Search Results

Search found 1684 results on 68 pages for 'crm adoption'.

Page 15/68 | < Previous Page | 11 12 13 14 15 16 17 18 19 20 21 22  | Next Page >

  • IIS, Impersonation and COM Interop Premission Denied

    - by user315690
    Hello we are in the throws of integrating a Document Management System with Dynamic CRM 4, have done similar things previously but in this instance we are having to reference a COM dll. We've configured the asp.net page (we are bringing the info in via a i-Frame in CRM), setting Impersonation = True in the Webconfig and ensured that Windows authentication is the only method available within IIS. All works as we would expect when logged into the server itself and the page happily does off finds all the relevant documents for the CRM account and presents them to a user in a nice Infragistics CRM styled grid. However trying this from a client workstation we get the following: System.Runtime.InteropServices.COMException (0xC0042335): Permission denied. Impersonation appears to be passing over the correct details but nothing we've tried thus far has been able to make this work outside of logging into the server. Any thoughts as to what we are missing?

    Read the article

  • Gimme Gimme Gimme!

    - by steve.diamond
    Today is my birthday. And you know, there used to be a time when I dreaded birthdays. But now, as I reach my 37th year (that's my Polar Body Test age), I'm re-learning to really really appreciate being here. Now, what the heck does any of this have to do with CRM or this blog? Easy! Here is the present I would like from you. 1) Please tell us how we're doing on this blog. Do you like what you're seeing? Do you NOT like what you're seeing? Why? What types of topics would you like to see more or less of from us? Do you think we're running too much of an Oracle infomercial here? Conversely, would you like us to spend more time focusing on Oracle solutions? If so, which ones are of most interest to you? 2) Let's assume you DO like what you're seeing and reading here. Please tell a friend. Pass it on. You can write a comment below or submit a comment on our Facebook Fan page (http://facebook.com/oraclecrm). If you're an Oracle employee, please simply send me an email. And if you work here at HQ, bring me some key lime pie. And last but not least, thank you!

    Read the article

  • Rock Stars and now OPN All-Stars? Bring it.

    - by sandra.haan
    We are talking everything OPN All-Star - from home-court advantage to taking too many shots across a wide variety of industries, skill sets, focus areas, broad solution sets, applications and technologies. As a Platinum Partner, Intelenex levels of quality specialization range from ERP/EBS, CRM, AIA to Hyperion. Slam dunk! This is what gives Intelenex a well deserved star studded "baller" celebrity status like the LA Lakers very own Kobe Bryant. While Intelenex has been busy multi-specializing and taking names, Tyler Prince, group vp, North America Sales tells us a little bit about the value OPN's overall strategy brings to the table. This exclusive partnership allows OPN Specialized partners to provide customers with a solution that helps them adapt swiftly to new expansion conditions and changes. Namely, partners can pick an area to focus and can leverage that focus and competency to differentiate from the competition. You will be so HOT on the OPN court the Miami Heat will have nothing on you. Watch out, Lebron. Additionally, this specialization in products or set of products is recognized by the entire Oracle sales force, which is vital to all partners, but most importantly your end-customers. You will be so stylishly famous your cheerleader squad will not be able to steal the spotlight from you. Are you really All-Star worthy this season? Jump in and join Tyler's halftime report on OPN's All-Star program in this VAR Guy FastChat video to find out: Now that's what we call some March Madness - Good selling, The OPN Communications Team

    Read the article

  • Se non ti sei unito alla Customer Experience Revolution? Il materiale è tutto qui!

    - by Silvia Valgoi
    Se ti sei perso questo interesante Executive workshop, non preoccuparti, qui puoi trovare gli interventi dei relatori.Durante l'evento Oracle, Accenture ed il professor Enrico Finzi hanno condiviso l'approccio alla Customer Experience vista come strategia per dare vita a processi più completi ed innovativi, per generare e gestire l’interazione con i consumatori, su tutti i canali. E' stato un momento importante per: comprendere perché la Customer Experience è diventata la componente più importante e strategica del tuo business scoprire come la Customer Experience accelleri l’acquisizione di nuovi clienti, incrementi la fidelizzazione ad un brand/prodotto/servizio, migliori l’efficienza operativa e sostenga le vendite conoscere come le soluzioni di Customer Experience possono aiutare le aziende a far vivere questa esperienza in modo coerente, personalizzata, attraverso tutti i canali e su tutti i dispositivi, ottenendo risultati misurabile Ecco le presentazioni e i video presentati durante i lavori: &amp;lt;p&amp;gt; &amp;lt;/p&amp;gt; Oracle Customer Experience - Empowering People. Powering Brands - Armando Janigro, Sales Development Manager, Oracle         How to win with Customer Experience - Nadia Dallafiore, Senior Manager CRM Retail  Accenture   Customer Experience e selezione Darwiniana della marca - Enrico Finzi, Sociologo, Presidente AstraRicerche   Engage.Win.Develop.Keep LinkedIn: Customer Concepts Exchange Facebook: Oracle Customer Experience

    Read the article

  • New: Oracle CRM On Demand Release 19 Partner Readiness web site!

