. When I click the Security Tab there, I get the following error: There is a problem with your selected data store. This can be caused by an invalid server name or credentials, or by insufficient permission. It can also be caused by the role manager feature not being enabled. Click the button below to be redirected to a page where you can choose a new data store. The following message may help in diagnosing the problem: An error occurred while attempting to initialize a System.Data.SqlClient.SqlConnection object. The value that was provided for the connection string may be wrong, or it may contain an invalid syntax. Parameter name: connectionString I can't see what I'm doing wrong here. Does the user mydomain\crmwebuser need certain permissions in the SQL database, or somewhere else? edit: On the home page of the Web Site Administration Tool, I have the following: **Application**:/ **Current User Name**:MACHINENAME\USERACCOUNT Which is obviously a different set of credentials than mydomain\crmwebuser. Is this part of the problem?

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  • MS Dynamics CRM trapping .NET error before I can handle it

    - by clifgriffin
    This is a fun one. I have written a custom search page that provides faster, more user friendly searches than the default Contacts view and also allows searching of Leads and Contacts simultaneously. It uses GridViews bound to SqlDataSources that query filtered views. I'm sure someone will complain that I'm not using the web services for this, but this is just the design decision we made. These GridViews live in UpdatePanels to enable very slick AJAX updates upon search. It's all working great. Nearly ready to be deployed, except for one thing: Some long running searches are triggering an uncatchable SQL timeout exception. [SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.] at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlDataReader.ConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteReader(CommandBehavior behavior, String method) at System.Data.SqlClient.SqlCommand.ExecuteDbDataReader(CommandBehavior behavior) at System.Data.Common.DbCommand.System.Data.IDbCommand.ExecuteReader(CommandBehavior behavior) at System.Data.Common.DbDataAdapter.FillInternal(DataSet dataset, DataTable[] datatables, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, String srcTable) at System.Web.UI.WebControls.SqlDataSourceView.ExecuteSelect(DataSourceSelectArguments arguments) at System.Web.UI.DataSourceView.Select(DataSourceSelectArguments arguments, DataSourceViewSelectCallback callback) at System.Web.UI.WebControls.DataBoundControl.PerformSelect() at System.Web.UI.WebControls.BaseDataBoundControl.DataBind() at System.Web.UI.WebControls.GridView.DataBind() at System.Web.UI.WebControls.BaseDataBoundControl.EnsureDataBound() at System.Web.UI.WebControls.CompositeDataBoundControl.CreateChildControls() at System.Web.UI.Control.EnsureChildControls() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) I found that CRM is doing a server.transfer to capture this error because my UpdatePanels started throwing JavaSript errors when this error would occur. I was only able to get the full error message by using the JavaScript debugger in IE. Having found this error, I thought the solution would be simple. I just needed to wrap my databind calls in try/catch blocks to capture any errors. Unfortunately it seems CRM's IIS configuration has the magic ability to capture this error before it ever gets back to my code. Using the debugger I never see it. It never gets to my catch blocks, but it's clearly happening in the SQL Data Source which is clearly (by the stack trace) being triggered by my GridView bind. Any ideas on this? It's driving me crazy. Code Behind (with some irrelevant functions omitted): protected void Page_Load(object sender, EventArgs e) { //Initialize some stuff this.bannerOracle = new OdbcConnection(ConfigurationManager.ConnectionStrings["OracleConnectionString"].ConnectionString); //Prospect default HideProspects(); HideProspectAddressColumn(); //Contacts default HideContactAddressColumn(); //Default error messages gvContacts.EmptyDataText = "Sad day. Your search returned no contacts."; gvProspects.EmptyDataText = "Sad day. Your search returned no prospects."; //New search try { SearchContact(null, -1); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } } protected void txtSearchString_TextChanged(object sender, EventArgs e) { if(!String.IsNullOrEmpty(txtSearchString.Text)) { try { SearchContact(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } if (chkProspects.Checked == true) { try { SearchProspect(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvProspects.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvProspects.DataSource = null; gvProspects.DataBind(); } finally { ShowProspects(); } } else { HideProspects(); } } } protected void SearchContact(string search, int type) { SqlCRM_Contact.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvContacts.DataSourceID = "SqlCRM_Contact"; string strQuery = ""; string baseQuery = @"SELECT filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact "; switch(type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredcontact.birthdateutc BETWEEN @dateStart AND @dateEnd AND filteredcontact.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Contact.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do something break; case ADDRESS: strQuery = @"SELECT contactid, new_libertyid, fullname, line1, emailaddress1, telephone1, birthdate, gendercodename FROM (SELECT FC.contactid, FC.new_libertyid, FC.fullname, FA.line1, FC.emailaddress1, FC.telephone1, FC.birthdateutc AS birthdate, FC.gendercodename, ROW_NUMBER() OVER(PARTITION BY FC.contactid ORDER BY FC.contactid DESC) AS rn FROM filteredcontact FC INNER JOIN FilteredCustomerAddress FA ON FC.contactid = FA.parentid WHERE FA.line1 LIKE @value AND FA.addressnumber <> 1 AND FC.statecode = 0 ) AS RESULTS WHERE rn = 1"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowContactAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact WHERE filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideContactAddressColumn(); } gvContacts.PageIndex = 0; //try //{ // SqlCRM_Contact.DataBind(); //} //catch //{ // SqlCRM_Contact.DataBind(); //} gvContacts.DataBind(); } protected void SearchProspect(string search, int type) { SqlCRM_Prospect.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvProspects.DataSourceID = "SqlCRM_Prospect"; string strQuery = ""; string baseQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead "; switch (type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredlead.lu_dateofbirth BETWEEN @dateStart AND @dateEnd AND filteredlead.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Prospect.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do nothing break; case ADDRESS: strQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, filteredlead.address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE address1_line1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowProspectAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1 filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideProspectAddressColumn(); } gvProspects.PageIndex = 0; //try //{ // SqlCRM_Prospect.DataBind(); //} //catch (Exception ex) //{ // SqlCRM_Prospect.DataBind(); //} gvProspects.DataBind(); }

