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• Sorry. Not Much Happened Today!

  - by steve.diamond

  And THAT blog headline is dedicated to Seth Godin, who recently wrote that unlike its print brethren, digital media outlets aren't burdened with having to make their articles long enough to match the number of surrounding ad pages. He states that just because you CAN write more doesn't mean you SHOULD. Well, you don't have to tell me that twice. So to continue my rambling entry today, I'd suggest you read this post by Donal Daly on 10 steps to intelligent Social CRM for Sales. No seriously, read it. It's almost like a Groundswell Cliff Notes for sales people. I particularly love his third point. Of course I haven't "gotten" it yet, but I've got a whole life time, for crying out loud. Seriously, this is a great read and a fast one. And finally, in the department of longer reads, a thanks and shout out to Paul Greenberg for mentioning Oracle's new iPad app for Siebel CRM in his ZDNet blog. Hey, I warned you...not much happened today. Per se!

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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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• 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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• 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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• Would You Like It In Green?

  - by steve.diamond

  OK, so admittedly, this is already a TIRED and HACKNEYED term, but it applies here, so please endure the following. If you would like it in green, then yes, "We have an app for that!" In the soon-to-be-introduced next release of Oracle CRM On Demand, organizations gain unprecedented flexibility in their ability to optimize the look and feel of the Oracle CRM On Demand user interface. So if you want it in green, you can have it in green. And on this topic, I must say...our product development team seems to be taking unabashed pleasure in displaying this new color flexibility. Their demos are increasingly displaying a color palette that would make Martha Stewart hurl. And when I offer any feedback in my typically "direct" manner, they respond with, "Well Diamond, we can't show red or blue now, can we? It would just look like...everything else!" Yeah....but....but...I'm wearing a white shirt today, just like the white shirt I wore yesterday. And my wife has a fondness for "Shabby Chic," which is an interior design style deploying mostly white backdrops. Therefore, I guess I'm not the best one to critique. In all seriousness, although we'll be profiling far meatier features in the next release of Oracle CRM On Demand, this is important for organizations that want to match the look and feel of their CRM application to their corporate branding standards. Oh, and Happy St. Patrick's Day.

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• Database Changes in CRM 4.0

  - by Iain

  Hi, I have been told, roumerred, but can't find any documented evidence that it will invalidates your support contract with Microsoft Dynamics CRM 4.0 if you modify the database by scripting data into the database manually using TSQL. Can anyone help with a link or confirmation that this is true. Thanks in Advance Iain

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• Installing MS CRM IFD does not update registry and database

  - by www.sudeep.

  When I am trying to install the IFD tool on an on-premise CRM installation it is not updating the registry and the database. Should the user doing the installation have some special permissions.

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• Siebel CRM 8.1.1 Solutions

  Listen to George Jacob, Group Vice President, CRM Applications, discuss the new release of Siebel CRM 8.1.1. By empowering end customers and creating a consistent, engaging service experience, businesses are leveraging Siebel CRM 8.1.1 to garner high customer loyalty levels and improve business profitability in this tough economic environment. Tune in today!

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• ?Siebel CRM??ipad??????????

  - by junko.ishikawa

  ????????CRM?????????Siebel CRM??ipad?????????? ????????? ?REST API????ipad??????????????????????????REST API???iPhone SDK??????Siebel CRM?ipad?????-????????????????? ???????????????????? ????????????????????????????????????????? ???????????????????????????????????????????? ???????????????????

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• Why won't my styles show in a Dynamics CRM 4 IFRAME?

  - by Dan Crowther

  I have created a web page (ASP.NET) that includes a stylesheet to mimic Dynamics CRM styles. This is to be used in a CRM IFRAME (within a form). The stylesheet is referenced as follows: <head id="Head1" runat="server"> <link href="Styles.css" rel="stylesheet" type="text/css" /> </head> When I load the page in Visual Studio, all is well. When I load it in CRM, none of the styles are shown and no images are displayed. If I browse directly to the image, I get a 404 error. However, the pages function correctly. I have set read permissions for "Everyone" on the server to see if that was causing a problem but it didn't help. I also tried putting a plain HTML page in the folder and that won't load either - again a 404. The page is installed in the ISV folder ..../isv/MyProject. Can anyone help? EDIT This is on a multi-tenancy system. On my test company (testcompany) if I browse to http://crm/testcompany/isv/MyProject/MyPage.aspx, the page is loaded (without styles and images). If I browse to http://crm/testcompany/isv/MyProject/TestImage.gif, the image is not shown. If I browse to http://crm/isv/MyProject/TestImage.gif, the image is shown. Does this suggest a problem with the server setup and the way CRM messes around with virtual directories?

