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  • The Other "C" in CRM

    - by [email protected]
    By Brian Dayton on April 5, 2010 7:04 PM Folks who know me know that I rarely, if ever, talk politics. And I never talk politicians. Having grown up in a household with one parent leaning left and the other leaning to the right it was the best way to keep the peace. This isn't about politics. It's about "constituents" and the need to improve the services and service levels for people--at the city, county, state/province, etc. level all the way up to national governments. As a citizen and tax payer it's also important to me that these services be provided at a reasonable cost. If there's a better and more efficient way to do something then it's my hope that a public sector organization takes advantage of technology the same way private sector companies do. Social services organizations have a complex job. They provide the services that people need, from healthcare and children's assistance to helping people find jobs. But many of these organizations are still managing these processes manually or outdated, home-grown applications that could have been written up to 30 years ago. A lot has changed in technology. On the (this is as political as I'm going to get) political front, stakeholders like you and me are expecting greater transparency on where and how funds are spent. I'll admit that most of the time, when I think about CRM systems, I think about my experience as a customer of my bank, utilities company or cable operator. But now that I'm older, have children and a house--I find myself interacting more and more with agencies and services organizations. My experiences are sometimes good and sometimes not so good. Along those lines, last week's announcement of Siebel CRM 8.2 for Public Sector caught my eye. You may not work in the public sector, but you are a constituent of some--actually a lot--of public sector organizations. I don't know which CRM systems city and county utilize but I'm going to start paying closer attention.

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  • EBS Customer Relationship Manager (CRM) Product Family Webcasts

    - by user793044
    Oracle's Advisor Webcasts are live presentations given by subject matter experts who deliver knowledge and information about services, products, technologies, best practices and more. Delivered through WebEx the Oracle Advisor Webcast Program brings interactive expertise straight to your desktop, at no cost. Each session is usually followed by a live Q&A where you can have your questions answered. If you miss any of the live webcasts then you can replay the recording or download the PDF of the presentation. Doc Id 740966.1 gives you access to all the scheduled webcasts as well as the archived recordings and presentations. Just select the product family you are interested in to access the latest webcasts in that area. Below is a listing of the currently scheduled archived webcasts for the EBS CRM and Industries product family. Webcast Topic and Description Webcast Link Date and Time Upcoming: Oracle E-Business Suite - Service Oracle Service Charges - Introduction/Overview Register Dec 6, 2012 EBS CRM - Service R12: How to debug Email Center Auto Service Request Creation Failures Recording | .pdf Archived XCALC: Failed Calculations when Using OIC Recording | .pdf Archived XPOP: Failed Population When Using Oracle Incentive August 30, 2012 Recording | .pdf Archived XROLL: Failed Roll Up When Using Oracle Incentive Compensation August 16, 2012 Recording | .pdf Archived Common Problems Associated with Product Catalog in Sales Recording | .pdf Archived Oracle Incentive Compensation - Troubleshooting Payment Issues Recording | .pdf Archived R12 Renewing Service Contracts - Overview Recording | .pdf Archived 11i and R12 Oracle CRM Service Basics and Troubleshooting - an Overview Recording | .pdf Archived 11i and R12 Transaction Error Troubleshooting Overview Recording | .pdf Archived

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  • Failure Sucks, But Does It Have To?

