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• SPD 2013 Missing design view, is it really such a big deal?

  - by Sahil Malik

  SharePoint 2010 Training: more information First, please read what my friend Marc Anderson has to say about it. More, and More and even more. Also, my friend Asif Rehmani has some views on it as well. They bring up some important points, but in short, everything that allows for Visual Editing of pages, is gone! And anything that concerned visual editing, (and there are many such scenarios), is now gone. What is the practical upshot of all this? Read full article ....

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• The Apple iPad &ndash; I&rsquo;m gonna get it!

  - by Sahil Malik

  Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). Well, heck, here comes another non-techie blogpost. You know I’m a geek, so I love gadgets! I found it RATHER interesting to see all the negative news on the blogosphere about the iPad. The main bitch points are - No Multi tasking No Flash Just a bigger iPhone. So here’s the deal! My view is, the above 3 are EXACTLY what I had personally hoped for in the Apple iPad. Before the release, I had gone on the record saying - “If the Apple Tablet is able to run full fledged iTunes (so I can get rid of iTunes on my desktop, I don’t like iTunes on Windows), can browse the net, can read PDFs, and will be under $1000, I’ll buy it”. Well, so, the released iPad wasn’t exactly like my dream tablet. The biggest downer IMO was it’s inability to run full iTunes. But, really, in retrospect, I like the newly released iPad. And here is why. No Multi tasking and No Flash, means much better battery life. Frankly, I rarely multi task on my laptop/desktop .. yeah I know my OS does .. but ME – I don’t multi task, and I don’t think you do either!! As I type this blogpost, I have a few windows running behind the scenes, but they are simply waiting for me to get back to them. The only thing truly running and I am making use of, other than this blogost, is media player playing some music – which the iPad can do. Also, I am logged into IM/Email – which again, iPad can do via notifications. It does the limited multitasking I need, without chewing down on batteries. Smart thinking, precisely the reason I love the iPhone. I don’t want a bulky battery consuming machine. Lack of flash? Okay sure, I can’t see Hulu on my iPad. That’s some loss. I can see youtube. Also, per Adobe I can’t see some porn sites, which I don’t want to see on my iPad. But, Flash is heavy. Especially flash video. My dream is to see silverlight run on the iPhone and iPad. No flash = not such a big loss. Speaking of battery life – 10 hours is plenty. I haven’t been away from electricity for that long usually, so I’m okay with charging it up when it runs low. It’s really not such a big deal honestly. Finally, eBook functionality – wow! I went on the record saying, eBook readers are not for me, but seriously, the iPad is perfect for my eBook needs at least. And as far it being just a bigger iPhone? I’ve always wanted a bigger iPhone, precisely for the eBook reading experience. I love my iPhone, I love the apps on it. The only thing that sucks about the iPhone is battery life, but other than that, it is the best gadget I have ever bought! And something that runs on mobile chips, is that thin, and those newly written apps .. mail, calendar .. I am very very excited to get my iPad, which will be the 64gig 3G version. The biggest plus in an iPad ……… no contract on data. I am *hoping*, this means that I can buy a SIM card in Europe, and use the iPad here. That would be killer awesome! But hey, if I had to pick downers in the iPad, they would be - - I wish they had a 128G Version. Now that we have a good video viewing machine, I know I’d chew up space quickly.- Sync over WIFI, seriously Apple.  Both for iPhone and iPad.- 3 month wait!!- Existing iPhone users should get a discount on the iPad data plan. Comment on the article ....

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• The right way to find a SPUser in SharePoint 2013

  - by Sahil Malik

  SharePoint, WCF and Azure Trainings: more information Obvious stuff out of the way, SharePoint 2013 is claims and claims only. If you’re still pimping classic windows identities, you’re a fool. But this creates an interesting wrinkle. How the hell is one supposed to find a SPUser? This, especially given that a user id now looks like this - i:0#.w|ws\administrator .. all of those have a meaning .. i stands for identity 0 is the zero’th registered claims provider w before the pipe is windows and after pipe is the final username. What if I had a hotmail account called ws\administrator? You see, browsing through web.SiteUsers, is no longer enough. Not only is it error prone, it won’t work for any other identity type besides Windows. So what is a poor SharePoint developer to do? Easy. Use the cod below instead, Read full article ....

