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  • Dyanmic crm onSave change the value

    - by jk
    Hi I got one assignment on Dynamic CRM 4. We have one custome entity and it has one attribute called 'Issue Number' this attributes value generated by Plug-in when it save. When form will created meaning onLoad it will display blank value(text box is empty). But now we want to check that number is existing then concate with some random number. For that I wrote following javascript. if((event.Mode == 1) || (event.Mode == 2) ) { var varIssueNumber = crmForm.all.new_issueNumber.DataValue; alert(varIssueNumber); } but it is giving 'null'. Can anybody please let me know how can I get the value of text field? thanks in advance

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  • Dynamics CRM Get Info For Customer

    - by macinjosh
    I'm working on a ASP.NET (C#) site that pulls most of its data from Dynamics CRM over SOAP using Microsoft's CrmService SDK. I'm at the point where a query has returned an entity with a property of the type Customer. I need to get the name string of that customer record, but cannot figure out how to do so. By doing a little guess work I figured out that what I have is GUID for the customer. How can I use this GUID to get the customer's name as a string? Relevant Links: CrmService Docs Customer Property Customer Class

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  • Create CRM Organizations on Load Balancing network

    - by user82613
    I'm trying to understand how to create CRM Organization on Load Balancing network. I've three web servers (Web01, Web 02, Web03); three application servers (App01, App02, App03) and a SQL Server (SQL01). I already have Load Balancer setup and there is already one organizaiton setup by someone on all web servers. This organization is Internet Facing. Now I want to create one more Organization on same set of Web Servers. Can anyone please help me understand how to setup new Organization on Load Balancer in this scenario?

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  • Create Your CRM Style

    - by Ruth
    Company branding can create a sense of spirit, belonging, familiarity, and fun. CRM On Demand has long offered company branding options, but now, with Release 17, those options have become quicker, easier, and more flexible. Themes (also known as Skins) allow you to customize the appearance of the CRM On Demand application for your entire company, or for individual roles. Users may also select the theme that works best for them. You can create a new theme in 5 minutes or less, but if you're anything like me, you may enjoy tinkering with it for a while longer. Before you begin tinkering, I recommend spending a few moments coming up with a design plan. If you have specific colors or logos you want for your theme, gather those first...that will move the process along much faster. If you want to match the color of an existing Web site or application, you can use tools, like Pixie, to match the HEX/HTML color values. Logos must be in a JPEG, JPG, PNG, or GIF file format. Header logos must be approximately 70 pixels high by 1680 pixels wide. Footer logos must be no more than 200 pixels wide. And, of course, you must have permission to use the images that you upload for your theme. Creating the theme itself is the simple part. Here are a few simple steps. Note: You must have the Manage Themes privilege to create custom themes. Click the Admin global link. Navigate to Application Customization Themes. Click New. Note: You may also choose to copy and edit and existing theme. Enter information for the following fields: Theme Name - Enter a name for your new theme. Show Default Help Link - Online help holds valuable information for all users, so I recommend selecting this check box. Show Default Training and Support Link - The Training and Support Center holds valuable information for all users, so I recommend selecting this check box. Description - Enter a description for your new theme. Click Save. Once you click Save, the Theme Detail page opens. From there, you can design your theme. The preview shows the Home, Detail, and List pages, with the new theme applied. For more detailed information about themes, click the Help link from any page in CRM On Demand Release 17, then search or browse to find the Creating New Themes page (Administering CRM On Demand Application Customization Creating New Themes). Click the Show Me link on that Help page to access the Creating Custom Themes quick guide. This quick guide shows how each of the page elements are defined.

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  • « Les DSI utiliseront plus astucieusement l'informatique en 2012 » d'après Oracle, qui prévoit une progression des CRM

    « Les DSI utiliseront plus astucieusement l'informatique en 2012 » D'après Oracle, qui prévoit une progression des CRM Pour préparer l'avenir, « les DSI utiliseront plus astucieusement l'informatique en 2012 ». Telle est l'une des conclusions tirées par Oracle de l'étude que la société a commanditée à PwC Cette étude révèle que les priorités des fournisseurs de services de télécommunication pour 2012 sont de rechercher un meilleur équilibre entre l'informatique interne et l'externalisation, et de mieux utiliser des applications telles que la gestion de la relation clients (CRM) Concrètement, le rapport montre que 60% des DSI consacrent actuellement plus de la ...

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  • Oracle's Web 2.0 Strategy for CRM

    Mark Woollen,Vice President, CRM Product Strategy tells listeners how Oracle's Social CRM Applications harness the latest Web 2.0 technology to create highly intuitive and focused applications for sales users today.

