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  • Integration of Magento with third party CRM, POS and ERP solutions

    - by SIA
    Hi there, First of all I would like to Thank the Varien Company for providing the best ecommerce solution and free community edition. I am very excited since i started knowing about magento. I am a web developer and very much interested. I have some concerns about the Integration of Magento with other CRM,ERP systems. How is it possible to integrate Magento with any other Industry standard CRM and ERP system? How can i fetch the data from a ERP and update Magento database, like transactiona replication. Is this possible? And Whats the right way to do it? Also, How can i integrate Magento with POS? Is it possible to have bi-directional data update between Magento and Industry Standard POS? I hope I have stated all my doubts and made it clear. I would be thankful if someone guides me to do the integration, the Right way. Thanks and Regards SIA

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  • Suggestions required to build an ECommerce Platform

    - by Haris
    For a prospective client we have to offer a solution to provide following system: CMS Order Management Shopping Cart CRM Helpdesk Accounting & Finance Custom Functions In order to save time and to avoid reinvent the wheel our idea is to integrate different off-the-shelf solutions. Their first requirement is that the system has to be hosted in their country which I think will exclude application like Aplicor, Netsuite & Salesforce. Basically the nucleaus would be the CMS which would integrate all the other apps. PHP or .Net based solutions would be our preferences as have inhouse expertise. So far following are few combinations I have come up with: Joomla (CMS) + Virtuemart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + OTRS Magento (CMS+Cart+Ordering) + Sugar CRM + Open ERP (finance) + Helpdesk Ultimate Drupal (CMS) + Ubercart (Cart+Ordering) + Sugar CRM + Open ERP (finance) + Support Ticketing System Sharepoint (CMS) + OptimusBt (Cart+Ordering) + Dynamics CRM + Great Plains + SharepointHQ Dotnetnuke (CMS) + DNNSpot (Cart+Ordering) + Sigma Pro (CRM+Helpdesk) + Open ERP For Helpdesk I liked Zendesk but the server location was the stopping factor, similar for finance and CRM I liked Aplicor. I would not like to go into detailed requirements as it would make things very complex. Could you please suggest me which options are worth enough to start looking into? What other options we have?

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  • CRM: How to Use iSurvey With iSupplier in R12

    - by LuciaC
    In Oracle Applications it is possible to configure iSupplier to link to an Oracle iSurvey, and for the Oracle iSurvey to be executed for a Supplier. This integration requires: An Oracle Script An Oracle iSurvey linked to the Oracle Script iSupplier Configuration to reference the iSurvey. Once set up, the iSurvey will be available from the supplier tab from the Purchasing Responsibilities and from the iSupplier Portal.  Responses to the survey can be viewed from the Survey Administrator Responsibility. Take a look at Doc ID 1589371.1 for step-by-step details of how to configure and use iSurvey with iSupplier.

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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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  • MS CRM Register a plugin

    - by mwright
    I am trying to register a plugin for MS CRM, the situation is as follows. It's an IFD deployment and everytime that I connect using the Microsoft provided plugin registration tool I get the following error message. Unhandled Exception: System.Net.WebException: The request failed with the error message: -- <html><head><title>Object moved</title></head><body> <h2>Object moved to <a href="https://URL/signin.aspx?targeturl=https%3a%2f%2fURL%2fMSCrmServices%2f2007%2fIFD%2fcrmdiscoveryservice.asmx%2fmscrmservices%2f2007%2fad%2fcrmdiscoveryservice.asmx">here</a>.</h2> </body></html> The link that I'm using to connect looks like this: https://URL/MSCrmServices/2007/IFD/crmdiscoveryservice.asmx Can anyone give me some direction?

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  • Installing List Compenent on Sharepoint Server

    - by Tom
    I added the Sharepoint site to the 'Document Management' section in CRM with the List Components checked and it added it with no problem. Also when I navigate to the 'Documents' section under an account it shows up with the format of the List components. However, if i click on 'New' or 'Actions' I get the following error message: An Error has occured in the script on this page. Error: Access is denied URL: https://*serveraddress*/crmgrid/scripts/crmmenu.htc Do you want to continue running scripts on this page? I have ran the power script which added the MIME .htc extention to IIS. Does anyone know what might be wrong?

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  • Simple but Customizable CRM?

    - by davemackey
    I'm trying to find a good Church Management System (ChMS). Essentially, a CRM for churches. My budget is about $0...so open source or in-house development is preferred (and by in-house, I mean me). I'm wondering if anyone could make some recommendations as to possibilities? I'm open to SaaS solutions as well. For those interested in more details...: I've looked at Zoho CRM and while I like it, they only offer three licenses free, an insignificant discount for non-profits, etc. I've looked at Salesforce's NPSF which is nice but almost too much for a small church. Additionally, its taking a long time to jump through all the hoops necessary to get the licenses. I'm wondering if some combination of Wufoo and similar SaaS apps. might offer what I'm looking for? I've looked at Google spradsheets...if only they had a db application. :P Its really pretty simple what I need...something to maintain contact info., to remember important dates, to keep dates, to schedule followups, etc.

