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  • Plastic SCM vs. SVN

    - by jon37
    I'm currently researching new source control options for a team of 10 developers. We do .net development in Visual Studio 2008. We currently use VSS for source control. We are looking for a centralized source control solution(non-distributed), with a nice Visual Studio plugin. My manager has recommended Plastic SCM and I've always heard good things about Subversion. I'm trying to decide if we should adopt Subversion or Plastic SCM. There isn't much information out there about Plastic SCM (except what they've written) and I was wondering if it would be a good solution. They make it sound as if branching is much simpler. Subversion on the other hand has a robust, mature community, and it has been thoroughly field tested. What are the pros and cons to these tools? Also are there any other tools that you could suggest? Thanks

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  • New Fusion CRM Webinars for Partners dates and subjects announced

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

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  • MORE on Oracle CRM and the Apple iPad

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

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

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

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  • 100% Product Coverage in EBS CRM Communities

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

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  • What more a Business Service can do?

    - by Rajesh Sharma
    Business services can be accessed from outside the application via XAI inbound service, or from within the application via scripting, Java, or info zones. Below is an example to what you can do with a business service wrapping an info zone.   Generally, a business service is specific to a page service program which references a maintenance object, that means one business service = one service program = one maintenance object. There have been quite a few threads in the forum around this topic where the business service is misconstrued to perform services only on a single object, for e.g. only for CILCSVAP - SA Page Maintenance, CILCPRMP - Premise Page Maintenance, CILCACCP - Account Page Maintenance, etc.   So what do you do when you want to retrieve some "non-persistent" field or information associated with some object/entity? Consider few business requirements: ·         Retrieve all the field activities associated to an account. ·         Retrieve the last bill date for an account. ·         Retrieve next bill date for an account.   It can be as simple as described below, for this post, we'll use the first scenario - Retrieve all the field activities associated to an account. To achieve this we'll have to do the following:   Step 1: Define an info zone   (A basic Zone of type F1-DE-SINGLE - Info Data Explorer - Single SQL has been used; you can use F1-DE - Info Data Explorer - Multiple SQLs for more complex scenarios)   Parameter Description Value To Enter User Filter 1 F1 Initial Display Columns C1 C2 C3 SQL Condition F1 SQL Statement SELECT     FA_ID, FA_STATUS_FLG, CRE_DTTM FROM     CI_FA WHERE     SP_ID IN         (SELECT SP_ID         FROM CI_SA_SP         WHERE             SA_ID IN                 (SELECT SA_ID                  FROM CI_SA                  WHERE                     ACCT_ID = :F1)) Column 1 source=SQLCOL sqlcol=FA_ID Column 2 source=SQLCOL sqlcol=FA_STATUS_FLG Column 3 type=TIME source=SQLCOL sqlcol=CRE_DTTM order=DESC   Note: Zone code specified was 'CM_ACCTFA'   Step 2: Define a business service Create a business service linked to 'Service Name' FWLZDEXP - Data Explorer. Schema will look like this:   <schema> <zoneCd mapField="ZONE_CD" default="CM_ACCTFA"/>      <accountId mapField="F1_VALUE"/>      <rowCount mapField="ROW_CNT"/>      <result type="group">         <selectList type="list" mapList="DE">             <faId mapField="COL_VALUE">                 <row mapList="DE_VAL">                     <SEQNO is="1"/>                 </row>             </faId>              <status mapField="COL_VALUE">                 <row mapList="DE_VAL">                     <SEQNO is="2"/>                 </row>             </status>              <createdDateTime mapField="COL_VALUE">                 <row mapList="DE_VAL">                     <SEQNO is="3"/>                 </row>             </createdDateTime>         </selectList>     </result> </schema>      What's next? As mentioned above, you can invoke this business service from an outside application via XAI inbound service or call this business service from within a script.   Step 3: Create a XAI inbound service for above created business service         Step 4: Test the inbound service   Go to XAI Submission and test the newly created service   <RXS_AccountFA>       <accountId>5922116763</accountId> </RXS_AccountFA>  

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  • Using Dynamics AX's Business Conectors to Generate Sales Orders

    - by FelipeFiali
    So, just like the title says, I need to create an application that gets data from another Database, and shoves it through Dynamics AX's throat. This data comes from a portal, not Enterprise Portal, but a PHP one. It stores some data from the order in a separate database. So as said, I need to 'import' that to AX, creating the sales orders with the data I have from the other database. Also I'd like some references on Business Conector too, does it handle all those RECIDS and references that AX uses for me? Thanks in advance. EDIT: OK, I'm able to insert records in AX's database, theres just one problem. I can't generate the internal ID. Like, the 'AccountNum' field for the CustTable. Is there a way to capture it from business connector?

