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  • Is it safe to Update and/or Insert records into an accounting software's database? (Pastel Evolution)

    - by user1020317
    Our CRM system can post transactions to our accounts software (Pastel Evolution), but it doesn't perform the required currency conversion. Both systems have different "base" currencies (because of our location), so the figure thats sent to Pastel evolution is right, but it is reflected in the wrong currency. The CRM uses an ODBC connection to post figures to Evolution. I can make a tool which sits between the two systems which can update and/or insert the transactions into Pastel, by mimicking what the CRM would have done if it was doing the POST. Is it safe for me to mimic and/or update these transactions directly in the Pastel database? Is it common for important validation to be performed in the ODBC layer, and if so, can I tap into an applications ODBC, or is there a custom driver built by the CRM to communicate with the DB?

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  • Accélération de l'adoption de Windows Phone par les développeurs, Flurry constate une progression de 600% des projets pour l'OS

    Accélération de l'adoption de Windows Phone par les développeurs Flurry constate une progression de 600% des nouveaux projets pour l'OS La galerie d'applications Windows Phone (qui a dépassé les 100 000 applications) continue à croitre à un rythme accéléré, signe que les développeurs s'intéressent de plus en plus à l'OS mobile de Microsoft. Flurry vient en effet de confirmer par une étude la progression de l'adoption de Windows Phone par les développeurs. La société de développement des solutions de suivi d'applications mobiles a effectué une analyse des projets qui ont débuté au cours des 12 derniers mois. Constat : la part de Windows Phone est passée de 1% à 6 % entre ...

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  • Latest News on Service, Field Service and Depot Repair Products

    - by LuciaC
    Service and Depot Repair Customer Advisory Boards (CAB) In November 2012 the Service and Depot Repair CAB joined together for a combined meeting at Oracle HQ in Redwood Shores, California to discuss all the latest news in the Oracle Service, Field Service and Depot Repair products.  Over four days attendees shared their experiences with implementing and using these EBS CRM products and heard details of recent enhancements and future product plans direct from Development. You can access all the Oracle presentations via Doc ID 1511768.1.  Here are just some of the highlights: Field Service: Next Generation Dispatch Center Endeca Integration Case Study: Oracle Sun Field Service implementation. Mobile Field Service: New capabilities for technician-facing applications Service: Integration with Oracle Projects New Teleservice enhancements Spares Management: Supplier Warranty External Repair Execution Oracle Knowledge (Inquira) Introduction for Service Organizations If you weren't at the CAB, take a look at these presentations for great information about what's new and what's coming up in these products. 12.1.3++ Features for Field Service, Mobile Field Service, Spares Management, FSTP & Advanced Scheduler In June 2012 the R12.1.3++ patches were released for Field Service, Mobile Field Service, FSTP and Advanced Scheduler.  These patches contain new and updated functionality for these CRM Service suite modules.  New functionality includes: Field Service/FSTP/MFS: Support for Transfer Parts across subinventories in different organizations Validation to ensure Installed Item matches Returned Item MFS Wireless - Support fro Special Address Creation MFS Wireless - Enhanced Debrief Flow Advanced Scheduler Scheduler UI - Display of Spares Sourcing Information Auto Commit (Release) Tasks by Territory Dispatch Center UI - Display Spare Parts Arrival Information Spares Management Enhancements to the Task Reassignment Process Enhancements to the Parts Requirements UI Supply Chain Enhancements to allow filtering of ship methods from source location by distance. Check the following notes for more details and relevant patch numbers:Doc ID 1463333.1 - Oracle Field Service Release Notes, Release 12.1.3++Doc ID 1452470.1 - Field Service Technician Portal 12.1.3++ New FeaturesDoc ID 1463066.1 - Oracle Advanced Scheduler Release Notes, Release 12.1.3++ Doc ID 1463335.1 - Oracle Spares Management Release Notes, Release 12.1.3++ Doc ID 1463243.1 - Oracle Mobile Field Service Release Notes, Release 12.1.3++

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  • Dynamics CRM 4.0 Access Audit?

    - by Dan
    In Microsoft Dynamics CRM 4.0, is there any way to audit what records were viewed by a particular individual at what time without any special plugins? If you need a plugin, can you install the plugin and then look at past data?

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  • Dynamics CRM 2011 report view can't be changed?