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• Setting up Windows Azure PowerShell

  - by Sahil Malik

  SharePoint, WCF and Azure Trainings: more information Azure is in the cloud, PowerShell is on my machine, between the two lie vast oceans and dragons. What is a developer to do, to use PowerShell to work with Azure? Here is what you do, Install Windows Azure PowerShell Start WebPI, search for “Windows Azure PowerShell” – choose to add and install it. Run Windows Azure PowerShell This is easy, click on start (or whatever the hell you do in Windows 2012), and search for Windows Azure PowerShell. Connect your subscription  Read full article ....

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• SharePoint 2010 Video Training

  - by Sahil Malik

  Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). Yes, the DVD is finally available. This is an exhaustive 14 hour video course that Carl and I recorded back in April. It is an end-to-end overview of SharePoint 2010. You can view more details including ordering information about the DVD here. And if you’re interested, a SharePoint 2007 video training version is also available. Carl and I worked quite hard on putting these together, so we hope you enjoy these. Detailed Table of Contents: Introduction (13:49) 30,000 Foot Overview (42:07) Application Management (43:35) User Experience (16:00) Writing Code Part 1 (1:07:49) Writing Code Part 2 (34:41) Simple Web Parts (14:01) Visual Web Parts (6:35) Pages (35:02) Putting it All Together (29:13) Client Side Technology (49:19) ADO.NET Data Services (51:29) Custom Data Services (43:30) Managing Data (29:02) Managing Data: Content Types (17:11) Managing Data: Events (19:22) Managing Data: List Scalability (35:51) Managing Data: Querying (20:07) Enterprise Content Management: DocumentIDs and Document Sets (16:44) Enterprise Content Management: Metadata Infrastructure (22:13) Enterprise Content Management: Record Management (26:27) Enterprise Content Management: Content Organizer (7:21) Enterprise Content Management: Enterprise Content Types (11:21) Business Connectivity Services (BCS) in the SharePoint Designer (26:09) BCS in Visual Studio (9:57) Workflows in the SharePoint Designer (22:07) Workflows in Visual Studio (19:01) Business Intelligence (21:14) Excel (15:25) Performance Point (24:37) Security: Claims-Based Authentication (27:13) Security: Secure Store Service (11:04) Security: The SharePoint Object Model (11:16) Comment on the article ....

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• Pro SharePoint 2010 Business Intelligence Solutions

  - by Sahil Malik

  Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). Oh yeah baby, it’s out finally! This book is what I wanted to write for so long now, but never really got a chance to. For SharePoint 2007, I authored the SharePoint section of “Smart BI Solutions with SQL Server 2008” for MS Press. But never really got the time, to author a full book that this topic deserved. Until SharePoint 2010, we actually have a full book on this topic. So first things first, I didn’t actually write it. My role was limited to the overall concept, the outline, the layout, completion of it, code samples, identifying what we need in here, vouching for technical accuracy, identifying authors etc. The real work was done by Srini (5 chapters), and Steve (1 chapter). So credit given where it is due. But, with that said, this is a pretty good book. It has always been a challenge to find the superman that knows both, data ware housing concepts, and SharePoint concepts. The data ware housing concepts include basic stuff you need to know to work in the BI area such as cubes, MDX queries, etc. So chapter 1 covers that – and if you’re a hardcore DBA, feel free to skip Chapter 1. Then beyond that, we take every single SharePoint 2010 BI topic, and slice and dice it in detail. The topics we deal with are - Visio Services Reporting services Business Connectivity Services Excel Services PerformancePoint Services And in covering each of these topics, we ensure that a general layout was followed for each topic, to ensure completeness of content. We make sure we cover Setup related issues and advice Point and click usage Code usage, i.e. extensibility using visual studio and a walkthrough of the administration side of things, including powershell. (Yes, I insisted on that in being there in every chapter). Writing a book is always a lot of work, so we hope you find it useful. And it should go very well with the other book I just reviewed, which is Microsoft ADO.NET 4, step by step. Comment on the article ....

