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  • Implementing a two-way communication between Microsoft Dynamics CRM and 3rd party app

    - by CxDoo
    I need to implement a bi-directional communication between Microsoft Dynamics CRM and a 3rd party server. The ideal scenario is as follows: User tries to create an entity in CRM In pre-create hook a 3rd party library function is called (or web service or whatever), filled with relevant info, which tries to create the respective entity on the server If the call fails, creation fails in CRM If the call succeeds, the entity is created in the CRM AND additional fields are filled with return values from the call More specifically, I want to do something like this when user tries to create a new entity instance: try { ExternalWebService.CreateTrade(ref TradeInfo info) //this was initialized on the external server myCRM_Trade_Entity.SerialNo = info.SerialNo; CreateNew(myCRM_Trade_Entity); } catch (whatever) { fail; } What would be the suggested way to do this? I am new to Dynamics, have read about Workflows and Plugins but am not sure how should I do this properly.

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  • Free Webinar on Improving Your Customer Experience with Integrated Channels

    - by divya.malik
    Join Oracle's Regional VP of CRM On Demand- Justin Shriber, Selling Power Magazine's CEO, Gerhard Gschwandtner and IDC Research's Gerrard Murray in an interesting discussion on how to "Integrate Sales Channels to Maximize Revenue & Improve the Customer Experience". You will learn how to: - Build a unified revenue pipeline to shorten sales cycles - Deliver a personalized customer experience and maximize up-sell opportunities - Align sales across all interaction, including online, in person, and via mobile devices - Improve the quality of each and every customer interaction Don't miss the opportunity and register now

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  • Las Vegas? Anybody?

    - by divya.malik
    Our next stop on the events calendar is the Mandalay Bay Convention Center in Las Vegas, for Collaborate 2010- April 18th- 22nd, 2010. Oracle Siebel CRM and Oracle CRM On Demand will be represented with two key sessions Monday, April 19th, 2010- 10.45 am-11.45 am, Breakers D, Mark Woollen, CRM Vice President Improving Sales Productivity While Increasing Revenues Monday, April 19th, 2010- 1.15 pm-2.15 pm, Breakers D, Rich Caballero, CRM Vice President Delivering Superior Customer Service with Oracle's Siebel Service Applications We will also be in the demogrounds, so stop by to see the latest CRM innovations from Oracle and talk to our CRM experts.

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  • Technical development decision for my newly established software company

    - by test test
    I have a new software company where I am planning to develop CRM system. So I have settled down on the technological approach I am going to use:- I will use an open source Java-based CRM engine. I will use a third party reporting tool named JasperReports for providing reports capabilities for the CRM. I will develop the interface and any customization which the customer might ask for using asp.net mvc framework since my knowledge and experience are based on asp.net. And I will use the CRM API to integrate my asp.net web application with the Java-based CRM. I have developed a simple demo which integrate these three main components (CRM engine, asp.net application and the reporting tool) and they worked well. But I am afraid of the following risk that I might face if I go with the above approach: I should hire developers with different skills and experience: Developers with Java skills to be able to modify the Java-based CRM and writing plug-ins -when needed- to extend the CRM capabilities. Other developers with asp.net skills to be able to build the application such as application forms, the portal from where users will be able to start the CRM processes, searching capabilities, etc. So might the above point raise some risks when I start hiring a new team and start building the CRM application, OR I am on the right track at this early stage?

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  • Think It's Hard to Integrate the Front and Back Office? Think Again...

    - by ruth.donohue
    There's no doubt about it, fragmented customer information across application silos exist because integration isn't easy. It can be expensive. And it can be further complicated by proprietary architectures and vendors. But by leveraging Oracle Application Integration Architecure, Pillar Data Systems was able to integrate Oracle CRM On Demand with Oracle E-Business Suite in six weeks, reducing the time required to complete the integration by 50% and the maintenance by 20% to 25% to free IT resources to focus on strategic initiatives. Learn more...