    - by CokaKola99
    I am trying to create a report for our CRM system but I am finding that I cannot change the page settings for it. If I export it to Excel I can tinker around with the results but I would rather that I change the actual report than have users manually change it. While I want this changed I don't want to have to add some third-party software to do this. That said does anyone have any suggestions on how to accomplish this?

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  • magento integration with erp and crm

    - by anwar
    hi everyone iam having a question on magento and want the information on how to integrate Magento with ERP and CRM and which are erp's and crm's which is best integrated with Magento and how easy it is to do this integration. thankyou for your help in advance

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  • Looking ahead at 2011-with Gartner

    - by andrea.mulder
    Speaking of forecasting the future. Gartner highlighted the top 10 technologies and trends that will be strategic for most organizations in 2011. While Gartner's predictions are not specific to CRM, you just cannot help but notice some of the common themes in store for 2011. The top 10 strategic technologies for 2011 include: Cloud Computing Mobile Applications and Media Tablets Social Communications and Collaborations Video Next Generation Analytics Social Analytics Context-Aware Computing Storage Class Memory Ubiquitous Computing Fabric-Based Infrastructure and Computers

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  • New Executive Q&As on Oracle's Social Services Solution

    - by michael.seback
    According to Calvin Tu, Senior Director Product Management, for Oracle Public Sector, "Government organizations are experiencing unprecedented demand for social services--but many are hampered by..." Read more about the strategy. "They're going to love the ability to automate the prescreening process and eligibility determination, thanks to a natural-language rules engine that..." says John Garrison, Oracle Vice President For CRM Public Sector. Read the rest of the story.

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  • Rolling Back Microsoft CRM during testing

    - by npeterson
    Process related question: Currently we have a multi-tenant installation of MS CRM 4.0 on three servers, Dev, Test, and Live. We are actively working on customizing one of the tenants, but the others are static. During user testing, we often find it necessary to 'start fresh' in one of the tenants. Is it better to try and delete out the changes from the tenant (created accounts, leads, etc), or just revert the database to a backup from before the testing started? Is there compelling reasons why bulk delete is not advisable for MSCRM or that reverting the database frequently could cause issue?

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  • PHP Script Won't Run - Apache2/MySQL Servers Running, PHP Installed - Ubuntu 10.04

    - by nicorellius
    I am trying to install a CRM on a Linux (Ubuntu 10.04) laptop to do some testing. Installing the current versions of Apache, MySQL and PHP, and getting the CRM to run is easy. It's when I try to go backwards and run it on a previous set of versions I run into problems. This is what I have done: I have installed Apache 2.2.14, MySQL 5.0.83, and PHP 5.2.8. When I type something like mysql --version I get back what I would expect: version and distribution info. The same goes for Apache2 and PHP. The Apache server is running and so is mysqld. So when I go to my browser and look at http://localhost/<CRM dir>/install.php Firefox offers to open the PHP file or save it, as if it doesn't recognize the file. What should happen is that I should get a welcome page and the installation wizard for this CRM distribution should start. I have tried so many different things I probably screwed up something along the way. I have restarted the servers over and over, and even recompiled the versions of MySQL and PHP with no problems. I am hoping I am overlooking something simple because I am lost. Any help is appreciated.

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  • Want to learn Microsoft-Dynamics CRM. Please suggest for Dynamics Beginners?

    - by Rita
    Hi I need to work on a Dynamics project in next 3 months with Pharmaceutical client. I have been working on .NET technologies from last couple of years. Now I am interestred in learning Microsoft Dynamics. Please suggest how and where to start for the Dynamics Beginners...... your ideas/ any tutorial links / materials/ Books/ Traning/ And your experience? Appreciate your time. Thanks

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  • L'adoption de Microsoft Exchange Server 2010 devrait s'accélérer en 2011 selon Mimecast, mais la migration est vue comme délicate

    L'adoption de Microsoft Exchange Server 2010 devrait s'accélérer en 2011 Selon Mimecast, mais la migration est vue comme délicate Un sondage publié récemment montre que la migration vers Microsoft Exchange Server 2010 va fortement d'accélérer dans les prochains mois. La solution de messagerie d'entreprise de Microsoft, dont le Service Pack 1 est disponible depuis déjà quelques mois a fait l'objet d'une étude menée par Mimecast, fournisseur des services de messagerie unifiée. L'étude révèle que 51,9 % de...