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• MVP.Years++ ; // Thanks Microsoft

  - by Sahil Malik

  SharePoint 2010 Training: more information Even though today is April fools day, it is my MVP renewal date. So, there is always the chance of thinking not being renewed as an April fools joke.  Well, I get to postpone that joke one more time. It looks like, I’ve been renewed again. WAHOOO!! :) Thank you Microsoft, and thank you to everyone one of you for your support and best wishes, and most of all, thanks to our MVP lead, Melissa – many don’t realize it, but it’s a tough job she has to do. Think about it, all the people who are MVPs, those who no longer will be, and those who want to be. 11 years ago when I got my first award, my love for technology was insane. Today, it is worse.I will remain a technologist until I die, even after I retire and grow crinkly. I would want my dentures fitted with Microprocessors.Technology is what I passionately love doing. I am one of the very few people who lives 24 hours of his day doing exactly what I’d rather be doing – thinking, dreaming, and working with technology. Read full article ....

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• Custom code in SharePoint

  - by Sahil Malik

  SharePoint 2010 Training: more information Microsoft launched SharePoint 2013 with great fanfare. But what stuck out was the introductory blog post by Corporate SVP of SharePoint, Jeff Teper. You can read the blogpost titled “The New SharePoint”. But one paragraph has stuck out, “Use SharePoint as an out-of-box application whenever possible - We designed the new SharePoint UI to be clean, simple and fast and work great out-of-box. We encourage you not to modify it which could add complexity, performance and upgradeability and to focus your energy on working with users and groups to understand how to use SharePoint to improve productivity and collaboration and identifying and promoting best practices in your organization.” The keywords here is “whenever possible”. The reality is, frequently it is not possible to not customize SharePoint in order to meet the customer requirements. But you must try and minimize SharePoint customization. There are many ways Read full article ....

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• An overview of Windows Azure

  - by Sahil Malik

  SharePoint 2010 Training: more information I will be speaking on Windows Azure – an overview at one of my favorite user groups, CMAPonline on October 25th. Here are the details, When – October 25th 2011, 630PMWhere - 6021 Univeristy Blvd,  Suite 250, Ellicott City, MD 21043 About - "SharePoint Office365 and Azure – an Overview of what you can use today!"Everyone is talking about the cloud. Everyone is moving to the cloud. Microsoft's cloud offering is probably the most expansive of all. But how does it really compare with other offerings? What is the featureset of Google? Or Amazon? And in the jungle of Beta, what is currently proven and production ready in the Microsoft spectrum? Most of all, how do you move from your current setup to a cloud based setup? In this session, Sahil provides a manager and architect level overview demystifying all these topics and more. Read full article ....

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• Integrating Azure ServiceBus and SharePoint 2010

  - by Sahil Malik

  SharePoint 2010 Training: more information My new article is finally online. I had been waiting for this for a while. The thing is, AppFabric became .NET 4, and left SharePoint 2010 behind. But fear not, we have REST API. But that brings up interesting challenges of how we can integrate Azure Service Bus with SharePoint 2010 (yes 2010, not vNext – I’m not giving NDA information out you fool), the design patterns you can use, figuring out challenging issues like security, sessions, and just app design patterns instead. Well, I hope you like my next article, SharePoint Applied: Azure ServiceBus and SharePoint 2010 Enjoy! Read full article ....