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  • Where does one enter the JavaScript code in CRM Dynamics?

    - by Konrad Viltersten
    I've started to play with CRM Dynamics yesterday so this question should be seen as a very basic one. I've been coding for many years but CRM D is news to me. Apparently, one is supposed to be able to enter JavaScript code to customize the behavior of the application. I've understood that there's an API for that and that touching DOM directly or playing with jQuery is a no-no. Question: Where is the JS-code supposed to be entered? I've gone through all the menus but as far I can see, there's no spot where I could plug-in my custom code. E.g.: Where do I get to define a validation for the last name of a contact currently being defined?

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  • Upgrading Oracle Siebel CRM Application Without Downtime

    - by Doug Reid
    Oracle’s Siebel Customer Relationship Management (CRM) software helps organizations differentiate their businesses to achieve top- and bottom-line growth. Siebel CRM delivers comprehensive solutions that are tailored to more than 20 different industries. As Siebel CRM implementations have evolved into mission critical, operational business processes that must operate 24/7, companies are finding it increasingly difficult to afford the downtime typically required to perform an in-place upgrade. Without these upgrades, businesses loose out on critical new features and functionality. With Oracle GoldenGate, customers don’t have to choose between upgrades and outages. Oracle GoldenGate allows Siebel CRM customers to perform upgrades with zero downtime. Now Siebel customers can always take advantages of the latest innovations in customer relationship management without having to worry about potential lost revenue due to downtime. Oracle GoldenGate provides three different deployment models for Siebel CRM zero downtime upgrades that are designed to meet differing customer requirements. These range from a basic unidirectional model, which is designed to work out-of-the-box, to the most sophisticated active-active model for phased migrations. If you have mission-critical Siebel CRM implementations I recommend that you watch the screencast below to learn how you can begin taking advantage of all the latest Siebel enhancements without having any downtime. This screencast is also available on Oracle Media Network and Oracle's YouTube channel. For even more details I recommend reading the whitepaper Upgrading Siebel CRM with Zero Downtime .

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  • Customize MS dynamic CRM entity in visua studio 2008

    - by Lalit
    Hi, I have installed the MS dynamic CRM on my windows server 2003. I want to add the javascript to the one of entity that has drop down control. let say Opportunity entity. But I don't know how to open the CRM in visual studio so that i can make changes. I have installed CRM explorer as well as Install the CRM Solution Framework(under folder\CRMSolutionFrameworkTemplate\Setup.cmd) Using command prompt to install: Setup.cmd {InstallDir} {ProjectName} {Project Long Name} {Organization Name} How to make the chanes, how to get the CRM in VS for edit. While opening the soution from "C:\Projects\MyCrmSolution\SourceCode\MyCrmSolution" It giving error as :"Mcrosoft.sourceanalysis.target not found error so it can not open the solution". please guide I am new in this stuff....

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  • Consumer Electronics Show (CES) Summit:Best Practices in Transforming Channels and Partnerships

    - by charles.knapp
    Expanding consumer demand is driving the entire high technology industry, accompanied by product lifecycles as short as a few months, continued pricing and promotion pressures, and increased globalization. Unifying global channel management, operations, and execution flow will increase efficiency and growth. IT can help, but one must think beyond generic ERP and CRM. Please join Oracle and IBM at the Bellagio Hotel in Las Vegas, Wednesday January 5, 1-7 pm. Learn from IBM, VTech, Plantronics, Cisco, Symantec and Oracle High Tech Product Strategy how to improve:Channel sales, marketing, and operations management - enhance NPI, sales, forecasts, training, promotion planning, execution and settlement Winning the deal - determining the right price for the right deal for the "perfect quote", capturing the order and order management Collaborative and rapid supply chain planning - improve agility, inventory turns, and profits Register now for this FREE event. We hope you'll join us for our Oracle High Technology CES Summit and networking reception with your peers.

