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  • Salon du E-commerce et Social CRM B2B

    - by Valérie De Montvallon
    Nous participions au Salon du E-commerce et Social CRM B2B en septembre dernier et nous vous proposons la vidéo réalisée par Les décideurs de la relation client. Découvrez des avis d'experts de la Relation Client pour en savoir toujours plus sur le Social CRM BtoB. Pour le BtoB, la gestion de la Relation Client semble bien simple quand il s’agit de récolter des informations à partir d’appels téléphoniques, d’entretiens physiques ou d’emails. Toutefois, la tâche s’enhardit sur les réseaux sociaux. Ces plateformes sont-elles réellement adaptées au BtoB ? Comment procéder quand on se lance ? Quels sont les pièges à éviter ? Quels sont les éléments qui laissent à penser que le Social CRM BtoB est une vraie tendance de la Relation Client ? Autant de questions auxquelles les experts rencontrés ont apporté des éléments de réponse. Vous découvrirez l'interview de notre expert, Khalid Madarbokus, qui s'exprime sur la remontée d'informations depuis les médias sociaux au sein des départements d'une entreprise B2B (à 3:20)

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  • What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

    - by Richard Lefebvre
    There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. 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. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. 

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  • Selling On Demand

    - by andrea.mulder
    In May 2010, eSilicon management began evaluating providers for a new CRM system - vetting a variety of CRM offerings. Using a rating system that scored vendors according to marketing, sales, services, features, usability, implementation time, and cost, the team chose Oracle CRM On Demand for the project. "Overall, Oracle CRM On Demand was the best system that was able to address all our pain points," says Janet Ang, senior applications developer and project manager of the CRM implementation at eSilicon. Read Selling On Demand, a feature article in the February 2011 issue of Profit Magazine, and find out how eSilicon achieved:Easy Implementation and Adoption Sales and Management Benefits High Productivity for Tech

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  • CEO Is the New CRM

    - by andrea.mulder
    Danny Rippon launched his blogging career last week with The Marketer outlining how CRM has evolved from managing customer data to 'CEM' - Customer Experience Management, and for true market leaders it is moving towards 'CEO' - Customer Experience Optimisation. Or as we like to say here in the states Customer Experience Optimization (with a "z"). Click here to hear Danny's thought on why CEO Is the New CRM.

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  • CUSTOMER INSIGHT, Trend, Modelli e Tecnologie di Successo nel CRM di ultima generazione

    - by antonella.buonagurio(at)oracle.com
    Il CRM è una necessità sia per le grandi realtà aziendali che per le medie imprese, che hanno una crescente necessità di dati, informazioni, intelligence sui loro clienti. Molte realtà hanno sviluppato al loro interno sistemi di CRM ad hoc, ma, non avendo l'informatica nel loro DNA, hanno impiegato molto tempo su aspetti tecnici ed operativi piuttosto che sull'interpretazione, elaborazione e riflessione dei dati raccolti. Per maggiori informazioni e visionare l'agenda dell'evento clicca qui

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  • European Companies Can Now Subscribe to Oracle CRM on Demand Locally

    - by divya.malik
    Here is some important news that was announced by our colleagues in Oracle EMEA last week. Joining our other data centers in Austin, Colorado Springs and Sydney-Australia, Oracle announced a new data center in Europe. Oracle CRM On Demand customers can now have their content securely hosted locally in the region. Here is the press release, and to learn more about Oracle's CRM On Demand offering click here.

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  • They Wrote The Book On It

    - by steve.diamond
    First of all, an apology to you all for my not posting this yesterday, when I should have. For those of you bloggers out there, you know the difference between "Save" and "Preview." But I temporarily forgot it. Nevertheless, while I'm not impressed with this mishap, I'm blown away by the initiative three of my colleagues have taken. Jeff Saenger, Tim Koehler, and Louis Peters, recently wrote a book, "Oracle CRM On Demand Deployment Guide." Not only that, they got this book PUBLISHED. These guys know their stuff. They have worked in the CRM industry for many years. And trust me, they command a lot of respect inside this organization. In the words of Louis Peters (who posted this verbiage yesterday on LinkedIn), "We've assembled all the best practices and lessons learned over the past six years working with CRM On Demand. The book covers a range of topics - working with SaaS-based applications, planning and executing a successful rollout, designing elegant and high-performing applications, and working effectively with Oracle. We even included several sample designs based on successful real-world deployments. Our main target audience is the CRM On Demand project team - sponsors, project managers, administrators, developers - really anyone planning, implementing or maintaining the application." Now these guys don't know it, but I'll be interviewing one of them and including audio excerpts of that conversation right here next Wednesday. In the meantime, if you want to learn more about successful CRM deployments in general, and working with Oracle CRM On Demand in particular, you should check out this book.