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• Pivotal change in strategy at Microsoft

  - by Sahil Malik

  SharePoint, WCF and Azure Trainings: more information Drop whatever you are doing, and watch this video. Here is what Microsoft’s new CEO Satya Nadella said, .. If there is anything that would define windows, I think of the cloud as being in a heterogeneous device world. It will not be limited to Windows. I think that is perhaps the biggest pivotal change in our strategy. We absolutely think of building services and infrastructure in the cloud that will be across Android, iOS and Windows, and we will differentiate windows family with user experience that is consistent across all these devices .. Read full article ....

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• Find PublicKeyToken easily

  - by Sahil Malik

  SharePoint 2010 Training: more information This tip will make it easy for you to get that assembly name right within Visual Studio.This applies to both SP2010 and SP2007 or General .NET. In Visual Studio, Go to Tools –>  External Tools. Click on “Add” to add a tool, and put in the following values: Title: S&trong Name Command: Powershell.exe Arguments: -command "[System.Reflection.AssemblyName]::GetAssemblyName(\"$(TargetPath)\").FullName" Check “Use Output Window” Uncheck everything else – here’s how it should look - 3. That’s it, now in your project, Visit Tools –> Strong Name, and in the output window, itwill give you the assembly name like this –> SandBoxWebPartWithProxy, Version=1.0.0.0, Culture=neutral, PublicKeyToken=64b818b3ff69ccfa Read full article ....

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• Seizing the Moment with Mobility

  - by Divya Malik

  Empowering people to work where they want to work is becoming more critical now with the consumerisation of technology. Employees are bringing their own devices to the workplace and expecting to be productive wherever they are. Sales people welcome the ability to run their critical business applications where they can be most effective which is typically on the road and when they are still with the customer. Oracle has invested many years of research in understanding customer's Mobile requirements. “The keys to building the best user experience were building in a lot of flexibility in ways to support sales, and being useful,” said Arin Bhowmick, Director, CRM, for the Applications UX team. “We did that by talking to and analyzing the needs of a lot of people in different roles.” The team studied real-life sales teams. “We wanted to study salespeople in context with their work,” Bhowmick said. “We studied all user types in the CRM world because we wanted to build a user interface and user experience that would cater to sales representatives, marketing managers, sales managers, and more. Not only did we do studies in our labs, but also we did studies in the field and in mobile environments because salespeople are always on the go.” Here is a recent post from Hernan Capdevila, Vice President, Oracle Fusion Apps which was featured on the Oracle Applications Blog.  Mobile devices are forcing a paradigm shift in the workplace – they’re changing the way businesses can do business and the type of cultures they can nurture. As our customers talk about their mobile needs, we hear them saying they want instant-on access to enterprise data so workers can be more effective at their jobs anywhere, anytime. They also are interested in being more cost effective from an IT point of view. The mobile revolution – with the idea of BYOD (bring your own device) – has added an interesting dynamic because previously IT was driving the employee device strategy and ecosystem. That's been turned on its head with the consumerization of IT. Now employees are figuring out how to use their personal devices for work purposes and IT has to figure out how to adapt. Blurring the Lines between Work and Personal Life My vision of where businesses will be five years from now is that our work lives and personal lives will be more interwoven together. In turn, enterprises will have to determine how to make employees’ work lives fit more into the fabric of their personal lives. And personal devices like smartphones are going to drive significant business value because they let us accomplish things very incrementally. I can be sitting on a train or in a taxi and be productive. At the end of any meeting, I can capture ideas and tasks or follow up with people in real time. Mobile devices enable this notion of seizing the moment – capitalizing on opportunities that might otherwise have slipped away because we're not connected. For the industry shapers out there, this is game changing. The lean and agile workforce is definitely the future. This notion of the board sitting down with the executive team to lay out strategic objectives for a three- to five-year plan, bringing in HR to determine how they're going to staff the strategic activities, kicking off the execution, and then revisiting the plan in three to five years to create another three- to five-year plan is yesterday's model. Businesses that continue to approach innovating in that way are in the dinosaur age. Today it's about incremental planning and incremental execution, which requires a lot of cohesion and synthesis within the workforce. There needs to be this interweaving notion within the workforce about how ideas cascade down, how people engage, how they stay connected, and how insights are shared. How to Survive and Thrive in Today’s Marketplace The notion of Facebook isn’t new. We lived it pre-Internet days with America Online and Prodigy – Facebook is just the renaissance of these services in a more viral and pervasive way. And given the trajectory of the consumerization of IT with people bringing their personal tooling to work, the enterprise has no option but to adapt. The sooner that businesses realize this from a top-down point of view the sooner that they will be able to really drive significant innovation and adapt to the marketplace. There are a small number of companies right now (I think it's closer to 20% rather than 80%, but the number is expanding) that are able to really innovate in this incremental marketplace. So from a competitive point of view, there's no choice but to be social and stay connected. By far the majority of users on Facebook and LinkedIn are mobile users – people on iPhones, smartphones, Android phones, and tablets. It's not the couch people, right? It's the on-the-go people – those people at the coffee shops. Usually when you're sitting at your desk on a big desktop computer, typically you have better things to do than to be on Facebook. This is a topic I'm extremely passionate about because I think mobile devices are game changing. Mobility delivers significant value to businesses – it also brings dramatic simplification from a functional point of view and transforms our work life experience. Hernan Capdevila Vice President, Oracle Applications Development

