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

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

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  • What are Social CRM Applications?

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

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  • Oracle CRM und Inquira Vertriebsskript für Partner

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

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  • Best Free and Open Source CRM Software

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

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  • Oracle CRM On Demand Release 16

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

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  • 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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  • New Fusion CRM Webinars for Partners dates and subjects announced

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

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  • MORE on Oracle CRM and the Apple iPad

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

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

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

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  • 100% Product Coverage in EBS CRM Communities

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

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  • 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 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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  • 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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