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  • Oracle CRM und Inquira Vertriebsskript für Partner

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

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  • Best Free and Open Source CRM Software

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

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  • Oracle CRM On Demand Release 16

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

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  • ???????????????????Siebel CRM Public Sector 8.2????????

    - by junko.ishikawa
    ?????????????????????????????????????Siebel CRM Public Sector 8.2?????????????????????????????? ??????????????????????????????????????????????????e-Japan???????????????????????????????????????????? ?Siebel CRM Public Sector 8.2??????????????????????????????????????????????????????????????????????????????????????????????????????????????????

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  • Dynamics CRM Customer Portal Accelerator Installation

    - by saturdayplace
    (I've posted this question on the codeplex forums too, but have yet to get a response) I've got an on-premise installation of CRM and I'm trying to hook the portal to it. My connection string in web.config: <connectionStrings> <add name="Xrm" connectionString="Authentication Type=AD; Server=http://myserver:myport/MyOrgName; User ID=mydomain\crmwebuser; Password=thepassword" /> </connectionStrings> And my membership provider: <membership defaultProvider="CustomCRMProvider"> <providers> <add connectionStringName="Xrm" applicationName="/" enablePasswordRetrieval="false" enablePasswordReset="true" requiresQuestionAndAnswer="false" requiresUniqueEmail="true" passwordFormat="Hashed" minRequiredPasswordLength="1" minRequiredNonalphanumericCharacters="0" name="CustomCRMProvider" type="System.Web.Security.SqlMembershipProvider" /> </providers> </membership> Now, I'm super new to MS style web development, so please help me if I'm missing something. In Visual Studio 2010, when I go to Project ASP.NET Configuration it launches the Web Site Administration Tool. When I click the Security Tab there, I get the following error: There is a problem with your selected data store. This can be caused by an invalid server name or credentials, or by insufficient permission. It can also be caused by the role manager feature not being enabled. Click the button below to be redirected to a page where you can choose a new data store. The following message may help in diagnosing the problem: An error occurred while attempting to initialize a System.Data.SqlClient.SqlConnection object. The value that was provided for the connection string may be wrong, or it may contain an invalid syntax. Parameter name: connectionString I can't see what I'm doing wrong here. Does the user mydomain\crmwebuser need certain permissions in the SQL database, or somewhere else? edit: On the home page of the Web Site Administration Tool, I have the following: **Application**:/ **Current User Name**:MACHINENAME\USERACCOUNT Which is obviously a different set of credentials than mydomain\crmwebuser. Is this part of the problem?

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  • MS Dynamics CRM trapping .NET error before I can handle it

