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  • Is there a way to export reports from Microsoft CRM4?

    - by Jake
    I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I missing something? Is this another feature that was missed? Apperciate the help.

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  • What does a static modifier on a constructor means?

    - by the_drow
    I saw this kind of code at work: class FooPlugin : IPlugin // IPlugin is a Microsoft CRM component, it has something special about it's execution { static FooPlugin() { SomeObject.StaticFunction(); // The guy who wrote it said it's meaningful to this question but he can't remember why. } } Any idea what does a static modifier on a constructor mean and why in this case it is required?

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  • Hosted CRM Solutions from a Manager?s Perspective

    CRM, Customer Relationship Management is a method or process that is used to know the customer?s behavior and their needs and it helps in developing a stronger relation with them. This is only a defi... [Author: James Wong - Computers and Internet - April 29, 2010]

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  • Web CRM Software for Sales People

    Customer Relationship Management software or CRM is an application specifically designed to help a company in managing complete data related to its customers, from advertising to initial lead, sale a... [Author: James Wong - Computers and Internet - April 29, 2010]

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  • The Real Reason for CRM implementation Failure

    You can search the Internet and look at technology trade magazines and find list after list of why CRM (Customer Retention Management) implementations fail. To me, most of these "articles" are laundr... [Author: Chuck Lewis - Computers and Internet - September 03, 2009]

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  • Supercharge your CRM solution with Oracle Policy Automation

    Tune into this conversation with Davin Fifield, VP, Product Development for Oracle Policy Automation to learn how to rapidly deliver customer self-service for product selection, significantly lower training costs for rolling out new call center processes, and in general dramatically improve business agility, consistency and transparency of decision making within and beyond your CRM solution of choice.

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  • Two New CRM USER Communities just launched

    - by Divya Malik
    Here comes an announcement from Chris Gallen, from our Support Services team. For those of you who are EBS CRM users, here are two new recently launched communities that are now available to discuss topics that are important to you. These communities are for Sales & Marketing and  Telesales  The Sales & Marketing community is open to discuss a wide range of topics from Oracle Sales, Sales Online, Territory Management, Partner Management, Leads Management, Sales Offline, Sales for Handhelds, Sales Foundation, and Oracle Marketing. Some possible topics include Oracle Sales Implementations, TCA and DQM Integrations, Territory Management Setups and Definitions, Product Catalog Integrations, Sales Forecasting, Lead and Opportunity management, Sales Manager and Sales User responsibilities and Reports, Resource Management including Roles and Groups, Oracle Sales Personalizations, Concurrent Requests for Sales Reps and Sales Manager Dashboards, Integration with Quoting, Proposals, General Ledger, Advanced Product Catalog, CRM Resource Administration, etc. The Telesales community is available to discuss topics such as Customer/Org/Person/Party Relationships, TCA/DQM Integration, Lead and Opportunity Management, Universal Work Queue, Universal Search Features, Purchase Items/Product Integration, eBusiness Center Setup Issues, Interactions, Tasks and Notes Integrations, and Form Personalizations. How Can You Get Started? Here are the two ways to get engaged. A) Click here to access all our communities  OR B) My Oracle Support as follows: Log into My Oracle Support (Flash or Classic).                                                                                                                           Click the "Community" link at the top of the page. Click [Enter Here] on the following page. Select the community from the "My Communities" list on the top-left. Take advantage TODAY!

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  • LAN full of public ipv4 addresses - How to filter it?

    - by sparc86
    The answer to my question maybe is not that hard but anyways, I do not know what to do. So, I just got in a new job in a Univerisity and I found out that the network (the LAN) is full of public IP addresses. Seriously, the whole LAN (probably more than 150 hosts) has it' own internet IP address and I don't know how to manage it. I have a very good experience using iptables (Linux firewall) in a NAT'ed environment. But then how should I proceed in an environment where all my LAN is working with a bunch of public IP addresses? Should I just use the "forward" rules and ignore the NAT rules or is there any other issue in such environment which I should take care? Can I add a firewall between the router and the LAN in order to produce packet filtering for these public IP addresses in my LAN or will this just not work? Thanks!