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  • RightNow CX Cloud Service Combined with Oracle Fusion CRM in the Cloud

    - by Richard Lefebvre
    ·        The May 2012 release of Oracle’s RightNow CX Cloud Service, the customer experience suite, is now integrated with Oracle Fusion CRM, helping organizations to achieve sustainable business growth through relevant, cross-channel customer interactions that can increase revenue opportunities and drive organizational efficiencies. Relevant Interactions Build Stronger Customer Relationships ·          Armed with a comprehensive view of all customer interactions across channels, the context and status of these interactions, and an awareness of the customer’s value to the organization, companies can now offer more relevant products and services to customers. ·         Using the combined Oracle RightNow CX Cloud Service and Oracle Fusion CRM solutions, organizations can increase customer retention, drive higher levels of customer advocacy, and increase sales conversion rates with tools designed to: - Provide a complete, cross-channel view of the customer to sales, marketing and service. - Empower sales and service departments to easily collaborate to proactively solve customer issues, using opportunities to provide purchase advice at the right time and with the right solutions. - Allow sales to easily review service history in preparation for sales calls. - Enable agents to understand customer value based upon prior buying habits and existing opportunities. Deeper Insight Enables Targeted, Personalized Opportunities ·          The combination of Oracle RightNow CX Cloud Service and Oracle Fusion CRM allows sales and marketing organizations to simultaneously leverage service interactions from RightNow CX and sales prediction and segmentation capabilities from Fusion Sales. This helps companies to: - Better match products and services to specific customer needs based on customer service history.  - Deliver targeted, personalized interactions intended to help customers derive more value from purchases and to inform future buying decisions. - Identify new opportunities to increase deal size and conversion rates. Supporting Quotes ·         “Every interaction is a relationship opportunity to grow your business. When these interactions are relevant and add value for customers, customers are more likely to trust the relationship and seek purchase advice,” said David Vap, group vice president, Oracle. “This customer trust provides an opportunity to increase customer product adoption and to reduce the cost of customer acquisition, thereby increasing company profitability.” Supporting Resources ·         Oracle Fusion CRM ·         Oracle Fusion Applications ·         Oracle RightNow CX Cloud Service ·         OracleCRM on Facebook ·         OracleCRM on YouTube

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  • Partner Webinar Series CRM/CX Best Practices - Each Friday - 10am PST

    - by Richard Lefebvre
    A CRM/CX Best Practices Webinar will be led each week by the Oracle CRM/CX Sales Consulting team and focus on Demo best practices and previews Lessons Learned from Sales Cycles Competitive & product/solution positioning information Product updates& progress Replays are available from the webinar's portal. Please see the agenda and webinar details here and join us to learn about a new CX topic each Friday at 10am PT.

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  • Registre des ventes pour les partenaires Oracle CRM et Inquira

    - by swalker
    Découvrez plus en détail le positionnement et les fonctionnalités d'Oracle CRM et d'InQuira. Grâce à ce guide pour la vente Oracle CRM & InQuira Playbook, vous avez toutes les cartes en main pour vendre, identifier et qualifier des opportunités et appliquer des scénarios de vente spécifiques. Découvrez également comment concentrer vos ressources et tirer profit des tremplins OPN Specialized pour élargir votre offre.

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  • What are Social CRM Applications?

    Listen to Anthony Lye, Senior Vice President of CRM, discuss how Oracle's Social CRM Applications combine powerful enterprise applications and the latest in social networking with Web 2.0 technology to dramatically improve end user productivity.

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  • Webcast: Redefining the CRM and E-Commerce Experience with Oracle Exalogic

    - by Sanjeev Sharma
    Have your CRM applications been growing in cost and complexity? Do your customers want to reach you through more channels than ever? Does your business need to handle peak sales and customer service demand, but your IT budget only covers current needs? Learn how Oracle Exalogic combines Oracle hardware and software to achieve breakthrough performance and scalability, and how real Oracle customers are simplifying the deployment and management of their CRM applications. Register for the webcast here.

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  • Oracle CRM und Inquira Vertriebsskript für Partner

    - by swalker
    Informationen über Produktpositionierung und Funktionalität von Oracle CRM und InQuira Diese Skripts von Oracle CRM und InQuira (Sales Playbook) unterstützen Sie beim Vertrieb, bei der Identifizierung und Qualifizierung von Vertriebs-Chancen und bei der Entwicklung von Vertriebsszenarien. Setzen Sie Schwerpunkte bei der Verwendung Ihrer Ressourcen, und erweitern Sie Ihr Angebot mit den OPN Specialized-Optionen, die Ihrem Unternehmen zur Verfügung stehen.