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• Oracle Extends Life Sciences Edition in New Release

  - by charles.knapp

  By Chris Kanaracus, IDG News Service Oracle (ORCL) announced the 17th version of its on-demand CRM (customer relationship management) application Wednesday and made a fresh push into pharmaceutical sales with a Life Sciences edition of the software. New features in CRM on Demand Release 17 include tools for managing sales pipelines and performing forecasts of future business; a redesigned user interface; and added language support. But one CRM industry observer flagged the Life Sciences product as a particular point of interest. Read the full article here.

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• Complex knowledge management system with CRM..written internally

  - by JonH

  We've all heard of salesforce and sugarcrm and the likes of systems like this. Unfortunately at my workplace we have been asked to write a similiar system (rather then license or purchase). Basically the database is fairly large. Think of modules such as: Corporate groups, customers, programs, projects, sub projects, and issue management. In simple terms a corporate group has one to many customers. A program has one or more projects. A project has one or more sub projects. And an issue can be created on many sub projects. Of course the system is a bit more complex but instead of listing every single module I think its best to keep it simple. In any event, the system in its current state has only two resources to be working on it (basically we have to do it all: CSS, database, jquery, asp.net and C#). We've started off well by defining the UI master and footer pages that way we can reuse those across all of our pages. Now comes the hard part. The system will have about 4k end users with say 5-10% being concurrent users. We are wondering if it makes sense to cache our database data (For say 5-10 minutes) rather then continously hit our database. The reason being is some of these pages may have 5-10 search filters associated with the page. Imagine every time a selection is made from a search box how many database hits. Also some of these search fields cascade so selecting for instance an initial drop down may cascade several drop down boxes under them. Is it wrong to cache because I am not finding too many articles on whether it is a good idea or not. Remember the system is similiar to say a CRM system where we manage our various customers, projects, sub projects, issues, etc.

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• Subaru CIO wins SIM Leadership Award

  - by tony.berk

  Congratulations to Brian Simmermon, CIO at Subaru of America, Inc., for winning the Society for Information Management's (SIM) fifth annual SIM Leadership Award. Simmermon joined Subaru of America in 2005 as Chief Information Officer. Simmermon then performed a company-wide technology assessment and determined that the business ran a large collection of applications, many of which duplicated functionality. Establishing the mantra, "Simplicity, Flexibility, and Cost Effectiveness", he reduced the total number of applications, moved to a small core set of systems - including Oracle and Siebel. Tom Doll, COO for Subaru of America said, "We are very pleased Brian has been recognized. He has consistently shown vision and leadership and under his leadership, our technology group's innovations have helped our sales to grow to record levels, regardless of the economic circumstances." Simmermon's technology group's aggressive business deliverables have helped Subaru to become one of the most successful brands in the US with the brand reaching record sales in both 2009 and 2010. Click here to read the full press release. Click here to learn about Subaru's success with Oracle products. Congratulations Brian!

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• Add onchange event to a "locked" field in Dynamics CRM 4

  - by Evgeny

  I'm customising Dynamics CRM 4 and would like to modify the Form for the Case entity to add some JavaScript to the onchange event for the Knowledge Base Article lookup field (kbarticleid_ledit). However, when I click Change Properties for that field I get an error message: This field belongs to a locked section and cannot have its properties modified. How can I get around this and edit it? Is there a workaround similar to customizing the Article view? Or can I hack the DB somehow to "unlock" that field?

