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  • Service Territories White Paper - Setup and Configuration

    - by LuciaC
    If you use Oracle Teleservice then you are probably using Service Territories to route service requests to the right resources such as Call Center Agents, Field Service Technicians, Technical Support Groups etc.  Getting those routings to happen correctly and efficiently is key to delivering high-quality service, so having the correct territory setup is essential.  The Service development team have published a new White Paper to help you do just that!  The White Paper includes information to help with understanding the required setups: Service Territories - Locating and Sorting matching Territories, and Picking winning Territories How to use Rank and Number of Winners The different Access Types that can be setup Operating Unit and how to use it effectively How to setup and use Service Qualifiers The limitation of some Geographic Qualifiers and how to overcome the limitations How to use Web ADI to maintain Territories. Read Doc ID 1234593.1 to access the white paper.  There was also a recent webcast on Territory Setup and Matching Attributes, you can access the recording via Doc ID 1455786.1.

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  • Web Applications Desktop Integrator (WebADI) Feature for Install Base Mass Update in 12.1.3

    - by LuciaC
    Purpose The integration of WebADI technology with the Install Base Mass Update function is designed to make creation and update of bulk item instances much easier than in the past. What is it? WebADI is an Excel-based desktop application where users can download an Excel template with item instances pre-populated based on search criteria.  Users can create and update item instances in the Excel sheet and finally upload the Excel data using an "upload" option available in the Excel menu. On upload, the modified data will bulk upload to interface tables which are processed by an asynchronous concurrent program that users can monitor for the uploaded results. Advantage: This allows users to work in a disconnected Environment: session time outs can be avoided, as once a template is downloaded the user can work in a disconnected environment and once all updates are done the new input can be uploaded. Also the data can be saved for later update and upload. For more details review the following: R12.1.3 Install Base WebADI Mass Update Feature (Doc ID 1535936.1) How To Use Install Base WebADI Mass Update Feature In Release 12.1.3 (Doc ID 1536498.1).

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  • E-Mail Center: How to Debug Auto-Processing Issues

    - by LuciaC
    Do you use E-mail Center Auto-Processing functionality?  Auto-processing rules can be defined which will process an email and initiate actions such as sending an auto-reply, auto-acknowledgement or service request update or creation.  If you're using auto-processing in your environment, then you will have noticed that, when things go wrong, often the only indication that there is an issue is if the email goes to the Supervisor Queue for manual processing instead of being sent.  Oracle Development has developed a script to help you debug when an email is meant to be auto-processed but is failing. There are scripts for R12.0.6 through to R12.1.3. See Doc ID 1427925.1 for details of the script and how to use it.

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  • Open Source ASP.NET Contact Management Application?

    - by davemackey
    I'm considering building a Church Management System (ChMS), essentially a CRM, but specifically tailored for churches. I've looked at several existing CRM and open source ChMS solutions but have not been satisfied with any of them. Before I start writing something from the ground up - I was wondering if anyone was aware of an open source asp.net application that might be a good fit for this project? Particularly, the application needs to perform CRUD and optimally allow for dynamic user-based creation/editing of fields associated with contacts etc.

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  • Microsoft courtise les clients de Salesforce.com et les invite à tester sa solution Microsoft Dynamics CRM

    Microsoft courtise les clients de Salesforce.com et les invite à tester sa solution Microsoft Dynamics CRM Microsoft s'attaque aux clients de Salesforce.com et les invite à utiliser ses propres solutions CRM en mode Cloud. Redmond n'a pas l'intention de lésiner sur les moyens pour imposer ses solutions professionnelles hébergées. En effet la firme vient de profiter du lancement de la conférence Dreamforce 2010, qui se déroule actuellement (du 6 au 9 décembre), et destinée aux utilisateurs de Salesforce.com, pour publier une lettre les invitant à tester ses produits. Pour mémoire, Salesforce.com est une entreprise spécialisée dans le cloud computing et dans les solutions de gestion ...