    - by Richard Lefebvre
    We are pleased to introduce you the Oracle CRM On Demand Release 19 Partner Readiness page, a dedicated web site, designed as part of the Release Readiness Program for Partners to provide the training and resources necessary for YOU to successfully position and implement the new Oracle CRM On Demand 19 release. Organized around 3 areas (Immersion Training, Transfer of Information and Collaterals & Other Assets), it consists of 19 short trainings and 4 documents helping you to deliver successfully your CoD Release 19 projects.  Visit the CRM on Demand Release 19 Partner Readiness page here!

    Read the article

  • Install Base Transaction Error Troubleshooting

    - by LuciaC
    Oracle Installed Base is an item instance life cycle tracking application that facilitates enterprise-wide life cycle item management and tracking capability.In a typical process flow a sales order is created and shipped, this updates Inventory and creates a new item instance in Install Base (IB).  The Inventory update results in a record being placed in the SFM Event Queue.  If the record is successfully processed the IB tables are updated, if there is an error the record is placed in the csi_txn_errors table and the error needs to be resolved so that the IB instance can be created.It's extremely important to be proactive and monitor IB Transaction Errors regularly.  Errors cascade and can build up exponentially if not resolved. Due to this cascade effect, error records need to be considered as a whole and not individually; the root cause of any error needs to be resolved first and this may result in the subsequent errors resolving themselves. Install Base Transaction Error Diagnostic Program In the past the IBtxnerr.sql script was used to diagnose transaction errors, this is now replaced by an enhanced concurrent program version of the script. See the following note for details of how to download, install and run the concurrent program as well as details of how to interpret the results: Doc ID 1501025.1 - Install Base Transaction Error Diagnostic Program  The program provides comprehensive information about the errors found as well as links to known knowledge articles which can help to resolve the specific error. Troubleshooting Watch the replay of the 'EBS CRM: 11i and R12 Transaction Error Troubleshooting - an Overview' webcast or download the presentation PDF (go to Doc ID 1455786.1 and click on 'Archived 2011' tab).  The webcast and PDF include more information, including SQL statements that you can use to identify errors and their sources as well as recommended setup and troubleshooting tips. Refer to these notes for comprehensive information: Doc ID 1275326.1: E-Business Oracle Install Base Product Information Center Doc ID 1289858.1: Install Base Transaction Errors Master Repository Doc ID: 577978.1: Troubleshooting Install Base Errors in the Transaction Errors Processing Form  Don't forget your Install Base Community where you can ask questions to help you resolve your IB transaction errors.

    Read the article

  • La "taxe Google" reportée pour un délai d'au moins six mois, malgré son adoption lundi par la commission mixte paritaire

    La "taxe Google" reportée pour un délai d'au moins six mois, malgré son adoption lundi par la commission mixte paritaire Mise à jour du 15.12.2010 par Katleen Lundi soir, la "taxe Google" a été adoptée par la Commission Mixte Paritaire (composée de 7 sénateurs et 7 députés), qui l'a un peu remodelée en favorisant le texte du Sénat plutôt que celui de l'Assemblée. Ceci a crée un fort mouvement de contestation auprès des professionnels français de la publicité en ligne, qui seront les premiers touchés et directement ponctionnés par cet impôt spécifique. « Une telle taxe ferait mécaniquement baisser les recettes des acteurs français installés en France et retarderait ...