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  • The Other "C" in CRM

    - by [email protected]
    By Brian Dayton on April 5, 2010 7:04 PM Folks who know me know that I rarely, if ever, talk politics. And I never talk politicians. Having grown up in a household with one parent leaning left and the other leaning to the right it was the best way to keep the peace. This isn't about politics. It's about "constituents" and the need to improve the services and service levels for people--at the city, county, state/province, etc. level all the way up to national governments. As a citizen and tax payer it's also important to me that these services be provided at a reasonable cost. If there's a better and more efficient way to do something then it's my hope that a public sector organization takes advantage of technology the same way private sector companies do. Social services organizations have a complex job. They provide the services that people need, from healthcare and children's assistance to helping people find jobs. But many of these organizations are still managing these processes manually or outdated, home-grown applications that could have been written up to 30 years ago. A lot has changed in technology. On the (this is as political as I'm going to get) political front, stakeholders like you and me are expecting greater transparency on where and how funds are spent. I'll admit that most of the time, when I think about CRM systems, I think about my experience as a customer of my bank, utilities company or cable operator. But now that I'm older, have children and a house--I find myself interacting more and more with agencies and services organizations. My experiences are sometimes good and sometimes not so good. Along those lines, last week's announcement of Siebel CRM 8.2 for Public Sector caught my eye. You may not work in the public sector, but you are a constituent of some--actually a lot--of public sector organizations. I don't know which CRM systems city and county utilize but I'm going to start paying closer attention.

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  • EBS Customer Relationship Manager (CRM) Product Family Webcasts

    - by user793044
    Oracle's Advisor Webcasts are live presentations given by subject matter experts who deliver knowledge and information about services, products, technologies, best practices and more. Delivered through WebEx the Oracle Advisor Webcast Program brings interactive expertise straight to your desktop, at no cost. Each session is usually followed by a live Q&A where you can have your questions answered. If you miss any of the live webcasts then you can replay the recording or download the PDF of the presentation. Doc Id 740966.1 gives you access to all the scheduled webcasts as well as the archived recordings and presentations. Just select the product family you are interested in to access the latest webcasts in that area. Below is a listing of the currently scheduled archived webcasts for the EBS CRM and Industries product family. Webcast Topic and Description Webcast Link Date and Time Upcoming: Oracle E-Business Suite - Service Oracle Service Charges - Introduction/Overview Register Dec 6, 2012 EBS CRM - Service R12: How to debug Email Center Auto Service Request Creation Failures Recording | .pdf Archived XCALC: Failed Calculations when Using OIC Recording | .pdf Archived XPOP: Failed Population When Using Oracle Incentive August 30, 2012 Recording | .pdf Archived XROLL: Failed Roll Up When Using Oracle Incentive Compensation August 16, 2012 Recording | .pdf Archived Common Problems Associated with Product Catalog in Sales Recording | .pdf Archived Oracle Incentive Compensation - Troubleshooting Payment Issues Recording | .pdf Archived R12 Renewing Service Contracts - Overview Recording | .pdf Archived 11i and R12 Oracle CRM Service Basics and Troubleshooting - an Overview Recording | .pdf Archived 11i and R12 Transaction Error Troubleshooting Overview Recording | .pdf Archived

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  • Failure Sucks, But Does It Have To?