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• CRM plugin to execute when opportunity is reopened

  - by splatto

  I need to write a plugin for Dynamics CRM 4.0 that executes when a closed opportunity is reopened in order to change the salesstagecode. My questions are: When I register a new step to the plugin, what attribute(s) should I filter on? What property on the entity should I check the value of? and What should I look for the value of this entity to be so I can determine if the plugin execution should continue? I've typically written asynchronous workflows and my experience writing plugins is still developing, so I'd appreciate any help and clarification that can be offered. Please see below the plugin skeleton I've written public void Execute(IPluginExecutionContext context) { if (context.InputParameters.Properties.Contains("Target") && context.InputParameters.Properties["Target"] is DynamicEntity) { ICrmService service = context.CreateCrmService(false); DynamicEntity entity = (DynamicEntity)context.InputParameters.Properties["Target"]; if (entity.Name == EntityName.opportunity.ToString()) { if (entity.Properties.Contains(/*What Property Should I Check Here?*/)) { //And what value should I be looking for in that property? } } } }

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• Customise a control in dynamics crm

  - by webturner

  I've written code that can make a phone dial a number from a function call, that's done and dusted. What I would like to achieve is adding a Dial button to each phone number field on the forms in Dynamics CRM. Eventually this could also create a new phone record fill in the basic details and show it to the user to enter notes and an outcome for the phone call, and perhaps some other workflow bits to schedule the next call. Can I put a custom control on a standard form in place of the standard control. I'm assuming it would have to be an IFrame to an asp.net page, that pulls in the record id, and the field name, looks up the number to show in a text box, and passes the number to the DialNumber function. Hey presto... I assume its not going to be that easy... Has anyone tried this before, what's the process, what are the gotchas?

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• Change value before sending an email in Microsoft Dynamic CRM

  - by jk

  Hi I have created one Email Template in Dynamic CRM 4. The template look like as following Dear {!User:Full Name} you received one assignment. output of the email as following Dear John Smith you received one assignment. now I need to change the value as just John. we do not have attribute like first name and last name. but when we send an email it only take first word of the string. Can anybody please tell me how can i achieve this functionality Without writing any workflow or plug ins? Thanks

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• Retrieving a single Guid in CRM 4.0

  - by user1746560

  I'm new to CRM (version 4.0) and i'm trying to return a 'yearid' guide based on a given year (which is also stored in the entity).So far i've got: public static Guid GetYearID(string yearName) { ICrmService service = CrmServiceFactory.GetCrmService(); // Create the query object. QueryExpression query = new QueryExpression("year"); ColumnSet columns = new ColumnSet(); columns.AddColumn("yearid"); query.ColumnSet = columns; FilterExpression filter = new FilterExpression(); filter.FilterOperator = LogicalOperator.And; filter.AddCondition(new ConditionExpression { AttributeName = "yearName", Operator = ConditionOperator.Equal, Values = new object[] { yearName} }); query.Criteria = filter; } But my questions are: A) What code do in addition to this to actually store the Guid? B) Is using a QueryExpression the most efficient way to do this?

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• Siebel Open UI Training for Oracle EMEA CRM Partners - Free - Utrecht NL- January 22/23 2012

  - by Richard Lefebvre

  Have you heard about Siebel Open UI? It is the new, state-of-the-art User Interface for Siebel, offering an amazing User Experience on any browser. Oracle is planning a free of charge 2 days training, delivered by Oracle Product Development specialists, in Utrecht (NL) on January 22&23 2012. Seats are very limited. If you or your colleagues are interested to apply for one, please send an eMail to [email protected] with the contact details of the individuals who you would like to nomminate. If you would like to know more about Siebl Open UI before applying, please send an eMail to [email protected] to receive a short PPT deck featuring a short Siebel Open UI description, its benefits for (System Integrators) partners, and the detailed agenda.  Selected Participants will then be invited to register via the Oracle APEX system.

