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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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  • Siebel BIP Integration

    - by Tim Dexter
    This post is more of a bookmark for me so that I stop bugging the brown stuff out of the John the Siebel-BIP product manager. I have had multiple customers over the past two weeks asking for help around the integration. What's its capable of? How can I allow my users to click a button to run a BIP report? How can I kick off a report from a Siebel workflow? Start right here - this is a great white paper explaining whats now available with the integration using, the Siebel Report Business Service. Once you have consumed that from start to finish. Get on over to Oracle support and look for the following note that has code samples and lots of other good stuff! Siebel BI Publisher Reports Business Service (8.1.1.7+) [ID 1425724.1] The Reports Business Service enables BI Publisher reports to be executed from the Siebel application via a Workflow Process, or through scripting. The report is generated in the background by connecting to the BI Publisher server. The report output is stored in the Siebel File System and accessed from the My BI Publisher Reports view. Alternatively using appropriate methods, the report can be attached to an entity or sent to a particular delivery channel.

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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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  • 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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  • 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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  • how to do gedcom import with minimal database roundtrip. what is best practice for this kind of dev

    - by Radhi
    In My current application, I need to import users from gedcom file. these users may exist in my registered users or i need to create one registered user for the same. now gedcom file contain s many information e.g. PersonalDetails,Addresses, Education Details, ProfessionalDetails this is one sample of xml file we are storing to store user's profile. <UserProfile xmlns=""> <BasicInfo> <Title value="Basic Details" /> <Fields> <UserId title="UserId" right="Public" value="151" /> <EmailAddress title="Email Address" right="CUG" value="[email protected]" /> <FirstName title="First Name" right="Public" value="Anju" /> <LastName title="Last Name" right="Public" value="Trivedi" /> <DisplayName title="Display Name" right="Private" value="Anju" /> <RegistrationStatusId title="RegistrationStatusId" right="Public" value="10" /> <RegistrationStatus title="Registration Status" right="Private" value="Registered" /> <CityId title="CityId" right="Private" value="19" /> <CityName title="City" right="Public" value="Delhi" /> <StateId title="StateId" right="Private" value="69" /> <StateName title="State" right="Public" value="Delhi" /> <CountryId title="CountryId" right="Private" value="109" /> <CountryName title="Country" right="Public" value="India" /> <Gender title="Gender" right="Private" value="Male" /> <CreatedBy title="CreatedBy" right="Public" value="0" /> <CreatedOn title="CreatedOn" right="Public" value="Nov 27 2009 3:08PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Mar 3 2010 6:56PM " /> <LogInStatusId title="LogInStatusId" right="Public" value="1" /> <LogInStatus title="LogIn Status" right="Private" value="Free" /> <ProfileImagePath title="Profile Pic" right="Public" value="~/Images/13_HolidayBarbie07CL2010427143129.jpg" /> <ProfileThumbnailPath title="Profile Thumbnail" right="Public" value="~/Images/Thumb13_HolidayBarbie07CL2010427143129.jpg" /> </Fields> </BasicInfo> <PersonalInfo> <Title value="Personal Details" /> <Fields> <Nickname title="Nick Name" right="Public" value="Anju" /> <NativeLocation title="Native" right="Public" value="Mehsana" /> <DateofAnniversary title="Anniversary Dt." right="Private" value="4/1/2010" /> <BloodGroupId title="BloodGroupId" right="Public" value="24" /> <BloodGroupName title="Blood Group" right="Public" value="A+" /> <MaritalStatusId title="MaritalStatusId" right="Private" value="35" /> <MaritalStatusName title="Marital status" right="Private" value="UnMarried" /> <DateofDeath title="Death dt" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="4/27/2010 2:32:07 PM" /> <DateOfBirth title="Birth Date" value="" right="CUG" /> <BirthPlace title="Birth Place" value="Jaipur" right="Private" /> </Fields> </PersonalInfo> <FamilyInfo> <Title value="Family Details" /> <Fields> <GallantryHistory title="Gallantry History" right="Public" value="Anjli History" /> <Ethinicity title="Ethinicity" right="Public" value="Indian" /> <KulDev title="KulDev" right="Public" value="Krishna" /> <KulDevi title="KulDevi" right="Public" value="Lakhsmi" /> <Caste title="Caste" right="Private" value="Vaishnav" /> <SunSignId title="SunSignId" right="Public" value="15" /> <SunSignName title="SunSignName" right="Public" value="Gemini" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Dec 11 2009 12:00AM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Dec 11 2009 12:00AM " /> </Fields> </FamilyInfo> <HobbyInfo> <Title value="Hobbies/Interests" /> <Fields> <AbountMe title="Abount Me" right="Public" value="" /> <Hobbies title="Hobbies" right="Public" value="" /> <Food title="Food" right="Public" value="" /> <Movies title="Movies" right="Public" value="" /> <Music title="Music" right="Public" value="" /> <TVShows title="TV Shows" right="Public" value="" /> <Books title="Books" right="Public" value="" /> <Sports title="Sports" right="Public" value="" /> <Will title="Will" right="Public" value="" /> <FavouriteQuotes title="Favourite Quotes" right="Public" value="" /> <CremationPrefernces title="Cremation Prefernces" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </HobbyInfo> <PermenantAddr> <Title value="Permenant Address" /> <Fields> <Address title="Address" right="Public" value="Select" /> <CityId title="CityId" right="Public" value="116" /> <CityName title="City" right="Public" value="Iran" /> <StateId title="StateId" right="Public" value="95" /> <StateName title="State" right="Public" value="Iran" /> <CountryId title="CountryId" right="Public" value="7" /> <CountryName