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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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  • ITT Corporation Goes Live on Oracle Sales and Marketing Cloud Service (Fusion CRM)!

    - by Richard Lefebvre
    Back in Q2 of FY12, a division of ITT invited Oracle to demo our CRM On Demand product while the group was considering Salesforce.com. Chris Porter, our Oracle Direct sales representative learned the players and their needs and began to develop relationships. We lost that deal, but not Chris's persistence. A few months passed and Chris called on the ITT Shape Cutting Division's Director of Sales to see how things were going. Chris was told that the plan was for the division to buy more Salesforce.com. In fact, he informed Chris that he had just sent his team to Salesforce.com training. During the conversation, Chris mentioned that our new Oracle Sales Cloud Service could run with Outlook. This caused the ITT Sales Director to reconsider the plan to move forward with our competition. Oracle was invited back to demo the Oracle Sales and Marketing Cloud Service (Fusion CRM) and after it concluded, the Director stated, "That just blew your competition away." The deal closed on June 5th , 2012 Our Oracle Platinum Partner, Intelenex, began the implementation with ITT on July 30th. We are happy to report that on September 18th, the ITT Shape Cutting Division successfully went live on Oracle Sales and Marketing Cloud Service (Fusion CRM). About: ITT is a diversified leading manufacturer of highly engineered critical components and customized technology solutions for growing industrial end-markets in energy infrastructure, electronics, aerospace and transportation. Building on its heritage of innovation, ITT partners with its customers to deliver enduring solutions to the key industries that underpin our modern way of life. Founded in 1920, ITT is headquartered in White Plains, NY, with 8,500 employees in more than 30 countries and sales in more than 125 countries. The ITT Shape Cutting Division provides plasma lasers and controls with the Burny, Kaliburn, and AMC brands. Oracle Fusion Products: Oracle Sales and Marketing Cloud Service (Fusion CRM) including: • Fusion CRM Base • Fusion Sales Cloud • Fusion Mobile and Desktop Integration • Automated Forecasting Adoption Model: SaaS Partner: Intelenex Business Drivers: The ITT Shape Cutting Division wanted to: better enable its Sales Force with email and mobile CRM capabilities simplify and automate its complex sales processes centrally manage and maintain customer contact information Why We Won: ITT was impressed with the feature-rich capabilities of Oracle Sales and Marketing Cloud Service (Fusion CRM), including sales performance management and integration. The company also liked the product's flexibility and scalability for future growth. Expected Benefits: Streamlined accurate forecasting Increased customer manageability Improved sales performance Better visibility to customer information

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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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  • Orchestrating the Virtual Enterprise, Part II

    - by Kathryn Perry
    A guest post by Jon Chorley, Oracle's CSO & Vice President, SCM Product Strategy Almost everyone has ordered from Amazon.com at one time or another. Our orders are as likely to be fulfilled by third parties as they are by Amazon itself. To deliver the order promptly and efficiently, Amazon has to send it to the right fulfillment location and know the availability in that location. It needs to be able to track status of the fulfillment and deal with exceptions. As a virtual enterprise, Amazon's operations, using thousands of trading partners, requires a very different approach to fulfillment than the traditional 'take an order and ship it from your own warehouse' model. Amazon had no choice but to develop a complex, expensive and custom solution to tackle this problem as there used to be no product solution available. Now, other companies who want to follow similar models have a better off-the-shelf choice -- Oracle Distributed Order Orchestration (DOO).  Consider how another of our customers is using our distributed orchestration solution. This major airplane manufacturer has a highly complex business and interacts regularly with the U.S. Government and major airlines. It sits in the middle of an intricate supply chain and needed to improve visibility across its many different entities. Oracle Fusion DOO gives the company an orchestration mechanism so it could improve quality, speed, flexibility, and consistency without requiring an organ transplant of these highly complex legacy systems. Many retailers face the challenge of dealing with brick and mortar, Web, and reseller channels. They all need to be knitted together into a virtual enterprise experience that is consistent for their customers. When a large U.K. grocer with a strong brick and mortar retail operation added an online business, they turned to Oracle Fusion DOO to bring these entities together. Disturbing the Peace with Acquisitions Quite often a company's ERP system is disrupted when it acquires a new company. An acquisition can inject a new set of processes and systems -- or even introduce an entirely new business like Sun's hardware did at Oracle. This challenge has been a driver for some of our DOO customers. A large power management company is using Oracle Fusion DOO to provide the flexibility to rapidly integrate additional products and services into its central fulfillment operation. The Flip Side of Fulfillment Meanwhile, we haven't ignored similar challenges on the supply side of the equation. Specifically, how to manage complex supply in a flexible way when there are multiple trading parties involved? How to manage the supply to suppliers? How to manage critical components that need to merge in a tier two or tier three supply chain? By investing in supply orchestration solutions for the virtual enterprise, we plan to give users better visibility into their network of suppliers to help them drive down costs. We also think this technology and full orchestration process can be applied to the financial side of organizations. An example is transactions that flow through complex internal structures to minimize tax exposure. We can help companies manage those transactions effectively by thinking about the internal organization as a virtual enterprise and bringing the same solution set to this internal challenge.  The Clear Front Runner No other company is investing in solving the virtual enterprise supply chain issues like Oracle is. Oracle is in a unique position to become the gold standard in this market space. We have the infrastructure of Oracle technology. We already have an Oracle Fusion DOO application which embraces the best of what's required in this area. And we're absolutely committed to extending our Fusion solution to other use cases and delivering even more business value. Jon ChorleyChief Sustainability Officer & Vice President, SCM Product StrategyOracle Corporation

