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  • .NET OpenSource or cheap CRM [closed]

    - by Dkong
    Possible Duplicate: Open source CRMs Hi, I'm looking for a decent Open Source or cheap .NET CRM. Does anybody know of any good ones (aside from whatever there is on the front page of Google which I've checked and wasn't that impressed with)

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  • CRMIT’s HIGH VALUE CRM++ PLUGINS FOR CRM On DEMAND

    - by Soumo Das
    Customer satisfaction and experience being the two most considerable factors, these days businesses are on the lookout for automation tools that are world class, agile and keep quality at its core. CRMIT has developed such tools using cutting edge technologies and abstracting industry best practices and R&D.  Self Service Portal  With customers being so meticulous about regular updates and reliable access to their data, administrators just cannot think of walking a thin line. Surviving without a resource that provides a track of customer requirements for services available 24 x 7 can severely affect the productivity. In such a scenario, CRMIT’s Self Service Portal (SSP) is the best solution. This not only tracks the required customer data, but also allows companies to stay in tune with their employees, vendors and stakeholders.   One can directly sign up to become a CRMOD contact and SSP user. One need not use the database, as operations and interactions are d at run time. This is a fully configurable solution that tracks results periodically, thus making it easy for end users. It also offers better security and data visibility that enables users to progress smoothly. Quote and Order Management   When dealing with quotes, contracts and orders becomes complicated, only Quote & Order Management can work as a one-stop solution. CRMIT offers this great tool for managing all this information and for taking care of customer orders and service requirements.  This CRM On Demand plug-in allows one to create a new quote or copy the existing one. Products can be directly added from the product list of CRMOD and the pricing is calculated automatically. Quote can be generated and mailed to the external users in PDF, HTML and XLS formats. This not only allows management of quotes in an enhanced manner, but also supports various billing and tax calculation features that make work effortless.    Report Scheduler  When it comes to analyzing and providing statistics of various business processes currently running in an organization, one cannot depend on manual updates, which sometimes may be inaccurate or even delayed. CRMIT provides a SaaS based powerful solution - Report Scheduler - that allows CRM users to schedule reports as per the frequencies and then receive them as email attachments at the scheduled time.   With this powerful tool, administrators can control the report scheduler for assigning specific reports to specific users. After that, users can login and schedule any assigned report for viewing at particular intervals on monthly, weekly or daily basis. Additionally, users can also copy the mail to external users and can choose the preferred format. The best part is that sharing business data with third party become easy with this and for viewing reports, users need not log into their CRMOD account.  CRM On Demand Offline Solution CRM On-Demand Offline is another great CRM++ extension that allows one to work in both online and offline modes. Synchronizing both the modes is absolutely easy and offers ease while working. CRM OD offline works as an automation tool that not only improves efficiency, but also works as a backup in most cases. It is readily available as a windows application installer and requires users to be online only while validating and synchronizing. The best part is that working in the offline mode also works as a backup. 

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  • Solving Kaggle’s Bike Sharing Demand Machine Learning Problem

    - by Gopinath
    Kaggle.com hosts a lot of interesting machine learning problems online and thousands of its members compete to solve them for a bounty. Problems hosted on Kaggle has varying complexity to accomodate newbies to rock star developers – few problems are good enough for  newbies to learn basics of machine learning and few of them challenge the best of machine learning developers. I’m learning basics of machine learning for the past few weeks and had an opportunity to solve Kaggel’s Bike Sharing Demand problem. Bike Sharing systems allows customers to rent a bike (or a cycle as it is called in many part of the world) for several hours and return them back . The problem provides historical information about the demand for bike sharing business and we need to forecast the demand. For more information on the problem, visit Kaggle.com website. Here is the solution I written using random forests algorithm using R programming language and you can download the source code from github.  With this solution I was able to score RMSLE of 0.70117, which placed me somewhere in the mid of the leader board.  This is the best score I could get by spending 4 hours of my time. Please feel free to fork the code and improve it.   Get Kaggle Bike Sharing Demand solution code from GitHub

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  • Need to include Calendar and Email in own CRM system. Whose?

