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  • How do I stop CRM from asking for admin credentials when printing report

    - by Ac0ua
    Problem: When printing a report in CRM, I am asked by the UAC for admin credentials. There is a long URL: https://(crm_hostname)/reserved.ReportViewerWebcontrol.axd?ReportSession=(ID)ControlID=(ID)Culture=1333&UICulture=1033&ReportStack=1&OpType=PrintCab Info: There are three users that have the issue laied out here. They are not admins of any kind. It looks like it is asking for permission to allow SQL Server Reporting Services 2008 to run. When I put my credentials in, it just brings up the Print dialog box (this is fine, just stop asking for credentials). I know this might sound silly but I downloaded and installed "SQL Server Reporting Services 2008" hopping my credentials would give permission right from the beginning. Giving the users local admin, I was told is not an option. Note: I did post this on community (dot) dynamics (dot) com but, they are not a very active website. Thanks for any help even if it just points me in the right direction!

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  • CRM 2011 Plugin for CREATE (post-operational): Why is the value of "baseamount" zero in post entity image and target?

    - by Olli
    REFORMULATED QUESTION (Apr 24): I am using the CRM Developer Toolkit for VS2012 to create a CRM2011 plugin. The plugin is registered for the CREATE message of the "Invoice Product" entity. Pipeline-Stage is post-operational, execution is synchronous. I register for a post image that contains baseamount. The toolkit creates an execute function that looks like this: protected void ExecutePostInvoiceProductCreate(LocalPluginContext localContext) { if (localContext == null) { throw new ArgumentNullException("localContext"); } IPluginExecutionContext context = localContext.PluginExecutionContext; Entity postImageEntity = (context.PostEntityImages != null && context.PostEntityImages.Contains(this.postImageAlias)) ? context.PostEntityImages[this.postImageAlias] : null; } Since we are in post operational stage, the value of baseamount in postImageEntity should already be calculated from the user input, right? However, the value of baseamountin the postImageEntity is zero. The same holds true for the value of baseamount in the target entity that I get using the following code: Entity targetEntity = (context.InputParameters != null && context.InputParameters.Contains("Target")) ? (Entity)context.InputParameters["Target"] : null; Using a retrieve request like the one below, I am getting the correct value of baseamount: Entity newlyCreated = service.Retrieve("invoicedetail", targetEntity.Id, new ColumnSet(true)); decimal baseAmount = newlyCreated.GetAttributeValue<Money>("baseamount").Value; The issue does not appear in post operational stage of an update event. I'd be glad to hear your ideas/explanations/suggestions on why this is the case... (Further information: Remote debugging, no isolation mode, plugin stored in database) Original Question: I am working on a plugin for CRM 2011 that is supposed to calculate the amount of tax to be paid when an invoice detail is created. To this end I am trying to get the baseamount of the newly created invoicedetail entity from the post entity image in post operational stage. As far as I understood it, the post entity image is a snapshot of the entity in the database after the new invoice detail has been created. Thus it should contain all properties of the newly created invoice detail. I am getting a "postentityimages" property of the IPluginExecutionContext that contains an entity with the alias I registered ("postImage"). This "postImage" entity contains a key for "baseamount" but its value is 0. Can anybody help me understand why this is the case and what I can do about it? (I also noticed that the postImage does not contain all but only a subset of the entities I registered for.) Here is what the code looks like: protected void ExecutePostInvoiceProductCreate(LocalPluginContext localContext) { if (localContext == null) { throw new ArgumentNullException("localContext"); } // Get PluginExecutionContext to obtain PostEntityImages IPluginExecutionContext context = localContext.PluginExecutionContext; // This works: I get a postImage that is not null. Entity postImage = (context.PostEntityImages != null && context.PostEntityImages.Contains(this.postImageAlias)) ? context.PostEntityImages[this.postImageAlias] : null; // Here is the problem: There is a "baseamount" key in the postImage // but its value is zero! decimal baseAmount = ((Money)postImage["baseamount"]).Value; } ADDITION: Pre and post images for post operational update contain non-zero values for baseamount.

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  • Install Active Directory on Windows Server 2008 R2 for CRM 2011?