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  • Consolidated queue for video on demand?

    - by Herb Caudill
    It's great having lots of video on demand options, but actually choosing something to watch is turning into a mess - I have to jump from one website or application to another. I'd like to have a single queue where I can add and prioritize movies and TV I want to watch from any source: iTunes purchases, iTunes rentals, Netflix on demand, Amazon video on demand, Hulu, etc. I'd like the consolidated queue to be accessible from Front Row on my Mac Mini. Does such a thing exist?

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  • Catch up with ‘In Touch’ on-demand

    - by rituchhibber
    We had another fantastic live broadcast of the ‘In Touch’ PartnerCast last week which covered a range of topics, updates and answered your questions live on air. The cast started with host David Callaghan, Senior Vice President EMEA Alliances and Channels, updating us on the Rebate programme and focussed on the benefits this system offers. We were then introduced to Will O’Brien, VP Alliances & Channels, UK & Ireland, and Markus Reischl, Senior Director and Sales Leader EMEA Strategic Alliances who discussed the headlines from Oracle OpenWorld from their point of view. Monia Bosetti sent in a video report discussing LMS and how this affects SI’s, which sparked studio conversation betweeen the guests and got you talking at your desks too! David also had the chance to talk with Platinmun Partner Uptime Technology, who shared their best practice and exmaples of working with Oracle to achieve great results. The studio team ended the cast answering your questions live, which had some interesting results! Like the sound of this cast? You can watch on-demand here: Make sure you keep up to date with the ‘In Touch’ series by visiting the website here.

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  • OPN Exchange Keynote On-Demand

    - by kristin.jellison
    We hope everyone has had a chance to refresh and recharge after Oracle OpenWorld 2013. In case you didn’t have the opportunity to catch the full OPN Exchange keynote, we have it on demand for your viewing pleasure. A highlight reel is up on the OPN YouTube channel and on Oracle.com. You can also watch individual keynote segments, from Oracle Executives like Mark Hurd, John Fowler and Andy Bailey, highlighted below. So please, sit back, relax and enjoy the show! You know, in case your football team is on a bye this week. Mark Hurd, President, Oracle Executive Address John Fowler, Executive Vice President, Systems Hardware and Software Engineered to Work Together Joel Borellis, Group Vice President, Partner Enablement Technology, Middleware and Business Intelligence Chris Baker, Senior Vice President, Worldwide ISV,OEM and Java Sales Engineered Systems and Hardware Andy Bailey, Senior Vice President, Strategic Alliances Cloud, Fusion Applications and Customer Experience Thomas LaRocca, Senior Vice President, North America Sales Alliances and Channels Terri Hall, Group Vice President, North America Sales Alliances and Channels Oracle Partner Excellence Awards: North America Hugo Freytes, Senior Vice President, Latin America Alliances and Channels Oracle Partner Excellence Awards: Latin America Mark Lewis, Senior Vice President, APAC Alliances and Channels Hiroshi Watanabe, Senior Vice President, Japan Alliances and Channels Oracle Partner Excellence Awards: APAC and Japan David Callaghan, Senior Vice President, EMEA Alliances and Channels Oracle Partner Excellence Awards: EMEA Cheers! The OPN Communications Team

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  • Exam Questions that use .Demand or .LinkDemand COULD NOT BE ANY MORE CONFUSING OR AMBIGIOUS ????