    - by steve.diamond
    Hey Folks--It's "elephant in the room" time. Imagine a representative from a CRM VENDOR discussing CRM FAILURES. Well. I recently saw this blog post from Michael Krigsman on "six ways CRM projects go wrong." Now, I know this may come off defensive, but my comments apply to ALL CRM vendors, not just Oracle. As I perused the list, I couldn't find any failures related to technology. They all seemed related to people or process. Now, this isn't about finger pointing, or impugning customers. I love customers! And when they fail, WE fail. Although I sit in the cheap seats, i.e., I haven't funded any multi-million dollar CRM initiatives lately, I kept wondering how to convert the perception of failure as something that ends and is never to be mentioned again (see Michael's reason #4), to something that one learns from and builds upon. So to continue my tradition of speaking in platitudes, let me propose the following three tenets: 1) Try and get ahead of your failures while they're very very small. 2) Immediately assess what you can learn from those failures. 3) With more than 15 years of CRM deployments, seek out those vendors that have a track record both in learning from "misses" and in supporting MANY THOUSANDS of CRM successes at companies of all types and sizes. Now let me digress briefly with an unpleasant (for me, anyway) analogy. I really don't like flying. Call it 'fear of dying' or 'fear of no control.' Whatever! I've spoken with quite a few commercial pilots over the years, and they reassure me that there are multiple failures on most every flight. We as passengers just don't know about them. Most of them are too miniscule to make a difference, and most of them are "caught" before they become LARGER failures. It's typically the mid-sized to colossal failures we hear about, and a significant percentage of those are due to human error. What's the point? I'd propose that organizations consider the topic of FAILURE in five grades. On one end, FAILURE Grade 1 is a minor/miniscule failure. On the other end, FAILURE Grade 5 is a colossal failure A Grade 1 CRM FAILURE could be that a particular interim milestone was missed. Why? What can we learn from that? How can we prevent that from happening as we proceed through the project? Individual organizations will need to define their own Grade 2 and Grade 3 failures. The opportunity is to keep those Grade 3 failures from escalating any further. Because honestly, a GRADE 5 failure may not be recoverable. It could result in a project being pulled, countless amounts of hours and dollars lost, and jobs lost. We don't want to go there. In closing, I want to thank Michael for opening my eyes up to the world of "color," versus thinking of failure as both "black and white" and a dead end road that organizations can't learn from and avoid discussing like the plague.

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  • How do you read system jobs in Dynamics CRM?

    - by Dan Crowther
    The CRM SDK says this is possible but the following code fails. Does anyone know why? var request = new RetrieveMultipleRequest(); var query = new QueryExpression(EntityName.asyncoperation.ToString()); query.ColumnSet = new AllColumns(); request.Query = query; var response = _connection.Execute(request); The error is: <error>\n <code>0x80040216</code> <description>An unexpected error occurred.</description> <type>Platform</type> </error> If I change the entity name to account, it works fine.

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  • Oracle CRM Day Barcelona

    - by Oracle Aplicaciones
    Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin;} Normal 0 21 false false false ES X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin-top:0cm; mso-para-margin-right:0cm; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0cm; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-fareast-language:EN-US;} El pasado 25 de Noviembre, con la colaboración de Abast, Birchman y Omega CRM, Oracle celebró en Barcelona la 2ª edición del CRM Day, donde presentaron las últimas tendencias europeas de CRM a través del Estudio realizado por IDC. Con su formato de conferencias + coloquios + asesorías individuales, todos los asistentes dispusieron de la posibilidad de compartir experiencias y mejores prácticas con los expertos de oracle así como con el resto de asistentes.

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  • Is Master Data Management CRM's Secret Sauce?

    - by divya.malik
    This was the title of a recent blog entry by our colleagues in EMEA. Having a good master data management system enables organizations to get a unified, accurate and complete understanding of their customers. Gartner Group's John Radcliffe explains why MDM is destined to be at the heart of future CRM and social CRM projects. Experts are predicting big things for master data management (MDM) in the immediate future. While far from being a new kid on the block, its potential benefits at a time when organisations are drowning in data mean that it is in the right place at the right time. "MDM is not 'nice to have'," explains John Radcliffe, research vice president at Gartner. "If tackled in the right way it can provide near term business value that plays into an organisation's new focus on cost efficiencies, risk management and regulatory compliance, while supporting growth and future transformative strategies." The complete article can be found here.

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  • Webcast: CRM Foundations - Notes, Attachments and Folder Technology

    - by LuciaC
    Webcast: CRM Foundations - Notes, Attachments and Folder Technology Date: November 21, 2013 at 11am ET, 10am CT, 8am PT, 4pm GMT, 9.30pm IST Don't miss this webcast if you want to know how to get the most out of using Notes and learn how to leverage best practices for Folder technology and Attachments.  This session will help users who are struggling with any of these topics understand how to use them better and more efficiently. TOPICS WILL INCLUDE: Set up and use of Notes Notes Security Attachments and their use throughout CRM Folder Technology Any new functionality related to these topics in release 12.2Set up and use of Notes. For more details and how to register see Doc ID 1592459.1 Remember that you can access a full listing of all future webcasts as well as replays from Doc ID 7409661.1.

