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  • How entity edit URL from within plug-in in MS Dyanmics CRM 4.0

    - by Greg McGuffey
    I would like to have a workflow create a task, then email the assigned user that they have a new task and include a link to the newly created task in the body of the email. I have client side code that will correctly create the edit URL, using the entities GUID and stores it in a custom attribute. However, when the task is created from within a workflow, the client script isn't run. So, I think a plug-in should work, but I can't figure out how to determine the URL of the CRM installation. I'm authoring this in a test environment and definitely don't want to have to change things when I move to production. I'm sure I could use a config file, but seems like the plug-in should be able to figure this out at runtime. Anyone have any ideas how to access the URL of the crm service from within a plug-in? Any other ideas? Thanks!

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  • Dynamics CRM 2013 rich text editor

    - by user2962918
    I am using Dynamics CRM 2013. How does one apply the rich text editor styling seen on the description field on the email form to other multiple line text fields? Viewing the source code it is obvious that the system is treating the rich text field very differently from the normal multiple line text fields in that instead of rendering a textarea it is rendering a table with an embedded iframe. In CRM 2011, I have used extensions that wrap up the TinyMCE editor but they were never very effective. It seems odd that I can't just check a box to do this to any text field in the settings when the behaviour is obviously built in. Thanks in advance. Richard.

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  • Integration of Magento with third party CRM, POS and ERP solutions

    - by SIA
    Hi there, First of all I would like to Thank the Varien Company for providing the best ecommerce solution and free community edition. I am very excited since i started knowing about magento. I am a web developer and very much interested. I have some concerns about the Integration of Magento with other CRM,ERP systems. How is it possible to integrate Magento with any other Industry standard CRM and ERP system? How can i fetch the data from a ERP and update Magento database, like transactiona replication. Is this possible? And Whats the right way to do it? Also, How can i integrate Magento with POS? Is it possible to have bi-directional data update between Magento and Industry Standard POS? I hope I have stated all my doubts and made it clear. I would be thankful if someone guides me to do the integration, the Right way. Thanks and Regards SIA

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  • Suggestions required to build an ECommerce Platform

    - by Haris
    For a prospective client we have to offer a solution to provide following system: CMS Order Management Shopping Cart CRM Helpdesk Accounting & Finance Custom Functions In order to save time and to avoid reinvent the wheel our idea is to integrate different off-the-shelf solutions. Their first requirement is that the system has to be hosted in their country which I think will exclude application like Aplicor, Netsuite & Salesforce. Basically the nucleaus would be the CMS which would integrate all the other apps. PHP or .Net based solutions would be our preferences as have inhouse expertise. So far following are few combinations I have come up with: Joomla (CMS) + Virtuemart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + OTRS Magento (CMS+Cart+Ordering) + Sugar CRM + Open ERP (finance) + Helpdesk Ultimate Drupal (CMS) + Ubercart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + Support Ticketing System Sharepoint (CMS) + OptimusBt (Cart+Ordering) + Dynamics CRM + Great Plains + SharepointHQ Dotnetnuke (CMS) + DNNSpot (Cart+Ordering) + Sigma Pro (CRM+Helpdesk) + Open ERP For Helpdesk I liked Zendesk but the server location was the stopping factor, similar for finance and CRM I liked Aplicor. I would not like to go into detailed requirements as it would make things very complex. Could you please suggest me which options are worth enough to start looking into? What other options we have?

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  • CRM: How to Use iSurvey With iSupplier in R12

    - by LuciaC
    In Oracle Applications it is possible to configure iSupplier to link to an Oracle iSurvey, and for the Oracle iSurvey to be executed for a Supplier. This integration requires: An Oracle Script An Oracle iSurvey linked to the Oracle Script iSupplier Configuration to reference the iSurvey. Once set up, the iSurvey will be available from the supplier tab from the Purchasing Responsibilities and from the iSupplier Portal.  Responses to the survey can be viewed from the Survey Administrator Responsibility. Take a look at Doc ID 1589371.1 for step-by-step details of how to configure and use iSurvey with iSupplier.