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  • Criteria to Evaluate Business Rules Engines

    - by flybywire
    We are shopping for Business Rules Engines. We want to make our core application customizable to different customers with slightly different requirements. The people who would actually do the customizations are analysts. I.e. non-programmers who are technically skilled (usually have a degree in sciences). What are the criteria to evaluate business rules engines? Are there open source and comercial ones? What are your experiences in ease of use, documentation, support, price, etc. Our app is in Java.

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  • Design of Business Layer

    - by Adil Mughal
    Hi, We are currently revamping our architecture and design of application. We have just completed design of Data Access Layer which is generic in the sense that it works using XML and reflection to persist data. Any ways now we are in the phase of designing business layer. We have read some books related to Enterprise Architecture and Design so we have found that there are few patterns that can be applied on business layer. Table Pattern and Domain Model are example of such patterns. Also we have found Domain Driven Design as well. Earlier we decided to build Entities against table objects. But we found that there is difference in Entities and Value Objects when it comes to DDD. For those of you who have gone through such design. Please guide me related to pattern, practice and sample. Thank you in advance! Also please feel free to discuss if you didn't get any point of mine.

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  • Can Windows Mobile Synch Services use a business layer

    - by Andy Kakembo
    We're building a Win Mobile 6 warehouse app which needs to update our server based corporate DB. We've got a C# business layer that sits on our app server and we'd really like our warehouse app to go through this. We also like MS Synch Services. Is there a way to combine the two ie can we use sync services but get them to go through our business layer ? Has anyone done this and got an example I can follow ? Is there a best practice for this kind of scenario ? Thanks, Andy

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  • Better product to develop for, iPad or Android based tablet in a purely business related application

    - by Caylem
    Hey guys Just wondering what you'd suggest as the best platform for developing a business application for a tablet device. The application needs to be multitouch, have access to a maps API, a database on the device. It will not be going on sale in the app store or Androids market, it is purely for specific business task and not for the general consumer. Obviously the options seem to be iPhone OS and the iPad or Android and an Android tablet device. The form factor for the end product requires something in the region of 8 inch+ screen and enough processing power to provide a good experience for the end user. Any help would be much appreciated. Thanks

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  • .Net - Whats the difference between a Session Facade and Business Delegate?

    - by KP65
    What I understand so far: Business Delegate - In the presentation tier, as an ASP component, provides an interface for ASP views to access business components without exposing their API, therefore reducing coupling between the two. Session Facade - In the business tier, as a com+ component, encapsulates business objects, provides a course grain interface for views to access business components. Reduces coupling, hides complex business component interaction from views. So what is the actual difference? They seem pretty similar to me..

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  • Infor PM (Business Intelligence solution)

    - by Andrew
    We are currently implementing the commercial Infor PM (Performance Management) package as a business intelligence tool. Infor PM website It is apparently used by over 1,000 companies around the world, but I have found scant information about it on the net except for what's on their own website. It covers the whole range of data warehousing and BI functions with: an OLAP environment an ETL tool a report writer (called Application Studio) an add-on to Excel to connect to the data in the cubes through a pivot table etc Does anyone have any experience with using this package? How does it compare to the big players in BI (Cognos, Microsoft SSAS, Business Objects, etc). Any pitfalls I should know about? On the other hand, does it do anything better than its competitors?