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  • More Interactions. Better Interactions.

    - by andrea.mulder
    Only with Oracle CRM On Demand Release 17. Tune in TOMORROW for a live webcast with Anthony Lye, senior vice president of CRM, Tuesday, March 30st at 9:00am PDT / 4:00pm GMT to learn how you can increase sales effectiveness with Oracle CRM On Demand Release 17. Click here to register.

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  • Unable to Create New Incidents in Dynamics CRM with Java and Axis2

    - by Lutz
    So I've been working on trying to figure this out, oddly when I ran it one machine I got a generic Axis Fault with no description, but now on another machine I'm getting a different error message, but I'm still stuck. Basically I'm just trying to do what I thought would be a fairly trivial task of creating a new incident in Microsoft Dynamics CRM 4.0 via a web services call. I started by downloading the XML from http://hostname/MSCrmServices/2007/CrmService.asmx and generating code from it using Axis2. Anyway, here's my program, any help would be greatly appreciated, as I've been stuck on this for way longer than I thought I'd be and I'm really out of ideas here. public class TestCRM { private static String endpointURL = "http://theHost/MSCrmServices/2007/CrmService.asmx"; private static String userName = "myUserNameHere"; private static String password = "myPasswordHere"; private static String host = "theHostname"; private static int port = 80; private static String domain = "theDomain"; private static String orgName = "theOrganization"; public static void main(String[] args) { CrmServiceStub stub; try { stub = new CrmServiceStub(endpointURL); setOptions(stub._getServiceClient().getOptions()); RetrieveMultipleDocument rmd = RetrieveMultipleDocument.Factory.newInstance(); com.microsoft.schemas.crm._2007.webservices.RetrieveMultipleDocument.RetrieveMultiple rm = com.microsoft.schemas.crm._2007.webservices.RetrieveMultipleDocument.RetrieveMultiple.Factory.newInstance(); QueryExpression query = QueryExpression.Factory.newInstance(); query.setColumnSet(AllColumns.Factory.newInstance()); query.setEntityName(EntityName.INCIDENT.toString()); rm.setQuery(query); rmd.setRetrieveMultiple(rm); TargetCreateIncident tinc = TargetCreateIncident.Factory.newInstance(); Incident inc = tinc.addNewIncident(); inc.setDescription("This is a test of ticket creation through a web services call."); CreateDocument cd = CreateDocument.Factory.newInstance(); Create create = Create.Factory.newInstance(); create.setEntity(inc); cd.setCreate(create); Incident test = (Incident)cd.getCreate().getEntity(); CrmAuthenticationTokenDocument catd = CrmAuthenticationTokenDocument.Factory.newInstance(); CrmAuthenticationToken token = CrmAuthenticationToken.Factory.newInstance(); token.setAuthenticationType(0); token.setOrganizationName(orgName); catd.setCrmAuthenticationToken(token); //The two printlns below spit back XML that looks okay to me? System.out.println(cd); System.out.println(catd); /* stuff that doesn't work */ CreateResponseDocument crd = stub.create(cd, catd, null, null); //this line throws the error CreateResponse cr = crd.getCreateResponse(); System.out.println("create result: " + cr.getCreateResult()); /* End stuff that doesn't work */ System.out.println(); System.out.println(); System.out.println(); boolean fetchNext = true; while(fetchNext){ RetrieveMultipleResponseDocument rmrd = stub.retrieveMultiple(rmd, catd, null, null); //This retrieve using the CRMAuthenticationToken catd works just fine RetrieveMultipleResponse rmr = rmrd.getRetrieveMultipleResponse(); BusinessEntityCollection bec = rmr.getRetrieveMultipleResult(); String pagingCookie = bec.getPagingCookie(); fetchNext = bec.getMoreRecords(); ArrayOfBusinessEntity aobe = bec.getBusinessEntities(); BusinessEntity[] myEntitiesAtLast = aobe.getBusinessEntityArray(); for(int i=0; i<myEntitiesAtLast.length; i++){ //cast to whatever you asked for... Incident myEntity = (Incident) myEntitiesAtLast[i]; System.out.println("["+(i+1)+"]: " + myEntity); } } } catch (Exception e) { e.printStackTrace(); } } private static void setOptions(Options options){ HttpTransportProperties.Authenticator auth = new HttpTransportProperties.Authenticator(); List authSchemes = new ArrayList(); authSchemes.add(HttpTransportProperties.Authenticator.NTLM); auth.setAuthSchemes(authSchemes); auth.setUsername(userName); auth.setPassword(password); auth.setHost(host); auth.setPort(port); auth.setDomain(domain); auth.setPreemptiveAuthentication(false); options.setProperty(HTTPConstants.AUTHENTICATE, auth); options.setProperty(HTTPConstants.REUSE_HTTP_CLIENT, "true"); } } Also, here's the error message I receive: org.apache.axis2.AxisFault: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at org.apache.axis2.AxisFault.makeFault(AxisFault.java:430) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:123) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:67) at org.apache.axis2.description.OutInAxisOperationClient.handleResponse(OutInAxisOperation.java:354) at org.apache.axis2.description.OutInAxisOperationClient.send(OutInAxisOperation.java:417) at org.apache.axis2.description.OutInAxisOperationClient.executeImpl(OutInAxisOperation.java:229) at org.apache.axis2.client.OperationClient.execute(OperationClient.java:165) at com.spanlink.crm.dynamics4.webservice.CrmServiceStub.create(CrmServiceStub.java:618) at com.spanlink.crm.dynamics4.runtime.TestCRM.main(TestCRM.java:82) Caused by: org.apache.axiom.om.OMException: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at org.apache.axiom.om.impl.builder.StAXOMBuilder.next(StAXOMBuilder.java:260) at org.apache.axiom.soap.impl.builder.StAXSOAPModelBuilder.getSOAPEnvelope(StAXSOAPModelBuilder.java:161) at org.apache.axiom.soap.impl.builder.StAXSOAPModelBuilder.<init>(StAXSOAPModelBuilder.java:110) at org.apache.axis2.builder.BuilderUtil.getSOAPBuilder(BuilderUtil.java:682) at org.apache.axis2.transport.TransportUtils.createDocumentElement(TransportUtils.java:215) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:145) at org.apache.axis2.transport.TransportUtils.createSOAPMessage(TransportUtils.java:108) ... 7 more Caused by: com.ctc.wstx.exc.WstxUnexpectedCharException: Unexpected character 'S' (code 83) in prolog; expected '<' at [row,col {unknown-source}]: [1,1] at com.ctc.wstx.sr.StreamScanner.throwUnexpectedChar(StreamScanner.java:623) at com.ctc.wstx.sr.BasicStreamReader.nextFromProlog(BasicStreamReader.java:2047) at com.ctc.wstx.sr.BasicStreamReader.next(BasicStreamReader.java:1069) at javax.xml.stream.util.StreamReaderDelegate.next(StreamReaderDelegate.java:60) at org.apache.axiom.om.impl.builder.SafeXMLStreamReader.next(SafeXMLStreamReader.java:183) at org.apache.axiom.om.impl.builder.StAXOMBuilder.parserNext(StAXOMBuilder.java:597) at org.apache.axiom.om.impl.builder.StAXOMBuilder.next(StAXOMBuilder.java:172) ... 13 more

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  • Display and Use Advanced Find for Product Subscriptions by Account in Microsoft CRM 4.0

    - by Chris
    By default when viewing an account in edit mode you have access to Opportunities, Invoices, and Quotes which contain the products being shopped by the account and/or the sales department. I'm trying to determine where to store, display, and use the products that an account has a subscription too. I may not understand the implementation but it seems that there should be "Products" option directly off the root Account management window that will show the user all the products the account has purchased. We are trying to integrate this with our production tracking system where product sales can originate from other channels that will not flow through CRM first. This product subscription does not fit into the Opportunity, Quote, or Invoice model because they are confirmed recurring sales that were automatically purchased via tools like a Public Website, Portal, etc. By enabling this tracking in CRM we can use the advanced find feature to facilitate follow up sales and marketing efforts. Example: Find everyone who is subscribed to model A, so we can notify them of a new holiday campaign where they can get 10% off on all add-ons. It's my assumption that this is a common scenario, however I'd like to better understand how to approach this within the world of Microsoft CRM. Thank you in advance.