title="Country" right="Public" value="Afghanistan" /> <ZipCode title="ZipCode" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="4/6/2010 10:48:39 AM" /> </Fields> </PermenantAddr> <PresentAddr> <Title value="Present Address" /> <Fields> <Address title="Address" right="Public" value="Select" /> <CityId title="CityId" right="Public" value="1" /> <CityName title="City" right="Public" value="Select" /> <StateId title="StateId" right="Public" value="1" /> <StateName title="State" right="Public" value="Select" /> <CountryId title="CountryId" right="Public" value="1" /> <CountryName title="Country" right="Public" value="Select" /> <ZipCode title="ZipCode" right="Private" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </PresentAddr> <ContactInfo> <Title value="Contact Details" /> <Fields> <DayPhoneNo title="Day Phone" right="Public" value="" /> <NightPhoneNo title="Night Phone" right="Public" value="" /> <MobileNo title="Mobile No" right="Private" value="" /> <FaxNo title="Fax No" right="CUG" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Fields> </ContactInfo> <EmailInfo> <Title value="Alternate Email Addresses" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="3" /> <Provider title="Provider" right="Public" value="google" /> <EmailAddress title="Email Address" right="Public" value="[email protected]" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Mar 3 2010 10:17AM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value=" " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="4" /> <Provider title="Provider" right="Public" value="Yahoo" /> <EmailAddress title="Email Address" right="Public" value="[email protected]" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Mar 3 2010 6:53PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value=" " /> </Record> <Record right="Private"> <Provider value="111" right="Private" /> <EmailAddress value="[email protected]" right="Private" /> <Id value="5" /> <IsActive value="true" right="Private" /> <ModifiedBy value="13" right="Private" /> <ModifiedOn value="Tuesday, March 16, 2010" right="Private" /> </Record> </Fields> </EmailInfo> <AcademicInfo> <Title value="Education Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="0" /> <Education title="Education" right="Public" value="" /> <Institute title="Institute" right="Public" value="" /> <PassingYear title="Passing Year" right="Public" value="" /> <IsActive title="IsActive" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Record> </Fields> </AcademicInfo> <AchievementInfo> <Title value="Achievement Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="0" /> <Awards title="Award" right="Public" value="" /> <FieldOfAward title="Field Of Award" right="Public" value="" /> <Tournament title="Tournament" right="Public" value="" /> <AwardDescription title="Description" right="Public" value="" /> <AwardYear title="Award Year" right="Public" value="" /> <IsActive title="IsActive" right="Public" value="" /> <CreatedBy title="CreatedBy" right="Public" value="" /> <CreatedOn title="CreatedOn" right="Public" value="" /> <ModifiedBy title="ModifiedBy" right="Public" value="" /> <ModifiedOn title="ModifiedOn" right="Public" value="" /> </Record> </Fields> </AchievementInfo> <ProfessionalInfo> <Title value="Professional Details" /> <Fields> <Record right="Public"> <Id title="Id" right="Public" value="4" /> <Occupation title="Occupation" right="Public" value="a" /> <Organization title="Organization" right="Public" value="a" /> <ProjectsDescription title="Description" right="Public" value="a" /> <Duration title="Duration" right="Public" value="2" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Jan 7 2010 1:14PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 7 2010 1:14PM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="5" /> <Occupation title="Occupation" right="Public" value="ab" /> <Organization title="Organization" right="Public" value="zsd" /> <ProjectsDescription title="Description" right="Public" value="sd" /> <Duration title="Duration" right="Public" value="5" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Jan 7 2010 1:15PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="13" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 7 2010 1:15PM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="8" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:07PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="9" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:11PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> <Record right="Public"> <Id title="Id" right="Public" value="10" /> <Occupation title="Occupation" right="Public" value="fgdf" /> <Organization title="Organization" right="Public" value="gdfg" /> <ProjectsDescription title="Description" right="Public" value="dfgdf" /> <Duration title="Duration" right="Public" value="12" /> <IsActive title="IsActive" right="Public" value="false" /> <CreatedBy title="CreatedBy" right="Public" value="13" /> <CreatedOn title="CreatedOn" right="Public" value="Feb 22 2010 5:13PM " /> <ModifiedBy title="ModifiedBy" right="Public" value="0" /> <ModifiedOn title="ModifiedOn" right="Public" value="Jan 1 1900 12:00AM " /> </Record> </Fields> </ProfessionalInfo> <SecuritySettings> <AlbumRights> <Create value="Private" /> <View value="CUG" /> <Edit value="CUG" /> <Delete value="CUG" /> <PostComments value="CUG" /> <AddToAlbum value="CUG" /> </AlbumRights> <ImageRights> <Create value="Private" /> <View value="CUG" /> <Edit value="CUG" /> <Delete value="CUG" /> <PostComments value="Private" /> </ImageRights> </SecuritySettings> </UserProfile> now when i am importing data from gedcom, i am creating one person object which contains all this info. but before i insert it itodatabase have to check if userid exist for the emailaddress dont update data else create a user and update its profilexml from data fecthed from gedcom. for this i think i need some soln by which i can do only one roundtrip to database and can update all user's xml. or i can execute one sp to get userid from all users where i'll check if user exist then return userid else insert basic data and return inserted userid then for every user make xml from data and update it. please provide be suggestion what is best practice to do this kind of development. if need any more details please write me