    - by clifgriffin
    This is a fun one. I have written a custom search page that provides faster, more user friendly searches than the default Contacts view and also allows searching of Leads and Contacts simultaneously. It uses GridViews bound to SqlDataSources that query filtered views. I'm sure someone will complain that I'm not using the web services for this, but this is just the design decision we made. These GridViews live in UpdatePanels to enable very slick AJAX updates upon search. It's all working great. Nearly ready to be deployed, except for one thing: Some long running searches are triggering an uncatchable SQL timeout exception. [SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.] at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlDataReader.ConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteReader(CommandBehavior behavior, String method) at System.Data.SqlClient.SqlCommand.ExecuteDbDataReader(CommandBehavior behavior) at System.Data.Common.DbCommand.System.Data.IDbCommand.ExecuteReader(CommandBehavior behavior) at System.Data.Common.DbDataAdapter.FillInternal(DataSet dataset, DataTable[] datatables, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, String srcTable) at System.Web.UI.WebControls.SqlDataSourceView.ExecuteSelect(DataSourceSelectArguments arguments) at System.Web.UI.DataSourceView.Select(DataSourceSelectArguments arguments, DataSourceViewSelectCallback callback) at System.Web.UI.WebControls.DataBoundControl.PerformSelect() at System.Web.UI.WebControls.BaseDataBoundControl.DataBind() at System.Web.UI.WebControls.GridView.DataBind() at System.Web.UI.WebControls.BaseDataBoundControl.EnsureDataBound() at System.Web.UI.WebControls.CompositeDataBoundControl.CreateChildControls() at System.Web.UI.Control.EnsureChildControls() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) I found that CRM is doing a server.transfer to capture this error because my UpdatePanels started throwing JavaSript errors when this error would occur. I was only able to get the full error message by using the JavaScript debugger in IE. Having found this error, I thought the solution would be simple. I just needed to wrap my databind calls in try/catch blocks to capture any errors. Unfortunately it seems CRM's IIS configuration has the magic ability to capture this error before it ever gets back to my code. Using the debugger I never see it. It never gets to my catch blocks, but it's clearly happening in the SQL Data Source which is clearly (by the stack trace) being triggered by my GridView bind. Any ideas on this? It's driving me crazy. Code Behind (with some irrelevant functions omitted): protected void Page_Load(object sender, EventArgs e) { //Initialize some stuff this.bannerOracle = new OdbcConnection(ConfigurationManager.ConnectionStrings["OracleConnectionString"].ConnectionString); //Prospect default HideProspects(); HideProspectAddressColumn(); //Contacts default HideContactAddressColumn(); //Default error messages gvContacts.EmptyDataText = "Sad day. Your search returned no contacts."; gvProspects.EmptyDataText = "Sad day. Your search returned no prospects."; //New search try { SearchContact(null, -1); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } } protected void txtSearchString_TextChanged(object sender, EventArgs e) { if(!String.IsNullOrEmpty(txtSearchString.Text)) { try { SearchContact(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } if (chkProspects.Checked == true) { try { SearchProspect(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvProspects.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvProspects.DataSource = null; gvProspects.DataBind(); } finally { ShowProspects(); } } else { HideProspects(); } } } protected void SearchContact(string search, int type) { SqlCRM_Contact.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvContacts.DataSourceID = "SqlCRM_Contact"; string strQuery = ""; string baseQuery = @"SELECT filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact "; switch(type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredcontact.birthdateutc BETWEEN @dateStart AND @dateEnd AND filteredcontact.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Contact.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do something break; case ADDRESS: strQuery = @"SELECT contactid, new_libertyid, fullname, line1, emailaddress1, telephone1, birthdate, gendercodename FROM (SELECT FC.contactid, FC.new_libertyid, FC.fullname, FA.line1, FC.emailaddress1, FC.telephone1, FC.birthdateutc AS birthdate, FC.gendercodename, ROW_NUMBER() OVER(PARTITION BY FC.contactid ORDER BY FC.contactid DESC) AS rn FROM filteredcontact FC INNER JOIN FilteredCustomerAddress FA ON FC.contactid = FA.parentid WHERE FA.line1 LIKE @value AND FA.addressnumber <> 1 AND FC.statecode = 0 ) AS RESULTS WHERE rn = 1"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowContactAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact WHERE filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideContactAddressColumn(); } gvContacts.PageIndex = 0; //try //{ // SqlCRM_Contact.DataBind(); //} //catch //{ // SqlCRM_Contact.DataBind(); //} gvContacts.DataBind(); } protected void SearchProspect(string search, int type) { SqlCRM_Prospect.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvProspects.DataSourceID = "SqlCRM_Prospect"; string strQuery = ""; string baseQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead "; switch (type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredlead.lu_dateofbirth BETWEEN @dateStart AND @dateEnd AND filteredlead.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Prospect.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do nothing break; case ADDRESS: strQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, filteredlead.address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE address1_line1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowProspectAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1 filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideProspectAddressColumn(); } gvProspects.PageIndex = 0; //try //{ // SqlCRM_Prospect.DataBind(); //} //catch (Exception ex) //{ // SqlCRM_Prospect.DataBind(); //} gvProspects.DataBind(); }

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  • MS Build Script accepting a list or collection of project names to build and deploy

    - by Darryn Parker
    I want to create a MS Build script (executed by way of TFS Build Server) that will accept a list of project names that need to be built, unit tested and deployed. The reason is that I want one script to serve many 'like' structured solutions. All the solutions are SOA in nature and share the same framework, project structure and deployment requirements. I've done this in Nant and acheived great success out of having one build file serving 4 solutions - it just accepted a list of web project names to compile and deploy to our test/uat environments. What is the syntax to cycle through a collection of project names suppled as params via MS Build?

