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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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  • 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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  • Workflows not starting after fresh install

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

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  • Lessons from a SAN Failure

    - by Bill Graziano
    At 1:10AM Sunday morning the main SAN at one of my clients suffered a “partial” failure.  Partial means that the SAN was still online and functioning but the LUNs attached to our two main SQL Servers “failed”.  Failed means that SQL Server wouldn’t start and the MDF and LDF files mostly showed a zero file size.  But they were online and responding and most other LUNs were available.  I’m not sure how SANs know to fail at 1AM on a Saturday night but they seem to.  From a personal standpoint this worked out poorly: I was out with friends and after more than a few drinks.  From a work standpoint this was about the best time to fail you could imagine.  Everything was running well before Monday morning.  But it was a long, long Sunday.  I started tipsy, got tired and ended up hung over later in the day. Note to self: Try not to go out drinking right before the SAN fails. This caught us at an interesting time.  We’re in the process of migrating to an entirely new set of servers so some things were partially moved.  This made it difficult to follow our procedures as cleanly as we’d like.  The benefit was that we had much better documentation of everything on the server.  I would encourage everyone to really think through the process of implementing your DR plan and document as much as possible.  Following a checklist is much easier than trying to remember at night under pressure in a hurry after a few drinks. I had a series of estimates on how long things would take.  They were accurate for any single server failure.  They weren’t accurate for a SAN failure that took two servers down.  This wasn’t bad but we should have communicated better. Don’t forget how many things are outside the database.  Logins, linked servers, DTS packages (yikes!), jobs, service broker, DTC (especially DTC), database triggers and any objects in the master database are all things you need backed up.  We’d done a decent job on this and didn’t find significant problems here.  That said this still took a lot of time.  There were many annoyances as a result of this.  Small settings like a login’s default database had a big impact on whether an application could run.  This is probably the single biggest area of concern when looking to recreate a server.  I’d encourage everyone to go through every single node of SSMS and look for user created objects or settings outside the database. Script out your logins with the proper SID and already encrypted passwords and keep it updated.  This makes life so much easier.  I used an approach based on KB246133 that worked well.  I’ll get my scripts posted over the next few days. The disaster can cause your DR process to fail in unexpected ways.  We have a job that scripts out all logins and role memberships and writes it to a file.  This runs on the DR server and pulls from the production server.  Upon opening the file I found that the contents were a “server not found” error.  Fortunately we had other copies and didn’t need to try and restore the master database.  This now runs on the production server and pushes the script to the DR site.  Soon we’ll get it pushed to our version control software. One of the biggest challenges is keeping your DR resources up to date.  Any server change (new linked server, new SQL Server Agent job, etc.) means that your DR plan (and scripts) is out of date.  It helps to automate the generation of these resources if possible. Take time now to test your database restore process.  We test ours quarterly.  If you have a large database I’d also encourage you to invest in a compressed backup solution.  Restoring backups was the single larger consumer of time during our recovery. And yes, there’s a database mirroring solution planned in our new architecture. I didn’t have much involvement in things outside SQL Server but this caused many, many things to change in our environment.  Many applications today aren’t just executables or web sites.  They are a combination of those plus network infrastructure, reports, network ports, IP addresses, DTS and SSIS packages, batch systems and many other things.  These all needed a little bit of attention to make sure they were functioning properly. Profiler turned out to be a handy tool.  I started a trace for failed logins and kept that running.  That let me fix a number of problems before people were able to report them.  I also ran traces to capture exceptions.  This helped identify problems with linked servers. Overall the thing that gave me the most problem was linked servers.  In order for a linked server to function properly you need to be pointed to the right server, have the proper login information, have the network routes available and have MSDTC configured properly.  We have a lot of linked servers and this created many failure points.  Some of the older linked servers used IP addresses and not DNS names.  This meant we had to go in and touch all those linked servers when the servers moved.

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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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  • Post raid5 setup reboot shows single hard drive failure on ubuntu 12.10?

    - by junkie
    I just set up raid 5 on linux using three HDDs as per a guide. It all went fine until when I rebooted I got the following text: http://i.stack.imgur.com/Zsfjk.jpg. Does this mean one of my HDDs has failed? How do I check if any of them are failing? I tried using smartctl and didn't see any issues. Or is it nothing to do with failure and something else altogether? I would like to get the raid 5 working again but I'm not sure where to go from here. I'm using ubuntu 12.10 and the three raid disks each have a gpt partition with a single full size partition of filesystem type ext4. Note I only got an error on reboot not while I was creating the raid array which went fine. Thanks.