    Read the article

  • Commerce Anywhere...Where the Web, Store, Mobile, Social and Call Center Come Together

    - by divya.malik
    I am pleased to introduce guest blogger, Bill Zujewski today. Bill has just joined the Oracle CRM Product Marketing team as part of our recent ATG acquisition. Based in Cambridge, MA Bill was the VP of Product Marketing for ATG and collaborated on eCommerce strategy with some of the best brands in the world. Welcome Bill!! BY BILL ZUJEWSKI "Times are a changing"...or so the song goes. Not long ago, eCommerce just meant having a cool brand and a slick website. Today, customers expect much more... what I think they really want...Commerce Anywhere...a seamless, consistent and personal way to interact or transact business with you and your products, whether they start on the web, go into a store, talk over the phone, access products via their mobile device or on their favorite social media site. They want one more thing... for you to remember them and their history with you... so they can be treated more intelligently and not have to repeat previous interactions. It makes sense to me, I want it too... it saves me time and money. I work with many companies that are trying to understand how to evolve their business structure and technology solutions to meet the challenges of Commerce Anywhere. My advice ... think differently and take a more holistic approach to the customer experience and the cross-channel selling solution. Stop integrating siloed legacy systems and start thinking about a single platform as your new foundation... the e-Commerce platform. I recently wrote a new white paper, Commerce Anywhere - A Business and Technology ! Strategy to Maximize Cross- channel Commerce Growth to help our customers better understand how to create that "Commerce Anywhere" customer experience that customers really want. The paper offers practical insights into an IT transformation that can help you leverage a commerce platform to go beyond the web store front and instead use it to enable rapid expansion into mobile apps, new in-store apps, and interact with your customers through social commerce. Let me know what you think by posting a comment on this blog.

    Read the article

  • Google veut doper l'adoption professionnelle de ses Google Apps avec un réseau de partenaires-revendeurs de plus en plus important

    Google veut doper l'adoption professionnelle de ses Google Apps Et mise sur un réseau de partenaires-revendeurs de plus en plus important Souscrire aux Google Apps for Business est on ne peut plus simple. Il suffit d'ouvrir un compte et un domaine. Les applications hébergées sont alors immédiatement accessibles et fonctionnelles. Cela, c'est pour la théorie. Dans la pratique, ce genre de choix implique très souvent de la part des entreprises une migration (de Outlook et Exchange vers Gmail par exemple), ou une articulation avec l'existant (entre Microsoft Office et Google Docs pour citer un autre exemple fréquent). Se pose alors pour le décide...

    Read the article

  • Why do I get a connection error / timeout when using python suds to connect to Microsoft CRM?