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  • Le Cloud d'Amazon certifié pour les ERP et CRM d'Oracle, qui deviennent disponibles à la demande, sur-le-champs et avec un support

    Le Cloud d'Amazon certifié pour les ERP et CRM d'Oracle Qui deviennent disponible à la demande, sur-le-champs et avec un support d'Oracle Le service Elastic Cloud d'Amazon permet depuis hier de faire tourner PeopleSoft et JD Edward Enterprise One, les CRM (solution de gestion de relation clients) et ERP (progiciel de gestion d'entreprise) d'Oracle. Amazon EC2 permettait déjà de le faire. Mais à condition de les installer soi-même sur des machines virtuelles tournant sous Windows Server (Amazon annonce le support d'autres OS à venir). A partir d'aujourd'hui, les utilisateurs de PeopleSoft et JD Edward Enterprise One hébergés sur une instance EC2 n'auront plus à « met...

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  • How can I save an ASP.NET IFRAME from a custom entity's OnSave event, reliably?

    - by Forgotten Semicolon
    I have a custom ASP.NET solution deployed to the ISV directory of an MS Dynamics CRM 4.0 application. We have created a custom entity, whose data entry requires more dynamism than is possible through the form builder within CRM. To accomplish this, we have created an ASP.NET form surfaced through an IFRAME on the entity's main form. Here is how the saving functionality is currently laid out: There is an ASP.NET button control on the page that saves the entity when clicked. This button is hidden by CSS. The button click event is triggered from the CRM OnSave javascript event. The event fires and the entity is saved. Here are the issues: When the app pool is recycled, the first save (or few) may: not save be delayed (ie. the interface doesn't show an update, until the page has been refreshed after a few sec) Save and Close/New may not save For issue 1.1 and 2, what seems to be happening is that while the save event is fired for the custom ASP.NET page, the browser has moved on/refreshed the page, invalidating the request to the server. This results in the save not actually completing. Right now, this is mitigated with a kludge javascript delay loop for a few seconds after calling the button save event, inside the entity OnSave event. Is there any way to have the OnSave event wait for a callback from the IFRAME?

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  • Implementing Service Level Agreements in Enterprise Manager 12c for Oracle Packaged Applications

    - by Anand Akela
    Contributed by Eunjoo Lee, Product Manager, Oracle Enterprise Manager. Service Level Management, or SLM, is a key tool in the proactive management of any Oracle Packaged Application (e.g., E-Business Suite, Siebel, PeopleSoft, JD Edwards E1, Fusion Apps, etc.). The benefits of SLM are that administrators can utilize representative Application transactions, which are constantly and automatically running behind the scenes, to verify that all of the key application and technology components of an Application are available and performing to expectations. A single transaction can verify the availability and performance of the underlying Application Tech Stack in a much more efficient manner than by monitoring the same underlying targets individually. In this article, we’ll be demonstrating SLM using Siebel Applications, but the same tools and processes apply to any of the Package Applications mentioned above. In this demonstration, we will log into the Siebel Application, navigate to the Contacts View, update a contact phone record, and then log-out. This transaction exposes availability and performance metrics of multiple Siebel Servers, multiple Components and Component Groups, and the Siebel Database - in a single unified manner. We can then monitor and manage these transactions like any other target in EM 12c, including placing pro-active alerts on them if the transaction is either unavailable or is not performing to required levels. The first step in the SLM process is recording the Siebel transaction. The following screenwatch demonstrates how to record Siebel transaction using an EM tool called “OpenScript”. A completed recording is called a “Synthetic Transaction”. The second step in the SLM process is uploading the Synthetic Transaction into EM 12c, and creating Generic Service Tests. We can create a Generic Service Test to execute our synthetic transactions at regular intervals to evaluate the performance of various business flows. As these transactions are running periodically, it is possible to monitor the performance of the Siebel Application by evaluating the performance of the synthetic transactions. The process of creating a Generic Service Test is detailed in the next screenwatch. EM 12c provides a guided workflow for all of the key creation steps, including configuring the Service Test, uploading of the Synthetic Test, determining the frequency of the Service Test, establishing beacons, and selecting performance and usage metrics, just to name a few. The third and final step in the SLM process is the creation of Service Level Agreements (SLA). Service Level Agreements allow Administrators to utilize the previously created Service Tests to specify expected service levels for Application availability, performance, and usage. SLAs can be created for different time periods and for different Service Tests. This last screenwatch demonstrates the process of creating an SLA, as well as highlights the Dashboards and Reports that Administrators can use to monitor Service Test results. Hopefully, this article provides you with a good start point for creating Service Level Agreements for your E-Business Suite, Siebel, PeopleSoft, JD Edwards E1, or Fusion Applications. Enterprise Manager Cloud Control 12c, with the Application Management Suites, represents a quick and easy way to implement Service Level Management capabilities at customer sites. Stay Connected: Twitter |  Face book |  You Tube |  Linked in |  Google+ |  Newsletter

