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• Easy Listening = CRM On Demand Podcasts

  - by Anne

  OK, here's my NEW favorite resource for CRM On Demand info -- podcasts! Specifically, the CRM On Demand Podcast site -- signed, sealed, and delivered with humor and know-how. Yes, I admit, I know the cast of characters. But let's face it, sometimes dealing with software is just soooo dry! Not so when discussed by the two main commentators, Louis Peters and Robert Davidson, whom someone once referred to as CRM On Demand's "Click and Clack." (Thought that was too good not to pass along!) Anyhow, another huge plus about the site is the option to listen OR to read. Out walking my dog or doing the dishes? Just turn up the podcast. Listening to music or watching TV? I'll read Louis's entertaining write-ups to glean great info about CRM On Demand in a very short period of time. So that you get a better understanding of why I like this site so much, here's a sampling of what's discussed: Five Things about Books of Business As Louis Peters put it in his entry, when you see "Five Things" in the title, "you'll know you're going to get some concrete advice that you can put to work right away." Well, Louis and Robert do just that, pointing you in the right direction when using Books of Business to segment data. Moving to Indexed Fields - A Rough Guide (only an article, not a podcast) I've read all about performance and even helped develop material around it. But nowhere have I heard indexed custom fields referred to as "super heroes." Louis and Robert use imaginative language to describe the process for moving your data to indexed fields for optimal performance. Data Access QA from the Forums I think that everyone would admit that data access and visibility is the most difficult topic to understand in CRM On Demand. Following up on their previous podcast on the same topic, Louis and Robert answer a few key questions from the many postings on the Oracle CRM On Demand forums. And I bet that the scenarios match many companies' business requirements...maybe even yours! We Need to Talk About Adoption Another expert, Tim Koehler, joins Louis to talk about how to drive user adoption: aligning product usage with business results, communicating why and how to use the product, getting feedback on usability, and so on. Hope I've made my point -- turn to these podcasts to hear knowledgeable folks discuss CRM On Demand tips and tricks in entertaining ways. One podcast is even called "SaaS Talk"!

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• How to access CRM 4.0 settings programmatically?

  - by Shaamaan

  Some of the plugins I wrote (re)calculate various prices, and I used Math.Round to keep results accurate with the default 2 digit setting in CRM. But I figured... what if a user decides to set his CRM to use a different precision? So, I need to access the CRM settings programmatically, so that my functions can work with whatever setting the user chooses. How would I go about accessing the General (and, possibly, other) CRM settings from my code?

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• Business Units vs Teams in CRM 2011

  - by GuruJ

  I've been told a few times that Business Units in CRM 2011 are "tricky" and shouldn't be set up lightly since they have irreversible consequences for a CRM 2011 implementation. On the other hand, teams in CRM 2011 seem much more flexible in managing record security. For what reason would I still choose to set up Business Units in CRM 2011? What can I do with Business Units that I can't with Teams (and vice versa)?

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• 12/14 IDC Webcast on Insurance Distribution Strategies -- Manage Data and Engage Customers

  - by charles.knapp

  The insurance industry faces unprecedented challenges from new competition, more rigorous regulatory obligations, tighter capital restrictions, and more demanding customers. The winners will be those insurers that can successfully manage complex and disparate data resources to engage successfully with their customers, building trust through outstanding, multi-channel customer service with the insurer and its agents. At the heart of all these issues is the ability of insurers to engage directly with agents and customers using their preferred channels; measure risk and profitability accurately, and quickly to enable swift decision-making; and transform aging IT infrastructure so that the business can drive down costs and protect eroding margins. In this one-hour webcast, moderated by Insurance & Technology Magazine Executive Editor Anthony O'Donnell, you will learn about critical distribution management strategies that work. Join Peter Farley of analyst firm IDC Financial Insights, Scott Mampre of Capgemini, and Srini Venkat of Oracle Insurance to learn ways to maximize improvements to competitiveness, customer service, operating efficiencies - and ultimately profitability and growth. Please join us!