    - by Chris R
    When I try to connect to an MS CRM web service using suds/python-ntlm, I am getting a timeout on requests. However, the code that I'm trying to replace -- which calls out to the cURL command line app to do the same call -- succeeds. Clearly something is different in the way that cURL is sending the command data, but I'll be damned if I know what the difference is. Below are the full details of the various calls. Anyone got any tips? Here's the code that is making the request, followed by the output. The cURL command code is below that, and its response follows. Hosts, users, and passwords have been changed to protect the innocent, of course. wsdl_url = 'https://client.service.host/MSCrmServices/2007/MetadataService.asmx?WSDL' username = r'domain\user.name' password = 'userpass' from suds.transport.https import WindowsHttpAuthenticated from suds.client import Client import logging logging.basicConfig(level=logging.INFO) logging.getLogger('suds.client').setLevel(logging.DEBUG) logging.getLogger('suds.transport').setLevel(logging.DEBUG) ntlmTransport = WindowsHttpAuthenticated(username=username, password=password) metadata_client = Client(wsdl_url, transport=ntlmTransport) request = metadata_client.factory.create('RetrieveAttributeRequest') request.MetadataId = '00000000-0000-0000-0000-000000000000' request.EntityLogicalName = 'opportunity' request.LogicalName = 'new_typeofcontact' request.RetrieveAsIfPublished = 'false' attr = metadata_client.service.Execute(request) print attr Here's the output: DEBUG:suds.client:sending to (http://client.service.host/MSCrmServices/2007/MetadataService.asmx) message: <SOAP-ENV:Envelope xmlns:ns0="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://schemas.microsoft.com/crm/2007/WebServices" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"> <SOAP-ENV:Header/> <ns0:Body> <ns1:Execute> <ns1:Request xsi:type="ns1:RetrieveAttributeRequest"> <ns1:MetadataId>00000000-0000-0000-0000-000000000000</ns1:MetadataId> <ns1:EntityLogicalName>opportunity</ns1:EntityLogicalName> <ns1:LogicalName>new_typeofcontact</ns1:LogicalName> <ns1:RetrieveAsIfPublished>false</ns1:RetrieveAsIfPublished> </ns1:Request> </ns1:Execute> </ns0:Body> </SOAP-ENV:Envelope> DEBUG:suds.client:headers = {'SOAPAction': u'"http://schemas.microsoft.com/crm/2007/WebServices/Execute"', 'Content-Type': 'text/xml'} DEBUG:suds.transport.http:sending: URL:http://client.service.host/MSCrmServices/2007/MetadataService.asmx HEADERS: {'SOAPAction': u'"http://schemas.microsoft.com/crm/2007/WebServices/Execute"', 'Content-Type': 'text/xml', 'Content-type': 'text/xml', 'Soapaction': u'"http://schemas.microsoft.com/crm/2007/WebServices/Execute"'} MESSAGE: <SOAP-ENV:Envelope xmlns:ns0="http://schemas.xmlsoap.org/soap/envelope/" xmlns:ns1="http://schemas.microsoft.com/crm/2007/WebServices" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:SOAP-ENV="http://schemas.xmlsoap.org/soap/envelope/"> <SOAP-ENV:Header/> <ns0:Body> <ns1:Execute> <ns1:Request xsi:type="ns1:RetrieveAttributeRequest"> <ns1:MetadataId>00000000-0000-0000-0000-000000000000</ns1:MetadataId> <ns1:EntityLogicalName>opportunity</ns1:EntityLogicalName> <ns1:LogicalName>new_typeofcontact</ns1:LogicalName> <ns1:RetrieveAsIfPublished>false</ns1:RetrieveAsIfPublished> </ns1:Request> </ns1:Execute> </ns0:Body> </SOAP-ENV:Envelope> ERROR: An unexpected error occurred while tokenizing input The following traceback may be corrupted or invalid The error message is: ('EOF in multi-line statement', (16, 0)) --------------------------------------------------------------------------- URLError Traceback (most recent call last) /Users/crose/projects/2366/crm/<ipython console> in <module>() /var/folders/nb/nbJAzxR1HbOppPcs6xO+dE+++TY/-Tmp-/python-67186icm.py in <module>() 19 request.LogicalName = 'new_typeofcontact' 20 request.RetrieveAsIfPublished = 'false' 21 ---> 22 attr = metadata_client.service.Execute(request) 23 print attr /Users/crose/virtualenv/advanis/lib/python2.6/site-packages/suds/client.pyc in __call__(self, *args, **kwargs) 537 return (500, e) 538 else: --> 539 return client.invoke(args, kwargs) 540 541 def faults(self): /Users/crose/virtualenv/advanis/lib/python2.6/site-packages/suds/client.pyc in invoke(self, args, kwargs) 596 self.method.name, timer) 597 timer.start() --> 598 result = self.send(msg) 599 timer.stop() 600 metrics.log.debug( /Users/crose/virtualenv/advanis/lib/python2.6/site-packages/suds/client.pyc in