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  • Is Unix/Linux adoption a measure of developer skill? [closed]

    - by adeptsage
    Is Linux/Unix based OS adoption for development (or recreation) a rough measure of the awareness, adaptability and/or skill of a developer, after considering factors like learning curve for effective code testing via the CLI, basic scripting, tweaking, etc. I have no intention of starting flame wars between Windows and Linux as better dev environments, and personal choice of OSes for dev, but what i do wish to know is that - will the level of adaptability of a person who uses a Unix based system be defined by the fact that he programs on a Unix based OS?

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  • Le succès de Windows 7 se confirme en entreprise et présage une adoption rapide et massive, selon Fo

    Mise à jour du 27/05/10 Le succès de Windows 7 se confirme en entreprise Et présage une adoption rapide et massive, selon Forrester Nouvelle étude à 500 $ pour le cabinet Forrester... qui accepte néanmoins de livrer quelques conclusions pour 0 Euro. « Corporate Desktop Operating System And Browser Trends, Q2 2009 To Q2 2010 » nous apprend donc que Windows 7 arrive (sic) et que Firefox et Chrome ne cessent de progresser (une constatation déjà fait...

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  • Do You Want "Normal?" Good luck!

    - by divya.malik
    By Steve Diamond Much has been written about "The New Normal." One thing is for sure: whatever THAT is, economically speaking we won't be experiencing it anytime soon. Sure, we're well beyond the "no floor" perception of 18 months ago--which is certainly comforting, but ask any senior executive and they'll tell you of the constant rigor necessary to continually adapt to an ever-changing macro environment. This brings me to a suggestion that you tune in to a Deloitte Webinar titled, "The New Normal: Embrace Complexity or Seek to Simplify." It features the perspectives on this very topic of Jessica Blume, a principal at Deloitte; and Kirk Mosher, VP of CRM Marketing at Oracle.

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  • La réponse d’Oracle aux nouveaux enjeux de la Grande Distribution Catégorie Apps

    - by Valérie De Montvallon
    Retrouvez l'interview de Franck Westrelin, Directeur Associé Oracle Retail, lors du Retail Business Technologie Forum du 20 novembre 2012 à Paris. Résumé de l'interview : Franck Westerlin discute des grandes tendances de la distribution : les changements du comportement client, l'étendu des outils d’achat et d’interactions clients, l'environnement concurrentiel et saturé… Il présente aussi les attentes des consommateurs actuels : une expérience d’achat de qualité, l'homogénéité et la cohérence par rapport aux points d’interactions avec les distributeurs. Enfin, il démontre comment Oracle répond à ces enjeux grâce à l'innovation : optimisation des interactions client et des processus métier (Gestion commerciale, eCommerce, planifications, CRM, back office magasin, supply chain…) Retrouvez l'interview sur notre Chaine Youtube Oracle Applications France ! 

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  • Do You Want "Normal?" Good luck!

    - by steve.diamond
    Much has been written about "The New Normal." One thing is for sure: whatever THAT is, economically speaking we won't be experiencing it anytime soon. Sure, we're well beyond the "no floor" perception of 18 months ago--which is certainly comforting, but ask any senior executive and they'll tell you of the constant rigor necessary to continually adapt to an ever-changing macro environment. This brings me to a suggestion that you tune in to a Deloitte Webinar titled, "The New Normal: Embrace Complexity or Seek to Simplify." It features the perspectives on this very topic of Jessica Blume, a principal at Deloitte; and Kirk Mosher, VP of CRM Marketing at Oracle.

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  • Mega Trends 4 Financial Services, 21 maggio 2014

    - by Claudia Caramelli-Oracle
    Oracle ha sponsorizzato questo evento dedicato alle Banche e al mondo assicurativo. Il tema principale è stato cercare di capire come esplorare il futuro per migliorare il coinvolgimento dei clienti e le innovazioni in questo mercato. Oracle ha avuto l'opportunità di incontrare i Direttori Generali e i CxO delle più importanti banche italiane, internazionali e assicurazioni in oltre quattro momenti diversi: 1. Cena executive il 20 maggio2. Sessione plenaria3. Sessione parallela con il tema: Social & Digital Engaging4. CRM & Dig Data IntelligenceL'hashtag #mt4financialservices  ha visto un grosso movimento su Twitter: questo dimostra come le tematiche di cui si è discusso durante l'evento devono e trovano un reale riscontro in quello che è il mercato di riferimento. C'è interesse e soprattutto il mercato aspetta solo di essere ingaggiato in queste modalità! Per maggiori informazioni scrivi a Silvia Valgoi

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  • Company Administrators: Stay Alert!