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  • Oracle’s Visual CRM Solution

    Visual CRM adds the powerful visualization and document centric collaboration capabilities of Oracle’s AutoVue to Oracle’s best-in-class CRM solutions. By introducing a visual aspect to call center, field service, and ordering processes, Visual CRM helps teams provide faster responses to customer issues, optimize field service performance, and shorten ordering cycles while minimizing order errors.With Visual CRM, organizations can achieve improved customer service levels and field service operations which help drive margin, top line revenue, and customer retention.

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  • Exposed onsite vs IFD deployments for MS Dynamics CRM

    - by Greg McGuffey
    I'm working for the first time on a MS Dyanmics CRM 4.0 project. Our company has a high number of remote employees and even more remote consultants. As such it will be necessary to make the CRM solution available over the internet. As near as I can tell, I have three options: Have everyone use a VPN to access an intranet site (typical onsite deployment). However, we have found that VPNs are far from trouble free and cause many support issues. We avoid them like the plague. Use IFD to expose the CRM on the internet. I don't know much about this except that the URL will be different than the onsite URL, which could cause some headaches (see below). Expose the CRM site by opening the site to the internet, using SSL to encrypt traffic. We currently do this with our MS sharepoint sites. I'm not sure how secure this would be (one of the reasons for this question). I'd like to avoid using both the onsite intranet deployment and the IFD together for a couple of reasons. One of the requests for the solution is use email to notify users that they've been assigned a task, and include the URL to the task within the email. For this reason. If both deployments are used, then I'll need to include two URLs and the user would need to know which to use. Which leads to the second reason, the main users of the solution split time between being in the office and being remote. Thus they would need to access the solution two different ways, and know when to use which. Bad. So, what are the advantages/disadvantages of any of these methods? Any other options? Is there any issue using IFD from within the intranet? Security issues? Thanks!

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  • CRM 2011 XAML Workflows in VS 2012

    - by AlexR
    I'm writing this knowing there's another topic like this to be found here the answer provided however does not make much sense to me and whatever I tried doesn't seem to work so I'm seeking clarification. The situation is as follows: * New CRM 2011 toolkit solution * New project added for Xaml workflow * Adding CRM "Workflow" activity causes error The error: It shows a redbox "Could not generate view for Workflow" The Exception: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. --- System.IO.IOException: Cannot locate resource 'workflowdesigner.xaml' I have VS 2012 SP2 with the latest (June) CRM SDK Toolkit installed. I did a clean install of the toolkit so it's not "upgraded" to prevent any old assemblies being referenced. I tried the things from the referenced question and moved the assemblies over and also re-referenced the latest assemblies to make sure everything works fine. I also tried downloading a workflow XAML created in CRM and opening but it gives the same error. I also opened the "example" workflow XAML solution in the SDK, again same result.

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  • Pricing: Meet or Beat?

    - by charles.knapp
    My home dishwasher started making some really interesting noises. It was time to shop. I heard radio advertisements from two retailers who promised to meet any competitor's price. Then, another retailer promised that their everyday prices beat their competitors. That got me to thinking about the power of pricing and promotions in the marketing mix (product, price, placement, promotions, and people). What is more powerful to say in a competitive market: your company will meet a similar offer, or your company will beat the others? Will you sell more if you meet or if you beat? I found that the retailer who promised to beat the others really had the best everyday pricing. I was close to making a purchase. Then, another retailer had an exclusive promotional sale for long-term customers. Their loyalty promotion beat the best everyday discounter. So, I got the quality and performance I wanted at a tremendous price. So, I have two challenges for marketers. First, where you really have to compete on price as a dominant factor, give people strong reasons to do business with you. If you try to meet other's prices, make the leap to actually beat and not merely meet competitor prices. Second, upgrade your firm's capabilities where needed. Oracle offers a complete range of great CRM capabilities for loyalty management, marketing promotions, and pricing management that will help you to grow your business.