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• CRM Is A Long Term Strategy

  - by ruth.donohue

  With the array of CRM solutions out there, it's sometimes easy to forget that CRM is more than just technology with fancy bells and whistles -- it's a long-term strategy that involves people and processes as well. The Wise Marketer summarizes a Gartner report outlining three key steps necessary to create and execute a successful CRM stratetegy that is linked with overall corporate strategy.

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• How can I export an array from Dynamics AX 2009 via c#?

  - by Steve Homer

  I'm pulling data from Dynamics AX 2009 from c# using the following code snippet. This works fine, except for those cases where the underlying field type is a dimension. I want to be able to "flatten" array types when I return them but can't see any way to do this. Any ideas anyone? axRecord = ax.CreateAxaptaRecord(tableName); axRecord.ExecuteStmt(strQuery); // Loop through the set of retrieved records. using (StreamWriter sw = File.CreateText(path)) { AxaptaObject axDictTable = ax.CreateAxaptaObject("SysDictTable",axRecord.get_Field("tableid")); outputRow = null; List<int> ids = new List<int>(); for (int i = 1; i <= (int)axDictTable.Call("fieldCnt"); i++) { AxaptaObject axDictField = ax.CreateAxaptaObject("DictField", axRecord.get_Field("tableid"), axDictTable.Call("fieldCnt2ID", i)); outputRow += ((string)axDictField.Call("Name")) + ","; ids.Add((int)axDictTable.Call("fieldCnt2ID", i)); } sw.WriteLine(outputRow); while (axRecord.Found) { outputRow = null; foreach(int i in ids) outputRow += axRecord.get_Field(i).ToString().Replace(",", "") + ","; sw.WriteLine(outputRow); axRecord.Next(); } }

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• ??????????? ??????? ?? Oracle CRM On Demand ??? ????????? Oracle

  - by [email protected]

    ?????? ??? ?????????????? ????????? ORACLE! ?????????? ??????????? ??????? ?? ??????? ???????? ?? CRM On Demand ???? ???????? ? ????????? ?? 1-?? ?????????? ? ????? ?????????? 59$ + ???.   ??????????? ????????????? ??? ???????? ?? ???? ?? 12 ??????? ???? ???????? ???????????: ?? ????? ??? 2010 ???? ????????? - ???????????? ??????? ?????? ???????? ??????????? ????????-???????? Oracle ** ??????? ???? ?????????? 70$ + ??? ???????? ????? ?????????????? ?????: Oracle Partner Relationship Management On Demand, Oracle CRM On Demand ??? iPhone ?? ???? ?? $20+??? ? ????? ?? ????????????.

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• CRM mail merge and Word Macros/FILLINs

  - by xt_20

  Hi all, I'm currently using Microsoft CRM4 Mail merge function, which stores Word files as XML files inside CRM. My client has a requirement to prompt the user for more information (not found in CRM) upon mail merging. Previously, we used the Word 'FILLIN' commands, but it does not work with CRM mail merge as it only prompts the user before printing, not upon opening a Word file. I attempted using Macros, but can't seem to save macros to Microsoft Word 2003 XML file format. My questions: 1. Is there any way to get 'FILLIN' to prompt the user upon opening the mail merged file? 2. Can I store macros in Word 2003 XML file format? 3. Any other way around it, that involves merging CRM records with a Word file, and prompting the user for more information not already found in CRM? Many thanks for your help, AR

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• Install Active Directory on Windows Server 2008 R2 for CRM 2011?

  - by Optimal Solutions

  I have just set up a VM for Windows Server 2008 R2 and want to install Microsoft CRM 2011 to play around with it. CRM 2011 seems to require Active Directory to be configured and running on the server. I've never gotten involved with Active Directory and I know that I need to install it and get it going for the CRM 2011 to continue. Does anyone have any quick pointers and/or resources for someone with no Active Directory experience, so that I can get CRM 2011 installed?

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• What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

  - by Tony Berk

  There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! As I mentioned in my earlier post about some of the keynote sessions, Is There a Cloud Over OpenWorld?, I'm going try to highlight some key sessions to help you find the best sessions for you. Interested to find out where Oracle CRM products are headed, then find your "roadmap" session. Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. Which session are you most interested in? Make your suggestions! But no voting for Pearl Jam or Kings of Leon. Those are after hours! 