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• Dynamics CRM 2011 - WCF error

  - by bigtv

  I am trying to get to grips with MS Dynamics CRM 2011. I have have the beta installed on a VM and things look pretty good - some great new features etc. However I am getting an exception when trying to connect to the new XRMServices (updated 2011 WCF web services) Exception: System.ServiceModel.ServiceActivationException: The service '/organame/XRMServices/2011/Organization.svc' cannot be activated due to an exception during compilation. The exception message is: 'System.ServiceModel.Description.UseRequestHeadersForMetadataAddressBehavior'. This collection only supports one instance of each type. Parameter name: item. ---> System.ArgumentException: The value could not be added to the collection, as the collection already contains an item of the same type: 'System.ServiceModel.Description.UseRequestHeadersForMetadataAddressBehavior'. This collection only supports one instance of each type. Parameter name: item The only reference to this exception I gave found suggests that it is caused by multiple bindings configured in IIS, which in my case I did have, but the problem persists even after removing them. Any suggestions would be appreciated.

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• MS CRM 4.0 Remove inactive account from another list

  - by Ekaterina

  Hi, I have the following problem, on which I can't seem to find an answer... I have a CRM 4.0 system and I want to achieve the following: When I have a contact/account that's inactive to remove it from another list, for example the Marketing list. So I already have everything, up to the removing part. I have a collection with the inactive accounts/contacts (The ID's(GUID)), I just need to remove somehow the member from the list. So there is a class RemoveMemberListRequest which looks like the correct one, the only problem is, somehow I can't get it to work. foreach (Guid currentMember in inactiveMembers) { RemoveMemberListRequest req = new RemoveMemberListRequest(); req.ListId = context.PrimaryEntityId; req.EntityId = currentMember ; RemoveMemberListResponse rmlResp = (RemoveMemberListResponse)crmService.Execute(req); } When It tries to Execute, the request it fails, with very generic error, that it was unable to execute the request. I am also not sure if that's the correct way of doing it... There is another class that seems to have a property that might be useful: QualifyMemberListRequest With property: OverrideorRemove But I don't really understand how this one works, and I couldn't find enough information. Anybody?

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• Web Services, Memory Leaks and CRM

  - by Neil

  Hi, I have a website that allows users to upload a csv file. This calls a service that reads the information from the csv, puts it into DynamicEntity objects and calls the CRM service to Create/Update entities in CRM. When this service creates/updates an entity this kicks off other plugins to apply certain business rules. These rules can also Create or Update entites in CRM. The issue here is that the handle count of the w3wp.exe process that the website is calling increases every time the an entity is created or updated and it never comes back down. I tried putting Garbage Collection code in the business rules and this reduces the handle count of the CRM w3wp process (run by the Network Service), but not the other w3wp process. Should I have Dispose methods on the Web Service that calls the CRM service? I hope that makes sense. I'm not overly familiar with memory management issues so any help is appreciated. Can anybody give me some tips on how to stop this from occurring? Thanks, Neil -- EDIT Okay well the handle count goes up when I call the Service.Create(DynamicEntity) method. I don't think placing any code here would be beneficial. When I exit the method/class/service that contains this call the handle count stays as it is. What I need to know is whether this is something I should be managing or is it something CRM takes care of (or doesn't take care of but I can't do anything about it) -- Another Edit Right this is how it works. 1) We have CRM and its related services 2) We have another service independent of CRM that uses the CRM services (number 1 above) to create entities based on csv info passed into it 3) We have a website that allows a user to upload a csv, and calls service no 2 above to Create/Update entities in CRM 4) We have plugins fired by CRM which use Service 1 above to create/update entities So the user uploads a csv to the website (3), this fires a service(2). When service 2 creates an entity using service 1, Service 4 fires. Service 4 calls also uses service 1 to Create entities, and when these services are called (using the Service.Create() method) the handle count of the process increases. When the method/class/services finish the handle count remains the same, and so when the whole process occurs again the handle count will increased again.

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• Anthony Lye Shows New Pharmaceutical Sales Solution: Turn the Screen Around

  - by charles.knapp

  Tomorrow, March 31, watch as senior vice president of CRM, Anthony Lye, and director of life sciences product strategy, Piers Evans, provide the first public look at Oracle's new Pharmaceutical Sales solution, powered by Oracle CRM On Demand 17 - Life Sciences Edition. You will see a next generation approach to sell more and report less. Register now for this informative global webcast on March 31, 9 AM PDT/4 PM GMT.

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