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  • Webcast su Fusion CRM – il primo appuntamento è adesso on demand!

    - by Silvia Valgoi
    Se non hai potuto seguire il webcast su Fusion CRM (in italiano!) o se lo vuoi rivedere, ecco qui il link. Il webcast rappresenta il primo appuntamento dedicato ad approfondire le novità di Fusion CRM, il nuovo standard per gestire Vendite e Marketing e per scoprire in che modo una revisione dei processi commerciali possa garantire produttività del team di vendita ed una efficace integrazione con i processi di marketing. Il prossimo appuntamento è per il 3 luglio sempre alle 12:00. In quell’occasione ci si focalizzerà più su un modulo specifico di Fusion CRM: Oracle Fusion Territory Management che rappresenta la più completa soluzione per la gestiore dei territori e delle aree. Registrati qui. Non perdere l’ultimo appuntamento prima delle vacanze!

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  • Outlook Plug-In for custom CRM

    - by Optimal Solutions
    I would like to write a plug-in that will allow a custom written CRM to read and write to their local Outlook client. I know that this poses a security concern. But, my clients are asking that their CRM "be connected" to Outlook. They would like to be able to do the following: A) When a contact sends them an email (reply or free standing email), they'd like the details of this email to go INTO the CRM. Yep. They would like me to save the body, time and date it was sent, etc. B) They want to be able to send new emails (or replies to existing emails) from within the CRM itself. Basically, "a form that looks like Outlook's send/reply email form". C) Want the ability to search for contacts and the related emails with a search for tags/keywords facility. (i.e. if a product name or code appears in an email then they want the email returned in the search). D) Having performed a search of many contacts, they will want to prepare a mailer and shoot out some sort of email announcement to their qualified leads. This could be 50, 100, or more persons. So its got to be able to allow bulk mailing. E) Given a list of new prospects, that arent currently contacts in the CRM, they will want to do the same and if they get replies from this mailer to the prospects, the will want the replies to be saved in the DB and contacts be inserted into the DB. F) They would like to be able to utilize the calendar and task list facilities of Outlook from the CRM, as well. More or less, they want this pretty basic (as it is today) CRM that I created to integrate with Outlook and have it do so seamlessly as if it was an add-on to the CRM. A plug-in is what I am thinking... But, I dont know where to begin. My environment is Windows XP/Vista and is going to be ASP.NET and I am going to use the VB.NET language to accomplish this. What do I need? Are there resources out there that can describe how to build a plug-in to Outlook as I have been asked to? This is not Exchange, none of the clients use exchange (not so far). They all run Outlook. Mostly 2003. Most clients are XP right now but some are upgrading to Vista. For some reason I cant seem to wrap my head around this. I think the whole security issue is thwarting my ability to see past what is probably a simple thing. The client doesnt want to be prompted by any security messages asking them if they are sure they want to send 382 emails to their contacts. Not once and certainly not 382 times. Where do I begin? I've searched the internet for similar but mainly what I found are already-written products and I've got to write this from scratch.

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  • Apache2, PHP 5.2.8 Working - CRM Install Wizard Doesn't See the PHP Version

    - by nicorellius
    The Apache2 server and PHP version seem to be in order, but when I launch the CRM installer at http://localhost/<CRM dir>/install.php The wizard says I need a minimum of PHP 5.1 and preferably PHP 5.2.x. The thing is, I am running PHP 5.2.8, and I know this from running php --version Plus, I spent a bunch of time learning how and (I thought, successfully) compiling PHP 5.2.8. It is quite likely I screwed up and don't have some libraries I need, but I'm not sure where to look first. Thanks in advance.

