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  • Microsoft dévoile Dynamics CRM "5", la CTP 3 de sa future solution de gestion de relation client plu

    Mise à jour du 29/03/10 Microsoft dévoile Dynamics CRM 5 La CTP 3 de sa future solution de gestion de la relation client plus simple d'utilisation et plus sécurisée Microsoft vient de lancer la troisième community technology preview (CTP 3) de la prochaine version de son logiciel de gestion de relation client : Dynamics CRM. Baptisé «CRM 5», cette CTP est destinée en priorité aux développeurs d'applications et aux pertenaires «à haute valeur ajoutée», pour reprendre l'expression du blog de l'équipe de Microsoft Dynamics CRM Blog. Bien qu'il s'agisse d'un nom de code, «CRM 5» pourrait bien être le nom définitif du...

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  • DRBD Replication failure

    - by user62513
    A couple of weeks ago I setup a 2 nodes CRM system with one of the resources managed being MySQL over DRBD. Today for maintenance reasons I restarted both nodes but now they can't connect to each other anymore. DRBD fell out of sync and I followed this guide to get it back connected but it's only able to run successfully on one node. But this strange thing happens: If I crm node standby both nodes and I try: crm node online node0 before crm node online node1, all the CRM resources start successfully but the DRBD partitions are still running in StandAlone state. crm node online node1 beofre crm node online node0, the DRBD resource fails to start, thus causing mysql not to start. If I standby both resources and call crm node online node0 then it times out and prints this error: Running crm node online node0 produces this output after timing out Error setting standby=off (section=nodes, set=<null>): Remote node did not respond Error performing operation: Remote node did not respond Is there anything I'm doing wrong here? An alternative will be just do MySQL replication but I'm not sure how to promote a slave to master when the master database is not available.

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  • MS Dynamics CRM 4.0 - onChange event error

    - by Brett
    Hi I have an onChange event that keeps bringing up the error below whenever I preview it. 'Object doesnt support this property or method' I have the onChange event associated with a picklist and when a specific option is selected another field is unhidden. The code is below: onLoad: //If How did you hear about us is set to event show the Source Event lookup crmForm.SourceEvent = function SourceEvent() { if (crmForm.all.gcs_howdidyouhearaboutus.DataValue == 5) { crmForm.all.gcs_sourceeventid_c.style.display = '' ; crmForm.all.gcs_sourceeventid_d.style.display = '' ; } else { crmForm.all.gcs_sourceeventid_c.style.display = 'none' ; crmForm.all.gcs_sourceeventid_d.style.display = 'none' ; } } crmForm.SourceEvent() ; onChange crmForm.SourceEvent() ; Would be great if someone could let me know why this error is showing up? Also, this has happened on a few onChange events on the form preview but once published onto the live system it does not error. Any ideas? Thank you Brett

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  • CRM + Invoicing/Billing + Ticketing for a small web design company

    - by Mike
    Hi everyone, I am currently using ActiveCollab but it lacks the typical CRM features. I can't even keep notes about a customer saved in one place. What I am looking for is a simple but efficient CRM application that allows me to store all the (potential) customers along with their phone calls noted down, contracts, agreements. On the billing end, I should be able to keep track of invoices and payments, along with a bit of sales reports. A great extra would be a ticket support feature but not really necessary I looked at VTiger and SugarCRM at first. Though, they look too complex on the sales/campaigns end but completely lack the billing side. Do you have some good apps/services to suggest? :) Any programming language or OS would do. Both paid and free. Thanks Mike

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  • CRM vs VRM

    - by David Dorf
    In a previous post, I discussed the potential power of combining social, interest, and location graphs in order to personalize marketing and shopping experiences for consumers.  Marketing companies have been trying to collect detailed information for that very purpose, a large majority of which comes from tracking people on the internet.  But their approaches stem from the one-way nature of traditional advertising.  With TV, radio, and magazines there is no opportunity to truly connect to customers, which has trained marketing companies to [covertly] collect data and segment customers into easily identifiable groups.  To a large extent, we think of this as CRM. But what if we turned this viewpoint upside-down to accommodate for the two-way nature of social media?  The notion of marketing as conversations was the basis for the Cluetrain, an early attempt at drawing attention to the fact that customers are actually unique humans.  A more practical implementation is Project VRM, which is a reverse CRM of sorts.  Instead of vendors managing their relationships with customers, customers manage their relationships with vendors. Your shopping experience is not really controlled by you; rather, its controlled by the retailer and advertisers.  And unfortunately, they typically don't give you a say in the matter.  Yes, they might tailor the content for "female age 25-35 interested in shoes" but that's not really the essence of you, is it?  A better approach is to the let consumers volunteer information about themselves.  And why wouldn't they if it means a better, more relevant shopping experience?  I'd gladly list out my likes and dislikes in exchange for getting rid of all those annoying cookies on my harddrive. I really like this diagram from Beyond SocialCRM as it captures the differences between CRM and VRM. The closest thing to VRM I can find is Buyosphere, a start-up that allows consumers to track their shopping history across many vendors, then share it appropriately.  Also, Amazon does a pretty good job allowing its customers to edit their profile, which includes everything you've ever purchased from Amazon.  You can mark items as gifts, or explicitly exclude them from their recommendation engine.  This is a win-win for both the consumer and retailer. So here is my plea to retailers: Instead of trying to infer my interests from snapshots of my day, please just ask me.  We'll both have a better experience in the long-run.

