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• "Why We Chose Fusion CRM" by Vikas Bhambri, Managing Partner, The Athene Group

  - by Natalia Rachelson

  Normal 0 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-qformat:yes; 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-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} A guest post by Vikas Bhambri, Managing Partner, The Athene Group This year The Athene Group (www.theathenegroup.com) celebrated our tenth anniversary. The company has accomplished a lot in ten years overcoming a number of hurdles and challenges to have grown organically to a 150+ person global company with offices in the US, UK, and India and customers in the US, Canada, and Europe. Now more than ever with the current global landscape from an economic and competitive standpoint it was vital that we make some changes to remain successful for the next ten years. There were two key initiatives that we discussed internally that would enable us to successfully accomplish this – collaboration and the concept of “insight to action”. With our existing Oracle CRM On Demand platform we had components of this but not the full depth and breadth that we were looking for. When we started to discuss Fusion CRM we immediately saw several next generation tools that would embrace these two objectives. For a consulting and development organization the collaboration required between business development and consulting delivery is as important as the collaboration required during the projects between the project delivery and account management teams. The Activity Streams functionality in Fusion CRM immediately addressed the communication of key discussion topics and exchanges around our clients. Of course when we saw the Oracle Social Network (which is part of our Fusion CRM roadmap) we were blown away. The combination OSN and our CRM is going to make us more effective as we discuss and work cohesively on client engagements – ensuring mutual success for both Athene and our clients. When we looked at “insight to action” we saw that we had a great platform when folks were at their desks, unfortunately a lot of our business development and consulting folks are on the road. The Fusion Mobile Sales and Fusion Outlook Desktop provide information to our teams when they are on the go. So that they can provide real-time information and react to real-time information provided by their peers. We are in the early stages of our transformative experience with Fusion CRM but we believe the platform along with our people and processes are going to help us achieve our goals in the future.

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• Removing undeliverable email addresses in MS CRM 4.0

  - by Ken

  Using MS CRM 4.0, is there a way to remove/clear email addresses when a they are bounced back as undeliverable?

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• what is MS CRM?

  - by Lalit

  what is MS CRM ? and what is its use ? new for me

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• How entity edit URL from within plug-in in MS Dyanmics CRM 4.0

  - by Greg McGuffey

  I would like to have a workflow create a task, then email the assigned user that they have a new task and include a link to the newly created task in the body of the email. I have client side code that will correctly create the edit URL, using the entities GUID and stores it in a custom attribute. However, when the task is created from within a workflow, the client script isn't run. So, I think a plug-in should work, but I can't figure out how to determine the URL of the CRM installation. I'm authoring this in a test environment and definitely don't want to have to change things when I move to production. I'm sure I could use a config file, but seems like the plug-in should be able to figure this out at runtime. Anyone have any ideas how to access the URL of the crm service from within a plug-in? Any other ideas? Thanks!

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• Which PHP open source CRM should I use?

  - by Bencze Racz

  What PHP based open source CRM is best to use for a small scale company?

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• Dynamics CRM 2013 rich text editor

  - by user2962918

  I am using Dynamics CRM 2013. How does one apply the rich text editor styling seen on the description field on the email form to other multiple line text fields? Viewing the source code it is obvious that the system is treating the rich text field very differently from the normal multiple line text fields in that instead of rendering a textarea it is rendering a table with an embedded iframe. In CRM 2011, I have used extensions that wrap up the TinyMCE editor but they were never very effective. It seems odd that I can't just check a box to do this to any text field in the settings when the behaviour is obviously built in. Thanks in advance. Richard.

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• Integration of Magento with third party CRM, POS and ERP solutions

  - by SIA

  Hi there, First of all I would like to Thank the Varien Company for providing the best ecommerce solution and free community edition. I am very excited since i started knowing about magento. I am a web developer and very much interested. I have some concerns about the Integration of Magento with other CRM,ERP systems. How is it possible to integrate Magento with any other Industry standard CRM and ERP system? How can i fetch the data from a ERP and update Magento database, like transactiona replication. Is this possible? And Whats the right way to do it? Also, How can i integrate Magento with POS? Is it possible to have bi-directional data update between Magento and Industry Standard POS? I hope I have stated all my doubts and made it clear. I would be thankful if someone guides me to do the integration, the Right way. Thanks and Regards SIA

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• Suggestions required to build an ECommerce Platform