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  • Reminder: ATG Live Webcast June 29th: Reducing TCO Using Oracle E-Business Suite Management Packs

    - by Steven Chan (Oracle Development)
    Reminder: Our next ATG Live Webcast is happening tomorrow, Thursday, June 29th: How to Reduce TCO Using Oracle E-Business Suite Management Packs This one-hour webcast provides an overview of how EBS sysadmins can make their lives easier with the Management Packs for Oracle E-Business Suite Release 12.x. This session will highlight key features in Applications Management Pack (AMP) and Applications Change Management Pack (ACMP) that can automate or streamline some of the tasks needed to: Manage your EBS system configurations Monitor your EBS environment's performance and uptime Keep multiple EBS environments in sync with their patches and configurations Create patches for your EBS customizations and apply them with Oracle's own patching tools There will also be a special mention of Oracle E-Business Suite Adapter. How to Reduce TCO Using Oracle E-Business Suite Management Packs Date: Thursday, June 30, 2011 Time: 8:00 AM - 9:00 AM Pacific Standard Time (4.00 PM - 5.00 PM GMT) Presenters: Angelo Rosado, Product Manager, ATG Development Registration Link to Webcast Event Dial-in Numbers: U.S. Participants: 877-697-8128 International Participants: 706-634-9568 Passcode: You will receive this with your registration confirmation. Related Articles Oracle E-Business Suite Plug-in 4.0 Released for OEM 11g (11.1.0.1) ATG Live Webcast Replay Available: EBS 12 OAF Rich UI Enhancements WebCast Replay Available: Deploying Oracle VM Templates for E-Business Suite and PeopleSoft

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  • E-Business Tax Release 12 Setup - US Location Based Taxes Part 1, Prerequisities & Regimes

    - by Robert Story
    Upcoming WebcastTitle: E-Business Tax Release 12 Setup - US Location Based Taxes Part 1, Prerequisities & RegimesDate: April 28, 2010 Time: 12:00 pm EDT Product Family: Receivables Community Summary This one-hour session is part one of two on setting up a fresh implementation of US Location Based Taxes in Oracle E-Business Tax.  It is recommended for functional users who wish to understand the steps involved in setting up E-Business Tax in Release 12. Topics will include: Overview of E-Business TaxLocation setupRegime to Rate FlowTax RegimesTaxesTax StatusesTax JurisdictionsTax Recovery RatesTax RatesSubscribing the Operation Unit to a Regime to Rate FlowBrief Demonstration A short, live demonstration (only if applicable) and question and answer period will be included. Click here to register for this session....... ....... ....... ....... ....... ....... .......The above webcast is a service of the E-Business Suite Communities in My Oracle Support.For more information on other webcasts, please reference the Oracle Advisor Webcast Schedule.Click here to visit the E-Business Communities in My Oracle Support Note that all links require access to My Oracle Support.

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  • Partner Pricing- und Business Practices-Update jetzt erhältlich

    - by swalker
    Klicken Sie hier, um das Partner Business Practices-Update vom 25. Oktober 2011 zu erhalten.* (PDF) Was ist im Partner Pricing- und Business Practices-Update vom 25. Oktober enthalten? Themen im Hinblick auf Preisstruktur und Lizenzierung Exalogic and SPARC SuperCluster Update Oracle Technologie-Update Oracle Fusion Applications Update Oracle Fusion Cloud Service-Update Update zur Oracle Application Integration Architecture Siebel CRM  Applications Update Oracle CRM On Demand Update Business Process Outsourcing-Update Ungeachtet aller gegenteiligen Festlegungen in einer Partnerbereitstellungsvereinbarung bleiben alle vorhandenen, gültigen Angebote, die von Partnern an Endkunden vor dem 1. September 2011 ausgegeben werden und von den Preis- und Lizenzierungsänderungen vom 25. Oktober 2011 betroffen sind, gültig. Bestellungen, die von Partnern nach diesen Angeboten eingesendet werden, werden bis zum 30. November 2011 berücksichtigt. Partnerangebote, die am oder nach dem 1. September 2011 an Enduser weitergegeben werden, unterliegen den Bedingungen der Bereitstellungsvereinbarung des Partners. Was müssen Sie tun? Besuchen Sie regelmäßig die Seite mit den Partner Pricing- und Business Practices-Updates auf dem OPN-Portal, um mehr über diese Aktualisierungen zu erfahren und bezüglich der neuesten Erklärungen und Ressourcen zu Preis-, Lizenzierungs- und Geschäftspraktiken auf dem aktuellen Stand zu sein. Weitere Informationen Um auf die Partner Pricing- und Business Practices-Updates und das Archiv aller Partner Pricing- und Business Practices-Updates zuzugreifen, klicken Sie hier. * Vertraulich: Die in dieser Mitteilung enthaltenen Informationen richten sich an die Mitglieder des Oracle PartnerNetwork. Bei diesen Informationen handelt es sich um vertrauliche Informationen von Oracle. Sie dürfen von Ihnen nur im Zusammenhang mit dem Vertrieb oder der Implementierung von Oracle Produkten oder Services bei Endkunden oder autorisierten Oracle Partner verwendet werden.