    - by steve.diamond
    Hey Folks--It's "elephant in the room" time. Imagine a representative from a CRM VENDOR discussing CRM FAILURES. Well. I recently saw this blog post from Michael Krigsman on "six ways CRM projects go wrong." Now, I know this may come off defensive, but my comments apply to ALL CRM vendors, not just Oracle. As I perused the list, I couldn't find any failures related to technology. They all seemed related to people or process. Now, this isn't about finger pointing, or impugning customers. I love customers! And when they fail, WE fail. Although I sit in the cheap seats, i.e., I haven't funded any multi-million dollar CRM initiatives lately, I kept wondering how to convert the perception of failure as something that ends and is never to be mentioned again (see Michael's reason #4), to something that one learns from and builds upon. So to continue my tradition of speaking in platitudes, let me propose the following three tenets: 1) Try and get ahead of your failures while they're very very small. 2) Immediately assess what you can learn from those failures. 3) With more than 15 years of CRM deployments, seek out those vendors that have a track record both in learning from "misses" and in supporting MANY THOUSANDS of CRM successes at companies of all types and sizes. Now let me digress briefly with an unpleasant (for me, anyway) analogy. I really don't like flying. Call it 'fear of dying' or 'fear of no control.' Whatever! I've spoken with quite a few commercial pilots over the years, and they reassure me that there are multiple failures on most every flight. We as passengers just don't know about them. Most of them are too miniscule to make a difference, and most of them are "caught" before they become LARGER failures. It's typically the mid-sized to colossal failures we hear about, and a significant percentage of those are due to human error. What's the point? I'd propose that organizations consider the topic of FAILURE in five grades. On one end, FAILURE Grade 1 is a minor/miniscule failure. On the other end, FAILURE Grade 5 is a colossal failure A Grade 1 CRM FAILURE could be that a particular interim milestone was missed. Why? What can we learn from that? How can we prevent that from happening as we proceed through the project? Individual organizations will need to define their own Grade 2 and Grade 3 failures. The opportunity is to keep those Grade 3 failures from escalating any further. Because honestly, a GRADE 5 failure may not be recoverable. It could result in a project being pulled, countless amounts of hours and dollars lost, and jobs lost. We don't want to go there. In closing, I want to thank Michael for opening my eyes up to the world of "color," versus thinking of failure as both "black and white" and a dead end road that organizations can't learn from and avoid discussing like the plague.

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  • Customise a control in dynamics crm

    - by webturner
    I've written code that can make a phone dial a number from a function call, that's done and dusted. What I would like to achieve is adding a Dial button to each phone number field on the forms in Dynamics CRM. Eventually this could also create a new phone record fill in the basic details and show it to the user to enter notes and an outcome for the phone call, and perhaps some other workflow bits to schedule the next call. Can I put a custom control on a standard form in place of the standard control. I'm assuming it would have to be an IFrame to an asp.net page, that pulls in the record id, and the field name, looks up the number to show in a text box, and passes the number to the DialNumber function. Hey presto... I assume its not going to be that easy... Has anyone tried this before, what's the process, what are the gotchas?

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  • Display and Use Advanced Find for Product Subscriptions by Account in Microsoft CRM 4.0

    - by Chris
    By default when viewing an account in edit mode you have access to Opportunities, Invoices, and Quotes which contain the products being shopped by the account and/or the sales department. I'm trying to determine where to store, display, and use the products that an account has a subscription too. I may not understand the implementation but it seems that there should be "Products" option directly off the root Account management window that will show the user all the products the account has purchased. We are trying to integrate this with our production tracking system where product sales can originate from other channels that will not flow through CRM first. This product subscription does not fit into the Opportunity, Quote, or Invoice model because they are confirmed recurring sales that were automatically purchased via tools like a Public Website, Portal, etc. By enabling this tracking in CRM we can use the advanced find feature to facilitate follow up sales and marketing efforts. Example: Find everyone who is subscribed to model A, so we can notify them of a new holiday campaign where they can get 10% off on all add-ons. It's my assumption that this is a common scenario, however I'd like to better understand how to approach this within the world of Microsoft CRM. Thank you in advance.

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  • Oracle CRM Day Barcelona

    - by Oracle Aplicaciones
    Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} El pasado 25 de Noviembre, con la colaboración de Abast, Birchman y Omega CRM, Oracle celebró en Barcelona la 2ª edición del CRM Day, donde presentaron las últimas tendencias europeas de CRM a través del Estudio realizado por IDC. Con su formato de conferencias + coloquios + asesorías individuales, todos los asistentes dispusieron de la posibilidad de compartir experiencias y mejores prácticas con los expertos de oracle así como con el resto de asistentes.

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  • Is Master Data Management CRM's Secret Sauce?

