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  • restrict customer lookup to contacts bug

    - by Amr H. Abdel Majeed
    I'm using microsoft dynamics crm 4 I inserted the following line to restrict a customer lookup to contacts only (no accounts): crmForm.all.customerid.setAttribute("lookuptypes", "2"); It does restrict the lookup to contacts only, but there is a strange bug: When i select any customer, the icon next to him becomes the account icon, not the contact icon (folder instead of card) Any solutions to this ?

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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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  • 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 augmente l'interopérabilité entre ses ERP et son CRM et sort un assistant de migration des données d'Oracle vers SQL Server

    Microsoft augmente l'interopérabilité entre ses ERP et son CRM Et sort un assistant de migration des données d'Oracle vers SQL Server Mercredi dernier, Microsoft Dynamics a annoncé la mise à disposition mondiale de nouvelles ressources à destination des entreprises équipées de son progiciel de gestion intégré Microsoft Dynamics (ERP). Ces nouvelles ressources incluent d'une part un connecteur entre Microsoft Dynamics CRM et Microsoft Dynamics AX, ainsi que d'autre part un assistant de migration de données pour les clients Microsoft Dynamics AX qui souhaitent faire migrer leurs bases de données Oracle vers Microsoft SQL Server. Ce nouveau connecteur facilite l

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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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  • Creating Filter for my Associated View

    - by Hooman
    Senario: Open an account in CRM 2011 beta and click on activities on the left navigation pane, you will now see activities of the selected account and now have two filter drop down lists on the top which allow you to view activities of the account or sub accounts of this account. Is this filter drop downs something customizable or is it a feature only available for system entities (like acitivity)? Is this functionality provided because Activity entity have N:1 relationship with Type of Behavior = System? can we provide the same or similar functionality by using Type of behavior = Parental!?!? Thx

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  • SQL Script to Assign All Items to ALL Sites with Dynamics GP

    - by Ryan McBee
    v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Normal 0 false false false false EN-US X-NONE X-NONE /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} When setting up new items within Microsoft Dynamics GP, you will often run into the error message below which reads “This site is not assigned to the selected item.  Do you want to assign this site?”  The fix is quite simple given that you simply click the Add button below which opens up the Item Quantities Maintenance window which you will hit the save button and proceed with the entry of your Sales Order or Purchase Order.   If you have a lot of new items into GP and have just one Site ID setup, the best approach to assigning your items to a particular site is by going to the Site Maintenance Window which is located in Cards>>Inventory>>Site.  Once you are in the window below, you can click the Assign button to assign Items to the Site selected.     However, if you have you a lot of Sites and Items created, this can be quite a cumbersome and time consuming process.  For that, I have created the following SQL Script below that Assigns all Items to all Site ID’s within Microsoft Dynamics GP 2010.    declare @item varchar(100)       , @loc varchar(100)       , @ItemExist int         DECLARE TablePositionCursor CURSOR FOR         SELECT itemnmbr from IV00101 i         OPEN TablePositionCursor       FETCH NEXT FROM TablePositionCursor INTO @item       WHILE (@@fetch_status <> -1)             BEGIN                         DECLARE TablePositionCursor2 CURSOR FOR                         select locncode from IV40700                   OPEN TablePositionCursor2                   FETCH NEXT FROM TablePositionCursor2 INTO  @loc                   WHILE (@@fetch_status <> -1)                         BEGIN                           SELECT @ItemExist = isnull(count(*), 0) FROM IV00102 where ITEMNMBR = @item and LOCNCODE = @loc                                                 if @ItemExist  = 0                               BEGIN                                      insert into iv00102 values(                                     @item                                     ,@loc                                     ,''                                     ,2                                     ,''                                     ,0                                     ,0                                     ,0                                     ,0                                     ,'01/01/1900'                                     ,''                                     ,'01/01/1900'                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,'01/01/1900'                                     ,'01/01/1900'                                     ,'01/01/1900'                                     ,'01/01/1900'                                     ,0                                     ,''                                     ,''                                     ,''                                     ,1                                     ,0                                     ,0                                     ,1                                     ,0                                     ,0                                     ,1                                     ,2                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                     ,1                                     ,0                                     ,0                                     ,0                                     ,3                                     ,0                                     ,0                                     ,0                                     ,''                                     ,''                                     ,''                                     ,''                                     ,''                                     ,''                                     ,''                                     ,''                                     ,1                                     ,1                                     ,''                                     ,1                                     ,1                                     ,0                                     ,1                                     ,1                                     ,1                                     ,0                                     ,0                                     ,0                                     ,0                                     ,0                                       )                         END                               FETCH NEXT FROM TablePositionCursor2 INTO @loc                         END                   DEALLOCATE TablePositionCursor2                     FETCH NEXT FROM TablePositionCursor INTO  @item             END       DEALLOCATE TablePositionCursor     The script below works just for GP 2010 since the columns in the IV00102 have changed from version to version.  If you need it for prior versions, please email me and I will send it to you.   Disclaimer: I tested this on limited data, if you find an issue or have a suggestion for improvement, please let me know and I will post the update here for everyone.  This blog is provided "AS IS" with no warranties, and confers no rights.