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  • Recurring Appointments in Dynamics CRM

    - by true
    It doesn't look like Dynamics allows for recurring appointments. I found a tutorial for recurring service activities, but I don't really follow the portion where it sends a SOAP object. If anyone can help I would appreciate it

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  • My Oracle Support E-Business CRM Communities = Answer Hubs

    - by Oracle_EBS
    Want a quick answer to your EBS CRM problem?  Try our My Oracle Support E-Business CRM Communities.  Another avenue to get timely and accurate support and solutions from Oracle Support experts, industry peers and it's searchable to learn from others experiencing the same issues.  Give them a try! Oracle Complex Maintenance, Repair and Overhaul Community Oracle Contracts Community Oracle Depot Repair Oracle Install Base Community Oracle Lease & Finance Community Oracle Mobile Field Service Community Oracle Quoting Oracle Sales and Marketing Oracle Sales Compensation Oracle Service Community Oracle Telesales Oracle Trade Management

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  • Making a field unavailable to a user with javascript in MS CRM 4

    - by mwright
    I am trying to disable a field, i.e. grey it out and not allow the user to select it. To achieve this effect I am currently calling crmForm.all.new_attribute1.disabled = true; crmForm.all.new_attribute2.Disabled = true; The Disable, with a capital D, makes the field grayed out but the user can still put the cursor in that field or tab to it. The disable, with a little d, makes the field unavailable to the cursor and via tab, but gives no visual indication that it can't be interacted with. Is there a better way to do this, one call that will achieve similar results or am I stuck having both there?

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  • Getting Started with Oracle Fusion CRM Sales

    Designed from the ground-up using the latest technology advances and incorporating the best practices gathered from Oracle's thousands of customers, Fusion Applications are 100 percent open standards-based business applications that set a new standard for the way we innovate, work and adopt technology. Delivered as a complete suite of modular applications, Fusion Applications work with your existing portfolio to evolve your business to a new level of performance. In this AppCast, part of a special series on Fusion Applications, you hear about the unique advantages of Fusion CRM Sales, learn about the scope of the first release and discover how Fusion CRM Sales modules can be used to complement and enhance your existing sales solutions.

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  • Workflows not starting after fresh install

