Search Results

Search found 1418 results on 57 pages for 'dynamics crm 4'.

Page 8/57 | < Previous Page | 4 5 6 7 8 9 10 11 12 13 14 15  | Next Page >

  • Multivariant email in Dynamics CRM

    - by esp
    Does anybody have resources on multivariant email testing in Dynamics CRM? Multivariant email being where an organization wants to segment their contacts and send separant variations of an email campaign to different segments in their organization?

    Read the article

  • 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

    Read the article

  • 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.

    Read the article

  • 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

    Read the article

  • 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.

    Read the article

  • 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.

    Read the article

  • 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."

    Read the article

  • 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.

    Read the article

  • 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!

    Read the article

  • ?Siebel CRM??ipad??????????

    - by junko.ishikawa
    ????????CRM?????????Siebel CRM??ipad?????????? ????????? ?REST API????ipad??????????????????????????REST API???iPhone SDK??????Siebel CRM?ipad?????-????????????????? ???????????????????? ????????????????????????????????????????? ???????????????????????????????????????????? ???????????????????

    Read the article

  • How entity edit URL from within plug-in in MS Dyanmics CRM 4.0

    - by Greg McGuffey
    I would like to have a workflow create a task, then email the assigned user that they have a new task and include a link to the newly created task in the body of the email. I have client side code that will correctly create the edit URL, using the entities GUID and stores it in a custom attribute. However, when the task is created from within a workflow, the client script isn't run. So, I think a plug-in should work, but I can't figure out how to determine the URL of the CRM installation. I'm authoring this in a test environment and definitely don't want to have to change things when I move to production. I'm sure I could use a config file, but seems like the plug-in should be able to figure this out at runtime. Anyone have any ideas how to access the URL of the crm service from within a plug-in? Any other ideas? Thanks!

    Read the article

  • Using Dynamics AX's Business Conectors to Generate Sales Orders

    - by FelipeFiali
    So, just like the title says, I need to create an application that gets data from another Database, and shoves it through Dynamics AX's throat. This data comes from a portal, not Enterprise Portal, but a PHP one. It stores some data from the order in a separate database. So as said, I need to 'import' that to AX, creating the sales orders with the data I have from the other database. Also I'd like some references on Business Conector too, does it handle all those RECIDS and references that AX uses for me? Thanks in advance. EDIT: OK, I'm able to insert records in AX's database, theres just one problem. I can't generate the internal ID. Like, the 'AccountNum' field for the CustTable. Is there a way to capture it from business connector?

    Read the article

  • 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.

    Read the article

  • Dynamics CRM Customer Portal Accelerator Installation

    - by saturdayplace
    (I've posted this question on the codeplex forums too, but have yet to get a response) I've got an on-premise installation of CRM and I'm trying to hook the portal to it. My connection string in web.config: <connectionStrings> <add name="Xrm" connectionString="Authentication Type=AD; Server=http://myserver:myport/MyOrgName; User ID=mydomain\crmwebuser; Password=thepassword" /> </connectionStrings> And my membership provider: <membership defaultProvider="CustomCRMProvider"> <providers> <add connectionStringName="Xrm" applicationName="/" enablePasswordRetrieval="false" enablePasswordReset="true" requiresQuestionAndAnswer="false" requiresUniqueEmail="true" passwordFormat="Hashed" minRequiredPasswordLength="1" minRequiredNonalphanumericCharacters="0" name="CustomCRMProvider" type="System.Web.Security.SqlMembershipProvider" /> </providers> </membership> Now, I'm super new to MS style web development, so please help me if I'm missing something. In Visual Studio 2010, when I go to Project ASP.NET Configuration it launches the Web Site Administration Tool. When I click the Security Tab there, I get the following error: There is a problem with your selected data store. This can be caused by an invalid server name or credentials, or by insufficient permission. It can also be caused by the role manager feature not being enabled. Click the button below to be redirected to a page where you can choose a new data store. The following message may help in diagnosing the problem: An error occurred while attempting to initialize a System.Data.SqlClient.SqlConnection object. The value that was provided for the connection string may be wrong, or it may contain an invalid syntax. Parameter name: connectionString I can't see what I'm doing wrong here. Does the user mydomain\crmwebuser need certain permissions in the SQL database, or somewhere else? edit: On the home page of the Web Site Administration Tool, I have the following: **Application**:/ **Current User Name**:MACHINENAME\USERACCOUNT Which is obviously a different set of credentials than mydomain\crmwebuser. Is this part of the problem?