    - by PurplePilot
    I am writing a web based application that needs to have some elements of CRM in it but I cannot use an of-the-shelf CRM to do what I want. (Honestly we have been through it all and it will not work). Now while Tasks, Calls, Meetings and Notes are straightforward the idea of reinventing Mail and Calendars seems a waste of time and effort and also unproductive as most users already have their own and it simply adds to the complexity of my application and hacks users off. My thoughts are going around using Outlook and or GMail/iCal and or Mac Mail/iCal and or Thunderbird and importing the relevant data or if possible integrating it into the application. Any thoughts? Anyone got any experience of this can point me in a few directions. N.B. Not looking for an answer as too complex just some pointers and thoughts. Thanks. p.s. We did look at Sugar CRM as the basis for our project and it is useful to get best practice from but as I say it was not useable due to how we are structuring our software, not Sugar's fault.

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  • Siebel CRM: Alive and Jamming at OpenWorld

    - by Tony Berk
    Yes, a rock 'n roll reference in a CRM/Customer Experience blog entry! Sorry, but we are getting excited about OpenWorld and all of the great CRM and Customer Experience sessions we've been planning for the past 6 months (yes, we really do start planning in March!). I also heard that some band named Pearl Jam is making an appearance. Who's tried the Rock Band guitar solo for Alive? Way too difficult for an amateur like me. Anyhow, we are supposed to be highlighting Siebel CRM at OpenWorld. Yes, Siebel will once again have a major presence at OpenWorld and there is a lot of new things to tell you about. If you search the OpenWorld Content Catalog with the tag "siebel", you'll find over 75 sessions. That's over 75 hours of opportunity to hear from Siebel customers, product managers, and implementers. While I invite you to read through the descriptions of all 75+ sessions or check out the OpenWorld Focus On Siebel document, I'd like to try and help with some highlights. The roadmap and strategy session was mentioned in my previous post, but it is important enough to mention again. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM. 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. This session was FULL last year, so I strongly suggest you pre-register via the OpenWorld Schedule Builder. Every year, my favorites are the customer panels, where you get hear 2, 3 or even 4 customers talk about their implementations and often share best practices and lessons learned. Customer Panel: Business Benefits of Deploying Siebel CRM (Session ID: CON9717) - Oct 1, 10:45AM featuring GlaxoSmithKline, PNC Bank and Southwest Airlines. Maximizing User Adoption Rates for Siebel Sales and Siebel Partner Relationship Management (CON9690) Oct 1, 12:15PM featuring CSL Behring, Intuit and McKesson. Best Practices for Upgrading Your Siebel CRM Implementations: Customer Successes (CON9715) - Oct 1, 3:15PM featuring Citrix, Sunlife Financial and Oracle experts. Driving Great Customer Experiences with Siebel Service Applications (CON9604) - Oct 1, 4:45 featuring Farmers Insurance, US Department of Homeland Security and Waste Management There are also a number of customer case study sessions including: Lowe's (CON9740), American Red Cross (CON6535), Ontario Lottery & Gaming's Siebel Marketing and Loyalty (CON4114), and LexisNexis (CON9551). Also, an interesting session on optimizing Siebel on Oracle with ACCOR (CON4289). Have you heard about the new Open UI for Siebel? If you haven't, you should! There are sessions focused on introducing you to the new functionality and how you can unleash the power of the new user interface: User Interface Innovations with the New Siebel “Open UI” (CON9703) Oct 2, 10:15AM and Unleash the Power of “Open UI” (CON9705) - Oct 3, 11:45AM. Other Siebel-related topics you might want to check out: Knowledge Management: Increasing Return on Your CRM Investments with Knowledge (CON9779) - Oct 1, 3:15PM Mobile: Mobile Solutions for Siebel CRM (CON9697) - Oct 2, 5:00PM Siebel Loyalty: Best Practices for Maximizing the Success of Your Loyalty Program with Siebel Loyalty (CON9588) - Oct 2, 5:00PM  Siebel Marketing: Next-Generation Cross-Channel Insight-Driven Customer Dialogue with Siebel Marketing (CON9600) - Oct 3, 10:15AM Integrating with Oracle Commerce: Administer Once and Deploy Everywhere: Integrating the Siebel, ATG, and Endeca Platforms (CON9761) - Oct 2 5:00PM Finally, don't forget the Oracle Applications User Group (OAUG) Special Interest Group for Siebel on Sunday, September 30 at 2:15PM. And of course, the Demogrounds in Moscone West will be full of Oracle and partner demos and information on new solutions. Wow! I told you there was a lot! Good luck finding the best sessions for you and have a great time at OpenWorld. Don't forget to sing along with Pearl Jam!