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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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  • 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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  • Getting Started with Oracle Fusion CRM Sales

    Designed from the ground-up using the latest technology advances and incorporating the best practices gathered from Oracle's thousands of customers, Fusion Applications are 100 percent open standards-based business applications that set a new standard for the way we innovate, work and adopt technology. Delivered as a complete suite of modular applications, Fusion Applications work with your existing portfolio to evolve your business to a new level of performance. In this AppCast, part of a special series on Fusion Applications, you hear about the unique advantages of Fusion CRM Sales, learn about the scope of the first release and discover how Fusion CRM Sales modules can be used to complement and enhance your existing sales solutions.

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  • The First Microsoft Dynamics NAV Builds on TFS 2010 Server

    - by ssmantha
    We are now successfully, able build Dynamics NAV solutions using the TFS Build workflow mechanisms. Lots of test builds were made, the builds can restore the NAV Database and start from a fresh solution, take latest of the NAV objects and then import it to Navision and call the compile method. The workflow is also able to generate FOB files as output which can be directly shipped to the customers. I think this is the First in the world implementation of the TFS build concepts in conjunction with NAV. I think this is a time to change the thinking caps and try to approach ERP development and include the practises of ALM into ERP Product Development.

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  • Is there a way to export reports from Microsoft CRM4?

    - by Jake
    I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I missing something? Is this another feature that was missed? Apperciate the help.

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  • Oracle Delivers Oracle Social Services Suite

    - by michael.seback
    Oracle Delivers Oracle Social Services Suite with New Releases of Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10 Continuing its leadership and commitment to provide key innovations specifically created for social services agencies, Oracle today released the new Oracle Social Services Suite that includes updated versions of Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10. "Oracle's commitment to our social services customers is indisputable with the introduction of Oracle Social Services Suite and the latest innovations from Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10," said Anthony Lye, Senior Vice President of CRM, Oracle. "Social service agencies have not only many of the most complex jobs to perform with limited time and funding, but also some of the most important for our society, especially when children are involved. The technology advances Oracle provides will help these agencies increase their own efficiency and save costs, while helping to improve the outcome for their clients." read more

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  • SaaS Customer Service Matters

    - by charles.knapp
    You probably know that Oracle CRM On Demand goes beyond contact and transaction tracking by providing valuable real-time insights. Do you know that Oracle CRM On Demand also delivers valuable service to our customers? Don't take my word for it. "Prior to Oracle CRM On Demand, we were too busy looking in the rear view mirror on our sales activities and needed a forward-looking tool to maximize sales and coaching opportunities," said Christian Doelle, Vice President Sales & Marketing, MonierLifetile. "After evaluating other organization's solutions, we found Oracle as the most proven with the real-time reporting and detailed reviews of sales opportunities that helped us to address our blind spots. Additionally, we have found throughout our implementation phase that Oracle's commitment to customer attention and service is incomparable." Learn more here about MonierLifetile's experience with Oracle CRM On Demand.

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  • Management Reporter Installation – Lessons Learned Part II - Dynamics GP

    - by Ryan McBee
    After feeling pretty good about my deployment skills of Management Reporter for Dynamics GP a few weeks ago, I ran into two additional lessons learned that I wanted to share. First, on another new deployment, I got the error shown below which says “An error occurred while creating the database.  View the installation log for additional information.”  This problem initially pointed me to KB 2406948 which did not provide resolution. After several hours of troubleshooting, I found there is an issue if the defaults database locations in SQL Server are set to the root of a drive. You will want to set the default to something like the following to get it installed; C:\Program Files\Microsoft SQL Server\MSSQL10.MSSQLSERVER\MSSQL\DATA.  My default database locations for the data and log files were indeed sitting on the H:\ and I:\ drives. To change this property in your SQL Server Instance you need to open SQL Server Management Studio, right click on the server, and choose properties and then database settings. When I initially got the error, I briefly considered creating the ManagementReporter database by hand, but experience tells me that would have created more headaches down the road. The second problem I ran into with this particular deployment of Management Reporter happened when I started the FRx conversion utility.  The errors reads “The ‘Microsoft.ACE.OLEDB.12.0’ provider is not registered on the local machine. I had a suspicion that this error was related to the fact FRx uses outdated technology and I happened to be on a new install of Server 2008 R2.  A knowledge base search quickly pointed me to KB 2102486. The resolution for this Management Reporter issue was to install the Microsoft Access Database Engine Redistributable, by following the site below. http://www.microsoft.com/downloads/details.aspx?familyid=C06B8369-60DD-4B64-A44B-84B371EDE16D&displaylang=en

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  • CRM Evolution 2014: Mediocrity is the New Horrible in Customer Service