    - by IbrarMumtaz
    I am 110% sure this is WRONG !!!! Q.12) You develop a library, and want to ensure that the functions in the library cannot be either directly or indirectly invoked by applications that are not running on the local intranet. What attribute would you add to each method? A. [UrlIdentityPermission(SecurityAction.RequestRefuse, Url="http://myintranet")] B. [UrlIdentityPermission(SecurityAction.LinkDemand, Url="http://myintranet")] (correct answer) C. [UrlIdentityPermission(SecurityAction.Demand, Url="http://myintranet")] D. [UrlIdentityPermission(SecurityAction.Assert, Url="http://myintranet")] Explanation Link-Demand should be used as it ensures that all callers in the call stack have the necessary permission. In this case it ensures that all callers in the call stack are on the local intranet. There is an indentical question on Transencer so I already had a clue what was goin but Transcender was much more informative that this drivel as it mentioned class level and not assembly level. It also mentioned that some callers maybe coming externally from the company intranet via authroised and authenticated credentials. With information is easy to see why .Demand on would be wong option to go for? So Transcender was right .... so I thgt fine, that makes sense. With think information still fresh in my brain I had a good idea was was going on in the question. To my surprise .Demand was wrong agin !!!! WHAT? I am really starting to hate this setting now? I cannot be any more p*ssed right now!!! :@ Thanks For Reading, Ibrar

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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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  • 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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  • CRM 2011 - Workflows Vs JavaScripts

    - by Kanini
    In the Contact entity, I have the following attributes Preferred email - A read only field of type Email Personal email 1 - An email field Personal email 2 - An email field Work email 1 - An email field Work email 2 - An email field School email - An email field Other email - An email field Preferred email option - An option set with the following values {Personal email 1, Personal email 2, Work email 1, Work email 2, School email and Other email). None of the above mentioned fields are required. Requirement When user picks a value from Preferred email option, we copy the email address available in that field and apply the same in the Preferred email field. Implementation The Solution Architect suggested that we implement the above requirement as a Workflow. The reason he provided was - most of the times, these values are to be populated by an external website and the data is then fed into CRM 2011 system. So, when they update Preferred email option via a Web Service call to CRM, the WF will run and updated the Preferred email field. My argument / solution What will happen if I do not pick a value from the Preferred email Option Set? Do I set it to any of the email addresses that has a value in it? If so, what if there is more than one of the email address fields are populated, i.e., what if Personal email 1 and Work email 1 is populated but no value is picked in the Option Set? What if a value existed in the Preferred email Option Set and I then change it to NULL? Should the field Preferred email (where the text value of email address is stored) be set to Read Only? If not, what if I have picked Personal email 1 in the Option Set and then edit the Preferred email address text field with a completely new email address If yes, then we are enforcing that the preferred email should be one among Personal email 1, Personal email 2, Work email 1, Work email 2, School email or Other email [My preference would be this] What if I had a value of [email protected] in the personal email 1 field and personal email 2 is empty and choose value of Personal email 1 in the drop down for Preferred email (this will set the Preferred email field to [email protected]) and later, I change the value to Personal email 2 in the Preferred email. It overwrites a valid email address with nothing. I agree that it would be highly unlikely that a user will pick Preferred email as Personal email 2 and not have a value in it but nevertheless it is a possible scenario, isn’t it? What if users typed in a value in Personal email 1 but by mistake picked Personal email 2 in the option set and Personal email 2 field had no value in it. Solution The field Preferred email option should be a required field A JS should run whenever Preferred email option is changed. That JS function should set the relevant email field as required (based on the option chosen) and another JS function should be called (see step 3). A JS function should update the value of Preferred email with the value in the email field (as picked in the option set). The JS function should also be run every time someone updates the actual email field which is chosen in the option set. The guys who are managing the external website should update the Preferred email field - surely, if they can update Preferred email option via a Web Service call, it is easy enough to update the Preferred email right? Question Which is a better method? Should it be written as a JS or a WorkFlow? Also, whose responsibility is it to update the Preferred email field when the data flows from an external website? I am new to CRM 2011 but have around 6 years of experience as a CRM consultant (with other products). I do not come from a development background as I started off as a Application Support Engineer but have picked up development in the last couple of years.