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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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  • DBaaS Online Forum - Now available on-demand

    - by Javier Puerta
    The Database-as-a-Service Online Forum  was originally broadcasted on Monday, October 21, 2013, at a US-timezones time. All the content of the forum is now available on-demand for customers and partners to watch and listen to. The content is available on demand here. Watch the on-demand forum to hear from analysts and experts on how companies are beginning to transform with Database as a Service, and learn the prescriptive steps your organization can take to design, deploy, and deliver Database as a Service today   Agenda  Keynote Carl Olofson, Research VP, IDC Juan Loaiza, Senior Vice President, Oracle Systems Technology Todd Kimbriel, Director, State of Texas, eGovernment Division Eric Zonneveld, Oracle Architect, KPN James Anthony, Technology Director, e-DBA Breakout 1: Design DBaaS Alan Levine, Senior Director, Oracle Enterprise Architects Breakout 2: Deploy DBaaS Michael Timpanaro-Perrotta, Director of Product Management, Oracle Breakout 3: Deliver DBaaS  Sudip Datta, Vice President of Product Management, Oracle Closing Session Michelle Malcher, IOUG President Juan Loaiza, Senior Vice President, Oracle Systems Technology

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  • DBaaS Online Forum - Now available on-demand

    - by Javier Puerta
    The Database-as-a-Service Online Forum  was originally broadcasted on Monday, October 21, 2013, at a US-timezones time. All the content of the forum is now available on-demand for customers and partners to watch and listen to. The content is available on demand here. Watch the on-demand forum to hear from analysts and experts on how companies are beginning to transform with Database as a Service, and learn the prescriptive steps your organization can take to design, deploy, and deliver Database as a Service today   Agenda  Keynote Carl Olofson, Research VP, IDC Juan Loaiza, Senior Vice President, Oracle Systems Technology Todd Kimbriel, Director, State of Texas, eGovernment Division Eric Zonneveld, Oracle Architect, KPN James Anthony, Technology Director, e-DBA   Breakout 1: Design DBaaS Alan Levine, Senior Director, Oracle Enterprise Architects   Breakout 2: Deploy DBaaS Michael Timpanaro-Perrotta, Director of Product Management, Oracle   Breakout 3: Deliver DBaaS  Sudip Datta, Vice President of Product Management, Oracle   Closing Session Michelle Malcher, IOUG President Juan Loaiza, Senior Vice President, Oracle Systems Technology

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  • Three Global Telecoms Soar With Siebel

    - by michael.seback
    Deutsche Telekom Group Selects Oracle's Siebel CRM to Underpin Next-Generation CRM Strategy The Deutsche Telekom Group (DTAG), one of the world's leading telecommunications companies, and a customer of Oracle since 2001, has invested in Oracle's Siebel CRM as the standard platform for its Next Generation CRM strategy; a move to lower the cost of managing its 120 million customers across its European businesses. Oracle's Siebel CRM is planned to be deployed in Germany and all of the company's European business within five years. "...Our Next-Generation strategy is a significant move to lower our operating costs and enhance customer service for all our European customers. Not only is Oracle underpinning this strategy, but is also shaping the way our company operates and sells to customers. We look forward to working with Oracle over the coming years as the technology is extended across Europe," said Dr. Steffen Roehn, CIO Deutsche Telekom AG... "The telecommunications industry is currently undergoing some major changes. As a result, companies like Deutsche Telekom are needing to be more intelligent about the way they use technology, particularly when it comes to customer service. Deutsche Telekom is a great example of how organisations can use CRM to not just improve services, but also drive more commercial opportunities through the ability to offer highly tailored offers, while the customer is engaged online or on the phone," said Steve Fearon, vice president CRM, EMEA Read more. Telecom Argentina S.A. Accelerates Time-to-Market for New Communications Products and Services Telecom Argentina S.A. offers basic telephone, urban landline, and national and international long-distance services...."With Oracle's Siebel CRM and Oracle Communication Billing and Revenue Management, we started a technological transformation that allows us to satisfy our critical business needs, such as improving customer service and quickly launching new phone and internet products and services." - Saba Gooley, Chief Information Officer, Wire Line and Internet Services, Telecom Argentina S.A.Read more. Türk Telekom Develops Benefits-Driven CRM Roadmap Türk Telekom Group provides integrated telecommunication services from public switched telephone network (PSTN) and global systems for mobile communications technology (GSM). to broadband internet...."Oracle Insight provided us with a structured deployment approach that makes sense for our business. It quantified the benefits of the CRM solution allowing us to engage with the relevant business owners; essential for a successful transformation program." - Paul Taylor, VP Commercial Transformation, Türk Telekom Read more.