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  • Oracle E-Business Suite Release 12.1 Certified on Solaris 11

    - by John Abraham
    Oracle Solaris 11 was announced last week, and I'm pleased to also announce that Oracle E-Business Suite Release 12.1 is now certified on Oracle Solaris on SPARC (64-bit). This new operating system release represents a culmination of years of hard work by our Solaris engineering group.  It has a number of new and advanced features including simplified deployment and lifecycle management tools, built-in certified virtualization technologies, support on the latest generation SPARC chips, and more. New installations of the E-Business Suite R12 on this platform will require version 12.1.1 or higher and the latest Rapid Install startCD version 12.1.1.13.  For existing 12.1 installations, we have also certified an "in place" OS upgrade or the use of cloning to a target Solaris 11 system. There are also specific requirements to upgrade technology components such as the Oracle Database and Fusion Middleware.  These requirements are noted in the links below. References Oracle E-Business Suite Installation and Upgrade Notes Release 12 (12.1.1) for Oracle Solaris on SPARC (64-bit) (My Oracle Support Document 761568.1) Oracle Database Installation Guide 11g Release 2 (11.2) for Oracle Solaris Interoperability Notes Oracle E-Business Suite Release 12 with Oracle Database 11g Release 2 (11.2.0) (My Oracle Support Document 1058763.1) Cloning Oracle Applications Release 12 with Rapid Clone (My Oracle Support Document 406982.1) Related Articles New Rapid Install StartCD (12.1.1.13) for Oracle E-Business Suite Release 12.1 Now Available Oracle E-Business Suite Release 12.1.3 Now Available

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  • Data Management Business Continuity Planning

    Business Continuity Governance In order to ensure data continuity for an organization, they need to ensure they know how to handle a data or network emergency because all systems have the potential to fail. Data Continuity Checklist: Disaster Recovery Plan/Policy Backups Redundancy Trained Staff Business Continuity Policies In order to protect data in case of any emergency a company needs to put in place a Disaster recovery plan and policies that can be executed by IT staff to ensure the continuity of the existing data and/or limit the amount of data that is not contiguous.  A disaster recovery plan is a comprehensive statement of consistent actions to be taken before, during and after a disaster, according to Geoffrey H. Wold. He also states that the primary objective of disaster recovery planning is to protect the organization in the event that all or parts of its operations and/or computer services are rendered unusable. Furthermore, companies can mandate through policies that IT must maintain redundant hardware in case of any hardware failures and redundant network connectivity incase the primary internet service provider goes down.  Additionally, they can require that all staff be trained in regards to the Disaster recovery policy to ensure that all parties evolved are knowledgeable to execute the recovery plan. Business Continuity Procedures Business continuity procedure vary from organization to origination, however there are standard procedures that most originations should follow. Standard Business Continuity Procedures Backup and Test Backups to ensure that they work Hire knowledgeable and trainable staff  Offer training on new and existing systems Regularly monitor, test, maintain, and upgrade existing system hardware and applications Maintain redundancy regarding all data, and critical business functionality

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  • Oracle Business Intelligence Applications 10g Bootcamp

    - by mseika
    Oracle Business Intelligence Applications 10g Bootcamp 12th - 15th February 2012, Reading (UK) The Oracle Business Intelligence Applications offer out-of-the-box integration with Siebel CRM and Oracle eBusiness Suite and provide pre-built Operational BI solutions for eBusiness Suite, Peoplesoft, Siebel, and SAP. This training will provide attendees with an in-depth working understanding of the architecture, the technical and the functional content of the Oracle Business Intelligence Applications, whilst also providing an understanding of their installation, configuration and extension. The course will cover the following topics:• Overview of Oracle Business Intelligence Applications• Oracle BI Applications Fundamentals and Features• Configuring BI Applications for Oracle E-Business Suite• Understanding BI Applications Architecture• Fundamentals of BI Applications Security REGISTER NOW Partner Registration Guide Price: FREE Cookham RoomOracle Corporation UK LtdOracle ParkwayThames Valley ParkReading, Berkshire RG6 1RA12th - 15th February 20129:30 am – 5:00 pm BST AudienceThe seminar is aimed at BI Consultants and Implementation Consultants within Oracle's Gold and Platinum Partners. Prerequisites• Good understanding of basic data warehousing concepts• Hands on experience in Oracle Business Intelligence Enterprise Edition• Hands on experience in Informatica• Some understanding of Oracle BI Applications is required (See Sales & Technical Tutorials for OBI, BI-Apps and Hyperion EPM) • Good understanding of any of the following Oracle EBS modules: General Ledger, Accounts Receivables, Accounts Payables System Requirements Please note that attendees are required to have a laptop. Laptop• 4GB RAM-Recognized by Windows 64 bits• 80GB free space in Hard drive or External Device• CPU Core 2 Duo or HigherOperating System Requirements• Windows 7, Windows XP, Windows 2003• NOT ALLOWED with Windows Vista• An Administrator User For more information please contact [email protected].