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  • How do I add a header to a VB.NET 2008 SOAP request? [migrated]

    - by robokev
    I have a VB.NET 2008 program that accesses a Siebel web service defined by a WSDL and using the SOAP protocol. The Siebel web service requires that a header containing the username, password and session type be included with the service request, but the header is not defined in the WSDL. So, when I test the WSDL using the soapUI utility, the request as defined by the WSDL looks like this: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:lov="http://www.siebel.com/xml/LOVService" xmlns:lis="http://www.siebel.com/xml/ListQuery"> <soapenv:Header/> <soapenv:Body> <lov:EAILOVGetListOfValues_Input> <lis:ListsQuery> <lis:ListQuery> <lis:Active>Y</lis:Active> <lis:LanguageCode>ENU</lis:LanguageCode> <lis:Type>CUT_ACCOUNT_TYPE</lis:Type> </lis:ListQuery> </lis:ListsQuery> </lov:EAILOVGetListOfValues_Input> </soapenv:Body> </soapenv:Envelope> But the above does not work because it contains an empty header that is missing user and session credentials. It only works if I manually replace <soapenv:Header/> with a header containing the username, password, and session type as follows: <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:lov="http://www.siebel.com/xml/LOVService" xmlns:lis="http://www.siebel.com/xml/ListQuery"> <soapenv:Header> <UsernameToken xmlns="http://siebel.com/webservices">TESTUSER</UsernameToken> <PasswordText xmlns="http://siebel.com/webservices">TESTPASSWORD</PasswordText> <SessionType xmlns="http://siebel.com/webservices">None</SessionType> </soapenv:Header> <soapenv:Body> <lov:EAILOVGetListOfValues_Input> <lis:ListsQuery> <lis:ListQuery> <lis:Active>Y</lis:Active> <lis:LanguageCode>ENU</lis:LanguageCode> <lis:Type>CUT_ACCOUNT_TYPE</lis:Type> </lis:ListQuery> </lis:ListsQuery> </lov:EAILOVGetListOfValues_Input> </soapenv:Body> </soapenv:Envelope> My problem is that I cannot sort out how to translate the above into VB.NET 2008 code. I have no problem importing the WSDL into Visual Studio 2008, defining the service in VB code and referencing the web service methods. However, I cannot sort out how to define the web service in VB such that the updated header in included in the web service request instead of the empty header. Consequently all my service requests from VB fail. I can define a class that inherits from the SoapHeader class... Public Class MySoapHeader : Inherits System.Web.Services.Protocols.SoapHeader Public Username As String Public Password As String Public SessionType As String End Class ...but how do I include this header in the SOAP request made from VB?

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  • problem with creating a new module using vtlib 2.1 for vtiger CRM 5.0.4

