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  • Mega Trends 4 Financial Services, 21 maggio 2014

    - by Claudia Caramelli-Oracle
    Oracle ha sponsorizzato questo evento dedicato alle Banche e al mondo assicurativo. Il tema principale è stato cercare di capire come esplorare il futuro per migliorare il coinvolgimento dei clienti e le innovazioni in questo mercato. Oracle ha avuto l'opportunità di incontrare i Direttori Generali e i CxO delle più importanti banche italiane, internazionali e assicurazioni in oltre quattro momenti diversi: 1. Cena executive il 20 maggio2. Sessione plenaria3. Sessione parallela con il tema: Social & Digital Engaging4. CRM & Dig Data IntelligenceL'hashtag #mt4financialservices  ha visto un grosso movimento su Twitter: questo dimostra come le tematiche di cui si è discusso durante l'evento devono e trovano un reale riscontro in quello che è il mercato di riferimento. C'è interesse e soprattutto il mercato aspetta solo di essere ingaggiato in queste modalità! Per maggiori informazioni scrivi a Silvia Valgoi

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  • Do You Want "Normal?" Good luck!

    - by steve.diamond
    Much has been written about "The New Normal." One thing is for sure: whatever THAT is, economically speaking we won't be experiencing it anytime soon. Sure, we're well beyond the "no floor" perception of 18 months ago--which is certainly comforting, but ask any senior executive and they'll tell you of the constant rigor necessary to continually adapt to an ever-changing macro environment. This brings me to a suggestion that you tune in to a Deloitte Webinar titled, "The New Normal: Embrace Complexity or Seek to Simplify." It features the perspectives on this very topic of Jessica Blume, a principal at Deloitte; and Kirk Mosher, VP of CRM Marketing at Oracle.

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  • Company Administrators: Stay Alert!

    - by Pete
    Some of our customers choose to use the Themes feature to rebrand their Training and Support Center link, and redirect it to an internal support site. If your company does this, we strongly advise that for your employees that have the Administrator role, you maintain a separate theme that keeps the Administrator's Training and Support link pointed to the CRM On Demand Training and Support Center, and not redirect it to an internal support site. Why? The company administrator needs access to the Training and Support Center because it gives them pod-specific application alerts on the Support tab and pod-specific release information on the Release Info tab. If a customer no longer has access to the Training and Support Center URL because they have already rebranded that link, they can contact Customer Care to request it again.  

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  • ADVISOR WEBCAST: R12: How to debug Email Center Auto Service Request Creation Failures

    - by user793044
    PRODUCT FAMILY: EBS CRM - Service November 6, 2012 at 11 am ET, 9 am MT, 8 am PT, 4 pm London The primary function of this WebCast is to explain how to debug problems when auto-creating a Service Request from an Inbound Email into Email Center. We see a significant number of issues raised with Support in this area, as the only indication the auto-creation has failed, is the Email routing to the Supervisor Queue for manual processing. Topics will include: Understand Email Center and Auto SR creation process.  Run the debug procedures. Understand the output and check the reasons for SR Creation failure. See the fixes for the most common issues faced. See the results for successful SR creation. Go to Doc ID 1493122.1 to register. Current Schedule and Archived Downloads can be found on Doc ID 740966.1.

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  • "Has Oracle written the script for CRM success?" - Anthony Lye on Customer Experience at BAFTA

    - by Richard Lefebvre
    Anthony Lye showcased Oracle Fusion CRM at a BAFTA gathering, and MyCustomer.com covered the story under the title of "Has Oracle written the script for CRM success?' According to MyCustomer.com, "Oracle's SVP of CRM Anthony Lye set the scene for the event, suggesting products are becoming commoditized, so that the only way to differentiate is through the relationship with the customer. But he warned that "customers are more and more in control of that relationship, so you have to provide great experiences for them." "The quickest win within your organization to create a single view is to connect your marketing organization with your selling organization, align goals, processes, people and technology," Anthony explained.   "And this is a transition that is already happening - "VPs of marketing have started turning up in the same meetings as VPs of sales, we have started to see that they want to work together" - but this convergence needs nurturing." "In Fusion there are capabilities to align the organisation - we enable marketing on the same platform to build campaigns connected to sales stages. It can affect leads and opportunities at the top end of the funnel. And the selling organisation can take advantage of marketing content - the materials that are exclusively within marketing can now be used by sales. Your sales teams have been campaigning forever, but it's usually by email, it isn't aligned with the corporate message and it's being sent to people it shouldn't. By aligning them we can increase output and the quality of that output." Anthony concluded: "Operating in a disconnected fashion having two distinct systems will cost you time and money. So we feel there's a material advantage in a solution like this." Enjoy the full story at http://www.mycustomer.com/topic/marketing/has-oracle-written-script-crm-success/139958

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  • Sugar CRM integration with Java - How to add relationship

    - by Arun P Johny
    Hi, I'm trying to integrate Sugar CRM with one of my projects. I'm using Apache Axis as my SOAP client. I've created the Sugar CRM client Stub classes using Apache Axis. I'm able to login and add Leads, Opportunities, Accounts and Contacts. But I'm unable to add a relation ship between my Account and Opportunity. I've found following method in the SugarsoapPortType port.set_relationship(session, module_name, module_id, link_field_name, related_ids, name_value_list, delete) but I cannot understand the different parameters required by this method. Most of the online documents suggests a simple way as given below $result = $client->call('set_relationship',array("session"=>$session _id,array("module1"=>"Emails","module1_id"=>"<module1_id>","module2"=>"Accounts","module2_id"=> "<module2_id>"))); how can I achieve this using Java Thanks

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  • Create MVC 5 Combo Box from CRM Entities?

    - by SpaceCowboy74
    I am working on an MVC 5 App that pulls data from Dynamics CRM 5. The Data I am getting back is an IQueryable of type Account (The CRM Entity class auto generated by CrmSvcUtil). I am retrieving all of the items and can loop through them with code like this: @foreach (var item in Model.ToList()) { <tr> <td> @item.AccountId </td> <td> @Html.DisplayFor(modelItem => item.Name) </td> </tr> } The problem is, I would like to instead put them in a drop down list. I can't figure out what the syntax is to put these in a DropDown is. Any suggestions?

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  • 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?

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  • 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!

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  • 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

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  • 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

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  • 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!

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  • 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.

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  • 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.

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  • 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>

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  • 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...)

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  • 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.

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  • 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?

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  • 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...

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  • 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

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  • .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.

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  • 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

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