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  • WebLogic 12.1.2 launch webcast on-demand & WebLogic Community feedback

    - by JuergenKress
    You missed the WebLogic & Coherence & JDeveloper 12.1.2 launch Webcast? Watch it on-demand: View On-Demand Version Read the Q&A from this Webcast Special thanks for Frank Munz and Simon Haslams our WebLogic Community experts on the phone!Thanks for the community for the great twitter feedback send us your tweets @wlscommunity #WebLogicCommunity WebLogic Community Join the #WebLogic Partner Community for the latest WebLogic 12.1.2 details and upcoming trainings http://www.WeblogicCommunity.com #OracleCAF Oracle WebLogic ?Unified update, patch, install process is a key component in reducing Ops cost in #WebLogic 12c #OracleCAF WebLogic Community Demo time #WebLogic cluster creation in seconds #OracleCAF by @mike_lehmann & Will Lyons #WebLogicCommunity pic.twitter.com/gyb8YqnKco Oracle WebLogic ?Dynamic server clusters to scale apps - coming up in #WebLogic 12c launch. #OracleCAF http://pub.vitrue.com/lBmE Oracle WebLogic ?Key feature of #WebLogic 12.1.2 release: @Oracle Database 12c integration. #OracleCAF #OracleDB OTNArchBeat ?Many tech posts on #weblogic available on #oracleace Rene van Wijk's blog. #OracleCAF http://pub.vitrue.com/O9Cn Frank Munz ?Correct me if I am wrong, but this could be the first WebLogic 12.1.2 training ever: http://www.ausoug.org.au/insync13/insync13-frank-munz.html … Cloud Foundation ?.#WebLogic 12.1.2 deep dive starts NOW during #OracleCAF launch. #Coherence up next in a few minutes. http://pub.vitrue.com/HPHM Maciej Gruszka ?Watch http://www.youtube.com/watch?v=KiCoO_QGBsU&feature=c4-overview&list=UUrEIV9YO17leE9aJWamKEPw … at #WebLogic channel with @dave_cabelus about Elastic JMS Oracle WebLogic ?Pick up the new book by @frankmunz on WLS 12c http://amzn.to/1ceppgZ #WebLogic #OracleCAF OTNArchBeat ?@OTNArchBeat 31 Jul @frankmunz 's #WebLogic YouTube channel >> watch and learn #OracleCAF http://pub.vitrue.com/B4IM WebLogic Community ?@frankmunz WebLogic expert build elastic clouds with #WebLogic http://www.munzandmore.com/blog #OracleCAF #WebLogicCommunity pic.twitter.com/UK5UKjXUVl OTNArchBeat @frankmunz 's blog, covering #weblog #cloud and more #OracleCAF http://pub.vitrue.com/N8ST OTNArchBeat ?oracladmin: @simon_haslam 's Oracle Fusion Middleware blog #OracleCAF #oracleace http://pub.vitrue.com/cwGx Yuri Grinshteyn ?Coherence uses WLS tooling, including deployment, and can be part of the WLS cluster. Well done there. #OracleCAF Maciej Gruszka ?#Coherence 12.1.2 auto updates data grid on changes inside DB thru #GoldenGate HotCache - another cool feature of #OracleCAF Oracle WebLogic ?From #OracleCAF launch: Tight integration tween WLS, #Coherence and #OracleDB. Dynamic clusters, OSS support & more http://pub.vitrue.com/3NL9 OTNArchBeat ?25 recent no-fluff technical articles on Oracle WebLogic #OracleCAF http://pub.vitrue.com/FEG5 Maciej Gruszka ?