send(self, msg) 621 request = Request(location, str(msg)) 622 request.headers = self.headers() --> 623 reply = transport.send(request) 624 if retxml: 625 result = reply.message /Users/crose/virtualenv/advanis/lib/python2.6/site-packages/suds/transport/https.pyc in send(self, request) 62 def send(self, request): 63 self.addcredentials(request) ---> 64 return HttpTransport.send(self, request) 65 66 def addcredentials(self, request): /Users/crose/virtualenv/advanis/lib/python2.6/site-packages/suds/transport/http.pyc in send(self, request) 75 request.headers.update(u2request.headers) 76 log.debug('sending:\n%s', request) ---> 77 fp = self.u2open(u2request) 78 self.getcookies(fp, u2request) 79 result = Reply(200, fp.headers.dict, fp.read()) /Users/crose/virtualenv/advanis/lib/python2.6/site-packages/suds/transport/http.pyc in u2open(self, u2request) 116 return url.open(u2request) 117 else: --> 118 return url.open(u2request, timeout=tm) 119 120 def u2opener(self): /System/Library/Frameworks/Python.framework/Versions/2.6/lib/python2.6/urllib2.pyc in open(self, fullurl, data, timeout) 381 req = meth(req) 382 --> 383 response = self._open(req, data) 384 385 # post-process response /System/Library/Frameworks/Python.framework/Versions/2.6/lib/python2.6/urllib2.pyc in _open(self, req, data) 399 protocol = req.get_type() 400 result = self._call_chain(self.handle_open, protocol, protocol + --> 401 '_open', req) 402 if result: 403 return result /System/Library/Frameworks/Python.framework/Versions/2.6/lib/python2.6/urllib2.pyc in _call_chain(self, chain, kind, meth_name, *args) 359 func = getattr(handler, meth_name) 360 --> 361 result = func(*args) 362 if result is not None: 363 return result /System/Library/Frameworks/Python.framework/Versions/2.6/lib/python2.6/urllib2.pyc in http_open(self, req) 1128 1129 def http_open(self, req): -> 1130 return self.do_open(httplib.HTTPConnection, req) 1131 1132 http_request = AbstractHTTPHandler.do_request_ /System/Library/Frameworks/Python.framework/Versions/2.6/lib/python2.6/urllib2.pyc in do_open(self, http_class, req) 1103 r = h.getresponse() 1104 except socket.error, err: # XXX what error? -> 1105 raise URLError(err) 1106 1107 # Pick apart the HTTPResponse object to get the addinfourl URLError: <urlopen error [Errno 60] Operation timed out> The cURL command is: /opt/local/bin/curl --ntlm -u "domain\user.name:userpass" -k -d @- -A "Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.2; SV1; .NET CLR 1.1.4322; .NET CLR 2.0.50727; .NET CLR 3.0.04506.648; .NET CLR 3.5.21022; InfoPath.1)" -H "Connection: Keep-Alive" -H "Content-Type: text/xml; charset=utf-8" -H "SOAPAction: http://schemas.microsoft.com/crm/2007/WebServices/Execute" https://client.service.host/MSCrmServices/2007/MetadataService.asmx The data that is piped to that cURL command: <soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <soap:Header> <CrmAuthenticationToken xmlns="http://schemas.microsoft.com/crm/2007/WebServices"> <AuthenticationType xmlns="http://schemas.microsoft.com/crm/2007/CoreTypes">0</AuthenticationType> <CrmTicket xmlns="http://schemas.microsoft.com/crm/2007/CoreTypes"></CrmTicket> <OrganizationName xmlns="http://schemas.microsoft.com/crm/2007/CoreTypes">CMIFS</OrganizationName> <CallerId xmlns="http://schemas.microsoft.com/crm/2007/CoreTypes">00000000-0000-0000-0000-000000000000</CallerId> </CrmAuthenticationToken> </soap:Header> <soap:Body> <Execute xmlns="http://schemas.microsoft.com/crm/2007/WebServices"> <Request xsi:type="RetrieveAttributeRequest"> <MetadataId>00000000-0000-0000-0000-000000000000</MetadataId> <EntityLogicalName>opportunity</EntityLogicalName> <LogicalName>new_typeofcontact</LogicalName> <RetrieveAsIfPublished>false</RetrieveAsIfPublished> </Request> </Execute> </soap:Body> </soap:Envelope> Here's the response: <?xml version="1.0" encoding="utf-8"?> <soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema"> <soap:Body> <ExecuteResponse xmlns="http://schemas.microsoft.com/crm/2007/WebServices"> <Response xsi:type="RetrieveAttributeResponse"> <AttributeMetadata xsi:type="PicklistAttributeMetadata"> <MetadataId>101346cf-a6af-4eb4-a4bf-9c3c6bbd6582</MetadataId> <SchemaName>New_TypeofContact</SchemaName> <LogicalName>new_typeofcontact</LogicalName> <EntityLogicalName>opportunity</EntityLogicalName> <AttributeType> <Value>Picklist</Value> </AttributeType> <!-- stuff here --> </AttributeMetadata> </Response> </ExecuteResponse> </soap:Body> </soap:Envelope>