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  • Verizon Business Delivers New Sales and Support Tools

    - by michael.seback
    Verizon Business Delivers New Sales and Support Tools and Improves System Performance by 35% Verizon Business, a unit of Verizon Communications, is a global leader in communications and IT solutions. With one of the world's most connected internet protocol networks, Verizon Business delivers communications, IT, security, and network solutions to many of the largest businesses and governments. ..."Our work with Accenture to upgrade our Oracle systems has improved system performance significantly. In a recent survey, 84% of users said performance was 'faster' or 'much faster.' Plus, our sales and support staff have new tools to improve productivity and customer service, which ultimately drives customer retention and revenue." - Rob Moore, Director Verizon Business ...Read more.

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  • Oracle CRM On Demand Release 16

    Sandi Main Director, Oracle CRM On Demand Product Management provides an update on the features of this exciting new release. Learn how you can leverage Oracle CRM On Demand Release 16 to increase productivity and maximize your business needs.

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  • When to move into a CRM system?

    - by Dan
    I have a client that is currently managing around 5000+ contacts via Outlook. There is also a BES Express installation in place. There are a couple problems. First, there is a corrupt contact in there somewhere that is preventing either a cabled or over the air sync of the complete list to a blackberry. The second, is that it just seems to be getting a bit unruly. They currently have a license for ACT, which I'm trying to get them to move into, but at what number does the contact list need to be at to migrate away from using Outlook/Exchange and into a real CRM solution?

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  • How do I stop CRM from asking for admin credentials when printing report

    - by Ac0ua
    Problem: When printing a report in CRM, I am asked by the UAC for admin credentials. There is a long URL: https://(crm_hostname)/reserved.ReportViewerWebcontrol.axd?ReportSession=(ID)ControlID=(ID)Culture=1333&UICulture=1033&ReportStack=1&OpType=PrintCab Info: There are three users that have the issue laied out here. They are not admins of any kind. It looks like it is asking for permission to allow SQL Server Reporting Services 2008 to run. When I put my credentials in, it just brings up the Print dialog box (this is fine, just stop asking for credentials). I know this might sound silly but I downloaded and installed "SQL Server Reporting Services 2008" hopping my credentials would give permission right from the beginning. Giving the users local admin, I was told is not an option. Note: I did post this on community (dot) dynamics (dot) com but, they are not a very active website. Thanks for any help even if it just points me in the right direction!

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  • CRM 2011 Plugin for CREATE (post-operational): Why is the value of "baseamount" zero in post entity image and target?

    - by Olli
    REFORMULATED QUESTION (Apr 24): I am using the CRM Developer Toolkit for VS2012 to create a CRM2011 plugin. The plugin is registered for the CREATE message of the "Invoice Product" entity. Pipeline-Stage is post-operational, execution is synchronous. I register for a post image that contains baseamount. The toolkit creates an execute function that looks like this: protected void ExecutePostInvoiceProductCreate(LocalPluginContext localContext) { if (localContext == null) { throw new ArgumentNullException("localContext"); } IPluginExecutionContext context = localContext.PluginExecutionContext; Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains(this.postImageAlias)) ? context.PostEntityImages[this.postImageAlias] : null; } Since we are in post operational stage, the value of baseamount in postImageEntity should already be calculated from the user input, right? However, the value of baseamountin the postImageEntity is zero. The same holds true for the value of baseamount in the target entity that I get using the following code: Entity targetEntity = (context.InputParameters != null && context.InputParameters.Contains("Target")) ? (Entity)context.InputParameters["Target"] : null; Using a retrieve request like the one below, I am getting the correct value of baseamount: Entity newlyCreated = service.Retrieve("invoicedetail", targetEntity.Id, new ColumnSet(true)); decimal baseAmount = newlyCreated.GetAttributeValue<Money>("baseamount").Value; The issue does not appear in post operational stage of an update event. I'd be glad to hear your ideas/explanations/suggestions on why this is the case... (Further information: Remote debugging, no isolation mode, plugin stored in database) Original Question: I am working on a plugin for CRM 2011 that is supposed to calculate the amount of tax to be paid when an invoice detail is created. To this end I am trying to get the baseamount of the newly created invoicedetail entity from the post entity image in post operational stage. As far as I understood it, the post entity image is a snapshot of the entity in the database after the new invoice detail has been created. Thus it should contain all properties of the newly created invoice detail. I am getting a "postentityimages" property of the IPluginExecutionContext that contains an entity with the alias I registered ("postImage"). This "postImage" entity contains a key for "baseamount" but its value is 0. Can anybody help me understand why this is the case and what I can do about it? (I also noticed that the postImage does not contain all but only a subset of the entities I registered for.) Here is what the code looks like: protected void ExecutePostInvoiceProductCreate(LocalPluginContext localContext) { if (localContext == null) { throw new ArgumentNullException("localContext"); } // Get PluginExecutionContext to obtain PostEntityImages IPluginExecutionContext context = localContext.PluginExecutionContext; // This works: I get a postImage that is not null. Entity postImage = (context.PostEntityImages != null && context.PostEntityImages.Contains(this.postImageAlias)) ? context.PostEntityImages[this.postImageAlias] : null; // Here is the problem: There is a "baseamount" key in the postImage // but its value is zero! decimal baseAmount = ((Money)postImage["baseamount"]).Value; } ADDITION: Pre and post images for post operational update contain non-zero values for baseamount.

