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  • Microsoft Dynamics GP 2010 sortira le 1er Mai, amélioré en interopérabilité et en reporting

    Mise à jour du 24.04.2010 par Katleen Microsoft Dynamics GP 2010 sortira le 1er Mai, amélioré en interopérabilité et en reporting Microsoft Dynamics GP sera (enfin) très bientôt mis à jour, c'est une question de jours. Le premier Mai, le logiciel sera gratifié de plusieurs améliorations. Microsoft Dynamics GP 2010 comprendra de nouvelles fonctionnalités de reporting en business intelligence et sera mieux intégré grâce à un fonctionnement plus étroit avec Microsoft Dynamics CRM et Office Unified Communications, dans une logique d'amélioration de l'interopérabilité avec les autres produits Microsoft. Après trois ans d'attente, la patience des professionnels sera donc récompensée.

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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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  • 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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  • Problems connecting to MS Dynamics AX 2009 Application Object Server

    - by Sam
    I've got a funny problem connecting to an AOS server. I got a domain network containing a (VM) Server running the Application Object Server (AOS). Client computer A) can connect to the AOS without problems and work. When client computer B) tries to connect, all I get is this error message: Logon Error Connection with the Application Object Server could not be established. The event log of Client B) does not contain any messages about this. Firewalls are off on all three computers (by GP). Tcp/ip from cliebt B) to the AOS server does run fine. Both clients run the same OS (win 7 RC), sit on the same subnet, next to each other. Yesterday it all worked, today just one computer can connect. Any ideas what might cause this problem, how to resolve it, or how to debug it?

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  • Banco Espírito Santo Increases Sales Campaign Success Rate with Siebel CRM

    - by Tony Berk
    Banco Espírito Santo (BES), founded in 1869, is the second-largest private financial institution in Portugal with a 20.3% domestic market share, 2.1 million customers, and more than 700 in-country branches. It also has a strong international presence with operations in 23 countries and four continents. With strong growth in its major markets, BES needed a modern, cost-effective, scalable, and reliable customer relationship management (CRM) solution for its retail operations. The bank wanted to optimize client relationship management and integrate all customer touch points and service channels to improve the success of its sales and marketing initiatives. BES implemented the same CRM solution as many other leading banks: Oracle's Siebel CRM. With Siebel CRM 8.1 and other Oracle solutions, BES significantly increased sales of its new financial products across all channels by up to 25%, and it expects to increase annual revenue by up US$4 million annually. It also improved the success rate of bank branch sales, marketing, and lead generation campaigns by nearly 10%. “We are very happy with Oracle’s Siebel CRM applications. We already knew that this was the best solution available, but it has surpassed our best expectations,” said João Manaças, Customer Relationship Management Manager, Personal Marketing Department, Banco Espírito Santo. Click here to learn more about BES's use of Siebel CRM.

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  • Why The Athene Group Chose Fusion CRM

    - by Tony Berk
    A guest post by Vikas Bhambri, Managing Partner, The Athene Group This year, The Athene Group (www.theathenegroup.com) celebrated our tenth anniversary. The company has accomplished a lot in ten years overcoming a number of hurdles and challenges to have grown organically to a 150+ person global company with offices in the US, UK, and India and customers in the US, Canada, and Europe. Now more than ever with the current global landscape from an economic and competitive standpoint it was vital that we make some changes to remain successful for the next ten years. There were two key initiatives that we discussed internally that would enable us to successfully accomplish this – collaboration and the concept of “insight to action”. With our existing Oracle CRM On Demand platform we had components of this but not the full depth and breadth that we were looking for. When we started to discuss Fusion CRM we immediately saw several next generation tools that would embrace these two objectives. For a consulting and development organization the collaboration required between business development and consulting delivery is as important as the collaboration required during the projects between the project delivery and account management teams. The Activity Streams functionality in Fusion CRM immediately addressed the communication of key discussion topics and exchanges around our clients. Of course when we saw the Oracle Social Network (which is part of our Fusion CRM roadmap) we were blown away. The combination OSN and our CRM is going to make us more effective as we discuss and work cohesively on client engagements – ensuring mutual success for both Athene and our clients. When we looked at “insight to action” we saw that we had a great platform when folks were at their desks, unfortunately a lot of our business development and consulting folks are on the road. The Fusion Mobile Sales and Fusion Outlook Desktop provide information to our teams when they are on the go. So that they can provide real-time information and react to real-time information provided by their peers. We are in the early stages of our transformative experience with Fusion CRM but we believe the platform along with our people and processes are going to help us achieve our goals in the future.