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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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  • Opportunities for Partners with Oracle in the Public Sector - Live Webcast, January 18th

    - by Paulo Folgado
    LIVE WEBCAST - OPPORTUNITIES FOR PARTNERS WITH ORACLE IN THE PUBLIC SECTORTUESDAY, JANUARY 18th, 2011Learn about Oracle's industry strategy for the Public Sector and resources available to partners.  Each webcast will include information and answers to questions from Oracle's public sector leadership for that region.AGENDA·         Oracle's Public Sector Industry Strategy·         Oracle Partner Network (OPN) Overview·         Public Sector Knowledge Zone·         Specialization·         Oracle Validated Integration·         Solution Catalog·         How to engage with Oracle·         Questions and AnswersWEBCAST SCHEDULE AND LOGISTICSPlease attend the webcast for your region on Tuesday, January 18th: Region Time Web Conference Details*Please join both the Web and Audio conferences Audio Details Asia / Pacific 10:00 AM Signapore 1:00 PM Sydney 2:00 AM GMT  https://enablement20.webex.com/Session Number: 592 054 744Password: Oracle123 International Toll Free Dial-inConference Code: 2739403Security Pass code: 12345 EuropeMiddle EastAfrica  1:00 PM GMT/London https://enablement20.webex.com/Session Number: 596 548 609Password: Oracle123 International Toll Free Dial-inConference Code: 2739403Security Pass code: 12345 Americas  1:00 PM Eastern10:00 AM Pacific 6:00 PM GMT https://enablement20.webex.com/Session Number: 597 728 102Password: Oracle123 International Toll Free Dial-inConference Code: 2739403Security Pass code: 12345 VISIT THE PUBLIC SECTOR KNOWLEDGE ZONEClick Here to access the Knowledge Zone.  Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Contact Us | Legal Notices and Terms of Use | Privacy Statement      

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  • SSH Public Key - No supported authentication methods available (server sent public key)