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  • Install Active Directory on Windows Server 2008 R2 for CRM 2011?

    - by Optimal Solutions
    I have just set up a VM for Windows Server 2008 R2 and want to install Microsoft CRM 2011 to play around with it. CRM 2011 seems to require Active Directory to be configured and running on the server. I've never gotten involved with Active Directory and I know that I need to install it and get it going for the CRM 2011 to continue. Does anyone have any quick pointers and/or resources for someone with no Active Directory experience, so that I can get CRM 2011 installed?

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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 On Demand Performance Tips - Live Web Session on April 20, 2010

    - by Cheryl
    The CRM On Demand Customer Care specialists have another live Web session coming up - this one is about performance - issues, tips, and considerations. This is a part of their Web series, where they pick topics that they hear a lot of questions or concerns about from customers and run live (and free) 1-hour Web sessions about them. Here are the details for this event: Event Title: CRM On Demand Performance Brandon (Hank) Henrie will present some of the top CRM On Demand performance questions and issues that customers raise and some tips and tricks that you can use to avoid them. He will point out good resources that can help and tips for logging performance-related service requests, when all else fails. Date: April 20, 2010 Time: 10:00 am (UTC-07:00 Arizona) How to join: 1. Dial 1-866-682-4770 to access the conference line. 2. Enter the conference code - 6241996 and press # 3. Follow the instructions to record your name and press # 4. Enter the meeting passcode - 1212 and press # 5. Follow the instructions below to join the web portion of the conference. The Web Conference Go to the Oracle Web Conference site: https://strtc.oracle.com Prior to the event: Click the New User button then run the New User Test. (If you have difficulties installing the web conference software try downloading the conference software from the test status window and installing manually.) To join the event: 1. Enter the conference information In the Join Conference box: Conference ID: 6566623 Your Name 2. Click the Join Conference button. Watch for announcements of future sessions on different topics. And, let us know what you think!

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  • Dynamics CRM error "A currency is required if a value exists in a money field" after converting Acti

    - by Evgeny
    We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activity it was created from does have it. Whenever the case is opened the user then gets this JavaScript error: A currency is required if a value exists in a money field. Select a currency and try again. This is extremely annoying! How do I fix it? Is there any way I can set the currency? It needs to be done synchronously, because the Case is opened immediately when it's created from an Activity. So even if I started a workflow to set the currency the user would still get that error at least once. Alterntatively, can I just suppress the warning somehow? I don't really care about setting the Currency, I just want the error gone. Thanks in advance for any help!

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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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  • How to reduce your CRM migration project's risks?

    - by Richard Lefebvre
    In this 1'38 video, discover how you can dramatically reduce your CRM migration project's risks, costs and budgets with the market leading CRM Data Migration tool that offers turnkey migration platform from Salesforce, Microsoft Dynamics or Oracle CRM OnDemand on to Oracle Sales Cloud. This solution is open to any Oracle CRM & CX implementation partner (e.g. System Integrators) as a mean to complement their own offer. For any additional details or for an introduction to the tool, please contact [email protected]  or visit www.conemis.com

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  • Oracle's Vision of the CRM Industry

    Anthony Lye, Senior Vice President for Oracle's CRM Solutions talks to Cliff Godwin about the state of the Customer Relationship Management Industry today, Oracle's CRM Vision and Oracle's comprehensive CRM On Demand Model.