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  • Webcast On-Demand: Building Java EE Apps That Scale

    - by jeckels
    With some awesome work by one of our architects, Randy Stafford, we recently completed a webcast on scaling Java EE apps efficiently. Did you miss it? No problem. We have a replay available on-demand for you. Just hit the '+' sign drop-down for access.Topics include: Domain object caching Service response caching Session state caching JSR-107 HotCache and more! Further, we had several interesting questions asked by our audience, and we thought we'd share a sampling of those here for you - just in case you had the same queries yourself. Enjoy! What is the largest Coherence deployment out there? We have seen deployments with over 500 JVMs in the Coherence cluster, and deployments with over 1000 JVMs using the Coherence jar file, in one system. On the management side there is an ecosystem of monitoring tools from Oracle and third parties with dashboards graphing values from Coherence's JMX instrumentation. For lifecycle management we have seen a lot of custom scripting over the years, but we've also integrated closely with WebLogic to leverage its management ecosystem for deploying Coherence-based applications and managing process life cycles. That integration introduces a new Java EE archive type, the Grid Archive or GAR, which embeds in an EAR and can be seen by a WAR in WebLogic. That integration also doesn't require any extra WebLogic licensing if Coherence is licensed. How is Coherence different from a NoSQL Database like MongoDB? Coherence can be considered a NoSQL technology. It pre-dates the NoSQL movement, having been first released in 2001 whereas the term "NoSQL" was coined in 2009. Coherence has a key-value data model primarily but can also be used for document data models. Coherence manages data in memory currently, though disk persistence is in a future release currently in beta testing. Where the data is managed yields a few differences from the most well-known NoSQL products: access latency is faster with Coherence, though well-known NoSQL databases can manage more data. Coherence also has features that well-known NoSQL database lack, such as grid computing, eventing, and data source integration. Finally Coherence has had 15 years of maturation and hardening from usage in mission-critical systems across a variety of industries, particularly financial services. Can I use Coherence for local caching? Yes, you get additional features beyond just a java.util.Map: you get expiration capabilities, size-limitation capabilities, eventing capabilites, etc. Are there APIs available for GoldenGate HotCache? It's mostly a black box. You configure it, and it just puts objects into your caches. However you can treat it as a glass box, and use Coherence event interceptors to enhance its behavior - and there are use cases for that. Are Coherence caches updated transactionally? Coherence provides several mechanisms for concurrency control. If a project insists on full-blown JTA / XA distributed transactions, Coherence caches can participate as resources. But nobody does that because it's a performance and scalability anti-pattern. At finer granularity, Coherence guarantees strict ordering of all operations (reads and writes) against a single cache key if the operations are done using Coherence's "EntryProcessor" feature. And Coherence has a unique feature called "partition-level transactions" which guarantees atomic writes of multiple cache entries (even in different caches) without requiring JTA / XA distributed transaction semantics.

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  • Oracle allo SMAU 2012 - La strategia CRM e l’approccio alla Customer Experience: perchè le aziende devono servire diversamente i propri clienti.

    - by Silvia Valgoi
    Lo scorso 18 Ottobre Oracle è stata presente all'edizione milanese di SMAU 2012 all'interno della Apps & Cloud Arena. Invitata da AISM (Associazione italiana marketing) Oracle  ha avuto l’opportunità di partecipare attivamente con un intervento all’interno dell’area tematica “Gestire efficacemente i propri clienti attraverso le applicazioni di Customer Relationship Management”. Le molte persone presenti hanno potuto ascoltare dove, secondo Oracle, si genera reale differenziazione del brand – al di là dei processi ormai consolidati di marketing , vendita e servizio al cliente – e dove si posiziona il nuovo valore per il business. Se non hai potuto partecipare guarda qui la presentazione di Oracle. Per maggiori informazioni: Silvia Valgoi

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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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  • DRBD Replication failure

    - by user62513
    A couple of weeks ago I setup a 2 nodes CRM system with one of the resources managed being MySQL over DRBD. Today for maintenance reasons I restarted both nodes but now they can't connect to each other anymore. DRBD fell out of sync and I followed this guide to get it back connected but it's only able to run successfully on one node. But this strange thing happens: If I crm node standby both nodes and I try: crm node online node0 before crm node online node1, all the CRM resources start successfully but the DRBD partitions are still running in StandAlone state. crm node online node1 beofre crm node online node0, the DRBD resource fails to start, thus causing mysql not to start. If I standby both resources and call crm node online node0 then it times out and prints this error: Running crm node online node0 produces this output after timing out Error setting standby=off (section=nodes, set=<null>): Remote node did not respond Error performing operation: Remote node did not respond Is there anything I'm doing wrong here? An alternative will be just do MySQL replication but I'm not sure how to promote a slave to master when the master database is not available.