    Read the article

  • MS Dynamics CRM trapping .NET error before I can handle it

    - by clifgriffin
    This is a fun one. I have written a custom search page that provides faster, more user friendly searches than the default Contacts view and also allows searching of Leads and Contacts simultaneously. It uses GridViews bound to SqlDataSources that query filtered views. I'm sure someone will complain that I'm not using the web services for this, but this is just the design decision we made. These GridViews live in UpdatePanels to enable very slick AJAX updates upon search. It's all working great. Nearly ready to be deployed, except for one thing: Some long running searches are triggering an uncatchable SQL timeout exception. [SqlException: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.] at System.Data.SqlClient.SqlConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.SqlInternalConnection.OnError(SqlException exception, Boolean breakConnection) at System.Data.SqlClient.TdsParser.ThrowExceptionAndWarning(TdsParserStateObject stateObj) at System.Data.SqlClient.TdsParser.Run(RunBehavior runBehavior, SqlCommand cmdHandler, SqlDataReader dataStream, BulkCopySimpleResultSet bulkCopyHandler, TdsParserStateObject stateObj) at System.Data.SqlClient.SqlDataReader.ConsumeMetaData() at System.Data.SqlClient.SqlDataReader.get_MetaData() at System.Data.SqlClient.SqlCommand.FinishExecuteReader(SqlDataReader ds, RunBehavior runBehavior, String resetOptionsString) at System.Data.SqlClient.SqlCommand.RunExecuteReaderTds(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, Boolean async) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method, DbAsyncResult result) at System.Data.SqlClient.SqlCommand.RunExecuteReader(CommandBehavior cmdBehavior, RunBehavior runBehavior, Boolean returnStream, String method) at System.Data.SqlClient.SqlCommand.ExecuteReader(CommandBehavior behavior, String method) at System.Data.SqlClient.SqlCommand.ExecuteDbDataReader(CommandBehavior behavior) at System.Data.Common.DbCommand.System.Data.IDbCommand.ExecuteReader(CommandBehavior behavior) at System.Data.Common.DbDataAdapter.FillInternal(DataSet dataset, DataTable[] datatables, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, Int32 startRecord, Int32 maxRecords, String srcTable, IDbCommand command, CommandBehavior behavior) at System.Data.Common.DbDataAdapter.Fill(DataSet dataSet, String srcTable) at System.Web.UI.WebControls.SqlDataSourceView.ExecuteSelect(DataSourceSelectArguments arguments) at System.Web.UI.DataSourceView.Select(DataSourceSelectArguments arguments, DataSourceViewSelectCallback callback) at System.Web.UI.WebControls.DataBoundControl.PerformSelect() at System.Web.UI.WebControls.BaseDataBoundControl.DataBind() at System.Web.UI.WebControls.GridView.DataBind() at System.Web.UI.WebControls.BaseDataBoundControl.EnsureDataBound() at System.Web.UI.WebControls.CompositeDataBoundControl.CreateChildControls() at System.Web.UI.Control.EnsureChildControls() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Control.PreRenderRecursiveInternal() at System.Web.UI.Page.ProcessRequestMain(Boolean includeStagesBeforeAsyncPoint, Boolean includeStagesAfterAsyncPoint) I found that CRM is doing a server.transfer to capture this error because my UpdatePanels started throwing JavaSript errors when this error would occur. I was only able to get the full error message by using the JavaScript debugger in IE. Having found this error, I thought the solution would be simple. I just needed to wrap my databind calls in try/catch blocks to capture any errors. Unfortunately it seems CRM's IIS configuration has the magic ability to capture this error before it ever gets back to my code. Using the debugger I never see it. It never gets to my catch blocks, but it's clearly happening in the SQL Data Source which is clearly (by the stack trace) being triggered by my GridView bind. Any ideas on this? It's driving me crazy. Code Behind (with some irrelevant functions omitted): protected void Page_Load(object sender, EventArgs e) { //Initialize some stuff this.bannerOracle = new OdbcConnection(ConfigurationManager.ConnectionStrings["OracleConnectionString"].ConnectionString); //Prospect default HideProspects(); HideProspectAddressColumn(); //Contacts default HideContactAddressColumn(); //Default error messages gvContacts.EmptyDataText = "Sad day. Your search returned no contacts."; gvProspects.EmptyDataText = "Sad day. Your search returned no prospects."; //New search try { SearchContact(null, -1); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } } protected void txtSearchString_TextChanged(object sender, EventArgs e) { if(!String.IsNullOrEmpty(txtSearchString.Text)) { try { SearchContact(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvContacts.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvContacts.DataSource = null; gvContacts.DataBind(); } if (chkProspects.Checked == true) { try { SearchProspect(txtSearchString.Text, Convert.ToInt16(lstSearchType.SelectedValue)); } catch { gvProspects.EmptyDataText = "Oops! An error occured. This may have been a timeout. Please try your search again."; gvProspects.DataSource = null; gvProspects.DataBind(); } finally { ShowProspects(); } } else { HideProspects(); } } } protected void SearchContact(string search, int type) { SqlCRM_Contact.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvContacts.DataSourceID = "SqlCRM_Contact"; string strQuery = ""; string baseQuery = @"SELECT filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact "; switch(type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredcontact.birthdateutc BETWEEN @dateStart AND @dateEnd AND filteredcontact.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Contact.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do something break; case ADDRESS: strQuery = @"SELECT contactid, new_libertyid, fullname, line1, emailaddress1, telephone1, birthdate, gendercodename FROM (SELECT FC.contactid, FC.new_libertyid, FC.fullname, FA.line1, FC.emailaddress1, FC.telephone1, FC.birthdateutc AS birthdate, FC.gendercodename, ROW_NUMBER() OVER(PARTITION BY FC.contactid ORDER BY FC.contactid DESC) AS rn FROM filteredcontact FC INNER JOIN FilteredCustomerAddress FA ON FC.contactid = FA.parentid WHERE FA.line1 LIKE @value AND FA.addressnumber <> 1 AND FC.statecode = 0 ) AS RESULTS WHERE rn = 1"; SqlCRM_Contact.SelectCommand = strQuery; SqlCRM_Contact.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowContactAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredcontact.contactid, filteredcontact.new_libertyid, filteredcontact.fullname, 'none' AS line1, filteredcontact.emailaddress1, filteredcontact.telephone1, filteredcontact.birthdateutc AS birthdate, filteredcontact.gendercodename FROM filteredcontact WHERE filteredcontact.statecode = 0"; SqlCRM_Contact.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideContactAddressColumn(); } gvContacts.PageIndex = 0; //try //{ // SqlCRM_Contact.DataBind(); //} //catch //{ // SqlCRM_Contact.DataBind(); //} gvContacts.DataBind(); } protected void SearchProspect(string search, int type) { SqlCRM_Prospect.ConnectionString = ConfigurationManager.ConnectionStrings["MSSQLConnectionString"].ConnectionString; gvProspects.DataSourceID = "SqlCRM_Prospect"; string strQuery = ""; string baseQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead "; switch (type) { case LASTFIRST: strQuery = baseQuery + "WHERE fullname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LAST: strQuery = baseQuery + "WHERE lastname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case FIRST: strQuery = baseQuery + "WHERE firstname LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case LIBERTYID: strQuery = baseQuery + "WHERE new_libertyid LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case EMAIL: strQuery = baseQuery + "WHERE emailaddress1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case TELEPHONE: strQuery = baseQuery + "WHERE telephone1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); break; case BIRTHDAY: strQuery = baseQuery + "WHERE filteredlead.lu_dateofbirth BETWEEN @dateStart AND @dateEnd AND filteredlead.statecode = 0"; try { DateTime temp = DateTime.Parse(search); if (temp.Year < 1753 || temp.Year > 9999) { search = string.Empty; } else { search = temp.ToString("yyyy-MM-dd"); } } catch { search = string.Empty; } SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("dateStart", DbType.String, search.Trim() + " 00:00:00.000"); SqlCRM_Prospect.SelectParameters.Add("dateEnd", DbType.String, search.Trim() + " 23:59:59.999"); break; case SSN: //Do nothing break; case ADDRESS: strQuery = @"SELECT filteredlead.leadid, filteredlead.fullname, filteredlead.address1_line1, filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE address1_line1 LIKE @value AND filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; SqlCRM_Prospect.SelectParameters.Add("value", DbType.String, search.Trim() + "%"); ShowProspectAddressColumn(); break; default: strQuery = @"SELECT TOP 500 filteredlead.leadid, filteredlead.fullname, 'none' AS address1_line1 filteredlead.emailaddress1, filteredlead.telephone1, filteredlead.lu_dateofbirthutc AS lu_dateofbirth, filteredlead.lu_gendername FROM filteredlead WHERE filteredlead.statecode = 0"; SqlCRM_Prospect.SelectCommand = strQuery; break; } if (type != ADDRESS) { HideProspectAddressColumn(); } gvProspects.PageIndex = 0; //try //{ // SqlCRM_Prospect.DataBind(); //} //catch (Exception ex) //{ // SqlCRM_Prospect.DataBind(); //} gvProspects.DataBind(); }