    - by gsk
    I have created a new module in vtigerCRM using the vtlib 2.1 api doc as provided in the following link. http://wiki.vtiger.com/index.php/Vtiger_CRM_5_Developer_Guide/VTLIB Though the module appears to have been created successfully I am getting the following error when I try to add a new record. ( ! ) WebServiceException: Permission to perform the operation is denied in C:\xampp\htdocs\dnbcrm\include\Webservices\Retrieve.php on line 30 Call Stack # Time Memory Function Location 1 0.0037 338824 {main}( ) ..\index.php:0 2 0.8090 21393040 include( 'C:\xampp\htdocs\dnbcrm\modules\TargetModule\Save.php' ) ..\index.php:693 3 0.8209 21498512 CRMEntity->save( ) ..\Save.php:21 4 0.9772 23107304 VTEventsManager->triggerEvent( ) ..\CRMEntity.php:859 5 0.9773 23107304 VTEventTrigger->trigger( ) ..\VTEventsManager.inc:118 6 1.0133 23415848 VTWorkflowEventHandler->handleEvent( ) ..\VTEventTrigger.inc:119 7 1.0218 23433280 VTEntityCache->forId( ) ..\VTEventHandler.inc:51 8 1.0218 23433600 VTWorkflowEntity->__construct( ) ..\VTEntityCache.inc:83 9 1.0218 23433992 vtws_retrieve( ) ..\VTEntityCache.inc:16

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  • Installing List Compenent on Sharepoint Server

    - by Tom
    I added the Sharepoint site to the 'Document Management' section in CRM with the List Components checked and it added it with no problem. Also when I navigate to the 'Documents' section under an account it shows up with the format of the List components. However, if i click on 'New' or 'Actions' I get the following error message: An Error has occured in the script on this page. Error: Access is denied URL: https://*serveraddress*/crmgrid/scripts/crmmenu.htc Do you want to continue running scripts on this page? I have ran the power script which added the MIME .htc extention to IIS. Does anyone know what might be wrong?

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  • Searching for online database software/cms

    - by ButterdBread
    I am searching for a software or CMS that manages and displays large online databases, as some kind of frontend to MySQL or any other database. It should be accessible through the browser, be as secure as possible (offering login). The data I'd like to store would be personal information such as name, adress and birthday - also I'd need to be able to add custom fields as well. Also forms and the possibility to download the data in an excel? table would be great. PHPmyadmin is not an option, it should be similar to a CRM but more closely adapted to managing database tables, searching for entries and filtering data. It should be possible to have many user accounts with different rights, with each of them being able to acces certain parts of the data and entering own data. Is there something out there, that might get close to what I imagine? I appreciate any help!