    - by Optimal Solutions
    I have just set up a VM for Windows Server 2008 R2 and want to install Microsoft CRM 2011 to play around with it. CRM 2011 seems to require Active Directory to be configured and running on the server. I've never gotten involved with Active Directory and I know that I need to install it and get it going for the CRM 2011 to continue. Does anyone have any quick pointers and/or resources for someone with no Active Directory experience, so that I can get CRM 2011 installed?

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  • Exposed onsite vs IFD deployments for MS Dynamics CRM

    - by Greg McGuffey
    I'm working for the first time on a MS Dyanmics CRM 4.0 project. Our company has a high number of remote employees and even more remote consultants. As such it will be necessary to make the CRM solution available over the internet. As near as I can tell, I have three options: Have everyone use a VPN to access an intranet site (typical onsite deployment). However, we have found that VPNs are far from trouble free and cause many support issues. We avoid them like the plague. Use IFD to expose the CRM on the internet. I don't know much about this except that the URL will be different than the onsite URL, which could cause some headaches (see below). Expose the CRM site by opening the site to the internet, using SSL to encrypt traffic. We currently do this with our MS sharepoint sites. I'm not sure how secure this would be (one of the reasons for this question). I'd like to avoid using both the onsite intranet deployment and the IFD together for a couple of reasons. One of the requests for the solution is use email to notify users that they've been assigned a task, and include the URL to the task within the email. For this reason. If both deployments are used, then I'll need to include two URLs and the user would need to know which to use. Which leads to the second reason, the main users of the solution split time between being in the office and being remote. Thus they would need to access the solution two different ways, and know when to use which. Bad. So, what are the advantages/disadvantages of any of these methods? Any other options? Is there any issue using IFD from within the intranet? Security issues? Thanks!

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  • Dynamics CRM error "A currency is required if a value exists in a money field" after converting Acti

    - by Evgeny
    We have a Dynamics CRM 4.0 instance with some custom attributes of type "money" on the Case entity and on all Activity entities (Email, Phone Call, etc.) When I use the built-in "Convert Activity to Case" functionality I find that the resulting Case does not have a Currency set, even if the Activity it was created from does have it. Whenever the case is opened the user then gets this JavaScript error: A currency is required if a value exists in a money field. Select a currency and try again. This is extremely annoying! How do I fix it? Is there any way I can set the currency? It needs to be done synchronously, because the Case is opened immediately when it's created from an Activity. So even if I started a workflow to set the currency the user would still get that error at least once. Alterntatively, can I just suppress the warning somehow? I don't really care about setting the Currency, I just want the error gone. Thanks in advance for any help!

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  • Unable to add users to Microsoft Dynamics CRM 4.0 after database restore

    - by Wes Weeks
    Working with a client in our Multi-tenant CRM environment who was doing a database migration into CRM and as part of the process, a backup of their Organization_MSCRM database was taken just prior to starting the migration in case it needed to be restored and run a second time. In this case it did, so I restored the database and let the client know he should be good to go.  A few hours later I received a call that they were unable to add some new users, they would appear as available when using the add multiple user wizard, but anyone added would not be added to CRM.  It was also disucussed that these users had been added to CRM initally AFTER the database backup had been taken. I turned on tracing and tried to add the users through both the single user form and multiple user interface and was unable to do so.  The error message in the logs wasn't much help: Unexpected error adding user [email protected]: Microsoft.Crm.CrmException: INVALID_WRPC_TOKEN: Validate WRPC Token: WRPCTokenState=Invalid, TOKEN_EXPIRY=4320, IGNORE_TOKEN=False Searching on Google or bing didn't offer any assitance.  Apparently not a very common problem, or no one has been able to resolve. I did some searching in the MSCRM_CONFIG database and found that their are several user tables there and after getting my head around the structure found that there were enties here for users that were not part of the restored DB.  It seems that new users are added to both the Orgnaization_MSCRM and MSCRM_CONFIG and after the restore these were out of sync. I needed to remove the extra entries in order to address.  Restoring the MSCRM_CONFIG database was not an option as other clients could have been adding users at this point and to restore would risk breaking their instances of CRM.  Long story short, I was finally able to generate a script to remove the bad entries and when I tried to add users again, I was succesful.  In case someone else out there finds themselves in a similar situation, here is the script I used to delete the bad entries. DECLARE @UsersToDelete TABLE (   UserId uniqueidentifier )   Insert Into @UsersToDelete(UserId) Select UserId from [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] Where CrmuserId Not in (select systemuserid from Organization_MSCRM.dbo.SystemUserBase) And OrganizationId = '00000000-643F-E011-0000-0050568572A1' --Id From the Organization table for this instance   Delete From [MSCRM_CONFIG].[dbo].[SystemUserAuthentication]   Where UserId in (Select UserId From @UsersToDelete)   Delete From [MSCRM_CONFIG].[dbo].[SystemUserOrganizations] Where UserId in (Select UserId From @UsersToDelete)   Delete From [MSCRM_CONFIG].[dbo].[SystemUser] Where Id in (Select UserId From @UsersToDelete)