    - by Greg McGuffey
    I just installed Dynamics CRM 4.0. It is working nicely except for workflows. They won't start. I turned on tracing and it appears that there is an IO error. The server is setup with IFD and SSL. No issues accessing it internally or externally. Here is the trace: # CRM Tracing Version 2.0 # LocalTime: 2010-06-08 11:34:58.2 # Categories: # CallStackOn: No # ComputerName: FOX-CRM1 # CRMVersion: 4.0.7333.2741 # DeploymentType: OnPremise # ScaleGroup: # ServerRole: AppServer, AsyncService, DiscoveryService, WebService, ApiServer, HelpServer, DeploymentService [2010-06-08 11:34:58.2] Process:CrmAsyncService |Organization:821a137e-7191-49a4-86cc-69101e2b6d20 |Thread: 24 |Category: Platform.Async |User: 00000000-0000-0000-0000-000000000000 |Level: Error | AsyncOperationCommand.Execute >Exception while trying to execute AsyncOperationId: {DF68F483-2C73-DF11-9A34-18A9053B7B38} AsyncOperationType: 1 - System.Net.WebException: The underlying connection was closed: An unexpected error occurred on a send. ---> System.IO.IOException: The handshake failed due to an unexpected packet format. at System.Net.Security.SslState.StartReadFrame(Byte[] buffer, Int32 readBytes, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.StartReceiveBlob(Byte[] buffer, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.CheckCompletionBeforeNextReceive(ProtocolToken message, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.StartSendBlob(Byte[] incoming, Int32 count, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.ForceAuthentication(Boolean receiveFirst, Byte[] buffer, AsyncProtocolRequest asyncRequest) at System.Net.Security.SslState.ProcessAuthentication(LazyAsyncResult lazyResult) at System.Net.TlsStream.CallProcessAuthentication(Object state) at System.Threading.ExecutionContext.Run(ExecutionContext executionContext, ContextCallback callback, Object state) at System.Net.TlsStream.ProcessAuthentication(LazyAsyncResult result) at System.Net.TlsStream.Write(Byte[] buffer, Int32 offset, Int32 size) at System.Net.PooledStream.Write(Byte[] buffer, Int32 offset, Int32 size) at System.Net.ConnectStream.WriteHeaders(Boolean async) --- End of inner exception stack trace --- at System.Web.Services.Protocols.WebClientProtocol.GetWebResponse(WebRequest request) at System.Web.Services.Protocols.HttpWebClientProtocol.GetWebResponse(WebRequest request) at System.Web.Services.Protocols.SoapHttpClientProtocol.Invoke(String methodName, Object[] parameters) at Microsoft.Crm.SdkTypeProxy.CrmService.Retrieve(String entityName, Guid id, ColumnSetBase columnSet) at Microsoft.Crm.Asynchronous.SdkTypeProxyCrmServiceWrapper.Retrieve(String entityName, Guid id, ColumnSetBase columnSet) at Microsoft.Crm.Asynchronous.SdkPluginDescriptionProvider.GetPluginTypeDescription(Guid pluginTypeId, IOrganizationContext context) at Microsoft.Crm.Caching.PluginTypeCacheLoader.LoadCacheData(Guid key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmMultiOrgCache`2.CreateEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.CrmSharedMultiOrgCache`2.LookupEntry(TKey key, IOrganizationContext context) at Microsoft.Crm.Caching.PluginTypeCache.LookupEntry(Guid pluginTypeId, IOrganizationContext context) at Microsoft.Crm.Asynchronous.AsyncOperationCommand.GetPluginType(Guid pluginTypeId) at Microsoft.Crm.Asynchronous.EventOperation.InternalExecute(AsyncEvent asyncEvent) at Microsoft.Crm.Asynchronous.AsyncOperationCommand.Execute(AsyncEvent asyncEvent) The only thing I've tried to to update the AsyncSdkRootDomain row in the Deployment table to match the ADSdkRootDomain and the ADApplicationRootDomain values. It was blank. That didn't appear to work. After some more research, I think this might be caused because the Asynch service can't access the SDK web services using SSL. If this is correct, how would one configure a CRM server for secure access, internal and external (IFD) and still allow asynch service to hit web site? Thanks for your help!

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  • Oracle Delivers Oracle Social Services Suite

    - by michael.seback
    Oracle Delivers Oracle Social Services Suite with New Releases of Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10 Continuing its leadership and commitment to provide key innovations specifically created for social services agencies, Oracle today released the new Oracle Social Services Suite that includes updated versions of Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10. "Oracle's commitment to our social services customers is indisputable with the introduction of Oracle Social Services Suite and the latest innovations from Oracle's Siebel CRM Public Sector 8.2 and Oracle Policy Automation 10," said Anthony Lye, Senior Vice President of CRM, Oracle. "Social service agencies have not only many of the most complex jobs to perform with limited time and funding, but also some of the most important for our society, especially when children are involved. The technology advances Oracle provides will help these agencies increase their own efficiency and save costs, while helping to improve the outcome for their clients." read more

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  • SaaS Customer Service Matters

    - by charles.knapp
    You probably know that Oracle CRM On Demand goes beyond contact and transaction tracking by providing valuable real-time insights. Do you know that Oracle CRM On Demand also delivers valuable service to our customers? Don't take my word for it. "Prior to Oracle CRM On Demand, we were too busy looking in the rear view mirror on our sales activities and needed a forward-looking tool to maximize sales and coaching opportunities," said Christian Doelle, Vice President Sales & Marketing, MonierLifetile. "After evaluating other organization's solutions, we found Oracle as the most proven with the real-time reporting and detailed reviews of sales opportunities that helped us to address our blind spots. Additionally, we have found throughout our implementation phase that Oracle's commitment to customer attention and service is incomparable." Learn more here about MonierLifetile's experience with Oracle CRM On Demand.

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  • How to config Remote BLOB Storage(RBS) with Microsoft Dynamics CRM 4.0 ?