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  • Best Free and Open Source CRM Software

    <b>Tech Source: </b>"If you happen to own a business and are looking for CRM applications, I have here a list of some of the most well-known free and open-source customer relationship management (CRM) software available today."

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  • Oracle CRM On Demand Release 16

    Sandi Main Director, Oracle CRM On Demand Product Management provides an update on the features of this exciting new release. Learn how you can leverage Oracle CRM On Demand Release 16 to increase productivity and maximize your business needs.

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  • ???????????????????Siebel CRM Public Sector 8.2????????

    - by junko.ishikawa
    ?????????????????????????????????????Siebel CRM Public Sector 8.2?????????????????????????????? ??????????????????????????????????????????????????e-Japan???????????????????????????????????????????? ?Siebel CRM Public Sector 8.2??????????????????????????????????????????????????????????????????????????????????????????????????????????????????

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  • 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?

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  • 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(); }

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  • New Fusion CRM Webinars for Partners dates and subjects announced

    - by Richard Lefebvre
    New Fusion CRM Weekly webinars dates and subjects have been announced! Visit our microsite to find out the sessions to come and mark them in your agenda. The next session will take place Monday April the 2nd at 3pm GMT / 4pm CET and will address the Fusion CRM Sales Planning  In order to check the complete agenda and see login-details, please visit our dedicated microsite. How to join the dedicated microsite: Click on http://isdportal.oracle.com/isd_html/sf.htm Enter your Email Address in the corresponding field Enter fusion_crm in the “Access URL/Page Token” field Agenda: The list of sessions is published and will be regularly updated in the microsite. Duration: Each session lasts up to 60 minutes Webex: The respective webinar link and session ID are published in the microsite Audio:  The audio call details (telephone numbers by country, call number and password) is indicated in the microsite Slides: For your convenience, a pdf copy of each presentation will be stored in the microsite’s document section. We hope that this series of webcasts will be instrumental to your way of Fusion CRM business success!  For further information please contact me at [email protected]

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  • MORE on Oracle CRM and the Apple iPad

    - by divya.malik
      Our announcement last week regarding Oracle CRM’s support of the new Apple iPad  has been very well received. I have been watching with glee, the numbers of our demo video downloads move up every day. We now have an updated video which I hope you have all got to see. Click here for the new video. We also got some good coverage on this announcement and lots of positive tweets. Thank you!. Here are just a couple of stories: Oracle Announces Siebel CRM Support for the iPad-                              TMCnet.com, Madhubanti Rudra #10c Oracle Announces CRM Support For iPad-                                          CMSWire, David Roe Finally, a few of you also had asked for more details on this integration, here is the new white paper.

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  • CRM On Demand Performance Tips - Live Web Session on April 20, 2010

    - by Cheryl
    The CRM On Demand Customer Care specialists have another live Web session coming up - this one is about performance - issues, tips, and considerations. This is a part of their Web series, where they pick topics that they hear a lot of questions or concerns about from customers and run live (and free) 1-hour Web sessions about them. Here are the details for this event: Event Title: CRM On Demand Performance Brandon (Hank) Henrie will present some of the top CRM On Demand performance questions and issues that customers raise and some tips and tricks that you can use to avoid them. He will point out good resources that can help and tips for logging performance-related service requests, when all else fails. Date: April 20, 2010 Time: 10:00 am (UTC-07:00 Arizona) How to join: 1. Dial 1-866-682-4770 to access the conference line. 2. Enter the conference code - 6241996 and press # 3. Follow the instructions to record your name and press # 4. Enter the meeting passcode - 1212 and press # 5. Follow the instructions below to join the web portion of the conference. The Web Conference Go to the Oracle Web Conference site: https://strtc.oracle.com Prior to the event: Click the New User button then run the New User Test. (If you have difficulties installing the web conference software try downloading the conference software from the test status window and installing manually.) To join the event: 1. Enter the conference information In the Join Conference box: Conference ID: 6566623 Your Name 2. Click the Join Conference button. Watch for announcements of future sessions on different topics. And, let us know what you think!