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  • New PeopleSoft HCM 9.1 On Demand Standard Edition provides a complete set of IT services at a low, predictable monthly cost

    - by Robbin Velayedam
    At Oracle Open World last month, Oracle announced that we are extending our On Demand offerings with the general availability of PeopleSoft On Demand Standard Edition. Standard Edition represents Oracle’s commitment to providing customers a choice of solutions, technology, and deployment options commensurate with their business needs and future growth. The Standard Edition offering complements the traditional On Demand offerings (Enterprise and Professional Editions) by focusing on a low, predictable monthly cost model that scales with the size of your business.   As part of Oracle's open cloud strategy, customers can freely move PeopleSoft licensed applications between on premise and the various  on demand options as business needs arise.    In today’s business climate, aggressive and creative business objectives demand more of IT organizations. They are expected to provide technology-based solutions to streamline business processes, enable online collaboration and multi-tasking, facilitate data mining and storage, and enhance worker productivity. As IT budgets remain tight in a recovering economy, the challenge becomes how to meet these demands with limited time and resources. One way is to eliminate the variable costs of projects so that your team can focus on the high priority functions and better predict funding and resource needs two to three years out. Variable costs and changing priorities can derail the best laid project and capacity plans. The prime culprits of variable costs in any IT organization include disaster recovery, security breaches, technical support, and changes in business growth and priorities. Customers have an immediate need for solutions that are cheaper, predictable in cost, and flexible enough for long-term growth or capacity changes. The Standard Edition deployment option fulfills that need by allowing customers to take full advantage of the rich business functionality that is inherent to PeopleSoft HCM, while delegating all application management responsibility – such as future upgrades and product updates – to Oracle technology experts, at an affordable and expected price. Standard Edition provides the advantages of the secure Oracle On Demand hosted environment, the complete set of PeopleSoft HCM configurable business processes, and timely management of regular updates and enhancements to the application functionality and underlying technology. Standard Edition has a convenient monthly fee that is scalable by number of employees, which helps align the customer’s overall cost of ownership with its size and anticipated growth and business needs. In addition to providing PeopleSoft HCM applications' world class business functionality and Oracle On Demand's embassy-grade security, Oracle’s hosted solution distinguishes itself from competitors by offering customers the ability to transition between different deployment and service models at any point in the application ownership lifecycle. As our customers’ business and economic climates change, they are free to transition their applications back to on-premise at any time. HCM On Demand Standard Edition is based on configurability options rather than customizations, requiring no additional code to develop or maintain. This keeps the cost of ownership low and time to production less than a month on average. Oracle On Demand offers the highest standard of security and performance by leveraging a state-of-the-art data center with dedicated databases, servers, and secured URL all within a private cloud. Customers will not share databases, environments, platforms, or access portals with other customers because we value how mission critical your data are to your business. Oracle’s On Demand also provides a full breadth of disaster recovery services to provide customers the peace of mind that their data are secure and that backup operations are in place to keep their businesses up and running in the case of an emergency. Currently we have over 50 PeopleSoft customers delegating us with the management of their applications through Oracle On Demand. If you are a customer interested in learning more about the PeopleSoft HCM 9.1 Standard Edition and how it can help your organization minimize your variable IT costs and free up your resources to work on other business initiatives, contact Oracle or your Account Services Representative today.

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  • MS Dynamics CRM 4.0 - onChange event error

    - by Brett
    Hi I have an onChange event that keeps bringing up the error below whenever I preview it. 'Object doesnt support this property or method' I have the onChange event associated with a picklist and when a specific option is selected another field is unhidden. The code is below: onLoad: //If How did you hear about us is set to event show the Source Event lookup crmForm.SourceEvent = function SourceEvent() { if (crmForm.all.gcs_howdidyouhearaboutus.DataValue == 5) { crmForm.all.gcs_sourceeventid_c.style.display = '' ; crmForm.all.gcs_sourceeventid_d.style.display = '' ; } else { crmForm.all.gcs_sourceeventid_c.style.display = 'none' ; crmForm.all.gcs_sourceeventid_d.style.display = 'none' ; } } crmForm.SourceEvent() ; onChange crmForm.SourceEvent() ; Would be great if someone could let me know why this error is showing up? Also, this has happened on a few onChange events on the form preview but once published onto the live system it does not error. Any ideas? Thank you Brett