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  • Reasonable technological solutions to create CRM using .NET eventually Java

    - by user1825608
    My background(If it's too long, just skip it please ; ) ): I am Java programmer(because of demand): mostly teacher for other students, worked on few thesis for others, but during my journey I discovered that .NET and Microsoft's tools are on at least two levels higher than Java and its tools so I want to learn more about them. I programmed little bit on Windows Phone(NFC Tags, TCP Clients, guitar tuner using internal microphone, simple RSS), used WPF, integrated WPF with Windows Forms, Apple Bonjour(.NET), I have expierience with IP cameras and with unusal problems, I learn Android, but I don't like it at all. Problem: I was asked by my friend to create CRM for small new company. There will maximum 20 workers in the company working at computers in few cities in the country(Poland). They just want to store contracts with the clients and client's data. I am not sure what exacly they do but probably sell apartments so there will be at most few thousands of contracts to store in far future. Now I am totally new to CRM but I want to learn. I have few questions: Should the data be stored on a server in the company's building running 24/7 or cloud. If cloud which one? Should I use ASPX or WPF. I read one topic about it but as far as I know aspx sites can be viewed from every device with internet browser: tablets, phones(Android, WP, iOS) and computers at the same time- so the job is done once and for all(Am I right?), I don't know nothing about aspx. Can WPF be also used in manner that does not need to port it for other platforms?

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  • Programmatically reuse Dynamics CRM 4 icons

    - by gperera
    The team that wrote the dynamics crm sdk help rocks! I wanted to display the same crm icons on our time tracking application for consistency, so I opened up the sdk help file, searched for 'icon', ignored all the sitemap/isv config entries since I know I want to get these icons programatically, about half way down the search results I see 'organizationui', sure enough that contains the 16x16 (gridicon), 32x32 (outlookshortcuticon) and 66x48 (largeentityicon) icons!To get all the entities, execute a retrieve multiple request. RetrieveMultipleRequest request = new RetrieveMultipleRequest{    Query = new QueryExpression    {        EntityName = "organizationui",        ColumnSet = new ColumnSet(new[] { "objecttypecode", "formxml", "gridicon" }),    }}; var response = sdk.Execute(request) as RetrieveMultipleResponse;Now you have all the entities and icons, here's the tricky part, all the custom entities in crm store the icons inside gridicon, outlookshortcuticon and largeentityicon attributes, the built-in entity icons are stored inside the /_imgs/ folder with the format of /_imgs/ico_16_xxxx.gif (gridicon), with xxxx being the entity type code. The entity type code is not stored inside an attribute of organizationui, however you can get it by looking at the formxml attribute objecttypecode xml attribute. response.BusinessEntityCollection.BusinessEntities.ToList()    .Cast<organizationui>().ToList()    .ForEach(a =>    {        try        {            // easy way to check if it's a custom entity            if (!string.IsNullOrEmpty(a.gridicon))            {                byte[] gif = Convert.FromBase64String(a.gridicon);            }            else            {                // built-in entity                if (!string.IsNullOrEmpty(a.formxml))                {                    int start = a.formxml.IndexOf("objecttypecode=\"") + 16;                    int end = a.formxml.IndexOf("\"", start);                     // found the entity type code                    string code = a.formxml.Substring(start, end - start);                    string url = string.Format("/_imgs/ico_16_{0}.gif", code);Enjoy!

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  • dynamics CRM performance question

    - by tomo
    Hello Dynamics CRM gurus :) My boss asked me to do a research on available CMSes on market because cms we are using currently is rather a mess. For me as a .NET developer it would be great to choose and implement Dynamics CRM because of extensibility and perfect integration with .NET environment and well-known tools. All marketing blahbla sounds great but I'd like to know about common DISADVANTAGES, ISSUES concerning this system. The most important is how it is performing in a company with about 150 concurrent and very active users. I heard that is't really slow comparing to competitors system. Thanks in advance Best regards, Tomasz.