@dave_cabelus Elastic JMS is my favourite capability of #WebLogic 12.1.2 WebLogic Community ?Dynamic WebLogic Clustering COOL - what is Wour favorite 12.1.2 feature? #OracleCAF #WebLogicCommunity pic.twitter.com/T8lvDMJ1U0 WebLogic Community ?What is the coolest #WebLogic 12.1.2 feature? Let us know @wlscommunity http://weblogiccommunity.com/2013/07/30/launch-webcast-weblogic-coherence-jdeveloper-adf-12-1-2-00-july-31st-2013/ … #WebLogicCommunity Simon Haslam ?I'm speaking(!) on the panel session with @frankmunz & Matt Rosen on the CAF/WebLogic 12.1.2 launch: 6pm UK today https://event.on24.com/eventRegistration/EventLobbyServlet?target=registration.jsp&eventid=651242&partnerref=CAF_Launch_OCOM_07312013&sourcepage=register … Markus Eisele ?#WebLogic 12.1.2 - an Important New Release for Middleware Admins http://bit.ly/1cmtqhX by @simon_haslam OracleEnterpriseMgr ?The JVM diagnostics features of #EM12c are now shown in a demo by @hawkinsg1 at the #OracleCAF launch http://bit.ly/caflaunch Shaun Smith ?Curious about the new #Coherence 12.1.2 GoldenGate HotCache feature? I explain all on youtube: http://www.youtube.com/watch?v=O0TIG3hgbg0&feature=share&list=PLxqhEJ4CA3JtQwuPS8Qmd88lGX-gsIbHV … #OracleCAF Maciej Gruszka ?Try for Yourself -- Download the products Oracle WebLogic 12.1.2: http://www.oracle.com/technetwork/middleware/fusion-middleware/downloads/index.html … Oracle Coherence 12c: http://www.oracle.com/technetwork/middleware/coherence/downloads/index.htm … WebLogic Community ?What is Your favorite feature in #WebLogic 12.1.2 ? cool stuff! #OracleCAF #WebLogicCommunity http://WeblogicCommunity.com pic.twitter.com/xjR05tiaQj We encourage you to learn more about all the products by reviewing the following resources: Try for Yourself -- Download the products Oracle WebLogic 12.1.2 Oracle Coherence 12c Enterprise Manager Developer Tools WebLogic Community blog Learn more Read the Oracle WebLogic Business Whitepaper Read the Oracle Coherence Business Whitepaper Read the Oracle WebLogic and Oracle Database Integration Whitepaper Get Training from Oracle University Check out the Oracle WebLogic YouTube Channel Check out the Oracle Coherence YouTube Channel WebLogic Partner Community Registration The Webcast is available on-demand Watch Webcast Now WebLogic Community For regular information become a member in the WebLogic Partner Community please visit: http://www.oracle.com/partners/goto/wls-emea ( OPN account required). If you need support with your account please contact the Oracle Partner Business Center. Blog Twitter LinkedIn Mix Forum Wiki Technorati Tags: Weblogic 12.1.2,WebLogic Community,Oracle,OPN,Jürgen Kress