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  • Creating Filter for my Associated View

    - by Hooman
    Senario: Open an account in CRM 2011 beta and click on activities on the left navigation pane, you will now see activities of the selected account and now have two filter drop down lists on the top which allow you to view activities of the account or sub accounts of this account. Is this filter drop downs something customizable or is it a feature only available for system entities (like acitivity)? Is this functionality provided because Activity entity have N:1 relationship with Type of Behavior = System? can we provide the same or similar functionality by using Type of behavior = Parental!?!? Thx

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  • Oracle Fusion Middleware gives you Choice and Portability for Public and Private Cloud

    - by Michelle Kimihira
    Author: Margaret Lee, Senior Director, Product Management, Oracle Fusion Middleware Cloud Computing allows customers to quickly develop and deploy applications in a shared environment.  The environment can span across hardward (IaaS), foundation layer software (PaaS), and end-user software (SaaS). Cloud Computing provides compelling benefits in terms of business agility and IT cost savings.  However, with complex, existing heterogeneous architectures, and concerns for security and manageability, enterprises are challenged to define their Cloud strategy.  For most enterprises, the solution is a hybrid of private and public cloud.  Fusion Middleware supports customers’ Cloud requirements through choice and portability. Fusion Middleware supports a variety of cloud development and deployment models:  Oracle [Public] Cloud; customer private cloud; hybrid of these two, and traditional dedicated, on-premise model Customers can develop applications in any of these models and deployed in another, providing the flexibility and portability they need Oracle Cloud is a public cloud offering.  Within Oracle Cloud, Fusion Middleware provides two key offerings include the Developer cloud service and Java cloud deployment service. Developer Cloud Service Simplify Development: Automated provisioned environment; pre-configured and integrated; web-based administration Deploy Automatically: Fully integrated with Oracle Cloud for Java deployment; workflow ensures build & test Collaborate & Manage: Fits any size team; integrated team source repository; continuous integration; task/defect tracking Integrated with all major IDEs: Oracle JDeveloper; NetBeans; Eclipse Java Cloud Service Java Cloud service provides flexible Java deployment environment for departmental applications and development, staging, QA, training, and demo environments.  It also supports customizations deployments for SaaS-based Fusion Applications customers.  Some key features of Java Cloud Service include: WebLogic Server on Exalogic, secure, highly available infrastructure Database Service & IDE Integration Open, Standard-based Deploy Web Apps, Web Services, REST Services Fully managed and supported by Oracle For more information, please visit Oracle Cloud, Oracle Cloud Java Service and Oracle Cloud Developer Service. If your enterprise prefers a private cloud, for reasons such as security, control, manageability, and complex integration that prevent your applications from being deployed on a public cloud, Fusion Middleware also provide you with the products and tools you need.  Sometimes called Private PaaS, private clouds have their predecessors in shared-services arrangements many large companies have been building in the past decade.  The difference, however, are in the scope of the services, and depth of their capabilities.  In terms of vertical stack depth, private clouds not only provide hardware and software infrastructure to run your applications, they also provide services such as integration and security, that your applications need.  Horizontally, private clouds provide monitoring, management, lifecycle, and charge back capabilities out-of-box that shared-services platforms did not have before. Oracle Fusion Middleware includes the complete stack of hardware and software for you to build private clouds: SOA suite and BPM suite to support systems integration and process flow between applications deployed on your private cloud and the rest of your organization Identity and Access Management suite to provide security, provisioning, and access services for applications deployed on your private cloud WebLogic Server to run your applications Enterprise Manager's Cloud Management pack to monitor, manage, upgrade applications running on your private cloud Exalogic or optimized Oracle-Sun hardware to build out your private cloud The most important key differentiator for Oracle's cloud solutions is portability, between private and public clouds.  This is unique to Oracle because portability requires the vendor to have product depth and breadth in both public cloud services and private cloud product offerings.  Most public cloud vendors cannot provide the infrastructure and tools customers need to build their own private clouds.  In reverse, traditional software tools vendors typically do not have the product and expertise breadth to build out and offer a public cloud.  Oracle can.  It is important for customers that the products and technologies  Oracle uses to build its public is the same set that it sells to customers for them to build private clouds.  Fundamentally, that enables skills reuse,  as well as application portability. For more information on Oracle PaaS offerings, please visit Oracle's product information page.    Resources Follow us on Twitter and Facebook Subscribe to our regular Fusion Middleware Newsletter