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  • Fusion CRM Data Integration and Migration from Conemis (D)

    - by Richard Lefebvre
    Conemis Data Integration Tools edited for Oracle Fusion CRM offers easy-to-use and pre-configured tools for data integration, data quality, and migration of data from Oracle CRM on Demand and third-party applications to Oracle Fusion CRM Conemis solution includes: Pressure Fueling of data for Fusion CRM Migration covered from legacy to Fusion CRM Data Quality in migration and integration Intuitive Data Housekeeping for IT and Sales Backups of Fusion CRM environments Conemis's solution benefits include Fusion CRM integrated out-of-the-box, connection to other applications, ready-made data mapping, instant availability without installation, fully configurable, shared use in integration expert groups, one GUI for several environments/pods, reduced costs & risks in migration projects, etc. Conemis AG, a German-based data integration company founded in 2009, offers Software and services solution and expertize for Oracle CRM products's data migration and integration. For more details, please contact Dr. Daniel Rolli ([email protected]) www.conemis.com.

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  • CRM: New Rollup Patches Released

    - by LuciaC
    See the table below for new rollup patches released for CRM family products. Product  Patch Number Reference Service Patch 17467506:R12.CS.B12.1.3:BUG FIXES FOR CS: OCTOBER'13 RUP PATCH n/a iStore Patch 16509570:R12.IBE.B- ORACLE ISTORE 12.1.3+ ROLLUP 1 Doc ID 1560963.1 Lease and Finance Management Patch 17485497:R12.OKL.B - OLFM : 1213 RUP3 DELTA 15 n/a For Trade Management and Price Protection the following Information Centers list the latest recommended patches and recently released patches: Critical, Recommended and Latest Patches for Oracle Trade Management (Doc ID 1569791.2) Critical, Recommended and Latest Patches for Oracle Price Protection (Doc ID 1305110.2)

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  • SQL Server Agent was not running on Server Dynamics CRM 2013

    - by No1_Melman
    I'm trying to install Dynamics CRM 2013 on a server. This server is on a VM. There are several other VMs, an ADDS & DNS, a MSSQL and a WebServer VM. Each server is a Windows Server 2012 R2. The SQL Server is 2012 Enterprise. Each VM is part of the main Domain, set by the ADDS & DNS. NSLookup confirms I can see the computer at the right IP address. Each separate VM has its own static IP, the DNS is set to the ADDS & DNS. I use the domain administrator to log into all the servers, and make the that domain administrator a local administrator. I've set up all the domain users for the CRM and gave them appropriate permissions, I have also added the accounts to the appropriate places, such that the CRM Deployment user is in the SQL security. The SQL Agent is running. SQL server configuration manager has SQL server network configuration TCP/IP enabled to allow remote connections. The SQL server has the domain user as a administrator, which is the same user being used to install the CRM. In the CRM setup i point to the [Servername]\[Instance] and I have also tried just the [Servername]. to make this easier I called the server MSSQL and left the instance name to the default. I even install the MSSQL instance as the domain administrator. CRM can find the ReportServer url. I have enable all the ports required, including: 135, 1433, 1434, 2382, 2383, 4022. 1434 UDP. I feel like I have absolutely done everything, I have google many times and tried all the different methods, and for the life of me I cant seem to get the CRM setup to find the SQL server agent. It passes everything else perfectly fine. I can even ping the MSSQL server. What is the problem, why does the CRM still keep giving the error: SQLSERVERAGENT (SQLSERVERAGENT) service is not running on the server MSSQL On the MSSQL server, the name of the sql server agent service is: SQL Server Agent (MSSQLSERVER)

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  • CRM Webcast: Territory Setup and Manage Matching Attributes

    - by LuciaC
    Subject:  Territory Setup and Manage Matching Attributes Date: July 9, 2013 at 1pm ET, 12pm CT, 11am MT, 10am PT, 6pm, BST (London, GMT+01:00), 10:30 pm IST (Mumbai, GMT+05:30)Territories are used in a number of different EBS CRM applications, including Sales, Field Service and Service Contracts.  If you want to know more about how territories work and how to set them up, join our experts in this webcast.  The webcast will a demonstrate a high level setup for one of the Sales products and examples of how other applications use the Territory Manager. Topics will include: Enabling Matching Attributes Custom Matching Attributes Examples for Account, Leads, Quote, Proposals, Opportunities in the Sales product. Running Concurrent Requests Details & Registration: Doc ID 1544622.1

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