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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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  • Query crashes MS Access

    - by user284651
    THE TASK: I am in the process of migrating a DB from MS Access to Maximizer. In order to do this I must take 64 tables in MS ACCESS and merge them into one. The output must be in the form of a TAB or CSV file. Which will then be imported into Maximizer. THE PROBLEM: Access is unable to perform a query that is so complex it seems, as it crashes any time I run the query. ALTERNATIVES: I have thought about a few alternatives, and would like to do the least time-consuming one, out of these, while also taking advantage of any opportunities to learn something new. Export each table into CSVs and import into SQLight and then make a query with it to do the same as what ACCESS fails to do (merge 64 tables). Export each table into CSVs and write a script to access each one and merge the CSVs into a single CSV. Somehow connect to the MS ACCESS DB (API), and write a script to pull data from each table and merge them into a CSV file. QUESTION: What do you recommend?

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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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  • MS Visual Studio 2008 Certified with Oracle EBS 12 on MS Windows Server (32-bit)

    - by Steven Chan
    Microsoft Visual Studio 2008 is now certified with Oracle E-Business Suite Release 12 (12.0.4 or higher, 12.1.1 or higher) as a release maintenance tool. Previously, Microsoft Visual Studio 2005 was required for E-Business Suite Release 12. The editions of Visual Studio 2008 covered by this announcement are:Microsoft Visual Studio 2008 StandardMicrosoft Visual Studio 2008 Professional Microsoft Visual Studio 2008 Team Microsoft Visual C++ 2008 Express (part of Visual Studio 2008 Express Edition) The operating systems supported by Visual Studio 2008 on this platform are:Microsoft Windows Server 2003 (for EBS 12.0.4, 12.1.1) Microsoft Windows Server 2008 (for EBS 12.1.1 only)

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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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  • Updating MS - Access fields through MS-Excel cells

    - by SpikETidE
    Hi everyone.... Consider that i have an excel workbook and an access table not necessarily having a similar structure (i.e. They may not have same number of columns) When i open the workbook the rows in the excel sheet get populated by the rows in access table (copied from the access table into the excel sheet's particular range of cells specified using macros). Then i modify certain cells in the excel sheet. I also have a button called "Save" in the excel sheet. When pressed, this will execute a macro. My question how can i update the access table to reflect the changes in the excel sheet when the save button is clicked...? Thanks for your time and suggestions...!

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  • RFC 1918 address on open internet?

    - by longneck
    In trying to diagnose a failover problem with my Cisco ASA 5520 firewalls, I ran a traceroute to www.btfl.com and, much to my surprise, some of the hops came back as RFC 1918 addresses. Just to be clear, this host is not behind my firewall and there is no VPN involved. I have to connect across the open internet to get there. How/why is this possible? asa# traceroute www.btfl.com Tracing the route to 157.56.176.94 1 <redacted> 2 <redacted> 3 <redacted> 4 <redacted> 5 nap-edge-04.inet.qwest.net (67.14.29.170) 0 msec 10 msec 10 msec 6 65.122.166.30 0 msec 0 msec 10 msec 7 207.46.34.23 10 msec 0 msec 10 msec 8 * * * 9 207.46.37.235 30 msec 30 msec 50 msec 10 10.22.112.221 30 msec 10.22.112.219 30 msec 10.22.112.223 30 msec 11 10.175.9.193 30 msec 30 msec 10.175.9.67 30 msec 12 100.94.68.79 40 msec 100.94.70.79 30 msec 100.94.71.73 30 msec 13 100.94.80.39 30 msec 100.94.80.205 40 msec 100.94.80.137 40 msec 14 10.215.80.2 30 msec 10.215.68.16 30 msec 10.175.244.2 30 msec 15 * * * 16 * * * 17 * * * and it does the same thing from my FiOS connection at home: C:\>tracert www.btfl.com Tracing route to www.btfl.com [157.56.176.94] over a maximum of 30 hops: 1 1 ms <1 ms <1 ms myrouter.home [192.168.1.1] 2 8 ms 7 ms 8 ms <redacted> 3 10 ms 13 ms 11 ms <redacted> 4 12 ms 10 ms 10 ms ae2-0.TPA01-BB-RTR2.verizon-gni.net [130.81.199.82] 5 16 ms 16 ms 15 ms 0.ae4.XL2.MIA19.ALTER.NET [152.63.8.117] 6 14 ms 16 ms 16 ms 0.xe-11-0-0.GW1.MIA19.ALTER.NET [152.63.85.94] 7 19 ms 16 ms 16 ms microsoft-gw.customer.alter.net [63.65.188.170] 8 27 ms 33 ms * ge-5-3-0-0.ash-64cb-1a.ntwk.msn.net [207.46.46.177] 9 * * * Request timed out. 10 44 ms 43 ms 43 ms 207.46.37.235 11 42 ms 41 ms 40 ms 10.22.112.225 12 42 ms 43 ms 43 ms 10.175.9.1 13 42 ms 41 ms 42 ms 100.94.68.79 14 40 ms 40 ms 41 ms 100.94.80.193 15 * * * Request timed out.