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  • How to reduce your CRM migration project's risks?

    - by Richard Lefebvre
    In this 1'38 video, discover how you can dramatically reduce your CRM migration project's risks, costs and budgets with the market leading CRM Data Migration tool that offers turnkey migration platform from Salesforce, Microsoft Dynamics or Oracle CRM OnDemand on to Oracle Sales Cloud. This solution is open to any Oracle CRM & CX implementation partner (e.g. System Integrators) as a mean to complement their own offer. For any additional details or for an introduction to the tool, please contact [email protected]  or visit www.conemis.com

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  • Oracle's Vision of the CRM Industry

    Anthony Lye, Senior Vice President for Oracle's CRM Solutions talks to Cliff Godwin about the state of the Customer Relationship Management Industry today, Oracle's CRM Vision and Oracle's comprehensive CRM On Demand Model.

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  • How to connect SharePoint Online with Dynamics CRM Online using BDC?

    - by ripperus
    I try to connect SharePoint Online with Dynamics CRM Online using BDC. But without any results. I'll try to using Account's from CRM in SharePoint Online like a list. I mean - when I have 100 account's (customers) in CRM I want to export this account's to SharePoint Online like a list. And when I will bed edited account in CRM the elements in the list will be update (and when I edited element on SharePoint list it will update in CRM). Is there any possibility to connect in this way? If if what I should use - SharePoint Designer 2010, Visual Studio or do this on web interface?

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  • Oracle ties social, CRM, analytics products to customer experience

    - by Richard Lefebvre
    Oracle will embark on a new product strategy that centers on customer experience management, an approach driven by the company’s many recent acquisitions.  The new approach, announced by the company Monday night, will be seen in an expansive suite that features familiar Oracle products -- such as its Fusion CRM platform -- and offerings the company recently gained through acquisitions, including FatWire, RightNow and Vitrue. Billed as Oracle Customer Experience (CX), the suite enables businesses to respond to a market centered on the customer experience, said Anthony Lye, the company’s senior vice president of CRM. Companies “are very aware their products are commoditizing,” Lye said in an interview last week, referring to how the Web and social media channels have empowered customers. Customer experiences start and mature outside of CRM, and applications today need to reflect that shift, Lye said. Businesses thus need to step away from a pure CRM model, he said. Oracle claims CX will improve customer experience management by connecting businesses with customers across Web sites and social channels. Companies can create a single, real-time view of the customer and use predictive analytics of interactions to strengthen the customer experience, Oracle said. “Companies have to connect with their customers wherever, whenever and however they want,” Lye said. “They have to know and understand their customer.” Lye promoted Oracle CX as a suite that will work across channels to complement the company’s applications. A new strategy has been “cooking” for years now, but the acquisitions Oracle has made over the past two years made the time right for a “unique collaboration,” Lye said. CX includes basic Oracle CRM solutions such as Siebel and the new Fusion Apps. It also includes the company’s MDM products, Enterprise Data Quality, Customer Hub and Product Hub. And the suite is rounded out by the services that Oracle recently bought, transactions that created or enhanced the company’s presence in social, marketing, e-commerce and customer service. For instance, FatWire provides tools for marketing. ATG focuses on e-commerce. And RightNow specializes in customer service. Two recent acquisitions -- Collective Intellect and Vitrue -- gave Oracle a seat at the social table. Collective Intellect is a social intelligence program, and Vitrue is a social marketing and engagement platform. Those acquisitions have yet to be finalized. Oracle hopes to eventually integrate the two social offerings, as well as most of the other services, into the CX suite. CX can integrate on Oracle’s standard middleware, and can give users a lower TCO by leveraging it as a single stack on premise or as a cloud solution. Lye deferred questions about the pricing of CX, and instead pitched Oracle’s ability to offer multiple customer experience solutions in one suite. Businesses have struggled with the complexity of infrastructure and modern services that communicate with customers, Lye said. “They’ve struggled to pull all these things together. We’ve done that,” he said. Stephen Powers, a research director at Forrester Research Inc. in Cambridge, Mass., said it’s not surprising for Oracle to offer the CX suite and a related customer experience strategy.  “They’ve got CRM, ATG, FatWire. Clearly, it’s been the strategy for them,” he said. But the challenge for Oracle, and for any other vendor that has gone on an “acquisition spree,” is to connect its many products, Powers said. “The portfolio has to be more than the parts. They’ve got to realize the efficiencies and value of having these pieces to tie them together,” he said. “The proof is in the pudding. Adobe has done a nice job in its space with the products they’ve got. Now, Oracle has got to show it has something.” Albert McKeon (SearchCRM) Published: 25 Jun 2012 : http://searchcrm.techtarget.com/news/2240158644/Oracle-ties-social-CRM-analytics-products-to-customer-experience