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  • ADFS 2.0 and CRM 2011 IFD - Error 403 when being redirected

    - by JohnThePro
    I'm not sure what happened here, but let me give you the rundown. I have a CRM 2011 IFD that by all accounts was functioning. Out of nowhere, I find that when being redirected to ADFS 2.0 login page by CRM, instead of seeing the login page, I get the following error: 403 - Forbidden: Access is denied. You do not have permission to view this directory or page using the credentials that you supplied. I'm not sure what is going on here. The certs are good, as best as I can tell, the logins are good. More specifically, nothing has been modified. This all worked just fine, and now it doesn't. I'm really stumped.

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  • Big Success for the 2012 edition of the Oracle EMEA Cloud CRM Partner Community Forum!

    - by Richard Lefebvre
    The 2012 edition of the Oracle EMEA Cloud Partner Community Forum took place on march 28&29 in Madrid. 100 participants from all over Europe had a chance to interact with the Oracle Cloud CRM Product Management team about multiple subjects such as Oracle Cloud CRM and Social Network solutions strategy, RightNow acquisition, Fusion CRM Business opportunities for partners, etc. During his opening keynote, Anthony Lye (Oracle Senior Vice-President and head of Oracle CRM) presented the current Fusion CRM business status, disclosed the overall Oracle CRM product strategy and responded to many questions from the audience. Later on that day, 8 Oracle ISV's presented their Oracle Cloud CRM add-on's and highlighted the value that System Integrators can benefit from as part of a Cloud CRM project. After a very friendly networking diner in a Spanish restaurant, the second day was dedicated to Fusion CRM, with a deeper dive into its major components (Sales, Sales Planning, Marketing) including the Fusion Composers. Briefings on Oracle Consulting Services Fusion CRM dedicated offerings and Fusion CRM Partner Programs concluded the day and the event. All participants rated the event as "good" to "Excellent" and mentioned that it was meaningful for them to plan their Oracle Cloud CRM based business in the near future. We look forward to organise a similar event next year and to welcome even more partners! Richard Lefebvre

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  • CRM on Demand Marketing (ODM) Training for Partners - Munich - Dec 14-16th, 2011

    - by Richard Lefebvre
    We are pleased to inform you that we will be conducting a CRM on Demand Marketing (ODM) training workshop for EMEA Partners on December 14th - 16th in Munich (Germany). This 2.5-day Instructor lead course will be focusing on preparing Oracle CRM on Demand Practitioners and Clients to implement and operationalize ODM. The course will be consisting of 2 main tracks: Marketing User Product Specialist The course will be limited to 50 participants (with a maximum of 3 attendees per Partner Company). For detailed information and registration link, please refer to the invitation which will be sent shortly to the EMEA CRM on Demand Partners community or contact [email protected]. To join the EMEA CRM on Demand Partners community, follow this link:www.oracle.com/partners/goto/crm-saas-emea

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  • Microsoft offre 30 jours d'essai gratuit à Dynamics CRM Online pour marquer son « retour en force » dans les CRM

    Dynamics CRM Online : le retour en force du CRM de Microsoft Microsoft propose une version d'essai gratuite de 30 jours Les TechDays 2011 ont été l'occasion pour Développez.com de retrouver Sophie Jacquet, Chef de produit Microsoft, pour faire le point sur Dynamics CRM. Microsoft Dynamics CRM s'offre en effet une nouvelle jeunesse avec la sortie de sa version 2011 et surtout une version SaaS, baptisée « Dynamics CRM Online », lancée avant la version sur site. Une chronologie qui confirme le virage stratégique Cloud Computing pris par Microsoft et affiché lors de ces TechDays. Destinée à améliorer la productivité des services commerciaux, la nouvelle versio...

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  • April Edition of the Oracle E-Business CRM Support Newsletter Available

    - by Oracle_EBS
    The April Edition of the Oracle E-Business Customer Relationship Management (CRM) Support Newsletter Document ID  1320611.1 is now available on My Oracle Support. Highlights of the April Edition include: Upgrading Customizations within EBS New Format for 12.1.3 Documentation E-Business Suite Recommended Upgrades Communities Update Directed and Useful content targeted by CRM Product Available EBS CRM Webcasts …and More! It is also worth noting that the My Oracle Support Communities, http://communities.oracle.com, are always available for quick answers to your questions.   Also, please always feel free to write us at [email protected] with any feedback on the CRM newsletter, communities or any other feedback you wish to share.