    Read the article

  • Bind ADFS 2.0 service to a specific IP address

    - by ccellar
    I have one server with ADFS-2.0 and a few websites on it. One of the websites is Dynamics CRM which listens on a specific IP address on port 443. Dynamics CRM provides a metadata file for configuration purposes which could be used to configure a relaying party trust with ADFS. It is accessible with the URL https://auth.contoso.com/FederationMetadata/2007-06/federationmetadata.xml The problem is that ADFS-2.0 installs a service which registers following urlacl https://+:443/FederationMetadata/2007-06/ This means the result of accessing the URL https://auth.contoso.com/FederationMetadata/2007-06/federationmetadata.xml is the metadata file of ADFS, not the one of Dynamics CRM. I've tried to delete the default urlacl and added (one of them at a time) https://192.168.1.2:443/FederationMetadata/2007-06/ https://adfs.mydomain.com:443/FederationMetadata/2007-06/ but neither of them worked. Instead the ADFS-service failed to startup complete. Is there any way to bind this service to a IP address? At the moment I see only two alternatives Bind the service to a non standard port. This leads to problems because this means that also the ADFS website has to use a non-standard HTTPS-port. Install ADFS-2.0 on a different server (this is my favorite alternative - however it is not possible in every situation...)

    Read the article

  • Know Your Audience, And/Or Your Customer

    - by steve.diamond
    Yesterday I gave an internal presentation to about 20 Oracle employees on "messaging," not messaging technology, but embarking on the process of building messages. One of the elements I covered was the importance of really knowing and understanding your audience. As a humorous reference I included two side-by-side photos of Oakland A's fans and Oakland Raiders fans. The Oakland A's fans looked like happy-go-lucky drunk types. The Oakland Raiders fans looked like angry extras from a low budget horror flick. I then asked my presentation attendees what these two groups had in common. Here's what I heard. --They're human (at least I THINK they're human). --They're from Oakland. --They're sports fans. After that, it was anyone's guess. A few days earlier we were putting the finishing touches on a sales presentation for one of our product lines. We had included an upfront "lead in" addressing how the economy is improving, yet that doesn't mean sales executives will have any more resources to add to their teams, invest in technology, etc. This "lead in" included miscellaneous news article headlines and statistics validating the slowly improving economy. When we subjected this presentation to internal review two days ago, this upfront section in particular was scrutinized. "Is the economy really getting better? I (exclamation point) don't think it's really getting better. Haven't you seen the headlines coming out of Greece and Europe?" Then the question TO ME became, "Who will actually be in the audience that sees and hears this presentation? Will s/he be someone like me? Or will s/he be someone like the critic who didn't like our lead-in?" We took the safe route and removed that lead in. After all, why start a "pitch" with a component that is arguably subjective? What if many of our audience members are individuals at organizations still facing a strong headwind? For reasons I won't go into here, it was the right decision to make. The moral of the story: Make sure you really know your audience. Harness the wisdom of the information your organization's CRM systems collect to get that fully informed "customer view." Conduct formal research. Conduct INFORMAL research. Ask lots of questions. Study industries and scenarios that have nothing to do with yours to see "how they do it." Stop strangers in coffee shops and on the street...seriously. Last week I caught up with an old friend from high school who recently retired from a 25 year career with the USMC. He said, "I can learn something from every single person I come into contact with." What a great way of approaching the world. Then, think about and write down what YOU like and dislike as a customer. But also remember that when it comes to your company's products, you are most likely NOT the customer, so don't go overboard in superimposing your own world view. Approaching the study of customers this way adds rhyme, reason and CONTEXT to lengthy blog posts like this one. Know your audience.

    Read the article

  • Email Service or CRM

    - by MF1
    I am creating a process for a client who is a chapel. They have people who sign up to receive notifications of a death anniversary. I exported a CSV from the db, imported it into Mailchimp and I was about to launch a Mailchimp automation based on a date. I just realized that there are many instances where the same person singed up for multiple death reminders. Mailchimp doesn't allow for duplicate email addresses in one list. Is there another service or application that I can use for this?

    Read the article

  • ISVForce Paris : développer ses applications dans le Cloud avec Force.com évènement CRM organisé par Salesforce le 7 juillet à Paris

    ISVForce Paris : développer ses applications dans le Cloud avec Force.com Évènement CRM organisé par Salesforce le 7 juillet au Centre d'Affaires Paris Trocadéro Salesforce.com organise le 7 juillet au Centre d'Affaires Paris Trocadéro, une matinée de présentation de sa plateforme ISVForce, qui met à la disposition des développeurs tous les outils et ressources dont ils ont besoin pour développer leur business sur Force.com. « ISVForce Paris » présentera les retours d'expérience d'éditeurs de logiciels en présence de hauts responsables de Salesforce et d'un intervenant de l'AFDEL (Association Française Des Editeurs de Logiciels). Cet évènement CRM sera aussi un moment d'écha...