  - by Haris

  For a prospective client we have to offer a solution to provide following system: CMS Order Management Shopping Cart CRM Helpdesk Accounting & Finance Custom Functions In order to save time and to avoid reinvent the wheel our idea is to integrate different off-the-shelf solutions. Their first requirement is that the system has to be hosted in their country which I think will exclude application like Aplicor, Netsuite & Salesforce. Basically the nucleaus would be the CMS which would integrate all the other apps. PHP or .Net based solutions would be our preferences as have inhouse expertise. So far following are few combinations I have come up with: Joomla (CMS) + Virtuemart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + OTRS Magento (CMS+Cart+Ordering) + Sugar CRM + Open ERP (finance) + Helpdesk Ultimate Drupal (CMS) + Ubercart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + Support Ticketing System Sharepoint (CMS) + OptimusBt (Cart+Ordering) + Dynamics CRM + Great Plains + SharepointHQ Dotnetnuke (CMS) + DNNSpot (Cart+Ordering) + Sigma Pro (CRM+Helpdesk) + Open ERP For Helpdesk I liked Zendesk but the server location was the stopping factor, similar for finance and CRM I liked Aplicor. I would not like to go into detailed requirements as it would make things very complex. Could you please suggest me which options are worth enough to start looking into? What other options we have?

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• Using nested public classes to organize constants

  - by FrustratedWithFormsDesigner

  I'm working on an application with many constants. At the last code review it came up that the constants are too scattered and should all be organized into a single "master" constants file. The disagreement is about how to organize them. The majority feel that using the constant name should be good enough, but this will lead to code that looks like this: public static final String CREDITCARD_ACTION_SUBMITDATA = "6767"; public static final String CREDITCARD_UIFIELDID_CARDHOLDER_NAME = "3959854"; public static final String CREDITCARD_UIFIELDID_EXPIRY_MONTH = "3524"; public static final String CREDITCARD_UIFIELDID_ACCOUNT_ID = "3524"; ... public static final String BANKPAYMENT_UIFIELDID_ACCOUNT_ID = "9987"; I find this type of naming convention to be cumbersome. I thought it might be easier to use public nested class, and have something like this: public class IntegrationSystemConstants { public class CreditCard { public static final String UI_EXPIRY_MONTH = "3524"; public static final String UI_ACCOUNT_ID = "3524"; ... } public class BankAccount { public static final String UI_ACCOUNT_ID = "9987"; ... } } This idea wasn't well received because it was "too complicated" (I didn't get much detail as to why this might be too complicated). I think this creates a better division between groups of related constants and the auto-complete makes it easier to find these as well. I've never seen this done though, so I'm wondering if this is an accepted practice or if there's better reasons that it shouldn't be done.

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• CRM: How to Use iSurvey With iSupplier in R12

  - by LuciaC

  In Oracle Applications it is possible to configure iSupplier to link to an Oracle iSurvey, and for the Oracle iSurvey to be executed for a Supplier. This integration requires: An Oracle Script An Oracle iSurvey linked to the Oracle Script iSupplier Configuration to reference the iSurvey. Once set up, the iSurvey will be available from the supplier tab from the Purchasing Responsibilities and from the iSupplier Portal.  Responses to the survey can be viewed from the Survey Administrator Responsibility. Take a look at Doc ID 1589371.1 for step-by-step details of how to configure and use iSurvey with iSupplier.

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• Compilation Error: "The modifier 'public' is not valid for this item" while creating public method o

  - by Lalit

  I am getting this error while creating public method on a class for explicitly implementing the interface. I have the workaround: by removing the explicit implementation of PrintName Method, But surprised why i am getting this error. Can anyone explain the error. Code for Library: using System; using System.Collections.Generic; using System.Linq; using System.Text; namespace Test.Lib1 { public class Customer : i1 { public string i1.PrintName() //Error Here... { return this.GetType().Name + " called from interface i1"; } } public interface i1 { string PrintName(); } interface i2 { string PrintName(); } } Code for Console Test Application: using System; using System.Collections.Generic; using System.Linq; using System.Text; using Test.Lib1; namespace ca1.Test { class Program { static void Main(string[] args) { Customer customer = new Customer(); Console.WriteLine(customer.PrintName()); //i1 i1o = new Customer(); //Console.WriteLine(i1o.printname()); //i2 i2o = new Customer(); //Console.WriteLine(i2o.printname()); } } }

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• ASP.NET Applications Requests/Sec suddenly jumps to a value of about 70 million/sec. on 8 core web