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  • Simulación de carga productiva para anticipar errores

    - by [email protected]
    La presión por la agilidad en el día a día del negocio y por obtener siempre altos niveles de servicio hacen del manejo de la calidad un imperativo básico. Relacionado con ello, Oracle propone a través de su solución ATS (Application Testing Suite) servicios para cumplir con los objetivos de calidad. Oracle Functional Testing permitirá automatizar tediosas tareas de prueba reduciendo el nivel de esfuerzo dentro de los equipos de pruebas y garantizando calidad en cada cambio en los sistemas productivos. Oracle Load Testing permitirá simular carga productiva en los entornos y anticipar errores derivados de la concurrencia, congestión, rendimiento y falta de capacidad sin afectar a los usuarios finales. La suite de Oracle está probada y certificada sobre las siguientes plataformas: Siebel 7.x y 8.x, e-Business Suite 11i10 y superiores, Hyperion, Peoplesoft, JD Edwards, Aplicaciones Web, Web Services y sobre Base de Datos. Brochure: Oracle Load Testing

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  • AIA Release 3.1 verfügbar

    - by Hans Viehmann
    Nachdem das Foundation Pack 11g inzwischen eine Weile auf dem Markt ist, wurden jetzt auch die darauf aufsetzenden Process Integration Packs (PIPs) freigegeben. In diesem Zuge wurden neben den bestehenden 16 PIPs auch drei neue Integrationen vorgestellt:Oracle Design-to-Release Integration Pack for Agile Product Lifecycle Management for Process and Oracle Process ManufacturingOracle Clinical Trial Payments Integration Pack for Siebel ClinicalOracle Serialization and Tracking Integration Pack for Oracle Pedigree and Serialization Manager and Oracle E-Business SuiteLetztere sind speziell für den Healthcare/Life Sciences Markt gedacht.Zur Freigabe gibt es nicht nur eine entsprechende Pressemeldung (hier), sondern auch einen öffentlichen Launch-Webcast am 23. Februar unter dem Titel "Tackling the Challenges of Application Integration". Leider ist er mehr für amerikanische Zuhörer gedacht und findet um 10:00h PDT statt. Wer aber sein abendliches Fernsehprogramm eintauschen möchte, findet hier die nötigen Details und die Möglichkeit zur Registrierung.

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  • Microsoft met de la BI dans son ERP, et du Windows 8 dans son CRM Online

    Microsoft met de la BI dans son ERP Et du Windows 8 dans son CRM Online Microsoft met à jour sa gamme Dynamics 2012 avec deux nouveautés. Première annonce, la sortie de la version R2 de Dynamics AX 2012 - un de ses deux ERP maison avec Dynamics NAV (qui vise plus les PME/PMI). Cette version pour les moyennes et grandes entreprises introduit des fonctionnalités de Business Intelligence basées sur Microsoft SQL Server. « Grâce à elles, des informations importantes concernant toutes les activités de l'entreprise, peuvent être exploitées rapidement, de manière intuitive et contextuelle en fonction des requêtes de l'utilisateur », avance Microsoft. Elle proposera é...