    - by Pete
    Some of our customers choose to use the Themes feature to rebrand their Training and Support Center link, and redirect it to an internal support site. If your company does this, we strongly advise that for your employees that have the Administrator role, you maintain a separate theme that keeps the Administrator's Training and Support link pointed to the CRM On Demand Training and Support Center, and not redirect it to an internal support site. Why? The company administrator needs access to the Training and Support Center because it gives them pod-specific application alerts on the Support tab and pod-specific release information on the Release Info tab. If a customer no longer has access to the Training and Support Center URL because they have already rebranded that link, they can contact Customer Care to request it again.  

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  • ADVISOR WEBCAST: R12: How to debug Email Center Auto Service Request Creation Failures

    - by user793044
    PRODUCT FAMILY: EBS CRM - Service November 6, 2012 at 11 am ET, 9 am MT, 8 am PT, 4 pm London The primary function of this WebCast is to explain how to debug problems when auto-creating a Service Request from an Inbound Email into Email Center. We see a significant number of issues raised with Support in this area, as the only indication the auto-creation has failed, is the Email routing to the Supervisor Queue for manual processing. Topics will include: Understand Email Center and Auto SR creation process.  Run the debug procedures. Understand the output and check the reasons for SR Creation failure. See the fixes for the most common issues faced. See the results for successful SR creation. Go to Doc ID 1493122.1 to register. Current Schedule and Archived Downloads can be found on Doc ID 740966.1.

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  • "Has Oracle written the script for CRM success?" - Anthony Lye on Customer Experience at BAFTA

    - by Richard Lefebvre
    Anthony Lye showcased Oracle Fusion CRM at a BAFTA gathering, and MyCustomer.com covered the story under the title of "Has Oracle written the script for CRM success?' According to MyCustomer.com, "Oracle's SVP of CRM Anthony Lye set the scene for the event, suggesting products are becoming commoditized, so that the only way to differentiate is through the relationship with the customer. But he warned that "customers are more and more in control of that relationship, so you have to provide great experiences for them." "The quickest win within your organization to create a single view is to connect your marketing organization with your selling organization, align goals, processes, people and technology," Anthony explained.   "And this is a transition that is already happening - "VPs of marketing have started turning up in the same meetings as VPs of sales, we have started to see that they want to work together" - but this convergence needs nurturing." "In Fusion there are capabilities to align the organisation - we enable marketing on the same platform to build campaigns connected to sales stages. It can affect leads and opportunities at the top end of the funnel. And the selling organisation can take advantage of marketing content - the materials that are exclusively within marketing can now be used by sales. Your sales teams have been campaigning forever, but it's usually by email, it isn't aligned with the corporate message and it's being sent to people it shouldn't. By aligning them we can increase output and the quality of that output." Anthony concluded: "Operating in a disconnected fashion having two distinct systems will cost you time and money. So we feel there's a material advantage in a solution like this." Enjoy the full story at http://www.mycustomer.com/topic/marketing/has-oracle-written-script-crm-success/139958

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  • Sugar CRM integration with Java - How to add relationship

    - by Arun P Johny
    Hi, I'm trying to integrate Sugar CRM with one of my projects. I'm using Apache Axis as my SOAP client. I've created the Sugar CRM client Stub classes using Apache Axis. I'm able to login and add Leads, Opportunities, Accounts and Contacts. But I'm unable to add a relation ship between my Account and Opportunity. I've found following method in the SugarsoapPortType port.set_relationship(session, module_name, module_id, link_field_name, related_ids, name_value_list, delete) but I cannot understand the different parameters required by this method. Most of the online documents suggests a simple way as given below $result = $client->call('set_relationship',array("session"=>$session _id,array("module1"=>"Emails","module1_id"=>"<module1_id>","module2"=>"Accounts","module2_id"=> "<module2_id>"))); how can I achieve this using Java Thanks

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  • Create MVC 5 Combo Box from CRM Entities?

    - by SpaceCowboy74
    I am working on an MVC 5 App that pulls data from Dynamics CRM 5. The Data I am getting back is an IQueryable of type Account (The CRM Entity class auto generated by CrmSvcUtil). I am retrieving all of the items and can loop through them with code like this: @foreach (var item in Model.ToList()) { <tr> <td> @item.AccountId </td> <td> @Html.DisplayFor(modelItem => item.Name) </td> </tr> } The problem is, I would like to instead put them in a drop down list. I can't figure out what the syntax is to put these in a DropDown is. Any suggestions?

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