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  • Successful Fusion CRM Bootcamp in Paris - July 24-24th

    - by Richard Lefebvre
    The first Fusion CRM Bootcamp for EMEA partners successfully took place in the Paris Pullmann Bercy hotel on July 24-26th. The agenda covered 14 Fusion CRM topics in depth, including detailed presentations and hands-on exercises, delivered by a team of Fusion CRM experts from Oracle Product Development. 89 participants represented 55 companies from 14 different countries, attended this event which was also a great opportunity to network with Oracle Product Development and Alliances & Channels executives during the breaks and the "Fusion Lounge" session each day after the training. As expressed by the participants in the event survey, the overall satisfaction reached to an impressive percentage of 85+ with the response of “met or exceeded the expectations” and with individual comments such as: On top of the presentation of Fusion CRM as a product, this event allowed to better understand Oracle's product and rollout strategy. The ability to meet the development team was really a bonus. Extremely valuable information given that enables integrators to go on the road of Fusion CRM Excellent organization, good product information coverage and demonstration Additional Fusion CRM bootcamps are planed across EMEA in the next quarters, although they will probably be under a different format which is still to be defined.

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  • .NET OpenSource or cheap CRM [closed]

    - by Dkong
    Possible Duplicate: Open source CRMs Hi, I'm looking for a decent Open Source or cheap .NET CRM. Does anybody know of any good ones (aside from whatever there is on the front page of Google which I've checked and wasn't that impressed with)

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  • Need to include Calendar and Email in own CRM system. Whose?

    - by PurplePilot
    I am writing a web based application that needs to have some elements of CRM in it but I cannot use an of-the-shelf CRM to do what I want. (Honestly we have been through it all and it will not work). Now while Tasks, Calls, Meetings and Notes are straightforward the idea of reinventing Mail and Calendars seems a waste of time and effort and also unproductive as most users already have their own and it simply adds to the complexity of my application and hacks users off. My thoughts are going around using Outlook and or GMail/iCal and or Mac Mail/iCal and or Thunderbird and importing the relevant data or if possible integrating it into the application. Any thoughts? Anyone got any experience of this can point me in a few directions. N.B. Not looking for an answer as too complex just some pointers and thoughts. Thanks. p.s. We did look at Sugar CRM as the basis for our project and it is useful to get best practice from but as I say it was not useable due to how we are structuring our software, not Sugar's fault.

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  • Siebel CRM: Alive and Jamming at OpenWorld

