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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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• 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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• Installing MS CRM IFD does not update registry and database

  - by www.sudeep.

  When I am trying to install the IFD tool on an on-premise CRM installation it is not updating the registry and the database. Should the user doing the installation have some special permissions.

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• Siebel CRM 8.1.1 Solutions

  Listen to George Jacob, Group Vice President, CRM Applications, discuss the new release of Siebel CRM 8.1.1. By empowering end customers and creating a consistent, engaging service experience, businesses are leveraging Siebel CRM 8.1.1 to garner high customer loyalty levels and improve business profitability in this tough economic environment. Tune in today!

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• ?Siebel CRM??ipad??????????

  - by junko.ishikawa

  ????????CRM?????????Siebel CRM??ipad?????????? ????????? ?REST API????ipad??????????????????????????REST API???iPhone SDK??????Siebel CRM?ipad?????-????????????????? ???????????????????? ????????????????????????????????????????? ???????????????????????????????????????????? ???????????????????

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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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• Oracle Extends Life Sciences Edition in New Release

  - by charles.knapp

  By Chris Kanaracus, IDG News Service Oracle (ORCL) announced the 17th version of its on-demand CRM (customer relationship management) application Wednesday and made a fresh push into pharmaceutical sales with a Life Sciences edition of the software. New features in CRM on Demand Release 17 include tools for managing sales pipelines and performing forecasts of future business; a redesigned user interface; and added language support. But one CRM industry observer flagged the Life Sciences product as a particular point of interest. Read the full article here.

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• Complex knowledge management system with CRM..written internally

  - by JonH

  We've all heard of salesforce and sugarcrm and the likes of systems like this. Unfortunately at my workplace we have been asked to write a similiar system (rather then license or purchase). Basically the database is fairly large. Think of modules such as: Corporate groups, customers, programs, projects, sub projects, and issue management. In simple terms a corporate group has one to many customers. A program has one or more projects. A project has one or more sub projects. And an issue can be created on many sub projects. Of course the system is a bit more complex but instead of listing every single module I think its best to keep it simple. In any event, the system in its current state has only two resources to be working on it (basically we have to do it all: CSS, database, jquery, asp.net and C#). We've started off well by defining the UI master and footer pages that way we can reuse those across all of our pages. Now comes the hard part. The system will have about 4k end users with say 5-10% being concurrent users. We are wondering if it makes sense to cache our database data (For say 5-10 minutes) rather then continously hit our database. The reason being is some of these pages may have 5-10 search filters associated with the page. Imagine every time a selection is made from a search box how many database hits. Also some of these search fields cascade so selecting for instance an initial drop down may cascade several drop down boxes under them. Is it wrong to cache because I am not finding too many articles on whether it is a good idea or not. Remember the system is similiar to say a CRM system where we manage our various customers, projects, sub projects, issues, etc.

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• Subaru CIO wins SIM Leadership Award

  - by tony.berk

  Congratulations to Brian Simmermon, CIO at Subaru of America, Inc., for winning the Society for Information Management's (SIM) fifth annual SIM Leadership Award. Simmermon joined Subaru of America in 2005 as Chief Information Officer. Simmermon then performed a company-wide technology assessment and determined that the business ran a large collection of applications, many of which duplicated functionality. Establishing the mantra, "Simplicity, Flexibility, and Cost Effectiveness", he reduced the total number of applications, moved to a small core set of systems - including Oracle and Siebel. Tom Doll, COO for Subaru of America said, "We are very pleased Brian has been recognized. He has consistently shown vision and leadership and under his leadership, our technology group's innovations have helped our sales to grow to record levels, regardless of the economic circumstances." Simmermon's technology group's aggressive business deliverables have helped Subaru to become one of the most successful brands in the US with the brand reaching record sales in both 2009 and 2010. Click here to read the full press release. Click here to learn about Subaru's success with Oracle products. Congratulations Brian!

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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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• 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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• 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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• Change value before sending an email in Microsoft Dynamic CRM

  - by jk

  Hi I have created one Email Template in Dynamic CRM 4. The template look like as following Dear {!User:Full Name} you received one assignment. output of the email as following Dear John Smith you received one assignment. now I need to change the value as just John. we do not have attribute like first name and last name. but when we send an email it only take first word of the string. Can anybody please tell me how can i achieve this functionality Without writing any workflow or plug ins? Thanks

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• Retrieving a single Guid in CRM 4.0

  - by user1746560

  I'm new to CRM (version 4.0) and i'm trying to return a 'yearid' guide based on a given year (which is also stored in the entity).So far i've got: public static Guid GetYearID(string yearName) { ICrmService service = CrmServiceFactory.GetCrmService(); // Create the query object. QueryExpression query = new QueryExpression("year"); ColumnSet columns = new ColumnSet(); columns.AddColumn("yearid"); query.ColumnSet = columns; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.And; filter.AddCondition(new ConditionExpression { AttributeName = "yearName", Operator = ConditionOperator.Equal, Values = new object[] { yearName} }); query.Criteria = filter; } But my questions are: A) What code do in addition to this to actually store the Guid? B) Is using a QueryExpression the most efficient way to do this?