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• Oct 5th DevReach in Sofia, Bulgaria

  - by Sahil Malik

  SharePoint 2010 Training: more information I will be at DevReach, my top favorite conference on Oct 5th. I have been visiting Devreach since it’s very inception. I don’t do a lot of conferences, just 3 or 4 a year. I am super duper picky about what conferences I attend. One of the key reasons I love visiting DevReach is the audience quality. The developers in Bulgaria are shockingly intelligent. I have always enjoyed the extremely intelligent questions and conversations I get to engage in at DevReach. And Sofia is an amazing city to top it all. My sessions this year are as follows, Day 2, 11:30 - 12:30 Architecture SPvNext – A Look At All the Exciting And New Features In SharePoint Day 2, 09:00 - 10:00 Architecture Read full article ....

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• SharePoint 2010 Console App, Project Template

  - by Sahil Malik

  SharePoint 2010 Training: more information I wish I had done this earlier, I have wasted so much time over the past 2 years doing the following. Create a console app Add reference to Microsoft.SharePoint.dll Hit F5, curse because I forgot to set the framework to .NET 3.5 Right click properties, change framework to .NET 3.5 Hit F5, curse again because I get a FileNotFoundException, because I forgot to make it a x64 app. Finally on my way, 2 minutes later – which has added to atleast 2 hours over the last year.   Well, no more! Presenting, the SharePoint console app project template. What? You want it too? Okay here it is. Read full article ....

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• SharePoint 2010 in the cloud a.k.a. SharePoint Online

  - by Sahil Malik

  Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). There are 3 ways to run SharePoint On premises, you buy the servers, and you run the servers. Hosted servers, where you don’t run the servers, but you let a hosting company run dedicated servers. Multi-tenant, like SharePoint online – this is what I am talking about in this blog post. Also known as SaaS (Software as a Service). The advantages of a cloud solution are undeniable. Availability, (SharePoint line offers a 99.9% uptime SLA) Reliability. Cost. Due to economies of scale, and no need to hire specialized dedicated staff. Scalability. Security. Flexibility – grow or shrink as you need to. If you are seriously considering SharePoint 2010 in the cloud, there are some things you need to know about SharePoint online. What will work - OOTB Customization, collaboration features etc. will work SharePoint Designer 2010 is supported, so no code workflows will work Visual Studio sandbox solutions, client object model will work. What won’t work - SharePoint 2010 online cloud environment supports only sandbox solutions. BCS, business connectivity services is not supported in SharePoint online. What you can do however is to host your services in Azure, and call them using Silverlight. Custom timer jobs will not work. Long story short, get used to Sandbox solutions – and the new way of programming. Sandbox solutions are pretty damn good. Most of the complaints I have heard around sandbox solutions being too restrictive, are uninformed mechanisms of doing things mired in the ways of 2002. .. or you could just live in 2002 too. Comment on the article ....