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  • 100% Product Coverage in EBS CRM Communities

    - by Oracle_EBS
    Starting June 1st we are now providing 100% coverage for the entire Oracle CRM product line! To facilitate this growth we have made the following changes: Quoting, Telesales, Mobile Field Service and Lease and Finance Management have all been decommissioned and their content moved to their respective communities. Quoting and Telesales are now covered in the newly renamed Sales, Marketing & Common Apps community. Mobile Field Service is now covered in the Field Service Product Family community which used to be called Depot Repair. Lease and Finance Management is now under Contracts. The CRM Communities are an excellent channel for collaborating on issues that are not highly time sensitive or complex. Check with Oracle experts and Industry Peers as they can provide a clue or a nudge toward an answer or a confirmation on a workaround. Some of the best and brightest will be there to assist you. Check the News & Announcement regions for an updated list of covered products. Here are links to the current CRM communities. Service Install Base Contracts CRMO Field Service Product Family Sales, Marketing & Common Apps Trade Management Sales Compensation

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  • CRM 2011 - Workflows Vs JavaScripts

    - by Kanini
    In the Contact entity, I have the following attributes Preferred email - A read only field of type Email Personal email 1 - An email field Personal email 2 - An email field Work email 1 - An email field Work email 2 - An email field School email - An email field Other email - An email field Preferred email option - An option set with the following values {Personal email 1, Personal email 2, Work email 1, Work email 2, School email and Other email). None of the above mentioned fields are required. Requirement When user picks a value from Preferred email option, we copy the email address available in that field and apply the same in the Preferred email field. Implementation The Solution Architect suggested that we implement the above requirement as a Workflow. The reason he provided was - most of the times, these values are to be populated by an external website and the data is then fed into CRM 2011 system. So, when they update Preferred email option via a Web Service call to CRM, the WF will run and updated the Preferred email field. My argument / solution What will happen if I do not pick a value from the Preferred email Option Set? Do I set it to any of the email addresses that has a value in it? If so, what if there is more than one of the email address fields are populated, i.e., what if Personal email 1 and Work email 1 is populated but no value is picked in the Option Set? What if a value existed in the Preferred email Option Set and I then change it to NULL? Should the field Preferred email (where the text value of email address is stored) be set to Read Only? If not, what if I have picked Personal email 1 in the Option Set and then edit the Preferred email address text field with a completely new email address If yes, then we are enforcing that the preferred email should be one among Personal email 1, Personal email 2, Work email 1, Work email 2, School email or Other email [My preference would be this] What if I had a value of [email protected] in the personal email 1 field and personal email 2 is empty and choose value of Personal email 1 in the drop down for Preferred email (this will set the Preferred email field to [email protected]) and later, I change the value to Personal email 2 in the Preferred email. It overwrites a valid email address with nothing. I agree that it would be highly unlikely that a user will pick Preferred email as Personal email 2 and not have a value in it but nevertheless it is a possible scenario, isn’t it? What if users typed in a value in Personal email 1 but by mistake picked Personal email 2 in the option set and Personal email 2 field had no value in it. Solution The field Preferred email option should be a required field A JS should run whenever Preferred email option is changed. That JS function should set the relevant email field as required (based on the option chosen) and another JS function should be called (see step 3). A JS function should update the value of Preferred email with the value in the email field (as picked in the option set). The JS function should also be run every time someone updates the actual email field which is chosen in the option set. The guys who are managing the external website should update the Preferred email field - surely, if they can update Preferred email option via a Web Service call, it is easy enough to update the Preferred email right? Question Which is a better method? Should it be written as a JS or a WorkFlow? Also, whose responsibility is it to update the Preferred email field when the data flows from an external website? I am new to CRM 2011 but have around 6 years of experience as a CRM consultant (with other products). I do not come from a development background as I started off as a Application Support Engineer but have picked up development in the last couple of years.

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  • Oracle allo SMAU 2012 - La strategia CRM e l’approccio alla Customer Experience: perchè le aziende devono servire diversamente i propri clienti.

    - by Silvia Valgoi
    Lo scorso 18 Ottobre Oracle è stata presente all'edizione milanese di SMAU 2012 all'interno della Apps & Cloud Arena. Invitata da AISM (Associazione italiana marketing) Oracle  ha avuto l’opportunità di partecipare attivamente con un intervento all’interno dell’area tematica “Gestire efficacemente i propri clienti attraverso le applicazioni di Customer Relationship Management”. Le molte persone presenti hanno potuto ascoltare dove, secondo Oracle, si genera reale differenziazione del brand – al di là dei processi ormai consolidati di marketing , vendita e servizio al cliente – e dove si posiziona il nuovo valore per il business. Se non hai potuto partecipare guarda qui la presentazione di Oracle. Per maggiori informazioni: Silvia Valgoi

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