    Read the article

  • CRM 2011 - Set/Retrieve work hours programmatically

    - by Philip Rich
    I am attempting to retrieve a resources work hours to perform some logic I require. I understand that the CRM scheduling engine is a little clunky around such things, but I assumed that I would be able to find out how the working hours were stored in the DB eventually... So a resource has associated calendars and those calendars have associated calendar rules and inner calendars etc. It is possible to look at the start/end and frequency of aforementioned calendar rules and query their codes to work out whether a resource is 'working' during a given period. However, I have not been able to find the actual working hours, the 9-5 shall we say in any field in the DB. I even tried some SQL profiling while I was creating a new schedule for a resource via the UI, but the results don't show any work hours passing to SQL. For those with the patience the intercepted SQL statement is below:- EXEC Sp_executesql N'update [CalendarRuleBase] set [ModifiedBy]=@ModifiedBy0, [EffectiveIntervalEnd]=@EffectiveIntervalEnd0, [Description]=@Description0, [ModifiedOn]=@ModifiedOn0, [GroupDesignator]=@GroupDesignator0, [IsSelected]=@IsSelected0, [InnerCalendarId]=@InnerCalendarId0, [TimeZoneCode]=@TimeZoneCode0, [CalendarId]=@CalendarId0, [IsVaried]=@IsVaried0, [Rank]=@Rank0, [ModifiedOnBehalfBy]=NULL, [Duration]=@Duration0, [StartTime]=@StartTime0, [Pattern]=@Pattern0 where ([CalendarRuleId] = @CalendarRuleId0)', N'@ModifiedBy0 uniqueidentifier,@EffectiveIntervalEnd0 datetime,@Description0 ntext,@ModifiedOn0 datetime,@GroupDesignator0 ntext,@IsSelected0 bit,@InnerCalendarId0 uniqueidentifier,@TimeZoneCode0 int,@CalendarId0 uniqueidentifier,@IsVaried0 bit,@Rank0 int,@Duration0 int,@StartTime0 datetime,@Pattern0 ntext,@CalendarRuleId0 uniqueidentifier', @ModifiedBy0='EB04662A-5B38-E111-9889-00155D79A113', @EffectiveIntervalEnd0='2012-01-13 00:00:00', @Description0=N'Weekly Single Rule', @ModifiedOn0='2012-03-12 16:02:08', @GroupDesignator0=N'FC5769FC-4DE9-445d-8F4E-6E9869E60857', @IsSelected0=1, @InnerCalendarId0='3C806E79-7A49-4E8D-B97E-5ED26700EB14', @TimeZoneCode0=85, @CalendarId0='E48B1ABF-329F-425F-85DA-3FFCBB77F885', @IsVaried0=0, @Rank0=2, @Duration0=1440, @StartTime0='2000-01-01 00:00:00', @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA', @CalendarRuleId0='0A00DFCF-7D0A-4EE3-91B3-DADFCC33781D' The key parts in the statement are the setting of the pattern:- @Pattern0=N'FREQ=WEEKLY;INTERVAL=1;BYDAY=SU,MO,TU,WE,TH,FR,SA' However, as mentioned, no indication of the work hours set. Am I thinking about this incorrectly or is CRM doing something interesting around these work hours? Any thoughts greatly appreciated, thanks.

    Read the article

  • Tower defence game poison tower in fieldrunners dynamics

    - by Syed Ali Haider Abidi
    I had made a 2d tower defence game in unity3d.done all the pathfinder tower upgrading cash stuff.now the dynamics. can one help me in making the dynamics of the paint tower..please remember as its a 2d game so i am working on spritesheets. This tower is more likely poison tower in fieldrunners.fow now i have only one image which follows the enemy but it remains the same but in fieldrunners its more realistic.it changes its direction when the enemies are on different angles.

    Read the article

  • 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.

    Read the article

  • "Why We Chose Fusion CRM" by Vikas Bhambri, Managing Partner, The Athene Group

    - by Natalia Rachelson
    Normal 0 false false false EN-US X-NONE X-NONE /* 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:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; 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; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} 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.

    Read the article

< Previous Page | 4 5 6 7 8 9 10 11 12 13 14 15  | Next Page >