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  • Oracle E-Business Suite is Helping to Save Lives at the National Marrow Donor Program

    - by Di Seghposs
    To improve the management of its life-saving operations, the National Marrow Donor Program recently modernized its financial and procurement operations by upgrading to Oracle E-Business Suite 12.1.   As the global leader in bone marrow and umbilical cord blood transplants, the NMDP manages a complex ecosystem of donor, patient, hospital, and biological data. “Maintaining accurate data and having an efficient matching process is essential, particularly as our global database of bone marrow patients grows and donor lists expand,” says Bruce Schmaltz, director of finance/controller. “We rely on the Oracle E-Business Suite to ensure our procurement and financial management processes meet the highest standards, enabling our growing non-profit to work swiftly and efficiently to help improve and save lives.” As the non-profit organization and its registry grew larger, NMDP needed a modern platform to store and integrate its financial information and complicated procurement process. It selected Oracle E-Business Suite for its ability to fit seamlessly into NMDP’s enterprise architecture. NMDP initially implemented Oracle E-Business Suite release 12 by leveraging Oracle Business Accelerators, which are rapid implementation tools and templates that help reduce implementation time and costs. With Oracle Financial Management and Oracle Procurement, NMDP has streamlined back-office processes and integrated its procure-to-pay business processes by leveraging industry leading accounts payable, accounts receivable, and general ledger modules. NMDP is currently rolling out Oracle Hyperion Performance Management applications and plans to implement Oracle Order Management and Oracle Advanced Pricing by the end of 2012. Read more details about NMDP’s modernization efforts.  For more updates on Oracle Financial Management Solutions, view our November 2012 Oracle Information InDepth Financial Management newsletter. Subscribe Now. 

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  • Business Forces: SOA Adoption

    The only constant in today’s business environment is change. Businesses that continuously foresee change and adapt quickly will gain market share and increased growth. In our ever growing global business environment change is driven by data in regards to collecting, maintaining, verifying and distributing data.  Companies today are made and broken over data. Would anyone still use Google if they did not have one of the most accurate search indexes on the internet? No, because their value is in their data and the quality of their data. Due to the increasing focus on data, companies have been adopting new methodologies for gaining more control over their data while attempting to reduce the costs of maintaining it. In addition, companies are also trying to reduce the time it takes to analyze data in regards to various market forces to foresee changes prior to them actually occurring.   Benefits of Adopting SOA Services can be maintained separately from other services and applications so that a change in one service will only affect itself and client services or applications. The advent of services allows for system functionality to be distributed across a network or multiple networks. The costs associated with maintain business functionality is much higher in standard application development over SOA due to the fact that one Services can be maintained and shared to other applications instead of multiple instances of business functionality being duplicated via hard coding in to several applications. When multiple applications use a single service for a specific business function then the all of the data being processed will be consistent in terms of quality and accuracy through the applications. Disadvantages of Adopting SOA Increased initial costs and timelines are associated with SOA due to the fact that services need to be created as well as applications need to be modified to call the services In order for an SOA project to be successful the project must obtain company and management support in order to gain the proper exposure, funding, and attention. If SOA is new to a company they must also support the proper training in order for the project to be designed, and implemented correctly. References: Tews, R. (2007). Beyond IT: Exploring the Business Value of SOA. SOA Magazine Issue XI.

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  • CRM 2011 - Workflows Vs JavaScripts

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

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