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  • Certify August Updates

    - by Sadia2
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 We have added some release and platform certifications to MOS Certify. Applications : Oracle Demantra Demand Management 7.3.1.5, Oracle Demantra Predictive Trade Planning 7.3.1.5, Oracle Demantra Sales and Operations Planning 7.3.1.5 Database: Oracle Database Client 12.1.0.1.0 11.2.0.4.0, Oracle Clusterware 11.2.0.4.0, Oracle Database 11.2.0.4.0, Oracle Real Application Clusters 11.2.0.4.0 E-Business Suite: Oracle E-Business Suite 12.1.3, Oracle E-Business Suite 12.1.2, Oracle E-Business Suite 12.1.1, Oracle E-Business Suite 12.0.6, Oracle E-Business Suite 11.5.10.2 Edge Applications: Oracle Transportation Management 6.3.2 Enterprise Manager: Oracle Application Management Pack for Oracle E-Business Suite 12.1.0.1.0 Fusion Middleware: Discoverer Administrator 11.1.1.6.0, Discoverer Desktop 11.1.1.6.0, Forms Builder 11.1.1.6.0, Oracle Application Development Framework 11.1.1.6.0, Oracle Application Development Runtime 11.1.1.6.0, Oracle Business Intelligence Publisher 11.1.1.6.0, Oracle Directory Services Manager 11.1.1.6.0, Oracle Forms 11.1.1.6.0, Oracle GoldenGate 11.1.1.1.0, 11.1.1.1.2, 11.1.1.1.1, Oracle GoldenGate Application Adapters 11.1.1.1.1, Oracle Identity and Access Management 11.1.2.0.0, 11.1.2.1.0, Oracle Identity Federation 11.1.1.6.0, Oracle Real-Time Decision Load Generator 11.1.1.7.0, Oracle Real-Time Decision Studio 11.1.1.7.0, Oracle Real-Time Decisions 11.1.1.6.0, Oracle Reports 11.1.1.6.0, Oracle Segmentation Server 11.1.1.6.0, Oracle Virtual Directory 11.1.1.6.0, Oracle Web Cache 11.1.1.6.0, Oracle WebCenter Content Imaging 11.1.1.8.0, Oracle WebCenter Content Inbound Refinery Server 11.1.1.8.0, Oracle WebCenter Content Records 11.1.1.8.0, Oracle WebCenter Content Rights 11.1.1.8.0, Oracle WebCenter Content UI 11.1.1.8.0, Oracle WebCenter Enterprise Capture 11.1.1.8.0, Oracle WebCenter Portal 11.1.1.8.0, Oracle WebCenter Sites 11.1.1.8.0, Oracle WebCenter Sites: CIP for EMC Documentum 11.1.1.8.0, Oracle WebCenter Sites: CIP for File Systems and MS SharePoint 11.1.1.8.0, Oracle WebCenter Sites: Community-Gadgets 11.1.1.8.0, Oracle WebCenter Sites: Explorer 11.1.1.8.0, Oracle WebCenter Universal Content Management 11.1.1.8.0, Reports Builder 11.1.1.6.0, Oracle WebCenter Content Records 11.1.1.8.0, Oracle WebCenter Content Rights 11.1.1.8.0, Oracle WebCenter Content UI 11.1.1.8.0, Oracle WebCenter Sites: Developer Tools 11.1.1.8.0 FSGBU Insurance Group : Oracle Health Insurance Claims 2.13.3.0.0, 2.13.2.0.0, 2.13.1.0.0 JD Edwards EnterpriseOne: JD Edwards EnterpriseOne Tools 9.1.3.0, 9.1.2.0, 9.1.0.0 JD Edwards World: JD Edwards World Service Enablement A93SE, A931SE PeopleSoft: PeopleSoft PeopleTools 8.52 Siebel Enterprise: Siebel Application Server 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0, Siebel CRM Desktop Client 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0, Siebel Database Server 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0, Siebel HI Web Client 8.2.2.2.0, 8.1.1.9.0, Siebel Gateway Server 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0, Siebel Outlook Add-in Client 8.2.2.2.0, Siebel Remote Client 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0, Siebel Tools Client 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0, Siebel Web Server Extension 8.2.2.4.0, 8.2.2.3.0, 8.2.2.2.0, 8.1.1.11.0, 8.1.1.10.0, 8.1.1.9.0 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;}

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  • CRM2011 - "The given key was not present in the dictionary"

    - by DJZorrow
    I am what you call a "n00b" in CRM plugin development. I am trying to write a plugin for Microsoft's Dynamics CRM 2011 that will create a new activity entity when you create a new contact. I want this activity entity to be associated with the contact entity. This is my current code: using System; using System.Collections.Generic; using System.Linq; using System.Text; using Microsoft.Xrm.Sdk; namespace ITPH_CRM_Deactivate_Account_SSP_Disable { public class SSPDisable_Plugin: IPlugin { public void Execute(IServiceProvider serviceProvider) { // Obtain the execution context from the service provider. IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); if (context.InputParameters.Contains("Target") && context.InputParameters["target"] is Entity) { Entity entity = context.InputParameters["Target"] as Entity; if (entity.LogicalName != "account") { return; } Entity followup = new Entity(); followup.LogicalName = "activitypointer"; followup.Attributes = new AttributeCollection(); followup.Attributes.Add("subject", "Created via Plugin."); followup.Attributes.Add("description", "This is generated by the magic of C# ..."); followup.Attributes.Add("scheduledstart", DateTime.Now.AddDays(3)); followup.Attributes.Add("actualend", DateTime.Now.AddDays(5)); if (context.OutputParameters.Contains("id")) { Guid regardingobjectid = new Guid(context.OutputParameters["id"].ToString()); string regardingobjectidType = "account"; followup["regardingobjectid"] = new EntityReference(regardingobjectidType, regardingobjectid); } service.Create(followup); } } } But when i try to run this code: I get an error when i try to create a new contact in the CRM environment. The error is: "The given key was not present in the dictionary" (Link *1). The error pops up right as i try to save the new contact. Link *1: http://puu.sh/4SXrW.png (Translated bold text: "Error on business process") Thanks for any help or suggestions :)