    Read the article

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

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

    Read the article

  • .htaccess mod_rewrite URL query

    - by 1001001
    I was hoping someone could help me out. I'm building a CRM application and need help modifying the .htaccess file to clean up the URLs. I've read every post regarding .htaccess and mod_rewrite and I've even tried using http://www.generateit.net/mod-rewrite/ to obtain the results with no success. Here is what I am attempting to do. Let's call the base URL www.domain.com We are using php with a mysql back-end and some jQuery and javascript In that "root" folder is my .htaccess file. I'm not sure if I need a .htaccess file in each subdirectory or if one in the root is enough. We have several actual directories of files including "crm", "sales", "finance", etc. First off we want to strip off all the ".php" extensions which I am able to do myself thanks to these posts. However, the querying of the company and contact IDs are where I am stuck. Right now if I load www.domain.com/crm/companies.php it displays all the companies in a list. If I click on one of the companies it uses javascript to call a "goto_company(x)" jQuery script that writes a form and submit that form based on the ID (x) of the company. This works fine and keeps the links clean as all the end user sees is www.domain.com/crm/company.php. However you can't navigate directly to a company. So we added a few lines in PHP to see if the POST is null and try a GET instead allowing us to do www.domain.com/crm/company.php?companyID=40 which displays company #40 out of the database. I need to rewrite this link, and all other associated links to www.domain.com/crm/company/40 I've tried everything and nothing seems to work. Keep in mind that I need to do this for "contacts" and also on the sales portion of the app will need to do something for "deals". To summarize here's what I am looking to do: Change www.domain.com/crm/dash.php to www.domain.com/crm/dash Change www.domain.com/crm/company.php?companyID=40 to www.domain.com/crm/company/40 Change www.domain.com/crm/contact.php?contactID=27 to www.domain.com/crm/contact/27 Change www.domain.com/sales/dash.php to www.domain.com/sales/dash Change www.domain.com/sales/deal.php?dealID=6 to www.domain.com/sales/deal/6 (40, 27, and 6 are just arbitrary numbers as examples) Just for reference, when I used the generateit.net/mod-rewrite site using www.domain.com/crm/company.php?companyID=40 as an example, here is what it told me to put in my .htaccess file: Options +FollowSymLinks RewriteEngine On RewriteRule ^crm/company/([^/]*)$ /crm/company.php?companyID=$1 [L] Needless to say that didn't work.

    Read the article

  • Dynamics CRM 4.0 Campaign Response Workflow issue

    - by Brett
    Hi I am pretty novice when it comes to CRM so hopefully someone can help me. I am trying to create a workflow that triggers when the campaign response is set to closed and then updates a few fields within the related 'Customers' record. I would have imagined that this would have been straight forward. However, when creating my workflow it appears that the 'Customer' is not in the related entitities list and therefore I cannot set the fields I require updating. I imagine that the issue is to do with the 'Customer' attribute being similar to the 'To'/'From' attributes on an email/phone call activity, whereas I need the attribute to resemble the 'Regarding' attribute. I presume I could create an attribute to replace 'customer' and apply all the appropriate relationships, but I dont really want to do this. Is there a simple way to get around this and/or am I missing something? Cheers

    Read the article

  • Aptify (.NET CRM Solution) to MailChimp Synchronization

    - by Cord Blomquist
    I'm trying to determine what is involved in synchronizing MailChimp, the popular bulk email service, with Aptify, the .NET-powered CRM my company uses. MailChimp supplies a .NET wrapper DLL which should make this process much easier. They also advertise a 3rd-party solution: Sync Module for .Net systems - MailChimp Sync Module makes it easier for developers to synchronize their lists from any datasource to mailchimp. It has been developed in C# on the mailchimp .NET wrapper. Check it out here. Provided by Wim De Coninck. What steps would have to take to use these tools to get MailChimp and Aptify playing nicely together?

    Read the article

  • Assigning hotkeys to custom buttons in Sage CRM

    - by CodeGeek
    Hi All, I'm trying to assign a hotkey to a custom buttom in Sage CRM. I'm able to do so for one keypress. However, it doesn't seem to work if I try to use a combination of keys, for example, 'Alt+C' Please refer my code below: document.onkeypress = onKeyPress; var flag = false; function onKeyPress() { if(window.event.keyCode == 18) { flag = true; } if(window.event.keyCode == 67 && flag) { alert("Successful!!!"); } }

    Read the article

  • BPI On Demand achieves both Oracle Fusion CRM Cloud Service 2013 Specialisation and Reseller status!

    - by Richard Lefebvre
    Oracle is delighted to share with you that BPI OnDemand has achieved the Oracle Fusion CRM Cloud Service 2013 Specialization and is the EMEA first ever Oracle Sales Cloud reseller ! One of Oracle's most active CRM SaaS partners across EMEA, BPI OnDemand operates out of the UK with subsidiaries in Spain and South Africa that will also benefit locally from the specialization and reseller status. Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* 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:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} BPI OnDemand distinguishes itself from other Oracle Sales Cloud integrators with 2 unique implementation options: 1) Rapid Advantage Fixed Scope for as low as £20,000 or their famous 2) Zero upfront cost Fully Managed Cloud CRM Service which has no equivalent in Europe. BPI OnDemand has already 2 Oracle Sales Cloud live customers and is engaging in many other opportunities including large corporate accounts. Meet BPI OnDemand here or on LinkedIn or on Twitter

    Read the article

  • The five steps of business intelligence adoption: where are you?