  - by Subhrajit Roy

  We are doing performance testing of an ASP.NET web application with VSTS 2008. We start with 2000 users and slowly ramp up to 5000 users (reaches this user load at around 2.5 hours after the tests start, after this we stay at this user load). The total test duration is of about 6 hours During these runs we have found that the counter Requests/Sec (under category ASP.NET applications) suddenly spikes to a values of 36-72 millions !!!. This keeps on happening intermittently i.e we see this issue once in every 3 performance runs that we give on the same application. In our testing environment we have 4 web servers and interestingly enough we have found that this issue occurs only in the 8 core web servers. Summarizing ... Issue : The counter Requests/Sec (under category ASP.NET Applications) suddenly jumps to a value of about 70 million/sec. on 8 core web servers. This results in an increase in SQL server connections opened by the application. Response time goes for a toss. Error rates also show similar behaviour. However the counter ISAPI Extention Requests/sec does not show any abnormal increase. The graph of this counter almost overlaps with that of counter Requests/Sec till the time of the appearance of the spike.When the spike appears , this counter (ISAPI Extention Requests/sec) actually shows a drop. Test Settings : Performance test run with Visual Studio Team System 2008. Soak test run for 6 hours. Maximum user load 5000 users. This is load is attained at about 2.5 hours into the run and mainted for remaining duration.(i.e for around 3.5 more hrs) This issue is reproducible though happens intermittently. (i.e occurs one in three or four runs) Test Environment : Web site deployed on 4 Web Servers (Windows Server 2003). Of these 2 are 4 core machines and the remaining 2 are 8 core ones. .NET Framework 3.5 SP1 installed on all 4 web servers. Application hosted on IIS 6.0 run in Worker process isolation mode.

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• CRM 2011 - Set/Retrieve work hours programmatically

  - by Philip Rich

  I am attempting to retrieve a resources work hours to perform some logic I require. I understand that the CRM scheduling engine is a little clunky around such things, but I assumed that I would be able to find out how the working hours were stored in the DB eventually... So a resource has associated calendars and those calendars have associated calendar rules and inner calendars etc. It is possible to look at the start/end and frequency of aforementioned calendar rules and query their codes to work out whether a resource is 'working' during a given period. However, I have not been able to find the actual working hours, the 9-5 shall we say in any field in the DB. I even tried some SQL profiling while I was creating a new schedule for a resource via the UI, but the results don't show any work hours passing to SQL. For those with the patience the intercepted SQL statement is below:- EXEC Sp_executesql N'update [CalendarRuleBase] set [ModifiedBy]=@ModifiedBy0, [EffectiveIntervalEnd]=@EffectiveIntervalEnd0, [Description]=@Description0, [ModifiedOn]=@ModifiedOn0, [GroupDesignator]=@GroupDesignator0, [IsSelected]=@IsSelected0, [InnerCalendarId]=@InnerCalendarId0, [TimeZoneCode]=@TimeZoneCode0, [CalendarId]=@CalendarId0, [IsVaried]=@IsVaried0, [Rank]=@Rank0, [ModifiedOnBehalfBy]=NULL, [Duration]=@Duration0, [StartTime]=@StartTime0, [Pattern]=@Pattern0 where ([CalendarRuleId] = @CalendarRuleId0)', N'@ModifiedBy0 uniqueidentifier,@EffectiveIntervalEnd0 datetime,@Description0 ntext,@ModifiedOn0 datetime,@GroupDesignator0 ntext,@IsSelected0 bit,@InnerCalendarId0 uniqueidentifier,@TimeZoneCode0 int,@CalendarId0 uniqueidentifier,@IsVaried0 bit,@Rank0 int,@Duration0 int,@StartTime0 datetime,@Pattern0 ntext,@CalendarRuleId0 uniqueidentifier', @ModifiedBy0='EB04662A-5B38-E111-9889-00155D79A113', @EffectiveIntervalEnd0='2012-01-13 00:00:00', @Description0=N'Weekly Single Rule', @ModifiedOn0='2012-03-12 16:02:08', @GroupDesignator0=N'FC5769FC-4DE9-445d-8F4E-6E9869E60857', @IsSelected0=1, @InnerCalendarId0='3C806E79-7A49-4E8D-B97E-5ED26700EB14', @TimeZoneCode0=85, @CalendarId0='E48B1ABF-329F-425F-85DA-3FFCBB77F885', @IsVaried0=0, @Rank0=2, @Duration0=1440, @StartTime0='2000-01-01 00:00:00', @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA', @CalendarRuleId0='0A00DFCF-7D0A-4EE3-91B3-DADFCC33781D' The key parts in the statement are the setting of the pattern:- @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA' However, as mentioned, no indication of the work hours set. Am I thinking about this incorrectly or is CRM doing something interesting around these work hours? Any thoughts greatly appreciated, thanks.

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• Simple but Customizable CRM?