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  • Four Easy Ways to Save a Rocky CRM Relationship

    - by Divya Malik
     Today, I am pleased to introduce our guest blogger Luke Christianson. Luke is  an Application Sales rep based out of Minneapolis, MN.  You can find him on LinkedIn and follow him on Twitter. In any relationship, sooner or later, the excitement fades away.  The honeymoon period gives way to the old routines you had, before you committed to each other and you eventually begin doing things apart from one another.  I’m not talking about a marriage…  Well, I guess I am.Commitment to a CRM tool and building a deep and lasting relationship is not much different than the basics of a traditional love story.  After your controlled CRM pilot program, and maybe the National Sales Meeting where you couldn’t escape those three wonderful letters, CRM, you will soon find that if you haven’t designed an environment where it’s going to enable your reps to make more money, the relationship is doomed.   . If you’re currently in a dysfunctional CRM relationship, here are 4 simple tips to re-engaging users and getting that spark back. Shadow a Sales Rep:   Chances are you can find out exactly what is preventing your sales reps from using the application by simply watching how they go about their day.  Sales reps are driven by money, not by additional administrative duties.  Your system needs to be setup so that they can get the information they need quickly, facilitate making key updates and run their business out of one easy-to-use application.  Increase your sales team’s productivity by 5% automatically:    Cancel the weekly forecast calls with your reps and require them update their opportunities in CRM.  Something else that I’ve seen work extremely well, is when you do Monthly or Quarterly reviews, do not let your sales reps bring anything into the room with them; no spreadsheets, notebooks, or computers.  Everything they need to tell you should be able to be put into CRM and fully accessible by the Sales Manager at any time.  Tool time:      Make sure the tools that you have selected meet both your short-term goals and your long term goals.   You need tools that can adapt like your business does.  You probably can’t wait two months for an update to a picklist value or for the addition of a simple workflow rule.  Do you feel the tools that are in place can create the experience you want for your users? and finally, if all else fails... Keep It Simple, Stupid:     Do you really need to require 15 fields to create an Opportunity?  Do you need to clutter the interface with different reports that don’t add daily value?  Most CRM systems on the market today are flexible enough today that your admin could clean up most of the unnecessary interface ‘noise’ in a few hours.  If they're not, see #3. Every strong relationship can be tedious at times, you’ll fight and eventually make amends, you may even threaten to upgrade to a newer model…  But be patient and think about what you want to achieve and you’ll find a partner for life.

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  • CRM On Demand Disconnected Mobile Sales for Life Sciences (iSales) is available

    - by Richard Lefebvre
    The much awaited CRMOD Disconnected Mobile Sales for Life Sciences (iSales) is now available! Oracle CRM On Demand Disconnected Mobile Sales for Life Sciences provides a flexible CRM solution for the iPad platform. It provides world-class productivity for pharmaceutical sales in disconnected and connected environments. Take a look at the Product Data Sheet and contact your local CRM onDemand sales representative for further information.