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  • Opening read-only OLEDB connection to MS Access back-end database while allowing updates via separat

    - by djdilicious
    I have a back-end MS Access 2002-2003 database which stores blog entries. I created a separate front-end database with the forms for entering blog posts into the backend database. Finally, I have a website utilizing ASP to display the blog entries. The website connects directly to the backend database using an OLEDB connection object. Whenever I open the form for creating a new post in MS Access, loading the blog post page on the website displays the error: Could not use "; file already in use. I would like to be able to display the older blog posts even though the newest one is in the process of being added.

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  • Alternatives to MS project server

    - by Ajaxx
    I manage a small group and I'd keep my work breakdown in project. However, it's difficult to provide my team with an adequate view into the project and ability to report on their progress. I looked at MS Project Server (the sharepoint webpart) but it's an expensive proposition. Has anyone had any experience with any other tool (commercial is fine) that helps team view and report on their work as managed by MS Project? FWIW, I have looked at OpenProj and it appears to be a decent solution for viewing project files on the desktop. Anything web-based, keeping in mind that I'd like people to report on their work not just view their work.

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  • MS Access CrossTab query - across 3 tables

    - by Prembo
    Hi, I have the following 3 tables: 1) Sweetness Table FruitIndex CountryIndex Sweetness 1 1 10 1 2 20 1 3 400 2 1 50 2 2 123 2 3 1 3 1 49 3 2 40 3 3 2 2) Fruit Name Table FruitIndex FruitName 1 Apple 2 Orange 3 Peaches 3) Country Name Table CountryIndex CountryName 1 UnitedStates 2 Canada 3 Mexico I'm trying to perform a CrossTab SQL query to end up with: Fruit\Country UnitedStates Canada Mexico Apple 10 20 400 Orange 50 123 1 Peaches 49 40 2 The challenging part is to label the rows/columns with the relevant names from the Name tables. I can use MS Access to design 2 queries, create the joins the fruit/country names table with the Sweetness table perform crosstab query However I'm having trouble doing this in a single query. I've attempted nesting the 1st query's SQL into the 2nd, but it doesn't seem to work. Unfortunately, my solution needs to be be wholly SQL, as it is an embedded SQL query (cannot rely on query designer in MS Access, etc.). Any help greatly appreciated. Prembo.

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  • MS SQL Server 2000 tables

    - by klork
    We currently have an MS SQL Server 2000 database with one table containing data for multiple users. The data is keyed by memberid which is an integer field. The table has a clustered index on memberid. The table is now about 200 million rows. Indexing and maintenance are becoming issues. We are debating splitting the table into one table per user model. This would imply that we would end up with a very large number of tables potentially upto the 2,147,483,647, considering just positive values. My questions: 1) Does anyone have any experience with a MS SQL Server (2000/2005) installation with millions of tables? 2) What are the implications of this architecture with regards to maintenance and access using Query Analyzer, Enterprise Manager etc. 3) What are the implications to having such a large number of indexes in a database instance. All comments are appreciated. Thanks

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  • Ms Excel Problem Linking Range in Source Document to Custom Function in Target Document

    - by user261935
    I have some customer MS Excel VBA code (MS Excel 2007) that takes a range as input and then does some work on it (it is quite a large range). I want to use a separate excel document as the source of the range data. If I have both the source and target document open then the function works just fine. If I have only the target document open I get #Value! returned and stepping through in the debugger I see "Error 2023" in the data value passed in. Any ideas how I make this work without having to open both spreadsheets simultaneously?

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  • How to decode HTML encoded text in MS Access

    - by Dejan
    Hi all, I have a table field in MS Access 2003 which contains HTML encoded strings like this: &#913;&#957;&#964;&#945;&#947;&#969;&#957;&#953;&#963;&#956;&#972;&#962; &#960;&#945;&#947;&#954;&#959;&#963;&#956;&#943;&#959;&#965; &#949;&#960;&#953;&#960;&#941;&#948;&#959;&#965; &#963;&#964;&#951;&#957; &#954;&#945;&#964;&#940;&#961;&#964;&#953;&#963 How can I decode this into "normal string", using MS Access? Thanks in advance.