    - by divya.malik
    This was the title of a recent blog entry by our colleagues in EMEA. Having a good master data management system enables organizations to get a unified, accurate and complete understanding of their customers. Gartner Group's John Radcliffe explains why MDM is destined to be at the heart of future CRM and social CRM projects. Experts are predicting big things for master data management (MDM) in the immediate future. While far from being a new kid on the block, its potential benefits at a time when organisations are drowning in data mean that it is in the right place at the right time. "MDM is not 'nice to have'," explains John Radcliffe, research vice president at Gartner. "If tackled in the right way it can provide near term business value that plays into an organisation's new focus on cost efficiencies, risk management and regulatory compliance, while supporting growth and future transformative strategies." The complete article can be found here.

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  • Webcast: CRM Foundations - Notes, Attachments and Folder Technology

    - by LuciaC
    Webcast: CRM Foundations - Notes, Attachments and Folder Technology Date: November 21, 2013 at 11am ET, 10am CT, 8am PT, 4pm GMT, 9.30pm IST Don't miss this webcast if you want to know how to get the most out of using Notes and learn how to leverage best practices for Folder technology and Attachments.  This session will help users who are struggling with any of these topics understand how to use them better and more efficiently. TOPICS WILL INCLUDE: Set up and use of Notes Notes Security Attachments and their use throughout CRM Folder Technology Any new functionality related to these topics in release 12.2Set up and use of Notes. For more details and how to register see Doc ID 1592459.1 Remember that you can access a full listing of all future webcasts as well as replays from Doc ID 7409661.1.

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  • Add onchange event to a "locked" field in Dynamics CRM 4

    - by Evgeny
    I'm customising Dynamics CRM 4 and would like to modify the Form for the Case entity to add some JavaScript to the onchange event for the Knowledge Base Article lookup field (kbarticleid_ledit). However, when I click Change Properties for that field I get an error message: This field belongs to a locked section and cannot have its properties modified. How can I get around this and edit it? Is there a workaround similar to customizing the Article view? Or can I hack the DB somehow to "unlock" that field?

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  • More Interactions. Better Interactions.

    - by andrea.mulder
    Only with Oracle CRM On Demand Release 17. Tune in TOMORROW for a live webcast with Anthony Lye, senior vice president of CRM, Tuesday, March 30st at 9:00am PDT / 4:00pm GMT to learn how you can increase sales effectiveness with Oracle CRM On Demand Release 17. Click here to register.

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  • Dynamics CRM 2011 - WCF error

    - by bigtv
    I am trying to get to grips with MS Dynamics CRM 2011. I have have the beta installed on a VM and things look pretty good - some great new features etc. However I am getting an exception when trying to connect to the new XRMServices (updated 2011 WCF web services) Exception: System.ServiceModel.ServiceActivationException: The service '/organame/XRMServices/2011/Organization.svc' cannot be activated due to an exception during compilation. The exception message is: 'System.ServiceModel.Description.UseRequestHeadersForMetadataAddressBehavior'. This collection only supports one instance of each type. Parameter name: item. ---> System.ArgumentException: The value could not be added to the collection, as the collection already contains an item of the same type: 'System.ServiceModel.Description.UseRequestHeadersForMetadataAddressBehavior'. This collection only supports one instance of each type. Parameter name: item The only reference to this exception I gave found suggests that it is caused by multiple bindings configured in IIS, which in my case I did have, but the problem persists even after removing them. Any suggestions would be appreciated.

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  • Reasonable technological solutions to create CRM using .NET eventually Java