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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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  • ?????????????Fusion Middleware??????????? ?4?

    - by rika.tokumichi
    ??????????OTN????????? ??OTN???????Fusion Middleware???????????????????????????????????????????????? ?OTN????????????????????????????? 2010?3??????????????????? ???????????? Oracle Direct Seminar?????????? ???! ????? ?????????????? OTN???????????????????! ???Fusion Middleware????????????DB?????????????????????????????? ???????????????????? ···?????????????????5???? ????????????????????????????????????? ????????Oracle WebLogic Server? ???????????????! ???? ?Oracle Direct Seminar??????????? ????????? ?????????????????????????????? Oracle Direct Seminar??????????????????? ?????????????????????????????????????? -------------------------------------------- ????????????????????????????Oracle Direct Seminar(????)? ???????????????????????????????????????????????????????? ???????????????????????????????????? ??????????????????????????????????????????? ????????????????/?????????????????????????????????????????????????????????? ????????????????????????????????????????????????????? ?????????????(????)? ?????????????????????????????? ??????????????????????????????????? ?????????????????????????????????? ???????????????????!?DB?Upgrade???????? ?????????????????????????? ???????????????????????????? ??????????????????????????????????????????????????? Oralce Database????????????????????????????????????????????? ???????????????????????????????????????????????????????????????????????????? ?????????????(????)? ????????????????????? ?????????????????????????????????????????????? ?????????(??????????)? ??????????????????????(??????????)? ????????????????????????????????????????????????????? ??????????????????????·??????????????????? ??????????????????????????????? ????????????????????????????????????????????????????????????????????????????????????? ??????????????????????????????????????????OTN???????????????????????????????? ???????????????????????????????????????????????? -------------------------------------------- ????????????????????????????????????????! ???????????????! ?????????????????????????????! >Oracle Direct Seminar?????????? >?????????!????????????OTN???? ????????! ?????????????????????????????????? ????????????????????????????????????????? ???????????????OTN??????????????????????????????????????????????????????????????????????????????????????????? ?????????????????????????? ?Developers Summit????????????????????2?????????·????????? ???? ?????????????????? ???? ??(?????????? ????????????????????)?? ?????? ??(Fusion Middleware?????? Fusion Middleware???????? ??????????????) ??? ????????????????????????????^^ >???????????????????1(?????? ???) >???????????????????2(???????) ???4???????????????????????????????????????????????? ?Oracle VM?Oracle WebLogic Server????????? ??????????????????????????????????!! ???????????? ????????????2????????????????????? ?????????????????? ???OTN?????????????????????????????? ????????????????!! ???????????????????????! >????????Oracle Customer Successes? ?????4??????????50??(???)?????????????????? ?????????????????(by Applications)?????????(by Technology)???(by Industry)???????(by Services)?????????? ??????????????????????????????? ????????!????????????????????! ?????????????????????Fusion Middleware??????????? ?4??????????? ??????????????????????! Fusion Middleware???????????! ?INFORMATION INDEPTH NEWSLETTERS Fusion Middleware Edition???????! ??1?OTN???????Fusion Middleware???????????????? ???????????????????????????????????????????????? ???????????????????????!! ?????????? Oracle/OTN????????????????????????????????????????????????? ????????????????????????????????????? INFORMATION INDEPTH NEWSLETTERS Fusion Middleware Edition??????????????????????? >???????????????????????? ??????????????????????Oracle's Dev2DBA Newsletter?????????????^^ >?Oracle's Dev2DBA Newsletter?????????????????????????????????