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  • CRM 2011 - Set/Retrieve work hours programmatically

    - by Philip Rich
    I am attempting to retrieve a resources work hours to perform some logic I require. I understand that the CRM scheduling engine is a little clunky around such things, but I assumed that I would be able to find out how the working hours were stored in the DB eventually... So a resource has associated calendars and those calendars have associated calendar rules and inner calendars etc. It is possible to look at the start/end and frequency of aforementioned calendar rules and query their codes to work out whether a resource is 'working' during a given period. However, I have not been able to find the actual working hours, the 9-5 shall we say in any field in the DB. I even tried some SQL profiling while I was creating a new schedule for a resource via the UI, but the results don't show any work hours passing to SQL. For those with the patience the intercepted SQL statement is below:- EXEC Sp_executesql N'update [CalendarRuleBase] set [ModifiedBy]=@ModifiedBy0, [EffectiveIntervalEnd]=@EffectiveIntervalEnd0, [Description]=@Description0, [ModifiedOn]=@ModifiedOn0, [GroupDesignator]=@GroupDesignator0, [IsSelected]=@IsSelected0, [InnerCalendarId]=@InnerCalendarId0, [TimeZoneCode]=@TimeZoneCode0, [CalendarId]=@CalendarId0, [IsVaried]=@IsVaried0, [Rank]=@Rank0, [ModifiedOnBehalfBy]=NULL, [Duration]=@Duration0, [StartTime]=@StartTime0, [Pattern]=@Pattern0 where ([CalendarRuleId] = @CalendarRuleId0)', N'@ModifiedBy0 uniqueidentifier,@EffectiveIntervalEnd0 datetime,@Description0 ntext,@ModifiedOn0 datetime,@GroupDesignator0 ntext,@IsSelected0 bit,@InnerCalendarId0 uniqueidentifier,@TimeZoneCode0 int,@CalendarId0 uniqueidentifier,@IsVaried0 bit,@Rank0 int,@Duration0 int,@StartTime0 datetime,@Pattern0 ntext,@CalendarRuleId0 uniqueidentifier', @ModifiedBy0='EB04662A-5B38-E111-9889-00155D79A113', @EffectiveIntervalEnd0='2012-01-13 00:00:00', @Description0=N'Weekly Single Rule', @ModifiedOn0='2012-03-12 16:02:08', @GroupDesignator0=N'FC5769FC-4DE9-445d-8F4E-6E9869E60857', @IsSelected0=1, @InnerCalendarId0='3C806E79-7A49-4E8D-B97E-5ED26700EB14', @TimeZoneCode0=85, @CalendarId0='E48B1ABF-329F-425F-85DA-3FFCBB77F885', @IsVaried0=0, @Rank0=2, @Duration0=1440, @StartTime0='2000-01-01 00:00:00', @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA', @CalendarRuleId0='0A00DFCF-7D0A-4EE3-91B3-DADFCC33781D' The key parts in the statement are the setting of the pattern:- @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA' However, as mentioned, no indication of the work hours set. Am I thinking about this incorrectly or is CRM doing something interesting around these work hours? Any thoughts greatly appreciated, thanks.

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  • Simple but Customizable CRM?

    - by davemackey
    I'm trying to find a good Church Management System (ChMS). Essentially, a CRM for churches. My budget is about $0...so open source or in-house development is preferred (and by in-house, I mean me). I'm wondering if anyone could make some recommendations as to possibilities? I'm open to SaaS solutions as well. For those interested in more details...: I've looked at Zoho CRM and while I like it, they only offer three licenses free, an insignificant discount for non-profits, etc. I've looked at Salesforce's NPSF which is nice but almost too much for a small church. Additionally, its taking a long time to jump through all the hoops necessary to get the licenses. I'm wondering if some combination of Wufoo and similar SaaS apps. might offer what I'm looking for? I've looked at Google spradsheets...if only they had a db application. :P Its really pretty simple what I need...something to maintain contact info., to remember important dates, to keep dates, to schedule followups, etc.

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  • Microsoft CRM could not log you on to the system. Make sure your user record...

    - by Willy
    "Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator." When I RDP into the server and try Microsoft CRM Workflow Manager/Monitor with http or https connectivity, it doesn't work. "The specified Microsoft CRM server is not responding. This might happen if it is currently unavaliable, it is not a Microsoft CRM server, or you are not a valid user. Contact your sys-admin." This is a Microsoft CRM v3.0 / Microsoft SQL server 2005 box, Active directory is on a seperate box.. When I right click Microsoft CRM Worlkflow Service, properties, log on: it shows "crmtestuser" and a password. I did not RDP or try logging in as that crmtestuser, but I am Admin... Could this be a clue? What can I try?