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• Siebel Open UI Training for Oracle EMEA CRM Partners - Free - Utrecht NL- January 22/23 2012

  - by Richard Lefebvre

  Have you heard about Siebel Open UI? It is the new, state-of-the-art User Interface for Siebel, offering an amazing User Experience on any browser. Oracle is planning a free of charge 2 days training, delivered by Oracle Product Development specialists, in Utrecht (NL) on January 22&23 2012. Seats are very limited. If you or your colleagues are interested to apply for one, please send an eMail to [email protected] with the contact details of the individuals who you would like to nomminate. If you would like to know more about Siebl Open UI before applying, please send an eMail to [email protected] to receive a short PPT deck featuring a short Siebel Open UI description, its benefits for (System Integrators) partners, and the detailed agenda.  Selected Participants will then be invited to register via the Oracle APEX system.

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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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• 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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• 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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• Anthony Lye Shows New Pharmaceutical Sales Solution: Turn the Screen Around

  - by charles.knapp

  Tomorrow, March 31, watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales solution, powered by Oracle CRM On Demand 17 - Life Sciences Edition. You will see a next generation approach to sell more and report less. Register now for this informative global webcast on March 31, 9 AM PDT/4 PM GMT.

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• IDC: Oracle Doubles Down on Life Sciences Sales & Marketing

  - by charles.knapp

  "This past week Oracle held its 5th annual Life Sciences Forum in Princeton, NJ. The conference provided a wide range of content focused on their products and partnerships across the life science spectrum. But this year's conference placed strong emphasis on Oracle's new CRM On Demand Life Sciences Edition R17, and deservedly so. R17 is the largest, and most impressive, CRM On Demand release that Oracle has had to date, and it provides many significant upgrades over earlier versions." Read more here.

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• Anthony Lye: How Pharmaceutical Reps Can Sell More & Report Less

  - by charles.knapp

  On March 31, watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales solution, powered by Oracle CRM On Demand - Life Sciences Edition. You will see a next generation approach to: • Increase sales effectiveness • Equip reps worldwide • Get the best value Register now for this informative GLOBAL webcast on March 31, 9 AM PDT/4 PM GMT.

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• Global Webcast: Increase Pharmaceutical Sales Effectiveness

  - by charles.knapp

  See a next-generation approach to Pharmaceutical sales challenges! • Increase the quality of sales interactions with enhanced call planning and eDetailing • Improve sample management with electronic signature storage and inventory tracking on the go • Increase marketing effectiveness with closed loop marketing and personalized content delivery Watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales On The Go solution, powered by Oracle CRM On Demand Release 17 -- Life Sciences Edition. Register now for this informative GLOBAL webcast on March 31, 9 AM PDT/4 PM GMT.

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• Oracle CRM is ready for the Apple iPad!

  - by divya.malik

  Here is some exciting news to report from the Oracle headquarters today. For all you Apple and Oracle CRM fans, we just announced Oracle CRM support for the Apple iPad. This is great news for anyone seeking richer CRM user experience with the Apple iPad. Oracle’s Siebel CRM can support a rich graphical user interface on Apple’s iPad using the recently released Oracle’s server –based REST ( Representational State Transfer and is a simple way of providing APIs over HTTP) interface and get access to the Siebel metadata. In the words of SVP, Anthony Lye “Siebel CRM support for the Apple iPad is yet another example of Oracle’s dedication to give customers the cutting-edge CRM options on the latest devices so they can grow their business and increase productivity.” For more details on this integration, please read the press release Here is a demo created by Oracle CRM Principal Product Manager, Raj Aggarwal

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• How Can You Work Smarter In Life Sciences Sales?

  - by charles.knapp

  One major reason why executives keep choosing Oracle CRM On Demand and Siebel CRM is our ongoing investments that deliver comprehensive business process support, tailored "at the factory" for specific industries. For example, life sciences sales in many cases globally follows an indirect, "influence" model, where a medical clinician uses expert working knowledge to prescribe products that are sold by independent pharmacies. Smarter, presentations to clinicians can increase sales. Oracle's life sciences CRM is built for sales reps by sales reps. We worked with representatives at 15 of the top 20 pharmaceutical firms on our latest release. Oracle helps reps work smarter from planning their day to delivering samples and rapidly presenting details to busy clinicians. Watch Piers Evans, Industry Strategy Director, show what this looks like in the day of a typical pharmaceutical sales rep. By use of this code snippet, I agree to the Brightcove Publisher T and C found at https://accounts.brightcove.com/en/terms-and-conditions/. -- This script tag will cause the Brightcove Players defined above it to be created as soon as the line is read by the browser. If you wish to have the player instantiated only after the rest of the HTML is processed and the page load is complete, remove the line. -- brightcove.createExperiences();

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