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  • SSD becomes hot, disk failure warning

    - by Aegluin
    I have a two weeks old SSD (Kingston SSDnow 64GB). Yesterday, the computer shutdown twice and after rebooting I was bombarded with disk failure warnings. I usually take such warnings serious (and backed up), but skeptical. After cooling down, the laptop boots again and the only red Smart value was the temperature (Ubuntu did not show the temperature of failure, but the at that time 29°). After refreshing the Smart status and doing a "self test", everything is green. Before contacting Kingston support, I would like to know whether it could be due to a software issue: Is it possible that it is false alarm, and how can I check? I installed Ubuntu 12.04 32bit and took care of alignment. I supposed Ubuntu set up with optimal settings for SSDs, how can I check that there was no mistake? The current temperature is around 40-56°. Is such a temperature abnormal for SSDs? Output of sudo smartctl --all /dev/sda: http://pastebin.ubuntu.com/1175940/

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

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

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  • 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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  • Can this USB3 behaviour be anything else than a hardware failure?

    - by Jonas Wielicki
    While my motherboard is half a year old now (ASUS M5A99X EVO), I only recently made use of the USB3 boards (after purchase of USB3 external harddrive). However, I am encountering issues. I am running linux 3.6.7-4.fc16.x86_64. Initially, the harddrive worked fine with USB3 (amazing ˜160MB/s), but I had some problems after putting after putting the harddrive to sleep manually after use (backup) with hdparm -Y. After some time, the device disappears from lsusb and i see the following in dmesg: [ 1924.091107] xhci_hcd 0000:05:00.0: xHCI host not responding to stop endpoint command. [ 1924.091114] xhci_hcd 0000:05:00.0: Assuming host is dying, halting host. [ 1924.091147] xhci_hcd 0000:05:00.0: HC died; cleaning up [ 1924.091233] usb 11-1: USB disconnect, device number 2 [ 1924.091272] sd 6:0:0:0: Device offlined - not ready after error recovery Testing with my (USB3 capable) notebook, I could not immediately reproduce the behaivour. I put the drive to sleep with hdparm -Y and waited for like an hour, but it was still listed in lsusb and responded after a few seconds delay when I tried after the hour of waiting. After an hour, on the desktop, the device would've usually vanished. Googling for this issue, I came across hints that playing around with IOMMU settings and upgrading the BIOS might help. I upgraded the BIOS and tried both with and without IOMMU enabled, got similar results. Most disturbing is, that one of the two USB 3.0 hubs sometimes also disappears from lsusb (or does not show up after boot at all). I've also heard that there are some hardware issues with ASUS USB3 ports. Applying mechanic force to the capble doesn't push the issue to one side or the other. Also, udev seems to reenumerate all devices if I plug the HDD into the USB 3.0 port without success (I can notice from my keyboard layout being changed to the default, which I do not use normally). The drive is externally powered and the external power supply is plugged in (it also stays powered when unplugging from USB, although it will spin down then). So before I try to return the board, I wanted to find out whether this can be anything else than a failure on the motherboard?

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  • Boot failure on installation from a burned iso image

    - by jdamae
    I'm encountering boot failure while trying to install a Linux distro from a CD. I'm using an older PC; here are its specs: HP Pavilion a255c 2.66GHz CPU, 512MB RAM with a BIOS revision of 6/30/2003 I reclaimed an older drive (Seagate ST340810A) that seems to be working, as it's recognized in the BIOS (auto-detected). So this is not the original HDD, but a replacement. I downloaded a mini.iso of Ubuntu 10.10 that I want to install, and burned the image to a CD for install. My boot sequence is: First Boot Device [CDROM]. I disabled devices 2-4 so I can just force it to read first from the CD-ROM. This old PC also has a separate CD writer which is a Sec.Slave. The Sec.Master is the Toshiba DVD/ROM DSM-171 drive where I placed the burned Linux CD. With these settings I cannot get it to boot. I get the message "DISK BOOT FAILURE, INSERT SYSTEM DISK AND PRESS ENTER" when I start the pc with the cd (burned iso image). Would I be able to boot off a usb flash drive? Would that work?

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  • Failure Driven Development

    - by DevSolo
    At our shop, we strive to be agile. And I'd say we are making great strides. That said, a few of us have spotted a pattern we have started calling "Failure Driven Development". Failure Driven Development can basically be desribed as an agile release/iteration cycle where the bugs/features are guided not by tasks and stories with acceptance criteria, but with defects entered in the defect tracking software. Our team has a great Project Manager who strives to get the acceptance criteria from the customer(s), but it's not always possible. From my development chair, this is due to the customer either not knowing exactly what they want or (and this is the kicker) two different "camps" at the customer's main office conflict with how a story should be implemented. Camp A will losely dictate that Feature X works like this, then Camp B will fail it due not functioning like that. Hence, the term "FDD". The process is driven by "failures". This leads to my question: Has anyone else encountered this and if so, any tips/suggestions for dealing with it? We have, of course, tried to get Camp A and B to agree prior, but everyone knows this isn't always the case. Thanks

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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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