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  • Next Fusion CRM Webinar for Partners (Monday March 19th, 3pm GMT): Fusion CRM User Interface, Activity Streams and Opportunity management

    - by Richard Lefebvre
    The next session of our weekly Fusion CRM webinar for EMEA partners will take place Monday March the 19th at 3pm GMT / 4pm CET and will address the Fusion CRM User Interface, Activity Streams and Opportunity management In order to check the complete agenda and see login-details, please visit our dedicated microsite. How to join the dedicated microsite: Click on http://isdportal.oracle.com/isd_html/sf.htm Enter your Email Address in the corresponding field Enter fusion_crm in the “Access URL/Page Token” field Agenda: The list of sessions is published and will be regularly updated in the microsite. Duration: Each session lasts up to 60 minutes Webex: The respective webinar link and session ID are published in the microsite Audio:  The audio call details (telephone numbers by country, call number and password) is indicated in the microsite Slides: For your convenience, a pdf copy of each presentation will be stored in the microsite’s document section. We hope that this series of webcasts will be instrumental to your way of Fusion CRM business success!  For further information please contact me at [email protected]

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  • Sage lance Sage CRM Express, une solution de gestion des clients spécialement conçue pour les PME

    Sage lance Sage CRM Express Une solution de gestion des clients pour les PME Sage a réalisé une étude auprès de ses clients qui montre que 80% des PME disposent de moins de 4 commerciaux et sont en attente d'un outil pour leur suivi clients qui peut s'interfacer facilement à leur solution de gestion commerciale existante. Pour répondre à cette attente, Sage a donc annoncé la sortie de Sage CRM Express. Intégrée de manière native à Sage 100 ou proposée en mode stand-alone, cette nouvelle offre s'adresse donc aux PME de moins de 4 commerciaux. Sage CRM Express est un outil assez simplequi tente de répondre à l'ensemble du processus client (avant-vente, vente, recouvrement, ...

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  • Oracle Fusion CRM and Lotus Notes Integration by iEnterprises

    - by Richard Lefebvre
    Integrate Oracle Fusion CRM and Lotus Notes in one easy step with nothing to install other than a 'plugin' for your Lotus Notes client. The Lotus Notes Connector for Oracle Fusion CRM developed by iEnterprises is an easy to use tool that allows you to instantly synchronize your Lotus Notes email, calendar, ToDos and PAB (Personal Address Book) to and from your Oracle Fusion CRM system. It removes the need for time consuming copy and paste between these two systems. For more information, a solution data-sheet and/or to request a trial please visit .... http://www.ienterprises.com/products/lotus-notes-connector/connector-for-fusion.html or contact Matt Hatherley ([email protected])

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  • CRM Goes to School, Supports Enrollment Growth

    - by Tony Berk
    At Post University in Waterbury, CT, the focus is on the student. Generally, the first interaction from a potential student is a lead, which can come from a variety of sources. Any delay in following up with the interested student (the lead) affects the conversion success rate, i.e., the likelihood of enrollment. By implementing Oracle CRM On Demand, Post University automated the admissions process so the admissions counselors are in direct contact with the students and eliminated many manual steps. The admissions and marketing teams, as well as the students, benefit from the new streamlined process. Up next, Post University, plans to increase the efficiency of the student retention processes with the expansion of Oracle CRM On Demand. Take a look at the video to learn more about Post University's Oracle CRM On Demand implementation: Congrats to Post University, and Apex IT, their implementation partner, on the successful implementation!

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  • Skechers Leverages Oracle Applications, Business Intelligence and On Demand Offerings to Drive Long-Term Growth