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  • CRM + Invoicing/Billing + Ticketing for a small web design company

    - by Mike
    Hi everyone, I am currently using ActiveCollab but it lacks the typical CRM features. I can't even keep notes about a customer saved in one place. What I am looking for is a simple but efficient CRM application that allows me to store all the (potential) customers along with their phone calls noted down, contracts, agreements. On the billing end, I should be able to keep track of invoices and payments, along with a bit of sales reports. A great extra would be a ticket support feature but not really necessary I looked at VTiger and SugarCRM at first. Though, they look too complex on the sales/campaigns end but completely lack the billing side. Do you have some good apps/services to suggest? :) Any programming language or OS would do. Both paid and free. Thanks Mike

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  • CRM vs VRM

    - by David Dorf
    In a previous post, I discussed the potential power of combining social, interest, and location graphs in order to personalize marketing and shopping experiences for consumers.  Marketing companies have been trying to collect detailed information for that very purpose, a large majority of which comes from tracking people on the internet.  But their approaches stem from the one-way nature of traditional advertising.  With TV, radio, and magazines there is no opportunity to truly connect to customers, which has trained marketing companies to [covertly] collect data and segment customers into easily identifiable groups.  To a large extent, we think of this as CRM. But what if we turned this viewpoint upside-down to accommodate for the two-way nature of social media?  The notion of marketing as conversations was the basis for the Cluetrain, an early attempt at drawing attention to the fact that customers are actually unique humans.  A more practical implementation is Project VRM, which is a reverse CRM of sorts.  Instead of vendors managing their relationships with customers, customers manage their relationships with vendors. Your shopping experience is not really controlled by you; rather, its controlled by the retailer and advertisers.  And unfortunately, they typically don't give you a say in the matter.  Yes, they might tailor the content for "female age 25-35 interested in shoes" but that's not really the essence of you, is it?  A better approach is to the let consumers volunteer information about themselves.  And why wouldn't they if it means a better, more relevant shopping experience?  I'd gladly list out my likes and dislikes in exchange for getting rid of all those annoying cookies on my harddrive. I really like this diagram from Beyond SocialCRM as it captures the differences between CRM and VRM. The closest thing to VRM I can find is Buyosphere, a start-up that allows consumers to track their shopping history across many vendors, then share it appropriately.  Also, Amazon does a pretty good job allowing its customers to edit their profile, which includes everything you've ever purchased from Amazon.  You can mark items as gifts, or explicitly exclude them from their recommendation engine.  This is a win-win for both the consumer and retailer. So here is my plea to retailers: Instead of trying to infer my interests from snapshots of my day, please just ask me.  We'll both have a better experience in the long-run.

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  • Recurring Appointments in Dynamics CRM

    - by true
    It doesn't look like Dynamics allows for recurring appointments. I found a tutorial for recurring service activities, but I don't really follow the portion where it sends a SOAP object. If anyone can help I would appreciate it

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  • My Oracle Support E-Business CRM Communities = Answer Hubs

    - by Oracle_EBS
    Want a quick answer to your EBS CRM problem?  Try our My Oracle Support E-Business CRM Communities.  Another avenue to get timely and accurate support and solutions from Oracle Support experts, industry peers and it's searchable to learn from others experiencing the same issues.  Give them a try! Oracle Complex Maintenance, Repair and Overhaul Community Oracle Contracts Community Oracle Depot Repair Oracle Install Base Community Oracle Lease & Finance Community Oracle Mobile Field Service Community Oracle Quoting Oracle Sales and Marketing Oracle Sales Compensation Oracle Service Community Oracle Telesales Oracle Trade Management

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  • Making a field unavailable to a user with javascript in MS CRM 4

    - by mwright
    I am trying to disable a field, i.e. grey it out and not allow the user to select it. To achieve this effect I am currently calling crmForm.all.new_attribute1.disabled = true; crmForm.all.new_attribute2.Disabled = true; The Disable, with a capital D, makes the field grayed out but the user can still put the cursor in that field or tab to it. The disable, with a little d, makes the field unavailable to the cursor and via tab, but gives no visual indication that it can't be interacted with. Is there a better way to do this, one call that will achieve similar results or am I stuck having both there?

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