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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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  • MS Access group development

    - by Hubidubi
    We are planning to redesign quite a huge MS Access application. Is there any way to work concurently on the same application or is it possible to merge two seperate instance of the same file (not the data, but the forms and code). Now Access contains the data, but in the future version MySQL will host the data and Access will be only the frontend (via ODBC)

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  • Experiences with hosted (off-site) Microsoft Dynamics CRM?

    - by Beau
    We're currently testing Microsoft Dynamics CRM hosted by Fpweb. I've been asked by the lead on the project how we can increase the speed at which CRM pages in IE load. The delay seems reasonable to me for a virtual server located across the country. Has anyone succeeded in speeding things up with aggressive caching (i.e. a WAN accelerator) or by some other means? Do your employees complain about the speed of hosted Dynamics CRM?

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  • Transferring Microsoft CRM data

    - by notCRMguru
    My boss has asked me to transfer data from the current Microsoft CRM 4.0 server to a new one. I myself haven't used CRM at all. I've done some research and come across various ways to import data from different sources. These methods include using CSV files and Data Maps. This seems very cumbersome and unnecessary since the data is already in a CRM. Would someone please direct to some guides for full/partial data transferral from this current CRM to a new one? Thanks

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  • Alternative to MS Dynamics CRM 4.0?

    - by Trondh
    hi, A customer of mine have been testing a trial of MS CRM 4.0 that I installed for them, but they concluded that it might be a bit heavy for them. I promised them to look into other CRM applications that use SQL Server as the backend and preferably has an Outlook plugin so you can do "CRM Stuff" directly from Outlook. If anyone knows about alternatives, I would appreciate it if you leave a link here!

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  • CRM Partner Community Monthly Newsletter

    - by Richard Lefebvre
    Dear CRM Partner, The Oracle EMEA CRM Partner Community Newsletter was broadcasted last Thursday to 2'000 contacts accross EMEA. If you want to be informed about Oracle Programs and Events for CRM partners by receiving this regular newsletter as well as other important communication, please register yourself to the EMEA CRM Community Pages. I look forward to welcome to our Community, Warm regards, Richard Lefebvre - EMEA CRM Partners Program Director

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  • 5 tipologie di consumatori con cui confrontarsi per rendere vincenti le proprie strategie di CRM

    - by antonella.buonagurio(at)oracle.com
    Sono 5 le tipologie di consumatori che  rappresentano 5 differenti modalità di acquisto di cui le aziende devono tenere in considerazione nella pianificazione dei propri piani strategici del 2011. Oltre al "consumatore just-in-time", già citato in un precedente articolo apparso sul Wall Street Journal a Novembre ecco le altre tipologie evidenziate da Lioe Arussy (Strativity Group). Il consumatore alla ricerca degli sconti Il consumatore diffidente Il consumatore timoroso Il consumatore fai-da-te Il consumatore indulgente Per ognuno di queste categorie viene evidenziato il modello di comportamento e il conseguente modello di acquisto. Per saperne di più 

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  • Neuberger Berman Defines CRM Strategy In Asset Management

    - by michael.seback
    Neuberger Berman Defines Front Office Strategy for the New Firm Neuberger Berman is a majority employee-owned independent asset management firm with a heritage dating back to 1939. It provides a range of investment options, wealth planning services, and advice to meet individual needs. It also offers a broad range of financial capabilities and specializes in developing innovative and customized investment solutions for institutions. ... "The Insight team's analysis was critical to helping us assess the strengths and weaknesses of our Siebel implementation. It helped us to come up with our strategic plan for using customer relationship management and business intelligence capabilities." - Roxana Feldmann, Senior Vice President Technology ...Read more.

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  • Best Practices Generating WebService Proxies for Oracle Sales Cloud (Fusion CRM)