    - by jk
    Hi We have working site for Dynamic crm 4.0 and in it we are storing image into the database. Now database is growing very fast and server is dying.. now I want to enable the Remote BLOB Storage with Dynamic CRM 4.0. for that I tried to install RBS for testing but everywhere is configure with Sharepoint 2010 not with Dynamic Crm. Does anybody know how to install and configure with Dyanmic CRM 4.0? Does RBS with Standard Edition of SQL Server 2008? I followed following path to install but it with Sharepoint? http://technet.microsoft.com/en-us/library/ee663474.aspx Any help is appreciate. Thanks

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  • CRM Evolution 2014: Mediocrity is the New Horrible in Customer Service

    - by Tuula Fai
    "Mediocrity is the new horrible in customer service," Blair McHaney, Gold's Gym Almost everyone knows that customers' expectations have risen. But, after listening to two days of presentations at CRM Evolution, I think it’s more accurate to say that customers' expectations have skyrocketed. Fortunately, most companies have gotten the message and are taking their customer service to a higher level. For those who've been hesitant to 'boldly go where their customer service organization has not gone before,' take heart. I’ve got some statistics that will encourage you to take those first few steps. Why should I change? By engaging customers online, ancestry.com achieved a 99.5% customer satisfaction score (CSAT) while improving retention and saving millions on greater efficiency, including a 38%-50% drop in inbound calls and emails.1 By empowering employees to delight customers, Gold’s Gym achieved a 77.5% Net Promoter Score (NPS) and 22% customer churn rate. No small feat when you consider the industry averages are 40% NPS and 45% churn.2 By adapting quickly to social media, brands like Verizon have benefited from social community members spending 2.5x-10x more than average customers.3 ‘The fierce urgency of now’ is upon us in customer service. You can take your customer service to a higher level! To find out more, click here CRM Evolution Customer Service Experience Footnotes: 1. Arvindh Balakrishnan, Is Your Customer Service Modern?2. Blair McHaney, Wire Your Organization with Customer Feedback3. Becky Carroll, The Power of Communities for Improving the Service Experience and Building Advocates

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  • Server Intermittently Inaccessible Externally (but Accessible Internally Continuously)

    - by nicorellius
    I have a CRM on a server on a network. We have a static IP and another server outward facing. We use port-forwarding to map to the CRM, so that when you go to the IP or the FQDN, you get to the CRM: xxx.xxx.xxx.xxx crm.example.com Internally, we can access the CRM by going to crm or crm.example.com Lately, I've been noticing that accessing the server from outside the network times out or gives 503, bad gateway. During that time, I can also SSH (different port, so this works) into the outward facing computer and access the server just fine. I have a robot monitoring the site and indeed via HTTP monitoring the site is going down periodically. I looked through the Apache server access and error logs and nothing stuck out at me so I'm a bit confused as to what could be going on. I also searched the access logs for 503 and found nothing. When I run tracert from outside the network, it appears the packets basically make it through the wider area servers (Comcast city and county servers) and end up dropping at the CRM server's front step. I'm tempted to replace the server because it is older and underpowered but it would be nice to know what is going on. Any ideas what to do next?

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  • restrict customer lookup to contacts bug

    - by Amr H. Abdel Majeed
    I'm using microsoft dynamics crm 4 I inserted the following line to restrict a customer lookup to contacts only (no accounts): crmForm.all.customerid.setAttribute("lookuptypes", "2"); It does restrict the lookup to contacts only, but there is a strange bug: When i select any customer, the icon next to him becomes the account icon, not the contact icon (folder instead of card) Any solutions to this ?

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  • Is there a way to export reports from Microsoft CRM4?

    - by Jake
    I'm setting up a proper dev environment for my client (dev/qa/stage/prod). I'd like to find a way to export reports so we can cleanly move from one environment to the next. Custom RDL type reports are easy (just import the RDL in the next environment), but the reports that are built inside CRM don't appear to export anywhere. Am I missing something? Is this another feature that was missed? Apperciate the help.

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  • What does a static modifier on a constructor means?

    - by the_drow
    I saw this kind of code at work: class FooPlugin : IPlugin // IPlugin is a Microsoft CRM component, it has something special about it's execution { static FooPlugin() { SomeObject.StaticFunction(); // The guy who wrote it said it's meaningful to this question but he can't remember why. } } Any idea what does a static modifier on a constructor mean and why in this case it is required?

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  • Hosted CRM Solutions from a Manager?s Perspective

    CRM, Customer Relationship Management is a method or process that is used to know the customer?s behavior and their needs and it helps in developing a stronger relation with them. This is only a defi... [Author: James Wong - Computers and Internet - April 29, 2010]

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  • Web CRM Software for Sales People

    Customer Relationship Management software or CRM is an application specifically designed to help a company in managing complete data related to its customers, from advertising to initial lead, sale a... [Author: James Wong - Computers and Internet - April 29, 2010]

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