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  • New! EBS CRM Service Request Templating Online

    - by Oracle_EBS
    In an effort to improve the user experience changes have been made to Service Request (SR) creation process using My Oracle Support (MOS). This change is now online for several high-use CRM products. We aimed to streamline the process by reducing the number of questions, making subsequent questions conditional on previous responses, reducing lists of problem categories, and recommending key documents/evidence which should be supplied to help the Support engineer progress the issue. The process is now divided into three steps: Problem - prompts for a summary of the issue, and what steps have to be performed to re-produce the issue More Information - users will see the biggest change, as they select the ‘Problem Type’, which then presents a series of suggested attachments to upload Severity/Contact - section records who to contact, by what means, and the degree of urgency for the issue. The products included are: · Incentive Compensation · Trade Management · Site Hub · Incentive Compensation Analytics for Oracle Data Integrator · TeleService · Install Base · Quoting · Sales · Field Service · Service Contracts

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  • Microsoft Dynamics CRM -- Do people build websites with it?

    - by Marcy Sutton
    Forgive my ignorance, but do people build websites with Microsoft Dynamics CRM? I have a potential client who says that is the technology they will use for a new web project, for which I would be doing the HTML templating. I want to learn all I can as I am new to this particular system, but I can't seem to find anything related to web building and CRM. Is it more likely the client is developing another piece of technology to work with the CRM that they are neglecting to tell us about? Any experience or insight about this process is greatly appreciated!

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  • How to access GMAIL for storage in custom CRM SQL Server DB?

    - by Optimal Solutions
    I have a client who wants his custom-written CRM to be able to access his sales people's emails so that, effectively, a history of email conversations between customer and salesperson is stored inside the CRM's database. The CRM is written in VB 2008 and the database is SQL Server 2008. The only email these people use, in the shop and on the road, is GMAIL. Each sales person has their own GMAIL address. Thats how they operate. If they're on the road and respond to a customer's email inquiry about a product, they would like that email conversation to be stored in a table in the database. I think thats the part I cant wrap my head around. How to get access to the email data (knowing the user id and password) and doing so from VB 2008

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  • Sales & Marketing Summit 2012. Lo avete perso? Rimediamo subito.

    - by Silvia Valgoi
    Lo scorso 28 marzo si è svolto l'appuntamento dedicato alle aziende che vogliono  ripensare i processi di Vendita, Marketing e Supporto alla Clientela, facendo leva sui nuovi paradigmi quali Social Networking , Web 2.0, e-commerce, mobilità e multinacanalità, Cloud computing. Dello straordinario intervento del Prof. Enrico Finzi sul valore dell'Innovazione e sui 10 fattori di Leadership indispensabili per mantenere la prioria competività sul mercato, soprattutto nei periodi storici negativi, non abbiamo documentazione (è stato fatto a braccio) ma a presto pubblicheremo una sua intervista. Nella documentazione potete ritrovare i temi trattati durante gli speech in plenaria e le sessioni di approfondimento  Oracle Fusion CRM, la soluzione di nuova generazione per migliorare e incrementare l'efficacia dei processi di Vendita e Marketing. Oracle Sales & Marketing Summit - Fusion CRM View more presentations from Oracle Apps - Italia . I processi più innovativi di Customer Experience. Oracle Sales & Marketign Summit - Customer Experience View more presentations from Oracle Apps - Italia . Ask the Expert: e-commerce, Ask the Expert: knowledge management, Oracle Sales & Marketing Summit - Knowledge Management View more presentations from Oracle Apps - Italia . Ask the Expert:marketing & loyalty, Oracle Sales & Marketing Summit - Marketing & Loyalty View more presentations from Oracle Apps - Italia . Ask the Expert: Policy Automation  Ask the Expert: Fusion CRM Oracle Sales & Marketing Summit: Fusion CRM Demo View more presentations from Oracle Apps - Italia .