    - by user801960
    This month Oracle Retail in the USA announced that Skechers - a world leading lifestyle footwear retailer - would be adopting several Oracle Retail products as part of their global growth strategy and to maximise business efficiency.  While based primarily in the USA, Skechers is a respected retailer across the world and has been an Oracle customer since 1997.  The key information about the announcement is below.  To find out more about Skechers visit their website: http://www.skechers.com/  Skechers U.S.A. Inc., an award-winning global leader in the lifestyle footwear industry, has upgraded and expanded its Oracle® Applications investment, implemented Oracle Database and moved to Oracle On Demand, Oracle’s premier cloud service to support rapid growth across its retail and wholesale channels. The new business information systems are part of a larger initiative for the billion-dollar-plus footwear company to fuel growth, reduce total cost of ownership and enable the business to respond faster to market opportunities. With more than 3,000 styles of shoes to design, develop and market, Skechers upgraded to Oracle’s PeopleSoft Enterprise Financial Management and PeopleSoft Supply Chain Management to increase operational efficiencies and improve controls by establishing an integrated, industry-specific platform. An Oracle customer since 1997, Skechers implemented PeopleSoft Enterprise Real Estate Management to meet the rapid growth of its retail stores worldwide. The company is the first customer to go live on the Real Estate Management module and worked closely with Oracle to provide development insight. Skechers also implemented Oracle Fusion Governance, Risk, and Compliance applications. This deployment enabled the company to leverage its existing corporate governance and compliance efforts throughout the global enterprise and more effectively manage the audit processes across multiple business units, processes and systems while reducing audit costs. Next, Skechers leveraged Oracle Financial Analytics, a pre-built Oracle Business Intelligence Application and PeopleSoft Enterprise Project Costing and PeopleSoft Enterprise Contracts to develop a custom Royalty Management dashboard, providing managers with better financial visibility to the company’s licensing contracts. The company switched to Oracle Database and moved database hosting and management to Oracle On Demand to reduce maintenance, implementation and system administration costs. As a result, Skechers is also achieving a better response time and is delivering a higher level of 24x7 support. OSI Consulting, a Platinum partner in Oracle PartnerNetwork (OPN), provided implementation and integration services to Skechers.   To view the full announcement please click here

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  • Oracle Database 11g Upgrade Webcast with Roy Swonger now On Demand

    - by margaret hamburger
    Don't worry if you missed our LIVE webcast  ' Three Compelling Reasons to Upgrade to Oracle Database 11g ' with Database Upgrade expert Roy Swonger.  You can now register for the On-Demand version to learn about Oracle Database 11g upgrade best practices with real customer examples. You'll get access to loads of great upgrade resources for making database upgrades faster and easier. You can also download a copy of our webcast presentation, so register now.

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  • On-Demand Webcast: Managing Oracle Exadata with Oracle Enterprise Manager 11g

    - by Scott McNeil
    Watch this on-demand webcast and discover how Oracle Enterprise Manager 11g's unique management capabilities allow you to efficiently manage all stages of Oracle Exadata's lifecycle, from testing applications on Exadata to deployment. You'll learn how to: Maximize and predict database performance Drive down IT operational costs through automation Ensure service quality with proactive management Register today and unlock the potential of Oracle Exadata for your enterprise. Register Now!

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  • WebLogic Server 12c New Features on-demand training

    - by JuergenKress
    This interactive, self-paced eCourse gives a detailed overview of the latest features and enhancements in WebLogic Server 12.1.2. Watch the on-demand training here. WebLogic Partner Community For regular information become a member in the WebLogic Partner Community please visit: http://www.oracle.com/partners/goto/wls-emea ( OPN account required). If you need support with your account please contact the Oracle Partner Business Center. Blog Twitter LinkedIn Mix Forum Wiki Technorati Tags: WebLogic 12c training,education,WebLogic,WebLogic Community,Oracle,OPN,Jürgen Kress

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  • Exadata X3 launch webcast - Available on-demand

    - by Javier Puerta
    Available on-demand, this webcast covers everything partners need to know about Oracle’s next-generation database machine. You will learn how to improve performance by storing multiple databases in memory, lower power and cooling costs by 30%, and easily deploy a cloud based database service. Exadata X3 combines massive memory and low-cost disks to deliver the highest performance at the lowest cost. View here!

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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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  • Multivariant email in Dynamics CRM

    - by esp
    Does anybody have resources on multivariant email testing in Dynamics CRM? Multivariant email being where an organization wants to segment their contacts and send separant variations of an email campaign to different segments in their organization?

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  • .NET OpenSource or cheap CRM

    - by Dkong
    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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