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  • Top 10 Reasons to Consider Open Source CRM

    <b>eCRM Guide: </b>"CRM solutions are just as reliable and can provide more bang for the buck than traditional proprietary CRM applications. So why should you consider open source CRM for your business? We found 10 good reasons."

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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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  • PeopleSoft CRM 9.2 Release Value Proposition

    - by Race Bannon
    Oracle's PeopleSoft Customer Relationship Management (CRM) delivers solutions that have been tailored to fit your industry business processes, your customer strategies, and your success criteria. With PeopleSoft CRM 9.2, organizations will be able to deploy a solution that delivers built-in best practices specific to your industry with a highly configurable, tightly integrated platform, ensuring that solutions will be fast to implement. The result is less configuration, less customization, and less integration. PeopleSoft Customer Relationship Management (CRM) is a world-class solution for organizations of every size and Oracle’s planned product roadmap for PeopleSoft applications is to deliver valuable, needed features for all of an organization’s constituents along three design principles — Simplicity, Productivity, and Lowered Total Cost of Ownership — as well as new application functionality as prioritized by our customers. The upcoming 9.2 release of PeopleSoft Customer Relationship Management focuses on these themes of Simplicity, Productivity, and Lower Total Cost of Ownership while also delivering robust new functionality to help your organization succeed. The recently published PeopleSoft CRM 9.2 Release Value Proposition provides overviews of the new features and enhancements planned for these applications for Release 9.2. This document offers customers a road map intended to help them assess the business benefits of upgrading to the 9.2 release while also helping them plan their IT projects and investments. (Link is to a My Oracle Support page, available to customers and partners.) Oracle continues to deliver enterprise-wide features that enhance our customer ownership experience and helps them run their businesses more efficiently and profitably. With the CRM 9.2 release, we continue to abide by this firm commitment we’ve made to our customers.

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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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  • Itautec Accelerates Profitable High Tech Customer Service

    - by charles.knapp
    Itautec is a Brazilian-based global high technology products and services firm with strong performance in the global market of banking and commercial automation, with more than 2,300 global clients. It recently deployed Siebel CRM for sales, customer support, and field service. In the first year of use, Siebel CRM enabled a 30% growth in services revenue. Siebel CRM also reduced support costs. "Oracle's Siebel CRM has minimized costs and made our customer service more agile," said Adriano Rodrigues da Silva, IT Manager. "Before deployment, 95% of our customer service contacts were made by phone. Siebel CRM made it possible to expand' choices, so that now 55% of our customers contact our helpdesk through the newer communications channels." Read more here about Itautec's success, and learn more here about how Siebel CRM can help your firm to grow customer service revenues, improve service levels, and reduce costs.

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  • Trace directory not defined error in MS Dynamics CRM 4.0

    - by dmcollie
    I'm getting the following event log entry when I turn on tracing in CRM using the Crm Diagnostics Tool. Any ideas why it's not picking up the correct directory to place the files? CrmTrace encountered a failure creating or opening the file named C:\Program Files\Microsoft Dynamics CRM\Trace\CRM-SERVER-CrmAsyncService-bin-20091106-1.log. (Reporting Process:CrmAsyncService, AppDomain:C:\Program Files\Microsoft Dynamics CRM\Server\bin) TIA.

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  • Recommend a free/cheap CRM system [closed]

    - by Dan Hedley
    I am part of a 4 person volunteer team who manage a small housing development in London. We need a low-cost/no-cost contact management and issue tracking system. Specifically, it needs to be: -Web-based, or easily shared between 4 people working out of their homes -Easy to backup and restore -Decently secure Does anyone have any recommendations? I am reasonably technically literate, so a PHP-based solution running on a cheap hosting package would definitely be a viable option. Many thanks.

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  • CRM 2011 - How to update Marketing List Member Type options to reflect entity display name changes?

    - by jwood
    Is there a way of updating the Option Set options for the Marketing List Member Type to reflect an entity display name change? i.e. if the account entity has been renamed to organisation, is there a supported way of reflecting this in the displayed options? I have been able to achieve this using javascript, but wondered if there was a better way of achieving this? At the moment I am unable to change the descriptions of the current options: Account, Contact or Lead.

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