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• In Dynamics AX, using the Business Connector, how do you call kernel functions?

  - by Brainman

  I would like to know you can call kernel functions in from AX using C# (.Net Business Connector). Specifically, can you call methods like fieldName2Id, tableName2Id and curUserId?

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• Programmatically reuse Dynamics CRM 4 icons

  - by gperera

  The team that wrote the dynamics crm sdk help rocks! I wanted to display the same crm icons on our time tracking application for consistency, so I opened up the sdk help file, searched for 'icon', ignored all the sitemap/isv config entries since I know I want to get these icons programatically, about half way down the search results I see 'organizationui', sure enough that contains the 16x16 (gridicon), 32x32 (outlookshortcuticon) and 66x48 (largeentityicon) icons!To get all the entities, execute a retrieve multiple request. RetrieveMultipleRequest request = new RetrieveMultipleRequest{    Query = new QueryExpression    {        EntityName = "organizationui",        ColumnSet = new ColumnSet(new[] { "objecttypecode", "formxml", "gridicon" }),    }}; var response = sdk.Execute(request) as RetrieveMultipleResponse;Now you have all the entities and icons, here's the tricky part, all the custom entities in crm store the icons inside gridicon, outlookshortcuticon and largeentityicon attributes, the built-in entity icons are stored inside the /_imgs/ folder with the format of /_imgs/ico_16_xxxx.gif (gridicon), with xxxx being the entity type code. The entity type code is not stored inside an attribute of organizationui, however you can get it by looking at the formxml attribute objecttypecode xml attribute. response.BusinessEntityCollection.BusinessEntities.ToList()    .Cast<organizationui>().ToList()    .ForEach(a =>    {        try        {            // easy way to check if it's a custom entity            if (!string.IsNullOrEmpty(a.gridicon))            {                byte[] gif = Convert.FromBase64String(a.gridicon);            }            else            {                // built-in entity                if (!string.IsNullOrEmpty(a.formxml))                {                    int start = a.formxml.IndexOf("objecttypecode=\"") + 16;                    int end = a.formxml.IndexOf("\"", start);                     // found the entity type code                    string code = a.formxml.Substring(start, end - start);                    string url = string.Format("/_imgs/ico_16_{0}.gif", code);Enjoy!

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• How do you read system jobs in Dynamics CRM?

  - by Dan Crowther

  The CRM SDK says this is possible but the following code fails. Does anyone know why? var request = new RetrieveMultipleRequest(); var query = new QueryExpression(EntityName.asyncoperation.ToString()); query.ColumnSet = new AllColumns(); request.Query = query; var response = _connection.Execute(request); The error is: <error>\n <code>0x80040216</code> <description>An unexpected error occurred.</description> <type>Platform</type> </error> If I change the entity name to account, it works fine.

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• Analyst Firm Gives Oracle Highest Rating for Local Government CRM

  - by michael.seback

  Gartner, Inc. has given Oracle a rating of "Strong Positive," the highest possible ranking, in its report "MarketScope for Local Government CRM Products." The report compares the offerings of nine providers of CRM commercial off-the-shelf software for local government agencies. Gartner notes that a provider receiving a Strong Positive ranking must be a "provider of strategic products, services or solutions..." and recommends that "customers continue with planned investments and potential customers consider this vendor a strong choice for strategic investments." "Local governments today face tough challenges as they are tasked with reducing costs while at the same time providing citizens with services and information more quickly and efficiently than ever before. Oracle is pleased to be recognized by Gartner with a Strong Positive rating in its 'MarketScope for Local Government CRM Products' report, as we believe it reflects our commitment to helping our public sector customers meet these challenges today and in the future," said Mark Johnson, senior vice president, Oracle Public Sector. Read the highlights.