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  • span tag inside a dynamically generated td - jquery

    - by user1017268
    I have a dynamically generated page of an enterprise application. The data is inside table structure. I need to access a value of span tag inside this table. The page code looks like <td class="dCCItemValue" valign="bottom> <span id="S_0_1_5">Problem type</span> The id of the span tag is also generated dynamically and I have no control over it. So the problem statement becomes: How to get value span inside a td with class "dCCItemValue" I hope I have explained the problem correctly. Please Help

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  • Google Apps Marketplace, les applications les plus téléchargées sont de plus en plus complexes : gestion de projet, CRM, ERP, finances

    Google Apps Marketplace, les applications les plus téléchargées Elles sont de plus en plus complexes : gestion de projet, CRM, ERP, finances Le dernier Marketplace en date de Google, la galerie d'applications professionnelles complémentaires des Google Apps (Google Docs, Google Site, Blogger, Gmail, Agenda, etc), est un succès. C'est en tout cas l'avis de Google qui communique aujourd'hui les premiers résultats significatifs depuis le lancement officiel de cette galerie. ...

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  • Using Oracle BPM to Extend Oracle Applications

    - by Michelle Kimihira
    Author: Srikant Subramaniam, Senior Principal Product Manager, Oracle Fusion Middleware Customers often modify applications to meet their specific business needs - varying regulatory requirements, unique business processes, product mix transition, etc. Traditional implementation practices for such modifications are typically invasive in nature and introduce risk into projects, affect time-to-market and ease of use, and ultimately increase the costs of running and maintaining the applications. Another downside of these traditional implementation practices is that they literally cast the application in stone, making it difficult for end-users to tailor their individual work environments to meet specific needs, without getting IT involved. For many businesses, however, IT lacks the capacity to support such rapid business changes. As a result, adopting innovative solutions to change the economics of customization becomes an imperative rather than a choice. Let's look at a banking process in Siebel Financial Services and Oracle Policy Automation (OPA) using Oracle Business Process Management. This approach makes modifications simple, quick to implement and easy to maintain/upgrade. The process model is based on the Loan Origination Process Accelerator, i.e., a set of ready to deploy business solutions developed by Oracle using Business Process Management (BPM) 11g, containing customizable and extensible pre-built processes to fit specific customer requirements. This use case is a branch-based loan origination process. Origination includes a number of steps ranging from accepting a loan application, applicant identity and background verification (Know Your Customer), credit assessment, risk evaluation and the eventual disbursal of funds (or rejection of the application). We use BPM to model all of these individual tasks and integrate (via web services) with: Siebel Financial Services and (simulated) backend applications: FLEXCUBE for loan management, Background Verification and Credit Rating. The process flow starts in Siebel when a customer applies for loan, switches to OPA for eligibility verification and product recommendations, before handing it off to BPM for approvals. OPA Connector for Siebel simplifies integration with Siebel’s web services framework by saving directly into Siebel the results from the self-service interview. This combination of user input and product recommendation invokes the BPM process for loan origination. At the end of the approval process, we update Siebel and the financial app to complete the loop. We use BPM Process Spaces to display role-specific data via dashboards, including the ability to track the status of a given process (flow trace). Loan Underwriters have visibility into the product mix (loan categories), status of loan applications (count of approved/rejected/pending), volume and values of loans approved per processing center, processing times, requested vs. approved amount and other relevant business metrics. Summary Oracle recommends the use of Fusion Middleware as an extensions platform for applications. This approach makes modifications simple, quick to implement and easy to maintain/upgrade applications (by moving customizations away from applications to the process layer). It is also easier to manage processes that span multiple applications by using Oracle BPM. Additional Information Product Information on Oracle.com: Oracle Fusion Middleware Follow us on Twitter and Facebook Subscribe to our regular Fusion Middleware Newsletter

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  • Can't get UpdateAttributeRequest to work

    - by dsabater
    I am trying to use the Metadata Web Service of Dynamics CRM to update the order of some picklist options using the UpdateAttributeRequest message. Though I get to change the attribute's DisplayName using the MergeLabels = false option, the picklist option values themselves seem immutable.