    - by user1825608
    My background(If it's too long, just skip it please ; ) ): I am Java programmer(because of demand): mostly teacher for other students, worked on few thesis for others, but during my journey I discovered that .NET and Microsoft's tools are on at least two levels higher than Java and its tools so I want to learn more about them. I programmed little bit on Windows Phone(NFC Tags, TCP Clients, guitar tuner using internal microphone, simple RSS), used WPF, integrated WPF with Windows Forms, Apple Bonjour(.NET), I have expierience with IP cameras and with unusal problems, I learn Android, but I don't like it at all. Problem: I was asked by my friend to create CRM for small new company. There will maximum 20 workers in the company working at computers in few cities in the country(Poland). They just want to store contracts with the clients and client's data. I am not sure what exacly they do but probably sell apartments so there will be at most few thousands of contracts to store in far future. Now I am totally new to CRM but I want to learn. I have few questions: Should the data be stored on a server in the company's building running 24/7 or cloud. If cloud which one? Should I use ASPX or WPF. I read one topic about it but as far as I know aspx sites can be viewed from every device with internet browser: tablets, phones(Android, WP, iOS) and computers at the same time- so the job is done once and for all(Am I right?), I don't know nothing about aspx. Can WPF be also used in manner that does not need to port it for other platforms?

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  • Why won't my styles show in a Dynamics CRM 4 IFRAME?

    - by Dan Crowther
    I have created a web page (ASP.NET) that includes a stylesheet to mimic Dynamics CRM styles. This is to be used in a CRM IFRAME (within a form). The stylesheet is referenced as follows: <head id="Head1" runat="server"> <link href="Styles.css" rel="stylesheet" type="text/css" /> </head> When I load the page in Visual Studio, all is well. When I load it in CRM, none of the styles are shown and no images are displayed. If I browse directly to the image, I get a 404 error. However, the pages function correctly. I have set read permissions for "Everyone" on the server to see if that was causing a problem but it didn't help. I also tried putting a plain HTML page in the folder and that won't load either - again a 404. The page is installed in the ISV folder ..../isv/MyProject. Can anyone help? EDIT This is on a multi-tenancy system. On my test company (testcompany) if I browse to http://crm/testcompany/isv/MyProject/MyPage.aspx, the page is loaded (without styles and images). If I browse to http://crm/testcompany/isv/MyProject/TestImage.gif, the image is not shown. If I browse to http://crm/isv/MyProject/TestImage.gif, the image is shown. Does this suggest a problem with the server setup and the way CRM messes around with virtual directories?

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  • MS dynamics AX 2009 time zone problem

    - by ssm
    Hi , My questing is related to population of modified date time field in AX during any posting. Suppose I have a server at singapore and i am working in India,and the current time in singapore is 12 p.m and that in India is 9 a.m. Then while I am posting any purchase order packing slip, it is populating the modified date time field with the time of singapore i.e 12 p.m. But I require the Indian time i.e 9 a.m. to be populated there. How is it possible? Regards SSM

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  • Database Changes in CRM 4.0

    - by Iain
    Hi, I have been told, roumerred, but can't find any documented evidence that it will invalidates your support contract with Microsoft Dynamics CRM 4.0 if you modify the database by scripting data into the database manually using TSQL. Can anyone help with a link or confirmation that this is true. Thanks in Advance Iain

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  • Fusion CRM Data Integration and Migration from Conemis (D)

    - by Richard Lefebvre
    Conemis Data Integration Tools edited for Oracle Fusion CRM offers easy-to-use and pre-configured tools for data integration, data quality, and migration of data from Oracle CRM on Demand and third-party applications to Oracle Fusion CRM Conemis solution includes: Pressure Fueling of data for Fusion CRM Migration covered from legacy to Fusion CRM Data Quality in migration and integration Intuitive Data Housekeeping for IT and Sales Backups of Fusion CRM environments Conemis's solution benefits include Fusion CRM integrated out-of-the-box, connection to other applications, ready-made data mapping, instant availability without installation, fully configurable, shared use in integration expert groups, one GUI for several environments/pods, reduced costs & risks in migration projects, etc. Conemis AG, a German-based data integration company founded in 2009, offers Software and services solution and expertize for Oracle CRM products's data migration and integration. For more details, please contact Dr. Daniel Rolli ([email protected]) www.conemis.com.