    - by asantaga
    I've recently been building a REST Service wrapper for Oracle Sales Cloud and initially all was going well, however as soon as I added all of my Web Service proxies I started to get weird errors..  My project structure looks like this What I found out was if I only had the InteractionsService & OpportunityService WebService Proxies then all worked ok, but as soon as I added the LocationsService Proxy, I would start to see strange JAXB errors. Example of the error message Exception in thread "main" javax.xml.ws.WebServiceException: Unable to create JAXBContextat com.sun.xml.ws.model.AbstractSEIModelImpl.createJAXBContext(AbstractSEIModelImpl.java:164)at com.sun.xml.ws.model.AbstractSEIModelImpl.postProcess(AbstractSEIModelImpl.java:94)at com.sun.xml.ws.model.RuntimeModeler.buildRuntimeModel(RuntimeModeler.java:281)at com.sun.xml.ws.client.WSServiceDelegate.buildRuntimeModel(WSServiceDelegate.java:762)at weblogic.wsee.jaxws.spi.WLSProvider$ServiceDelegate.buildRuntimeModel(WLSProvider.java:982)at com.sun.xml.ws.client.WSServiceDelegate.createSEIPortInfo(WSServiceDelegate.java:746)at com.sun.xml.ws.client.WSServiceDelegate.addSEI(WSServiceDelegate.java:737)at com.sun.xml.ws.client.WSServiceDelegate.getPort(WSServiceDelegate.java:361)at weblogic.wsee.jaxws.spi.WLSProvider$ServiceDelegate.internalGetPort(WLSProvider.java:934)at weblogic.wsee.jaxws.spi.WLSProvider$ServiceDelegate$PortClientInstanceFactory.createClientInstance(WLSProvider.java:1039)...... Looking further down I see the error message is related to JAXB not being able to find an objectFactory for one of its types Caused by: java.security.PrivilegedActionException: com.sun.xml.bind.v2.runtime.IllegalAnnotationsException: 6 counts of IllegalAnnotationExceptionsThere's no ObjectFactory with an @XmlElementDecl for the element {http://xmlns.oracle.com/apps/crmCommon/activities/activitiesService/}AssigneeRsrcOrgIdthis problem is related to the following location:at protected javax.xml.bind.JAXBElement com.oracle.xmlns.apps.crmcommon.activities.activitiesservice.ActivityAssignee.assigneeRsrcOrgId at com.oracle.xmlns.apps.crmcommon.activities.activitiesservice.ActivityAssignee This is very strange... My first thoughts are that when I generated the WebService Proxy I entered the package name as "oracle.demo.pts.fusionproxy.servicename" and left the generated types as blank. This way all the generated types get put into the same package hierarchy and when deployed they get merged... Sounds resaonable and appears to work but not in this case..  To resolve this I regenerate the proxy but this time setting : Package name : To the name of my package eg. oracle.demo.pts.fusionproxy.interactionsRoot Package for Generated Types :  Package where the types will be generated to, e.g. oracle.demo.pts.fusionproxy.SalesParty.types When I ran the application now, it all works , awesome eh???? Alas no, there is a serious side effect. The problem now is that to help coding I've created a collection of helper classes , these helper classes take parameters which use some of the "generic" datatypes, like FindCriteria. e.g. This wont work any more public static FindCriteria createCustomFindCriteria(FindCriteria pFc,String pAttributes) Here lies a gremlin of a problem.. I cant use this method anymore, this is because the FindCriteria datatype is now being defined two, or more times, in the generated code for my project. If you leave the Root Package for types blank it will get generated to com.oracle.xmlns, and if you populate it then it gets generated to your custom package.. The two datatypes look the same, sound the same (and if this were a duck would sound the same), but THEY ARE NOT THE SAME... Speaking to development, they recommend you should not be entering anything in the Root Packages section, so the mystery thickens why does it work.. Well after spending sometime with some colleagues of mine in development we've identified the issue.. Alas different parts of Oracle Fusion Development have multiple schemas with the same namespace, when the WebService generator generates its classes its not seeing the other schemas properly and not generating the Object Factories correctly...  Thankfully I've found a workaround Solution Overview When generating the proxies leave the Root Package for Generated Types BLANK When you have finished generating your proxies, use the JAXB tool XJC and generate Java classes for all datatypes  Create a project within your JDeveloper11g workspace and import the java classes into this project Final bit.. within the project dependencies ensure that the JAXB/XJC generated classes are "FIRST" in the classpath Solution Details Generate the WebServices SOAP proxies When generating the proxies your generation dialog should look like this Ensure the "unwrap" parameters is selected, if it isn't then that's ok, it simply means when issuing a "get" you need to extract out the Element Generate the JAXB Classes using XJC XJC provides a command line switch called -wsdl, this (although is experimental/beta) , accepts a HTTP WSDL and will generate the relevant classes. You can put these into a single batch/shell script xjc -wsdl https://fusionservername:443/appCmmnCompInteractions/InteractionService?wsdlxjc -wsdl https://fusionservername443/opptyMgmtOpportunities/OpportunityService?wsdl Create Project in JDeveloper to store the XJC "generated" JAXB classes Within the project folder create a filesystem folder called "src" and copy the generated files into this folder. JDeveloper11g should then see the classes and display them, if it doesnt try clicking the "refresh" button In your main project ensure that the JDeveloper XJC project is selected as a dependancy and IMPORTANT make sure it is at the top of the list. This ensures that the classes are at the front of the classpath And voilà.. Hopefully you wont see any JAXB generation errors and you can use common datatypes interchangeably in your project, (e.g. FindCriteria etc)

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