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• Salon du E-commerce et Social CRM B2B

  - by Valérie De Montvallon

  Nous participions au Salon du E-commerce et Social CRM B2B en septembre dernier et nous vous proposons la vidéo réalisée par Les décideurs de la relation client. Découvrez des avis d'experts de la Relation Client pour en savoir toujours plus sur le Social CRM BtoB. Pour le BtoB, la gestion de la Relation Client semble bien simple quand il s’agit de récolter des informations à partir d’appels téléphoniques, d’entretiens physiques ou d’emails. Toutefois, la tâche s’enhardit sur les réseaux sociaux. Ces plateformes sont-elles réellement adaptées au BtoB ? Comment procéder quand on se lance ? Quels sont les pièges à éviter ? Quels sont les éléments qui laissent à penser que le Social CRM BtoB est une vraie tendance de la Relation Client ? Autant de questions auxquelles les experts rencontrés ont apporté des éléments de réponse. Vous découvrirez l'interview de notre expert, Khalid Madarbokus, qui s'exprime sur la remontée d'informations depuis les médias sociaux au sein des départements d'une entreprise B2B (à 3:20)

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• Unable to Create New Incidents in Dynamics CRM with Java and Axis2

  - by Lutz

  So I've been working on trying to figure this out, oddly when I ran it one machine I got a generic Axis Fault with no description, but now on another machine I'm getting a different error message, but I'm still stuck. Basically I'm just trying to do what I thought would be a fairly trivial task of creating a new incident in Microsoft Dynamics CRM 4.0 via a web services call. I started by downloading the XML from http://hostname/MSCrmServices/2007/CrmService.asmx and generating code from it using Axis2. Anyway, here's my program, any help would be greatly appreciated, as I've been stuck on this for way longer than I thought I'd be and I'm really out of ideas here. public class TestCRM { private static String endpointURL = "http://theHost/MSCrmServices/2007/CrmService.asmx"; private static String userName = "myUserNameHere"; private static String password = "myPasswordHere"; private static String host = "theHostname"; private static int port = 80; private static String domain = "theDomain"; private static String orgName = "theOrganization"; public static void main(String[] args) { CrmServiceStub stub; try { stub = new CrmServiceStub(endpointURL); setOptions(stub._getServiceClient().getOptions()); RetrieveMultipleDocument rmd = RetrieveMultipleDocument.Factory.newInstance(); com.microsoft.schemas.crm._2007.webservices.RetrieveMultipleDocument.RetrieveMultiple rm = com.microsoft.schemas.crm._2007.webservices.RetrieveMultipleDocument.RetrieveMultiple.Factory.newInstance(); QueryExpression query = QueryExpression.Factory.newInstance(); query.setColumnSet(AllColumns.Factory.newInstance()); query.setEntityName(EntityName.INCIDENT.toString()); rm.setQuery(query); rmd.setRetrieveMultiple(rm); TargetCreateIncident tinc = TargetCreateIncident.Factory.newInstance(); Incident inc = tinc.addNewIncident(); inc.setDescription("This is a test of ticket creation through a web services call."); CreateDocument cd = CreateDocument.Factory.newInstance(); Create create = Create.Factory.newInstance(); create.setEntity(inc); cd.setCreate(create); Incident test = (Incident)cd.getCreate().getEntity(); CrmAuthenticationTokenDocument catd = CrmAuthenticationTokenDocument.Factory.newInstance(); CrmAuthenticationToken token = CrmAuthenticationToken.Factory.newInstance(); token.setAuthenticationType(0); token.setOrganizationName(orgName); catd.setCrmAuthenticationToken(token); //The two printlns below spit back XML that looks okay to me? System.out.println(cd); System.out.println(catd); /* stuff