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  • Building a QueryExpression where name field is either A or B

    - by Mike
    I'm trying to build a Dynamics CRM 4 query so that I can get calendar events that are named either "Event A" or "Event B". A QueryByAttribute doesn't seem to do the job as I cannot specify a condition where the field called "event_name" = "Event A" of "event_name" = "Event B". When using the QueryExpression, I've found the FilterExpression applies to the Referencing Entity. I don't know if the FilterExpression can be used on the Referenced Entity at all. The example below is something like what I want to achieve, though this would return an empty result set as it will go looking in the entity called "my_event_response" for a "name" attribute. It's starting to look like I will need to run several queries to get this but this is less efficient than if I can submit it all at once. ColumnSet columns = new ColumnSet(); columns.Attributes = new string[]{ "event_name", "eventid", "startdate", "city" }; ConditionExpression eventname1 = new ConditionExpression(); eventname1.AttributeName = "event_name"; eventname1.Operator = ConditionOperator.Equal; eventname1.Values = new string[] { "Event A" }; ConditionExpression eventname2 = new ConditionExpression(); eventname2.AttributeName = "event_name"; eventname2.Operator = ConditionOperator.Equal; eventname2.Values = new string[] { "Event B" }; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.Or; filter.Conditions = new ConditionExpression[] { eventname1, eventname2 }; LinkEntity link = new LinkEntity(); link.LinkCriteria = filter; link.LinkFromEntityName = "my_event"; link.LinkFromAttributeName = "eventid"; link.LinkToEntityName = "my_event_response"; link.LinkToAttributeName = "eventid"; QueryExpression query = new QueryExpression(); query.ColumnSet = columns; query.EntityName = EntityName.mbs_event.ToString(); query.LinkEntities = new LinkEntity[] { link }; RetrieveMultipleRequest request = new RetrieveMultipleRequest(); request.Query = query; return (RetrieveMultipleResponse)crmService.Execute(request); I'd appreciate some advice on how to get the data I need.

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  • Setting up Oracle Linux 6 with public-yum for all updates

    - by wcoekaer
    I just wanted to give you a quick example on how to get started with Oracle Linux 6 and start using the updates we published on http://public-yum.oracle.com. Download Oracle Linux (without the requirement of a support subscription) from http://edelivery.oracle.com/linux. Install Oracle Linux from the ISO or DVD image Log in as user root Download the yum repo file from http://public-yum.oracle.com # cd /etc/yum.repos.d # wget http://public-yum.oracle.com/public-yum-ol6.repo If you want, you can edit the repo file and enable other repositories, I enabled [ol6_UEK_latest] by just setting enabled=1 in the file with a text editor. Run yum repolist to show the registered channels and you see we are including everything including the latest published RPMs. Now you can just run yum update and any time we release new security errata or bugfix errata for OL6, they will be posted and you will automatically get them. It's very easy, very convenient and actually very cool. We do a lot more than just build OL RPMs and distribute them, we have a very comprehensive test farm where we test the packages extensively.

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  • Moving Away from Exchange public folders - Export to file system folder?

    - by Mr. Monkey
    I have a public folder that was used for the wrong reason. Due to some regulations we had to store lots of photos, we're talking at least 7000 photos that are stored based on a location of stores. So for example, each store would send in an email with at least 2 photos of their location, that email would contain their location name or number, and those photos, so there was some sort of organization for it. I would love to move the contents of that public folder to a normal windows folder we could share on a server. Is anything like that possible? Anybody have other ideas?

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  • Why does Public Folder share prompt for password even after I set "Turn off password protected sharing"

    - by cmaduro
    I have a fileserver on a WORKGROUP which I have created a share on. I have turned on public folder sharing, file and printing sharing and set password protected sharing to off. When I try to share the folder by right clicking it and selecting proerties, then selecting sharing tab, then clicking the "share" button, then clicking share, it prompts me asking wether or not I want to turn on network discovery for public network, and after I say either yes or no, it says that my folder cant be shared. When I try to share via advanced sharing, then the folder is shared, and it's status is set to shared. However when I try to access this folder from a computer on the same network, it prompts me to enter a username and password. I am trying to setup a share for my VMware ThinApp packages that can be access no matter what domain the users are on.

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