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  • How to connect SharePoint Online with Dynamics CRM Online using BDC?

    - by ripperus
    I try to connect SharePoint Online with Dynamics CRM Online using BDC. But without any results. I'll try to using Account's from CRM in SharePoint Online like a list. I mean - when I have 100 account's (customers) in CRM I want to export this account's to SharePoint Online like a list. And when I will bed edited account in CRM the elements in the list will be update (and when I edited element on SharePoint list it will update in CRM). Is there any possibility to connect in this way? If if what I should use - SharePoint Designer 2010, Visual Studio or do this on web interface?

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  • Oracle ties social, CRM, analytics products to customer experience

    - by Richard Lefebvre
    Oracle will embark on a new product strategy that centers on customer experience management, an approach driven by the company’s many recent acquisitions.  The new approach, announced by the company Monday night, will be seen in an expansive suite that features familiar Oracle products -- such as its Fusion CRM platform -- and offerings the company recently gained through acquisitions, including FatWire, RightNow and Vitrue. Billed as Oracle Customer Experience (CX), the suite enables businesses to respond to a market centered on the customer experience, said Anthony Lye, the company’s senior vice president of CRM. Companies “are very aware their products are commoditizing,” Lye said in an interview last week, referring to how the Web and social media channels have empowered customers. Customer experiences start and mature outside of CRM, and applications today need to reflect that shift, Lye said. Businesses thus need to step away from a pure CRM model, he said. Oracle claims CX will improve customer experience management by connecting businesses with customers across Web sites and social channels. Companies can create a single, real-time view of the customer and use predictive analytics of interactions to strengthen the customer experience, Oracle said. “Companies have to connect with their customers wherever, whenever and however they want,” Lye said. “They have to know and understand their customer.” Lye promoted Oracle CX as a suite that will work across channels to complement the company’s applications. A new strategy has been “cooking” for years now, but the acquisitions Oracle has made over the past two years made the time right for a “unique collaboration,” Lye said. CX includes basic Oracle CRM solutions such as Siebel and the new Fusion Apps. It also includes the company’s MDM products, Enterprise Data Quality, Customer Hub and Product Hub. And the suite is rounded out by the services that Oracle recently bought, transactions that created or enhanced the company’s presence in social, marketing, e-commerce and customer service. For instance, FatWire provides tools for marketing. ATG focuses on e-commerce. And RightNow specializes in customer service. Two recent acquisitions -- Collective Intellect and Vitrue -- gave Oracle a seat at the social table. Collective Intellect is a social intelligence program, and Vitrue is a social marketing and engagement platform. Those acquisitions have yet to be finalized. Oracle hopes to eventually integrate the two social offerings, as well as most of the other services, into the CX suite. CX can integrate on Oracle’s standard middleware, and can give users a lower TCO by leveraging it as a single stack on premise or as a cloud solution. Lye deferred questions about the pricing of CX, and instead pitched Oracle’s ability to offer multiple customer experience solutions in one suite. Businesses have struggled with the complexity of infrastructure and modern services that communicate with customers, Lye said. “They’ve struggled to pull all these things together. We’ve done that,” he said. Stephen Powers, a research director at Forrester Research Inc. in Cambridge, Mass., said it’s not surprising for Oracle to offer the CX suite and a related customer experience strategy.  “They’ve got CRM, ATG, FatWire. Clearly, it’s been the strategy for them,” he said. But the challenge for Oracle, and for any other vendor that has gone on an “acquisition spree,” is to connect its many products, Powers said. “The portfolio has to be more than the parts. They’ve got to realize the efficiencies and value of having these pieces to tie them together,” he said. “The proof is in the pudding. Adobe has done a nice job in its space with the products they’ve got. Now, Oracle has got to show it has something.” Albert McKeon (SearchCRM) Published: 25 Jun 2012 : http://searchcrm.techtarget.com/news/2240158644/Oracle-ties-social-CRM-analytics-products-to-customer-experience

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  • Four Easy Ways to Save a Rocky CRM Relationship

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

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