that doesn't work */ CreateResponseDocument crd = stub.create(cd, catd, null, null); //this line throws the error CreateResponse cr = crd.getCreateResponse(); System.out.println("create result: " + cr.getCreateResult()); /* End stuff that doesn't work */ System.out.println(); System.out.println(); System.out.println(); boolean fetchNext = true; while(fetchNext){ RetrieveMultipleResponseDocument rmrd = stub.retrieveMultiple(rmd, catd, null, null); //This retrieve using the CRMAuthenticationToken catd works just fine RetrieveMultipleResponse rmr = rmrd.getRetrieveMultipleResponse(); BusinessEntityCollection bec = rmr.getRetrieveMultipleResult(); String pagingCookie = bec.getPagingCookie(); fetchNext = bec.getMoreRecords(); ArrayOfBusinessEntity aobe = bec.getBusinessEntities(); BusinessEntity[] myEntitiesAtLast = aobe.getBusinessEntityArray(); for(int i=0; i<myEntitiesAtLast.length; i++){ //cast to whatever you asked for... Incident myEntity = (Incident) myEntitiesAtLast[i]; System.out.println("["+(i+1)+"]: " + myEntity); } } } catch (Exception e) { e.printStackTrace(); } } private static void setOptions(Options options){ HttpTransportProperties.Authenticator auth = new HttpTransportProperties.Authenticator(); List authSchemes = new ArrayList(); authSchemes.add(HttpTransportProperties.Authenticator.NTLM); auth.setAuthSchemes(authSchemes); auth.setUsername(userName); auth.setPassword(password); auth.setHost(host); auth.setPort(port); auth.setDomain(domain); auth.setPreemptiveAuthentication(false); options.setProperty(HTTPConstants.AUTHENTICATE, auth); options.setProperty(HTTPConstants.REUSE_HTTP_CLIENT, "true"); } } Also, here's the error message I receive: org.apache.axis2.AxisFault: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at org.apache.axis2.AxisFault.makeFault(AxisFault.java:430) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:123) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:67) at org.apache.axis2.description.OutInAxisOperationClient.handleResponse(OutInAxisOperation.java:354) at org.apache.axis2.description.OutInAxisOperationClient.send(OutInAxisOperation.java:417) at org.apache.axis2.description.OutInAxisOperationClient.executeImpl(OutInAxisOperation.java:229) at org.apache.axis2.client.OperationClient.execute(OperationClient.java:165) at com.spanlink.crm.dynamics4.webservice.CrmServiceStub.create(CrmServiceStub.java:618) at com.spanlink.crm.dynamics4.runtime.TestCRM.main(TestCRM.java:82) Caused by: org.apache.axiom.om.OMException: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at org.apache.axiom.om.impl.builder.StAXOMBuilder.next(StAXOMBuilder.java:260) at org.apache.axiom.soap.impl.builder.StAXSOAPModelBuilder.getSOAPEnvelope(StAXSOAPModelBuilder.java:161) at org.apache.axiom.soap.impl.builder.StAXSOAPModelBuilder.<init>(StAXSOAPModelBuilder.java:110) at org.apache.axis2.builder.BuilderUtil.getSOAPBuilder(BuilderUtil.java:682) at org.apache.axis2.transport.TransportUtils.createDocumentElement(TransportUtils.java:215) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:145) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:108) ... 7 more Caused by: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at com.ctc.wstx.sr.StreamScanner.throwUnexpectedChar(StreamScanner.java:623) at com.ctc.wstx.sr.BasicStreamReader.nextFromProlog(BasicStreamReader.java:2047) at com.ctc.wstx.sr.BasicStreamReader.next(BasicStreamReader.java:1069) at javax.xml.stream.util.StreamReaderDelegate.next(StreamReaderDelegate.java:60) at org.apache.axiom.om.impl.builder.SafeXMLStreamReader.next(SafeXMLStreamReader.java:183) at org.apache.axiom.om.impl.builder.StAXOMBuilder.parserNext(StAXOMBuilder.java:597) at org.apache.axiom.om.impl.builder.StAXOMBuilder.next(StAXOMBuilder.java:172) ... 13 more