    - by Red Gate Software BI Tools Team
    When I was in Orlando and New York last month, I spoke to a lot of business intelligence users. What they told me suggested a path of BI adoption. The user’s place on the path depends on the size and sophistication of their organisation. Step 1: A company with a database of customer transactions will often want to examine particular data, like revenue and unit sales over the last period for each product and territory. To do this, they probably use simple SQL queries or stored procedures to produce data on demand. Step 2: The results from step one are saved in an Excel document, so business users can analyse them with filters or pivot tables. Alternatively, SQL Server Reporting Services (SSRS) might be used to generate a report of the SQL query for display on an intranet page. Step 3: If these queries are run frequently, or business users want to explore data from multiple sources more freely, it may become necessary to create a new database structured for analysis rather than CRUD (create, retrieve, update, and delete). For example, data from more than one system — plus external information — may be incorporated into a data warehouse. This can become ‘one source of truth’ for the business’s operational activities. The warehouse will probably have a simple ‘star’ schema, with fact tables representing the measures to be analysed (e.g. unit sales, revenue) and dimension tables defining how this data is aggregated (e.g. by time, region or product). Reports can be generated from the warehouse with Excel, SSRS or other tools. Step 4: Not too long ago, Microsoft introduced an Excel plug-in, PowerPivot, which allows users to bring larger volumes of data into Excel documents and create links between multiple tables.  These BISM Tabular documents can be created by the database owners or other expert Excel users and viewed by anyone with Excel PowerPivot. Sometimes, business users may use PowerPivot to create reports directly from the primary database, bypassing the need for a data warehouse. This can introduce problems when there are misunderstandings of the database structure or no single ‘source of truth’ for key data. Step 5: Steps three or four are often enough to satisfy business intelligence needs, especially if users are sophisticated enough to work with the warehouse in Excel or SSRS. However, sometimes the relationships between data are too complex or the queries which aggregate across periods, regions etc are too slow. In these cases, it can be necessary to formalise how the data is analysed and pre-build some of the aggregations. To do this, a business intelligence professional will typically use SQL Server Analysis Services (SSAS) to create a multidimensional model — or “cube” — that more simply represents key measures and aggregates them across specified dimensions. Step five is where our tool, SSAS Compare, becomes useful, as it helps review and deploy changes from development to production. For us at Red Gate, the primary value of SSAS Compare is to establish a dialog with BI users, so we can develop a portfolio of products that support creation and deployment across a range of report and model types. For example, PowerPivot and the new BISM Tabular model create a potential customer base for tools that extend beyond BI professionals. We’re interested in learning where people are in this story, so we’ve created a six-question survey to find out. Whether you’re at step one or step five, we’d love to know how you use BI so we can decide how to build tools that solve your problems. So if you have a sixty seconds to spare, tell us on the survey!

    Read the article

  • Sugar CRM Soap call not working properly

    - by Jasim
    I have sugar crm instance and i was trying to get some data from it using soap service. Below is the code which i am using for it. When i run the same code , sometimes it is returning correct data, sometimes it not. Can any one tell me what the problem is?? include "nusoap.php"; $client = new soapclient('http://asdf.net/test/urbancrm_2009_06_22/soap.php'); // Login to SugarCRM $auth_array = array( 'user_auth' => array( 'user_name' => '******', 'password' => '*******' ), ); $response = $client->call('login', $auth_array); if (!$response['error']['number']){ // Successfully logged in $session_id = $response['id']; //$response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'Users', 'query'=>'', 'order_by'=>'','offset'=>'','select_fields'=>array('id','user_name'))); $response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'itf_Apartments', "query"=>"itf_apartments_cstm.neighborhood_c='Loop'", 'order_by'=>'','offset'=>'','select_fields'=>array('name','studio','convertible','one_bedroom','one_bedroom_plus_den','two_bedroom','two_bedroom_plus_den','penthouse','photo_c','building_type_c','neighborhood_c'))); //$response = $client->call('get_entry_list',array('session'=>$session_id , 'module_name'=>'itf_Apartments', 'query'=>'itf_apartments_cstm.urbanlux_id_c="1"', 'order_by'=>'','offset'=>'','select_fields'=>array('name','studio','convertible','one_bedroom','one_bedroom_plus_den','two_bedroom','two_bedroom_plus_den','penthouse',))); //store id and user name as a key value pair in array //echo "---"; print_r($response); } else { echo "else"; print_r($response); } ?

    Read the article

< Previous Page | 11 12 13 14 15 16 17 18 19 20 21 22  | Next Page >