    - by Tuula Fai
    "Mediocrity is the new horrible in customer service," Blair McHaney, Gold's Gym Almost everyone knows that customers' expectations have risen. But, after listening to two days of presentations at CRM Evolution, I think it’s more accurate to say that customers' expectations have skyrocketed. Fortunately, most companies have gotten the message and are taking their customer service to a higher level. For those who've been hesitant to 'boldly go where their customer service organization has not gone before,' take heart. I’ve got some statistics that will encourage you to take those first few steps. Why should I change? By engaging customers online, ancestry.com achieved a 99.5% customer satisfaction score (CSAT) while improving retention and saving millions on greater efficiency, including a 38%-50% drop in inbound calls and emails.1 By empowering employees to delight customers, Gold’s Gym achieved a 77.5% Net Promoter Score (NPS) and 22% customer churn rate. No small feat when you consider the industry averages are 40% NPS and 45% churn.2 By adapting quickly to social media, brands like Verizon have benefited from social community members spending 2.5x-10x more than average customers.3 ‘The fierce urgency of now’ is upon us in customer service. You can take your customer service to a higher level! To find out more, click here CRM Evolution Customer Service Experience Footnotes: 1. Arvindh Balakrishnan, Is Your Customer Service Modern?2. Blair McHaney, Wire Your Organization with Customer Feedback3. Becky Carroll, The Power of Communities for Improving the Service Experience and Building Advocates

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  • Server Intermittently Inaccessible Externally (but Accessible Internally Continuously)

    - by nicorellius
    I have a CRM on a server on a network. We have a static IP and another server outward facing. We use port-forwarding to map to the CRM, so that when you go to the IP or the FQDN, you get to the CRM: xxx.xxx.xxx.xxx crm.example.com Internally, we can access the CRM by going to crm or crm.example.com Lately, I've been noticing that accessing the server from outside the network times out or gives 503, bad gateway. During that time, I can also SSH (different port, so this works) into the outward facing computer and access the server just fine. I have a robot monitoring the site and indeed via HTTP monitoring the site is going down periodically. I looked through the Apache server access and error logs and nothing stuck out at me so I'm a bit confused as to what could be going on. I also searched the access logs for 503 and found nothing. When I run tracert from outside the network, it appears the packets basically make it through the wider area servers (Comcast city and county servers) and end up dropping at the CRM server's front step. I'm tempted to replace the server because it is older and underpowered but it would be nice to know what is going on. Any ideas what to do next?

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  • How can I set a field to null in a Pre-Update Plugin

    - by Juergen
    I developed a Pre-Update Plugin for the Case entity. In this plugin I want to set a string field to a new value. It works smoothly if the new value is not null. But if the new value si null, it is just ignored. This works: Incident caseTarget = ((Entity) localContext.PluginExecutionContext.InputParameters["Target"]).ToEntity<Incident>(); caseTarget.ProductSerialNumber = "new value"; After the execution of the plugin, the ProductSerialNumber field has value "new value". This doesn't work: Incident caseTarget = ((Entity) localContext.PluginExecutionContext.InputParameters["Target"]).ToEntity<Incident>(); caseTarget.ProductSerialNumber = null; After the execution of the plugin, the ProductSerialNumber field has still its old value. How can I set the target's field to null?

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  • Building a QueryExpression where name field is either A or B

    - by Mike
    I'm trying to build a Dynamics CRM 4 query so that I can get calendar events that are named either "Event A" or "Event B". A QueryByAttribute doesn't seem to do the job as I cannot specify a condition where the field called "event_name" = "Event A" of "event_name" = "Event B". When using the QueryExpression, I've found the FilterExpression applies to the Referencing Entity. I don't know if the FilterExpression can be used on the Referenced Entity at all. The example below is something like what I want to achieve, though this would return an empty result set as it will go looking in the entity called "my_event_response" for a "name" attribute. It's starting to look like I will need to run several queries to get this but this is less efficient than if I can submit it all at once. ColumnSet columns = new ColumnSet(); columns.Attributes = new string[]{ "event_name", "eventid", "startdate", "city" }; ConditionExpression eventname1 = new ConditionExpression(); eventname1.AttributeName = "event_name"; eventname1.Operator = ConditionOperator.Equal; eventname1.Values = new string[] { "Event A" }; ConditionExpression eventname2 = new ConditionExpression(); eventname2.AttributeName = "event_name"; eventname2.Operator = ConditionOperator.Equal; eventname2.Values = new string[] { "Event B" }; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.Or; filter.Conditions = new ConditionExpression[] { eventname1, eventname2 }; LinkEntity link = new LinkEntity(); link.LinkCriteria = filter; link.LinkFromEntityName = "my_event"; link.LinkFromAttributeName = "eventid"; link.LinkToEntityName = "my_event_response"; link.LinkToAttributeName = "eventid"; QueryExpression query = new QueryExpression(); query.ColumnSet = columns; query.EntityName = EntityName.mbs_event.ToString(); query.LinkEntities = new LinkEntity[] { link }; RetrieveMultipleRequest request = new RetrieveMultipleRequest(); request.Query = query; return (RetrieveMultipleResponse)crmService.Execute(request); I'd appreciate some advice on how to get the data I need.

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