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• Friday Sept 21 in London: SharePoint 2013 Planet of the Apps

  - by Sahil Malik

  SharePoint 2010 Training: more information Greetings everyone! I will be talking about Apps and more in SharePoint 2013, followed by drinks and canapes. There are only 2 aims for this talk, To have fun To learn about SharePoint 2013. This is a freebie event, I’d highly recommend registering. When: Friday 21st, 2-6PM.Where: Here - http://www.principal-hayley.com/browse-our-hotels/grand-connaught-rooms.aspx Read full article ....

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• SharePoint MVP Chat tomorrow and day after

  - by Sahil Malik

  Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). Catch me in chat style talking about SharePoint 2010, along with a number of accomplished individuals on April 27th, 4PM PST.There will be another chat on April 28th, 2010 at 9AM PST. For more details, please see http://blogs.msdn.com/oallen/archive/2010/04/26/sharepoint-mvp-question-and-answer-session-part-deux.aspx See you there :) Comment on the article ....

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• SharePoint and Visual Studio - Replaceable parameters

  - by Sahil Malik

  SharePoint 2010 Training: more information What is a replaceable parameter? Sometimes you may see something like $SharePoint.Project.AssemblyFullName$ in your code. Visual studio is doing some magic to replace it during compile/build time with the full assembly signature. The following apply to these tokens or replaceable parameters - Tokens can be specified anywhere in a line. Tokens cannot span multiple lines. The same token may be specified multiple times on the same line and in the same file. Different tokens may be specified on the same line. Tokens that do not follow these rules are ignored without providing a warning or error. The replacement of tokens by string values is done immediately after manifest transformation, thus allowing manifest templates edited by a user to use tokens. Visual studio supports the following replaceable parameters -   Name Read full article ....

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• Are you &ldquo;completely&rdquo; connected with us?

  - by divya.malik

  In the early 1960’s Marshall McLuhan said that the world is gearing towards electronic interdependence and called this new social organization a “global village”. Well, today that global village has become the social village. We are all connecting with each other more and more every single day, across the globe. And, social media is playing a role greater than ever before. To keep up with the changing trends, and to engage more with our customers and community, our CRM Marketing team decided to adopt social media a year and a half ago. We are now all active bloggers, facebookers, and tweeters. This is a great way for you to interact with us, send us your suggestions, questions and comments. You can also get the latest content about CRM at Oracle directly through these channels. Connect with us today!!! CRM Press/Blogger Bookmarks | Twitter | Facebook | YouTube | Netvibes

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• SharePoint 2010 Video - Business Connectivity Services

  - by Sahil Malik

  Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). The latest DNRTV episode on SharePoint 2010 Business Connectivity Services is now online. This is a video we (Carl and I) had recorded back in April 2010, and is a sneak peak to the SharePoint 2010 DVD that is finally on sale. Hope you like both. Comment on the article ....

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• Uniquely identify a mobile device

  - by Sahil Malik

  SharePoint, WCF and Azure Trainings: more information Sometimes you need to identify every device your app is installed on uniquely. This is for instance important where you have per-device licensing restrictions. For Win8 store apps, You can use ASHWID (Application Specific Hardware Identifier). ASHWID will be different app to app and device to device. Any hardware changes to the device will cause the unique id to change. You can also detect minor change vs. major change to build custom level of tolerance in what is considered a change. For instance, ejecting a USB stick is a minor change. The below code snippet shows you how to get the unique device id, Read full article ....