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  • CRM: New Rollup Patches Released

    - by LuciaC
    See the table below for new rollup patches released for CRM family products. Product  Patch Number Reference Service Patch 17467506:R12.CS.B12.1.3:BUG FIXES FOR CS: OCTOBER'13 RUP PATCH n/a iStore Patch 16509570:R12.IBE.B- ORACLE ISTORE 12.1.3+ ROLLUP 1 Doc ID 1560963.1 Lease and Finance Management Patch 17485497:R12.OKL.B - OLFM : 1213 RUP3 DELTA 15 n/a For Trade Management and Price Protection the following Information Centers list the latest recommended patches and recently released patches: Critical, Recommended and Latest Patches for Oracle Trade Management (Doc ID 1569791.2) Critical, Recommended and Latest Patches for Oracle Price Protection (Doc ID 1305110.2)

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  • CRM plugin to execute when opportunity is reopened

    - by splatto
    I need to write a plugin for Dynamics CRM 4.0 that executes when a closed opportunity is reopened in order to change the salesstagecode. My questions are: When I register a new step to the plugin, what attribute(s) should I filter on? What property on the entity should I check the value of? and What should I look for the value of this entity to be so I can determine if the plugin execution should continue? I've typically written asynchronous workflows and my experience writing plugins is still developing, so I'd appreciate any help and clarification that can be offered. Please see below the plugin skeleton I've written public void Execute(IPluginExecutionContext context) { if (context.InputParameters.Properties.Contains("Target") && context.InputParameters.Properties["Target"] is DynamicEntity) { ICrmService service = context.CreateCrmService(false); DynamicEntity entity = (DynamicEntity)context.InputParameters.Properties["Target"]; if (entity.Name == EntityName.opportunity.ToString()) { if (entity.Properties.Contains(/*What Property Should I Check Here?*/)) { //And what value should I be looking for in that property? } } } }

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  • Performing complex query with Dynamics CRM 4.0

    - by dub
    Hi, I have two custom entites, Product and ProductType, linked together in many-to-one relationship. Product has a lookup field to ProductType. I'm trying to write a query to fetch Type1 products with a price over 100, and Type2 products with a price lower than 100. Here's how I would do it in SQL : select * from Product P inner join ProductType T on T.Id = P.TypeId where (T.Code = 'Type1' and P.Price >= 100) or (T.Code = 'Type2' and P.Price < 100) I can't figure out a way to build a QueryExpression to do exactly that. I know I could do it with two queries, but I'd like to minimize roundtrips to the server. Is there a way to perform that query in only one operation ? Thanks!

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  • MS CRM 4.0 Remove inactive account from another list

    - by Ekaterina
    Hi, I have the following problem, on which I can't seem to find an answer... I have a CRM 4.0 system and I want to achieve the following: When I have a contact/account that's inactive to remove it from another list, for example the Marketing list. So I already have everything, up to the removing part. I have a collection with the inactive accounts/contacts (The ID's(GUID)), I just need to remove somehow the member from the list. So there is a class RemoveMemberListRequest which looks like the correct one, the only problem is, somehow I can't get it to work. foreach (Guid currentMember in inactiveMembers) { RemoveMemberListRequest req = new RemoveMemberListRequest(); req.ListId = context.PrimaryEntityId; req.EntityId = currentMember ; RemoveMemberListResponse rmlResp = (RemoveMemberListResponse)crmService.Execute(req); } When It tries to Execute, the request it fails, with very generic error, that it was unable to execute the request. I am also not sure if that's the correct way of doing it... There is another class that seems to have a property that might be useful: QualifyMemberListRequest With property: OverrideorRemove But I don't really understand how this one works, and I couldn't find enough information. Anybody?

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  • CRM Webcast: Territory Setup and Manage Matching Attributes

    - by LuciaC
    Subject:  Territory Setup and Manage Matching Attributes Date: July 9, 2013 at 1pm ET, 12pm CT, 11am MT, 10am PT, 6pm, BST (London, GMT+01:00), 10:30 pm IST (Mumbai, GMT+05:30)Territories are used in a number of different EBS CRM applications, including Sales, Field Service and Service Contracts.  If you want to know more about how territories work and how to set them up, join our experts in this webcast.  The webcast will a demonstrate a high level setup for one of the Sales products and examples of how other applications use the Territory Manager. Topics will include: Enabling Matching Attributes Custom Matching Attributes Examples for Account, Leads, Quote, Proposals, Opportunities in the Sales product. Running Concurrent Requests Details & Registration: Doc ID 1544622.1

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  • Would You Like It In Green?