    - by F21
    I have a 12.10 server setup in a virtual machine with its network set to bridged (essentially will be seen as a computer connected to my switch). I installed opensshd via apt-get and was able to connect to the server using putty with my username and password. I then set about trying to get it to use public/private key authentication. I did the following: Generated the keys using PuttyGen. Moved the public key to /etc/ssh/myusername/authorized_keys (I am using encrypted home directories). Set up sshd_config like so: PubkeyAuthentication yes AuthorizedKeysFile /etc/ssh/%u/authorized_keys StrictModes no PasswordAuthentication no UsePAM yes When I connect using putty or WinSCP, I get an error saying No supported authentication methods available (server sent public key). If I run sshd in debug mode, I see: PAM: initializing for "username" PAM: setting PAM_RHOST to "192.168.1.7" PAM: setting PAM_TTY to "ssh" userauth-request for user username service ssh-connection method publickey [preauth] attempt 1 failures 0 [preauth] test whether pkalg/pkblob are acceptable [preauth[ Checking blacklist file /usr/share/ssh/blacklist.RSA-1023 Checking blacklist file /etc/ssh/blacklist.RSA-1023 temporarily_use_uid: 1000/1000 (e=0/0) trying public key file /etc/ssh/username/authorized_keys fd4 clearing O_NONBLOCK restore_uid: 0/0 Failed publickey for username from 192.168.1.7 port 14343 ssh2 Received disconnect from 192.168.1.7: 14: No supported authentication methods available [preauth] do_cleanup [preauth] monitor_read_log: child log fd closed do_cleanup PAM: cleanup Why is this happening and how can I fix this?

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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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  • Customer Centricity: It's Not Easy, But Worth It

    - by tony.berk
    Defining customer centricity is relatively easy: focusing on the customer and their experiences and interactions with your company. Implementing a customer centric strategy is not so easy. We've highlighted customers who have focused on their customers and experienced great success including SJ, the Swedish rail operator, and Vopak, the world's largest provider of conditioned storage facilities for bulk liquids. In this interview with Stuart Lennie, President, Volvo IT, North America and VP, Volvo's Global Sales to Order Solutions Unit, we get the opportunity to learn from another company that is not just talking about the customer, but actually implementing the significant strategic shifts required to become customer centric. Volvo has developed a vision, a strategy and a methodology to keep existing customers by understanding what is important to them. To see other customer success stories, visit Siebel CRM Success. Click here, to learn more about Oracle's CRM products.

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  • Applications Unlimited and Siebel 8.0

    Scott Nash,Vice President, Product management updates listeners on the success of the Siebel 8.0 release, the customer momentum, how Oracle continues to invest in the Siebel product line and what's new for Siebel and CRM.

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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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  • 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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  • Banco Espírito Santo Increases Sales Campaign Success Rate with Siebel CRM

    - by Tony Berk
    Banco Espírito Santo (BES), founded in 1869, is the second-largest private financial institution in Portugal with a 20.3% domestic market share, 2.1 million customers, and more than 700 in-country branches. It also has a strong international presence with operations in 23 countries and four continents. With strong growth in its major markets, BES needed a modern, cost-effective, scalable, and reliable customer relationship management (CRM) solution for its retail operations. The bank wanted to optimize client relationship management and integrate all customer touch points and service channels to improve the success of its sales and marketing initiatives. BES implemented the same CRM solution as many other leading banks: Oracle's Siebel CRM. With Siebel CRM 8.1 and other Oracle solutions, BES significantly increased sales of its new financial products across all channels by up to 25%, and it expects to increase annual revenue by up US$4 million annually. It also improved the success rate of bank branch sales, marketing, and lead generation campaigns by nearly 10%. “We are very happy with Oracle’s Siebel CRM applications. We already knew that this was the best solution available, but it has surpassed our best expectations,” said João Manaças, Customer Relationship Management Manager, Personal Marketing Department, Banco Espírito Santo. Click here to learn more about BES's use of Siebel CRM.

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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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  • 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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  • 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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  • Soluciones Oracle para Servicios Sociales: Demo "El Ciudadano"

    - by alvaro.desantiago(at)oracle.com
    Las Soluciones Oracle mejoran la ejecución de los programas sociales de las Administraciones y el resultado obtenido por los ciudadanos. La Solución Oracle para Servicios Sociales permite a las Administraciones Públicas optimizar los resultados de las políticas sociales y maximizar la tasa de participación, através de la implantación de Siebel Case Management y Oracle Policy Automation.Les facilita, asimismo, compartir una visión única del ciudadano, gestionar los continuos cambios de políticas de mejora de los programas sociales y su prestación directa a los interesados.Oracle proporciona la solución de Servicios Sociales, para una variedad de áreas como son Beneficios Sociales, Empleo, Violencia de Género y Protección al Menor.

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