    - by Tony Berk
    Yes, a rock 'n roll reference in a CRM/Customer Experience blog entry! Sorry, but we are getting excited about OpenWorld and all of the great CRM and Customer Experience sessions we've been planning for the past 6 months (yes, we really do start planning in March!). I also heard that some band named Pearl Jam is making an appearance. Who's tried the Rock Band guitar solo for Alive? Way too difficult for an amateur like me. Anyhow, we are supposed to be highlighting Siebel CRM at OpenWorld. Yes, Siebel will once again have a major presence at OpenWorld and there is a lot of new things to tell you about. If you search the OpenWorld Content Catalog with the tag "siebel", you'll find over 75 sessions. That's over 75 hours of opportunity to hear from Siebel customers, product managers, and implementers. While I invite you to read through the descriptions of all 75+ sessions or check out the OpenWorld Focus On Siebel document, I'd like to try and help with some highlights. The roadmap and strategy session was mentioned in my previous post, but it is important enough to mention again. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM. 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. This session was FULL last year, so I strongly suggest you pre-register via the OpenWorld Schedule Builder. Every year, my favorites are the customer panels, where you get hear 2, 3 or even 4 customers talk about their implementations and often share best practices and lessons learned. Customer Panel: Business Benefits of Deploying Siebel CRM (Session ID: CON9717) - Oct 1, 10:45AM featuring GlaxoSmithKline, PNC Bank and Southwest Airlines. Maximizing User Adoption Rates for Siebel Sales and Siebel Partner Relationship Management (CON9690) Oct 1, 12:15PM featuring CSL Behring, Intuit and McKesson. Best Practices for Upgrading Your Siebel CRM Implementations: Customer Successes (CON9715) - Oct 1, 3:15PM featuring Citrix, Sunlife Financial and Oracle experts. Driving Great Customer Experiences with Siebel Service Applications (CON9604) - Oct 1, 4:45 featuring Farmers Insurance, US Department of Homeland Security and Waste Management There are also a number of customer case study sessions including: Lowe's (CON9740), American Red Cross (CON6535), Ontario Lottery & Gaming's Siebel Marketing and Loyalty (CON4114), and LexisNexis (CON9551). Also, an interesting session on optimizing Siebel on Oracle with ACCOR (CON4289). Have you heard about the new Open UI for Siebel? If you haven't, you should! There are sessions focused on introducing you to the new functionality and how you can unleash the power of the new user interface: User Interface Innovations with the New Siebel “Open UI” (CON9703) Oct 2, 10:15AM and Unleash the Power of “Open UI” (CON9705) - Oct 3, 11:45AM. Other Siebel-related topics you might want to check out: Knowledge Management: Increasing Return on Your CRM Investments with Knowledge (CON9779) - Oct 1, 3:15PM Mobile: Mobile Solutions for Siebel CRM (CON9697) - Oct 2, 5:00PM Siebel Loyalty: Best Practices for Maximizing the Success of Your Loyalty Program with Siebel Loyalty (CON9588) - Oct 2, 5:00PM  Siebel Marketing: Next-Generation Cross-Channel Insight-Driven Customer Dialogue with Siebel Marketing (CON9600) - Oct 3, 10:15AM Integrating with Oracle Commerce: Administer Once and Deploy Everywhere: Integrating the Siebel, ATG, and Endeca Platforms (CON9761) - Oct 2 5:00PM Finally, don't forget the Oracle Applications User Group (OAUG) Special Interest Group for Siebel on Sunday, September 30 at 2:15PM. And of course, the Demogrounds in Moscone West will be full of Oracle and partner demos and information on new solutions. Wow! I told you there was a lot! Good luck finding the best sessions for you and have a great time at OpenWorld. Don't forget to sing along with Pearl Jam!

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  • Dynamics CRM 2013 rich text editor

    - by user2962918
    I am using Dynamics CRM 2013. How does one apply the rich text editor styling seen on the description field on the email form to other multiple line text fields? Viewing the source code it is obvious that the system is treating the rich text field very differently from the normal multiple line text fields in that instead of rendering a textarea it is rendering a table with an embedded iframe. In CRM 2011, I have used extensions that wrap up the TinyMCE editor but they were never very effective. It seems odd that I can't just check a box to do this to any text field in the settings when the behaviour is obviously built in. Thanks in advance. Richard.

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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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  • 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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  • Three Global Telecoms Soar With Siebel