    - by steve.diamond
    OK, so admittedly, this is already a TIRED and HACKNEYED term, but it applies here, so please endure the following. If you would like it in green, then yes, "We have an app for that!" In the soon-to-be-introduced next release of Oracle CRM On Demand, organizations gain unprecedented flexibility in their ability to optimize the look and feel of the Oracle CRM On Demand user interface. So if you want it in green, you can have it in green. And on this topic, I must say...our product development team seems to be taking unabashed pleasure in displaying this new color flexibility. Their demos are increasingly displaying a color palette that would make Martha Stewart hurl. And when I offer any feedback in my typically "direct" manner, they respond with, "Well Diamond, we can't show red or blue now, can we? It would just look like...everything else!" Yeah....but....but...I'm wearing a white shirt today, just like the white shirt I wore yesterday. And my wife has a fondness for "Shabby Chic," which is an interior design style deploying mostly white backdrops. Therefore, I guess I'm not the best one to critique. In all seriousness, although we'll be profiling far meatier features in the next release of Oracle CRM On Demand, this is important for organizations that want to match the look and feel of their CRM application to their corporate branding standards. Oh, and Happy St. Patrick's Day.

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  • Unable to add CRM 2011's Organization service as Service Reference to VS project

    - by Scorpion
    I have problem accessing Organization Service when I try to add it as a Service Reference in Visual Studio. However, I can Access the Service in browser. I have tried to add OrganizationData service and there is no issue with that. An Error occurred while attempting to find service at 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc'. Error Details There was an error downloading 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc/_vti_bin/ListData.svc/$metadata'. The request failed with HTTP status 400: Bad Request. Metadata contains a reference that cannot be resolved: 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc'. Metadata contains a reference that cannot be resolved: 'http://xxxxxxxx/xxxxx/XRMServices/2011/Organization.svc'. If the service is defined in the current solution, try building the solution and adding the service reference again.

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  • Web Services, Memory Leaks and CRM

    - by Neil
    Hi, I have a website that allows users to upload a csv file. This calls a service that reads the information from the csv, puts it into DynamicEntity objects and calls the CRM service to Create/Update entities in CRM. When this service creates/updates an entity this kicks off other plugins to apply certain business rules. These rules can also Create or Update entites in CRM. The issue here is that the handle count of the w3wp.exe process that the website is calling increases every time the an entity is created or updated and it never comes back down. I tried putting Garbage Collection code in the business rules and this reduces the handle count of the CRM w3wp process (run by the Network Service), but not the other w3wp process. Should I have Dispose methods on the Web Service that calls the CRM service? I hope that makes sense. I'm not overly familiar with memory management issues so any help is appreciated. Can anybody give me some tips on how to stop this from occurring? Thanks, Neil -- EDIT Okay well the handle count goes up when I call the Service.Create(DynamicEntity) method. I don't think placing any code here would be beneficial. When I exit the method/class/service that contains this call the handle count stays as it is. What I need to know is whether this is something I should be managing or is it something CRM takes care of (or doesn't take care of but I can't do anything about it) -- Another Edit Right this is how it works. 1) We have CRM and its related services 2) We have another service independent of CRM that uses the CRM services (number 1 above) to create entities based on csv info passed into it 3) We have a website that allows a user to upload a csv, and calls service no 2 above to Create/Update entities in CRM 4) We have plugins fired by CRM which use Service 1 above to create/update entities So the user uploads a csv to the website (3), this fires a service(2). When service 2 creates an entity using service 1, Service 4 fires. Service 4 calls also uses service 1 to Create entities, and when these services are called (using the Service.Create() method) the handle count of the process increases. When the method/class/services finish the handle count remains the same, and so when the whole process occurs again the handle count will increased again.

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