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• What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

  - by Richard Lefebvre

  There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. 

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• Selling On Demand

  - by andrea.mulder

  In May 2010, eSilicon management began evaluating providers for a new CRM system - vetting a variety of CRM offerings. Using a rating system that scored vendors according to marketing, sales, services, features, usability, implementation time, and cost, the team chose Oracle CRM On Demand for the project. "Overall, Oracle CRM On Demand was the best system that was able to address all our pain points," says Janet Ang, senior applications developer and project manager of the CRM implementation at eSilicon. Read Selling On Demand, a feature article in the February 2011 issue of Profit Magazine, and find out how eSilicon achieved:Easy Implementation and Adoption Sales and Management Benefits High Productivity for Tech

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• CEO Is the New CRM

  - by andrea.mulder

  Danny Rippon launched his blogging career last week with The Marketer outlining how CRM has evolved from managing customer data to 'CEM' - Customer Experience Management, and for true market leaders it is moving towards 'CEO' - Customer Experience Optimisation. Or as we like to say here in the states Customer Experience Optimization (with a "z"). Click here to hear Danny's thought on why CEO Is the New CRM.

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• CUSTOMER INSIGHT, Trend, Modelli e Tecnologie di Successo nel CRM di ultima generazione

  - by antonella.buonagurio(at)oracle.com

  Il CRM è una necessità sia per le grandi realtà aziendali che per le medie imprese, che hanno una crescente necessità di dati, informazioni, intelligence sui loro clienti. Molte realtà hanno sviluppato al loro interno sistemi di CRM ad hoc, ma, non avendo l'informatica nel loro DNA, hanno impiegato molto tempo su aspetti tecnici ed operativi piuttosto che sull'interpretazione, elaborazione e riflessione dei dati raccolti. Per maggiori informazioni e visionare l'agenda dell'evento clicca qui

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• European Companies Can Now Subscribe to Oracle CRM on Demand Locally

  - by divya.malik

  Here is some important news that was announced by our colleagues in Oracle EMEA last week. Joining our other data centers in Austin, Colorado Springs and Sydney-Australia, Oracle announced a new data center in Europe. Oracle CRM On Demand customers can now have their content securely hosted locally in the region. Here is the press release, and to learn more about Oracle's CRM On Demand offering click here.

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• They Wrote The Book On It

  - by steve.diamond

  First of all, an apology to you all for my not posting this yesterday, when I should have. For those of you bloggers out there, you know the difference between "Save" and "Preview." But I temporarily forgot it. Nevertheless, while I'm not impressed with this mishap, I'm blown away by the initiative three of my colleagues have taken. Jeff Saenger, Tim Koehler, and Louis Peters, recently wrote a book, "Oracle CRM On Demand Deployment Guide." Not only that, they got this book PUBLISHED. These guys know their stuff. They have worked in the CRM industry for many years. And trust me, they command a lot of respect inside this organization. In the words of Louis Peters (who posted this verbiage yesterday on LinkedIn), "We've assembled all the best practices and lessons learned over the past six years working with CRM On Demand. The book covers a range of topics - working with SaaS-based applications, planning and executing a successful rollout, designing elegant and high-performing applications, and working effectively with Oracle. We even included several sample designs based on successful real-world deployments. Our main target audience is the CRM On Demand project team - sponsors, project managers, administrators, developers - really anyone planning, implementing or maintaining the application." Now these guys don't know it, but I'll be interviewing one of them and including audio excerpts of that conversation right here next Wednesday. In the meantime, if you want to learn more about successful CRM deployments in general, and working with Oracle CRM On Demand in particular, you should check out this book.

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• Crm 4.0 Custom Page (isv) how to get the current crm UICulture

  - by user203769

  I have a custom page (isv) used in a crm 4.0 solution (through IFrames) and I want it to support multiple languages. I have localized it using resx files, but the UICulture defaults to english event though I have changed it to danish (according to System.Threading.Thread.CurrentUICulture). How do I get the culture of the current user?

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• dynamics CRM performance question

  - by tomo

  Hello Dynamics CRM gurus :) My boss asked me to do a research on available CMSes on market because cms we are using currently is rather a mess. For me as a .NET developer it would be great to choose and implement Dynamics CRM because of extensibility and perfect integration with .NET environment and well-known tools. All marketing blahbla sounds great but I'd like to know about common DISADVANTAGES, ISSUES concerning this system. The most important is how it is performing in a company with about 150 concurrent and very active users. I heard that is't really slow comparing to competitors system. Thanks in advance Best regards, Tomasz.

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• How much does Dynamics NAV 2009 cost?

  - by GuyBehindtheGuy

  My company is evaluating becoming a Microsoft Dynamics Partner to do Dynamics installs. We'll probably start with NAV 2009, because it seems to be the easiest to develop for. However, we can't even find out what a typical Dynamics NAV 2009 license costs. This is pretty important for us to know so that we can start to identify our market before investing in training, etc. Does anyone know how much Dynamics NAV 2009 costs?

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