    - by michael.seback
    Deutsche Telekom Group Selects Oracle's Siebel CRM to Underpin Next-Generation CRM Strategy The Deutsche Telekom Group (DTAG), one of the world's leading telecommunications companies, and a customer of Oracle since 2001, has invested in Oracle's Siebel CRM as the standard platform for its Next Generation CRM strategy; a move to lower the cost of managing its 120 million customers across its European businesses. Oracle's Siebel CRM is planned to be deployed in Germany and all of the company's European business within five years. "...Our Next-Generation strategy is a significant move to lower our operating costs and enhance customer service for all our European customers. Not only is Oracle underpinning this strategy, but is also shaping the way our company operates and sells to customers. We look forward to working with Oracle over the coming years as the technology is extended across Europe," said Dr. Steffen Roehn, CIO Deutsche Telekom AG... "The telecommunications industry is currently undergoing some major changes. As a result, companies like Deutsche Telekom are needing to be more intelligent about the way they use technology, particularly when it comes to customer service. Deutsche Telekom is a great example of how organisations can use CRM to not just improve services, but also drive more commercial opportunities through the ability to offer highly tailored offers, while the customer is engaged online or on the phone," said Steve Fearon, vice president CRM, EMEA Read more. Telecom Argentina S.A. Accelerates Time-to-Market for New Communications Products and Services Telecom Argentina S.A. offers basic telephone, urban landline, and national and international long-distance services...."With Oracle's Siebel CRM and Oracle Communication Billing and Revenue Management, we started a technological transformation that allows us to satisfy our critical business needs, such as improving customer service and quickly launching new phone and internet products and services." - Saba Gooley, Chief Information Officer, Wire Line and Internet Services, Telecom Argentina S.A.Read more. Türk Telekom Develops Benefits-Driven CRM Roadmap Türk Telekom Group provides integrated telecommunication services from public switched telephone network (PSTN) and global systems for mobile communications technology (GSM). to broadband internet...."Oracle Insight provided us with a structured deployment approach that makes sense for our business. It quantified the benefits of the CRM solution allowing us to engage with the relevant business owners; essential for a successful transformation program." - Paul Taylor, VP Commercial Transformation, Türk Telekom Read more.

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  • Verizon Business Delivers New Sales and Support Tools

    - by michael.seback
    Verizon Business Delivers New Sales and Support Tools and Improves System Performance by 35% Verizon Business, a unit of Verizon Communications, is a global leader in communications and IT solutions. With one of the world's most connected internet protocol networks, Verizon Business delivers communications, IT, security, and network solutions to many of the largest businesses and governments. ..."Our work with Accenture to upgrade our Oracle systems has improved system performance significantly. In a recent survey, 84% of users said performance was 'faster' or 'much faster.' Plus, our sales and support staff have new tools to improve productivity and customer service, which ultimately drives customer retention and revenue." - Rob Moore, Director Verizon Business ...Read more.

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  • Webinar: Integrated Sales & Marketing - An Impossible Dream?

    - by charles.knapp
    Are you making the most of the latest B2B marketing thinking? Are your marketing tactics, your outbound email campaigns and your SEO generating enough of the prospects and leads that your sales teams need? Are your sales and marketing functions aligned and working together with optimised results? In this Webinar with MarketingWeek Magazine, find out how: - To ensure your marketers create and deliver consistently effective, and targeted campaigns - You can triple the customer intelligence your marketers gather, ensuring your sales teams are better informed and qualified than ever before - Generate up to 200% growth in lead volume and start measuring marketing effectiveness against increase in sales and size of an average deal - And hear how BPI OnDemand has delivered integrated sales & marketing across industries, with results such as 100% ROI on system cost for Heal's after just one campaign

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  • La ripresa economica si sta consolidando, siete pronti a cogliere questa opportunità?

    - by antonella.buonagurio(at)oracle.com
    L'esclusiva ricerca IDC indica i percorsi strategici più innovativi a supporto delle Vendite, del Customer Service e del Marketing.        La ricerca basata su più di 300 interviste a executive, CIO e CEO di medie e grandi organizzazioni in tutta Europa, vi guiderà nel comprendere l'evoluzione e l'impatto dei trend più rilevanti sui processi che gestiscono ed indirizzano la relazione tra azienda e clienti.

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  • When to move into a CRM system?

    - by Dan
    I have a client that is currently managing around 5000+ contacts via Outlook. There is also a BES Express installation in place. There are a couple problems. First, there is a corrupt contact in there somewhere that is preventing either a cabled or over the air sync of the complete list to a blackberry. The second, is that it just seems to be getting a bit unruly. They currently have a license for ACT, which I'm trying to get them to move into, but at what number does the contact list need to be at to migrate away from using Outlook/Exchange and into a real CRM solution?

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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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  • 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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  • 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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  • Examples of Dynamics AX 2009 programming?

    - by Sam
    I'm just learning to program Dynamics AX 2009. So far I got the dev system running, I got some background about the architecture. Now I'm looking for some walkthrough-samples to learn more about programming in this system. Are there some samples available online? Can someone point me to some learning help? Maybe to some good AX-programming related blogs? How did you learn to program DAX9?

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  • Recurring Appointments in Dynamics CRM

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

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