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  • How to auto-generate early bound properties for Entity specific (ie Local) Option Set text values?

    - by Daryl
    After spending a year working with the Microsoft.Xrm.Sdk namespace, I just discovered yesterday the Entity.FormattedValues property contains the text value for Entity specific (ie Local) Option Set texts. The reason I didn't discover it before, is there is no early bound method of getting the value. i.e. entity.new_myOptionSet is of type OptionSetValue which only contains the int value. You have to call entity.FormattedValues["new_myoptionset"] to get the string text value of the OptionSetValue. Therefore, I'd like to get the crmsrvcutil to auto-generate a text property for local option sets. i.e. Along with Entity.new_myOptionSet being generated as it currently does, Entity.new_myOptionSetText would be generated as well. I've looked into the Microsoft.Crm.Services.Utility.ICodeGenerationService, but that looks like it is mostly for specifying what CodeGenerationType something should be... Is there a way supported way using CrmServiceUtil to add these properties, or am I better off writing a custom app that I can run that can generate these properties as a partial class to the auto-generated ones? Edit - Example of the code that I would like to be generated Currently, whenever I need to access the text value of a OptionSetValue, I use this code: var textValue = OptionSetCache.GetText(service, entity, e => e.New_MyOptionSet); The option set cache will use the entity.LogicalName, and the property expression to determine the name of the option set that I'm asking for. It will then query the SDK using the RetrieveAttriubteRequest, to get a list of the option set int and text values, which it then caches so it doesn't have to hit CRM again. It then looks up the int value of the New_MyOptionSet of the entity and cross references it with the cached list, to get the text value of the OptionSet. Instead of doing all of that, I can just do this (assuming that the entity has been retrieved from the server, and not just populated client side): var textValue = entity.FormattedValues["new_myoptionset"]; but the "new_myoptionset" is no longer early bound. I would like the early bound entity classes that gets generated to also generate an extra "Text" property for OptionSetValue properties that calls the above line, so my entity would have this added to it: public string New_MyOptionSetText { return this.GetFormattedAttributeValue("new_myoptionset"); // this is a protected method on the Entity class itself... }

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  • Looking ahead at 2011-with Paul Greenberg

    - by divya.malik
    It is almost the end of 2010, rather unbelievable how fast this year has gone by. It is always interesting to read what our CRM gurus have to say about the coming year. So here is CRM luminary, Paul Greenberg’s  forecast for 2011. Mobile CRM growth accelerates. CRM and “Social” companies continue to integrate their capabilities as a few suites begin to emerge. Social “rankings”, as a measure of customer engagement, will become a standard public measure. Analytics exhibits the most significant growth of any area with Customer Insight apps leading the way. Marketing apps mature with social marketing becoming an integral part of the application offering. Customer service begins to redefine itself with greater emphasis on service communities, web self-service and customer knowledge capture. Knowledge management replaces enterprise content management as a core requirement for large businesses. Customer experience reasserts itself loudly as the core of CRM and SCRM - This one is kind of a no-brainer in a way. Co-creation and customer driven product innovation becomes more than just an advanced idea. Microsoft Azure emerges as a true cloud provider at the level of Amazon as cloud computing considers its rise to becoming a primary technology infrastructure. Application marketplaces will become commonplace as companies look to platform providers to fill ecosystem needs, not just CRM. I do encourage you to read the details of his forecasts, that are split into two blog posts. For Part I click here and for Part II, click here. Technorati Tags: oracle,siebel CRM,scrm,paul greenberg

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  • What ERP system should I choose?

    - by Zakaria
    Hi everybody, I want to learn an ERP system.I think the best one is SAP. But I noticed that many open source systems do exist. What is the best open source ERP that includes CRM? I found Ofbiz, OpenERP, OpenBravo, etc ... but I would really avoid testing them one by one ... What I need is a tool that can do what SAP ERP can do but for free. Thank you very much, Regards.

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