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  • Premier Support Date Changed for Oracle Application Server 10gR2

    - by Steven Chan
    Our Fusion Middleware team has changed the Premier Support dates for Oracle Application Server 10gR2 (10.1.2.x).  The new dates are published here:Lifetime Support Policy: Oracle Fusion Middleware Products (PDF, 315 K)Premier Support for Oracle Application Server 10gR2 was originally slated to end in December 2010.  We discussed the implications for E-Business Suite Release 11i and 12 environments in this article:Premier Support for Oracle Application Server 10g ends December 2010

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  • Error occurred while initializing fusion

    - by ApoY2k
    I'm getting an error when I try to install .NET 2.0 on my Server 2003 SP1; Error 25007.Error occurred while initializing fusion. Setup could not load fusion with LoadLibraryShim() .NET-Framework 1.1 is already installed, is that the problem? I always thought you can just override any older installations of .NET

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  • Tuesday at Oracle OpenWorld 2012 - Must See Session: “Oracle Fusion Applications: Best Practices in Integration Design Patterns”

    - by Lionel Dubreuil
    Don’t miss this “CON8685 - Oracle Fusion Applications: Best Practices in Integration Design Patterns “ session: Speakers: Rajesh Raheja - Senior Director, Development, Oracle Ravi Sankaran - Director, Applications Development, Oracle Date: Tuesday, Oct 2 Time: 1:15 PM - 2:15 PM Location: Palace Hotel - Telegraph Oracle Fusion Applications provide various ways to integrate their functional capabilities with other Oracle applications as well as third-party and legacy applications. In this session, you will learn the patterns used when communicating with Oracle Fusion Applications with a SOA approach. It addresses items related to identifying the integration artifacts available, also known as assets, in Oracle Enterprise Repository; how to invoke synchronous and asynchronous Web services; importing and exporting bulk data; and any integration issues to look out for. The patterns will be applicable to on-premises and SaaS/cloud deployment modes and are indicated as such. Objectives for this session are to: Highlight the various ways to integrate with Oracle Fusion Applications Showcase use of Oracle Fusion Middleware technologies for integration Describe best practices and design patterns for integration

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  • Tuesday at Oracle OpenWorld 2012 - Must See Session: “Oracle Fusion Applications: Best Practices in Integration Design Patterns”

    - by Lionel Dubreuil
    Don’t miss this “CON8685 - Oracle Fusion Applications: Best Practices in Integration Design Patterns “ session: Speakers: Rajesh Raheja - Senior Director, Development, Oracle Ravi Sankaran - Director, Applications Development, Oracle Date: Tuesday, Oct 2 Time: 1:15 PM - 2:15 PM Location: Palace Hotel - Telegraph Oracle Fusion Applications provide various ways to integrate their functional capabilities with other Oracle applications as well as third-party and legacy applications. In this session, you will learn the patterns used when communicating with Oracle Fusion Applications with a SOA approach. It addresses items related to identifying the integration artifacts available, also known as assets, in Oracle Enterprise Repository; how to invoke synchronous and asynchronous Web services; importing and exporting bulk data; and any integration issues to look out for. The patterns will be applicable to on-premises and SaaS/cloud deployment modes and are indicated as such. Objectives for this session are to: Highlight the various ways to integrate with Oracle Fusion Applications Showcase use of Oracle Fusion Middleware technologies for integration Describe best practices and design patterns for integration

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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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