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  • New Fusion CRM Webinars for Partners dates and subjects announced

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

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  • MORE on Oracle CRM and the Apple iPad

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

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

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

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  • 100% Product Coverage in EBS CRM Communities

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

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  • CRM 2011 - Workflows Vs JavaScripts

    - by Kanini
    In the Contact entity, I have the following attributes Preferred email - A read only field of type Email Personal email 1 - An email field Personal email 2 - An email field Work email 1 - An email field Work email 2 - An email field School email - An email field Other email - An email field Preferred email option - An option set with the following values {Personal email 1, Personal email 2, Work email 1, Work email 2, School email and Other email). None of the above mentioned fields are required. Requirement When user picks a value from Preferred email option, we copy the email address available in that field and apply the same in the Preferred email field. Implementation The Solution Architect suggested that we implement the above requirement as a Workflow. The reason he provided was - most of the times, these values are to be populated by an external website and the data is then fed into CRM 2011 system. So, when they update Preferred email option via a Web Service call to CRM, the WF will run and updated the Preferred email field. My argument / solution What will happen if I do not pick a value from the Preferred email Option Set? Do I set it to any of the email addresses that has a value in it? If so, what if there is more than one of the email address fields are populated, i.e., what if Personal email 1 and Work email 1 is populated but no value is picked in the Option Set? What if a value existed in the Preferred email Option Set and I then change it to NULL? Should the field Preferred email (where the text value of email address is stored) be set to Read Only? If not, what if I have picked Personal email 1 in the Option Set and then edit the Preferred email address text field with a completely new email address If yes, then we are enforcing that the preferred email should be one among Personal email 1, Personal email 2, Work email 1, Work email 2, School email or Other email [My preference would be this] What if I had a value of [email protected] in the personal email 1 field and personal email 2 is empty and choose value of Personal email 1 in the drop down for Preferred email (this will set the Preferred email field to [email protected]) and later, I change the value to Personal email 2 in the Preferred email. It overwrites a valid email address with nothing. I agree that it would be highly unlikely that a user will pick Preferred email as Personal email 2 and not have a value in it but nevertheless it is a possible scenario, isn’t it? What if users typed in a value in Personal email 1 but by mistake picked Personal email 2 in the option set and Personal email 2 field had no value in it. Solution The field Preferred email option should be a required field A JS should run whenever Preferred email option is changed. That JS function should set the relevant email field as required (based on the option chosen) and another JS function should be called (see step 3). A JS function should update the value of Preferred email with the value in the email field (as picked in the option set). The JS function should also be run every time someone updates the actual email field which is chosen in the option set. The guys who are managing the external website should update the Preferred email field - surely, if they can update Preferred email option via a Web Service call, it is easy enough to update the Preferred email right? Question Which is a better method? Should it be written as a JS or a WorkFlow? Also, whose responsibility is it to update the Preferred email field when the data flows from an external website? I am new to CRM 2011 but have around 6 years of experience as a CRM consultant (with other products). I do not come from a development background as I started off as a Application Support Engineer but have picked up development in the last couple of years.

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  • User (MS-Office) generated content - how?

    - by Avi
    How can I allow users to share Microsoft Office generated content on an ASP.Net site? For example usage, imagine a site similar to StackOverflow. George, writing a question, uses Word, Excel or OneNote to create content, and then inserts the content into the question area (probably copying it into the clipboard and then using some "paste from office" widget). Harry, who doesn't have MS-Office on his computer, can still see in his browser the content George has generate. If Harry wants to add content, he can use the built in editor, same like in Stackoverflow, and have to be satisfied with lesser functionality. Sue, who has MS-Office installed, can of course see the content in the browser just like Harry. In addition, she can "export" this content and process it in the application George used to generate it. So, how do I do it? Would Save/Export to HTML feature work? Any tools? Samples? Articles? Office 2007 or later is OK.

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