  - by davemackey

  I'm trying to find a good Church Management System (ChMS). Essentially, a CRM for churches. My budget is about $0...so open source or in-house development is preferred (and by in-house, I mean me). I'm wondering if anyone could make some recommendations as to possibilities? I'm open to SaaS solutions as well. For those interested in more details...: I've looked at Zoho CRM and while I like it, they only offer three licenses free, an insignificant discount for non-profits, etc. I've looked at Salesforce's NPSF which is nice but almost too much for a small church. Additionally, its taking a long time to jump through all the hoops necessary to get the licenses. I'm wondering if some combination of Wufoo and similar SaaS apps. might offer what I'm looking for? I've looked at Google spradsheets...if only they had a db application. :P Its really pretty simple what I need...something to maintain contact info., to remember important dates, to keep dates, to schedule followups, etc.

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• Public and Internal members in an Internal class?

  - by Noldorin

  Ok, so this may be a bit of a silly question, and there's certainly the obvious answer, but I was curious if I've missed any subtleties here. Is there any difference in terms of visibility/usability between a public member declared in an internal class and an internal member declared in an internal class? i.e. between internal class Foo { public void Bar() { } } and internal class Foo { internal void Bar() { } } If you declared the method as public and also virtual, and then overrode it in a derived class that is public, the reason for using this modifier is clear. However, is this the only situation... am I missing something else?

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

  - by Willy

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

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• Retrieve contents of a public Dropbox folder?

  - by Sam

  Is there a way to retrieve a list of the contents of a public Dropbox folder (preferably in PHP)? This is what a URL to a public file in Dropbox looks like: http://dl.dropbox.com/u/1234567/publikPholder/textytext.txt One would think that jumping up one level to the directory in the URL... http://dl.dropbox.com/u/1234567/publikPholder/ ...would show all the public files. Nope. Nothing but a 404.

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• loading css or javascript from non-public directory

  - by twmulloy

  is there a way to load css and/or javascript files from outside of the public web directory? for example on my hosting service i have /public_html but don't want these files to exist in the public directory and want them in a directory outside of the public directory in a sibling directory /system (i am using codeigniter) within the /system/application/view/

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• Exporting non-public type through public API

  - by feelgood

  What if I have few factory methods returning non-public type and pairing set of methods which gives variables of this non-public type? This results with titled warning message in NetBeans. In result public API will contain only two pairing sets of methods. The reason is to make my type hierarchy sealed (like seald classes in Scala) and allow users only instantiate these types through factory methods. So we get DSL in some sense. For example, Schedule class represented by calendar fields' contraints. There are some types of contraints - Range, Singleton, List, FullSet - with NumberSet interface as a root. We don't want to expose these types and how Schedule interact with them. We just want the specification from the user. So we make NumberSet package-private. In class Schedule we create few factory-methods for constraints: NumberSet singleton(int value); NumberSet range(int form, int to); NumberSet list(NumberSet ... components); and some methods for creating Schedule object: Schedule everyHour(NumberSet minutes); Schedule everyDay(NumberSet minutes, NumberSet hours); User can only use them in the manner: Schedule s = Schedule.everyDay( singleton(0), list(range(10-15), singleton(8)) ); Is it bad idea?

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

  - by Richard Lefebvre

  The next session of our weekly Fusion CRM webinar for EMEA partners will take place Monday March the 19th at 3pm GMT / 4pm CET and will address the Fusion CRM User Interface, Activity Streams and Opportunity management In order to check the complete agenda and see login-details, please visit our dedicated microsite. How to join the dedicated microsite: Click on http://isdportal.oracle.com/isd_html/sf.htm Enter your Email Address in the corresponding field Enter fusion_crm in the “Access URL/Page Token” field Agenda: The list of sessions is published and will be regularly updated in the microsite. Duration: Each session lasts up to 60 minutes Webex: The respective webinar link and session ID are published in the microsite Audio:  The audio call details (telephone numbers by country, call number and password) is indicated in the microsite Slides: For your convenience, a pdf copy of each presentation will be stored in the microsite’s document section. We hope that this series of webcasts will be instrumental to your way of Fusion CRM business success!  For further information please contact me at [email protected]

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• Sage lance Sage CRM Express, une solution de gestion des clients spécialement conçue pour les PME

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

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

  - by ruth.donohue

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

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• Oracle Fusion CRM and Lotus Notes Integration by iEnterprises

  - by Richard Lefebvre

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

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• CRM Goes to School, Supports Enrollment Growth

  - by Tony Berk

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

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• CRM Dynamics Search wildCard

  - by Bee gud

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

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