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  • Que pensez-vous de Microsoft Dynamics CRM Online ? Testez gratuitement pendant 30 jours la solution CRM de Microsoft et partagez votre opinion

    Que pensez-vous de Microsoft Dynamics CRM Online? Testez gratuitement pendant 30 jours la solution CRM Cloud de Microsoft et partagez votre opinion La CRM (Customer Relationship Management) se situe de nos jours comme un outil indispensable pour capter, traiter, analyser les informations relatives aux clients dans le but de les fidéliser. Parmi les solutions de CRM actuellement disponibles sur le marché, figure en bonne place Microsoft Dynamics CRM. [IMG]http://rdonfack.developpez.com/images/MicrosoftDynamicCRM.jpg[/IMG] Le service bénéficie des fonctionnalités de Cloud Computing, permettant un accès instantané à vos données, où que vous soyez, à partir d'u...

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  • CRM Dynamics Search wildCard

    - by Bee gud
    Hi there I'm exploring Dynamics CRM 4 and when I search a record for example, a contact, ex. Abcd, Dynamics is searching by Abcd*, including, by default, the WildCard in the end. Is there any way to also include the Wild Card, by default, in the beggining? Ex. Abcd -- Abcd

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  • Unable to add users to Microsoft Dynamics CRM 4.0 after database restore

    - by Wes Weeks
    Working with a client in our Multi-tenant CRM environment who was doing a database migration into CRM and as part of the process, a backup of their Organization_MSCRM database was taken just prior to starting the migration in case it needed to be restored and run a second time. In this case it did, so I restored the database and let the client know he should be good to go.  A few hours later I received a call that they were unable to add some new users, they would appear as available when using the add multiple user wizard, but anyone added would not be added to CRM.  It was also disucussed that these users had been added to CRM initally AFTER the database backup had been taken. I turned on tracing and tried to add the users through both the single user form and multiple user interface and was unable to do so.  The error message in the logs wasn't much help: Unexpected error adding user [email protected]: Microsoft.Crm.CrmException: INVALID_WRPC_TOKEN: Validate WRPC Token: WRPCTokenState=Invalid, TOKEN_EXPIRY=4320, IGNORE_TOKEN=False Searching on Google or bing didn't offer any assitance.  Apparently not a very common problem, or no one has been able to resolve. I did some searching in the MSCRM_CONFIG database and found that their are several user tables there and after getting my head around the structure found that there were enties here for users that were not part of the restored DB.  It seems that new users are added to both the Orgnaization_MSCRM and MSCRM_CONFIG and after the restore these were out of sync. I needed to remove the extra entries in order to address.  Restoring the MSCRM_CONFIG database was not an option as other clients could have been adding users at this point and to restore would risk breaking their instances of CRM.  Long story short, I was finally able to generate a script to remove the bad entries and when I tried to add users again, I was succesful.  In case someone else out there finds themselves in a similar situation, here is the script I used to delete the bad entries. DECLARE @UsersToDelete TABLE (   UserId uniqueidentifier )   Insert Into @UsersToDelete(UserId) Select UserId from [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] Where CrmuserId Not in (select systemuserid from Organization_MSCRM.dbo.SystemUserBase) And OrganizationId = '00000000-643F-E011-0000-0050568572A1' --Id From the Organization table for this instance   Delete From [MSCRM_CONFIG].[dbo].[SystemUserAuthentication]   Where UserId in (Select UserId From @UsersToDelete)   Delete From [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] Where UserId in (Select UserId From @UsersToDelete)   Delete From [MSCRM_CONFIG].[dbo].[SystemUser] Where Id in (Select UserId From @UsersToDelete)

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