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• Join the Customer Experience Revolution

  - by Divya Malik

  By Suzy Meriwhether Customers want simple, consistent, and relevant experiences across all touchpoints and devices. Creating a great customer experience means delivering these qualities consistently over time across the entire customer lifecycle and enable businesses to attract more, retain more and sell more. Exceptional customer experiences create the loyalty, advocacy, and repeat business that drives success. Most successful companies would say that they try to create a good customer experience and have already invested in the systems, people, and training to develop it. So what’s missing? Why is it so much more difficult to meet customer expectations every day, in every way? How can you learn more? Join Oracle for a Live Event: Customer Experience Online Forum Participate in the Customer Experience Online Forum to hear from Bruce Temkin, a leading expert in customer experience, Anthony Lye, SVP of Oracle CRM, Marriott International, Nikon and other thought leaders to learn about the ROI of customer experience, what strategies leading brands use to win over customers, and how Oracle solutions can help you succeed in the Experience Revolution. I encourage you to register now for the half-day live event.

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• Cancelling your Windows Phone Dev account- is very difficult.

  - by Sahil Malik

  SharePoint, WCF and Azure Trainings: more information Here is Microsoft’s new business model. Make it so damned difficult to cancel your windows phone dev account subscription, that you will just give up trying and pay as the easy route out.Very sad that it has come to this. Usually I would not approach an open forum such as my site for such issues, but the sad state of their affairs leaves me with no choice. Here is the issue, last year, I opened a WPDev account, for which you have to pay. Seeing that its been a year, I haven’t submitted anything, I didn’t want to renew my account and pay the fee. I guess if I ever write a WP app, I will reopen the subscription. Sounds about right huh? fair? So, what would you expect? Login to your account, find the subscription, hit cancel! Right?No not really! Read full article ....

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• Four Easy Ways to Save a Rocky CRM Relationship

  - by Divya Malik

   Today, I am pleased to introduce our guest blogger Luke Christianson. Luke is  an Application Sales rep based out of Minneapolis, MN.  You can find him on LinkedIn and follow him on Twitter. In any relationship, sooner or later, the excitement fades away.  The honeymoon period gives way to the old routines you had, before you committed to each other and you eventually begin doing things apart from one another.  I’m not talking about a marriage…  Well, I guess I am.Commitment to a CRM tool and building a deep and lasting relationship is not much different than the basics of a traditional love story.  After your controlled CRM pilot program, and maybe the National Sales Meeting where you couldn’t escape those three wonderful letters, CRM, you will soon find that if you haven’t designed an environment where it’s going to enable your reps to make more money, the relationship is doomed.   . If you’re currently in a dysfunctional CRM relationship, here are 4 simple tips to re-engaging users and getting that spark back. Shadow a Sales Rep:   Chances are you can find out exactly what is preventing your sales reps from using the application by simply watching how they go about their day.  Sales reps are driven by money, not by additional administrative duties.  Your system needs to be setup so that they can get the information they need quickly, facilitate making key updates and run their business out of one easy-to-use application.  Increase your sales team’s productivity by 5% automatically:    Cancel the weekly forecast calls with your reps and require them update their opportunities in CRM.  Something else that I’ve seen work extremely well, is when you do Monthly or Quarterly reviews, do not let your sales reps bring anything into the room with them; no spreadsheets, notebooks, or computers.  Everything they need to tell you should be able to be put into CRM and fully accessible by the Sales Manager at any time.  Tool time:      Make sure the tools that you have selected meet both your short-term goals and your long term goals.   You need tools that can adapt like your business does.  You probably can’t wait two months for an update to a picklist value or for the addition of a simple workflow rule.  Do you feel the tools that are in place can create the experience you want for your users? and finally, if all else fails... Keep It Simple, Stupid:     Do you really need to require 15 fields to create an Opportunity?  Do you need to clutter the interface with different reports that don’t add daily value?  Most CRM systems on the market today are flexible enough today that your admin could clean up most of the unnecessary interface ‘noise’ in a few hours.  If they're not, see #3. Every strong relationship can be tedious at times, you’ll fight and eventually make amends, you may even threaten to upgrade to a newer model…  But be patient and think about what you want to achieve and you’ll find a partner for life.

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