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  • MS Dynamics CRM 4.0 - onChange event error

    - by Brett
    Hi I have an onChange event that keeps bringing up the error below whenever I preview it. 'Object doesnt support this property or method' I have the onChange event associated with a picklist and when a specific option is selected another field is unhidden. The code is below: onLoad: //If How did you hear about us is set to event show the Source Event lookup crmForm.SourceEvent = function SourceEvent() { if (crmForm.all.gcs_howdidyouhearaboutus.DataValue == 5) { crmForm.all.gcs_sourceeventid_c.style.display = '' ; crmForm.all.gcs_sourceeventid_d.style.display = '' ; } else { crmForm.all.gcs_sourceeventid_c.style.display = 'none' ; crmForm.all.gcs_sourceeventid_d.style.display = 'none' ; } } crmForm.SourceEvent() ; onChange crmForm.SourceEvent() ; Would be great if someone could let me know why this error is showing up? Also, this has happened on a few onChange events on the form preview but once published onto the live system it does not error. Any ideas? Thank you Brett

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  • Microsoft CRM could not log you on to the system. Make sure your user record...

    - by Willy
    "Microsoft CRM could not log you on to the system. Make sure your user record is enabled and that you have been assigned at least one security role. For more information, contact your system administrator." When I RDP into the server and try Microsoft CRM Workflow Manager/Monitor with http or https connectivity, it doesn't work. "The specified Microsoft CRM server is not responding. This might happen if it is currently unavaliable, it is not a Microsoft CRM server, or you are not a valid user. Contact your sys-admin." This is a Microsoft CRM v3.0 / Microsoft SQL server 2005 box, Active directory is on a seperate box.. When I right click Microsoft CRM Worlkflow Service, properties, log on: it shows "crmtestuser" and a password. I did not RDP or try logging in as that crmtestuser, but I am Admin... Could this be a clue? What can I try?

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  • Next Fusion CRM Webinar for Partners (Monday March 19th, 3pm GMT): Fusion CRM User Interface, Activity Streams and Opportunity management

    - by Richard Lefebvre
    The next session of our weekly Fusion CRM webinar for EMEA partners will take place Monday March the 19th at 3pm GMT / 4pm CET and will address the Fusion CRM User Interface, Activity Streams and Opportunity management 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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  • Sage lance Sage CRM Express, une solution de gestion des clients spécialement conçue pour les PME

    Sage lance Sage CRM Express Une solution de gestion des clients pour les PME Sage a réalisé une étude auprès de ses clients qui montre que 80% des PME disposent de moins de 4 commerciaux et sont en attente d'un outil pour leur suivi clients qui peut s'interfacer facilement à leur solution de gestion commerciale existante. Pour répondre à cette attente, Sage a donc annoncé la sortie de Sage CRM Express. Intégrée de manière native à Sage 100 ou proposée en mode stand-alone, cette nouvelle offre s'adresse donc aux PME de moins de 4 commerciaux. Sage CRM Express est un outil assez simplequi tente de répondre à l'ensemble du processus client (avant-vente, vente, recouvrement, ...

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  • Webcast: Get More Sales Ready Leads for Less Cost with Oracle CRM On Demand Marketing

    - by ruth.donohue
    Successful marketing starts with knowing your audience: who they are, what they're buying, and how they like to be contacted. With customer data scattered across multiple systems, getting the answers to these questions can be difficult. Join our live Webcast to see a demonstration of how Oracle CRM On Demand Marketing increases marketing ROI by delivering the right messages to the right targets for the greatest response. Tuesday, March 15, 2011 11:00 a.m. PT / 2:00 p.m. ET Register Now! Technorati Tags: oracle crm,oracle crm on demand,integrated sales and marketing,cloud,saas

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  • CRM Goes to School, Supports Enrollment Growth

    - by Tony Berk
    At Post University in Waterbury, CT, the focus is on the student. Generally, the first interaction from a potential student is a lead, which can come from a variety of sources. Any delay in following up with the interested student (the lead) affects the conversion success rate, i.e., the likelihood of enrollment. By implementing Oracle CRM On Demand, Post University automated the admissions process so the admissions counselors are in direct contact with the students and eliminated many manual steps. The admissions and marketing teams, as well as the students, benefit from the new streamlined process. Up next, Post University, plans to increase the efficiency of the student retention processes with the expansion of Oracle CRM On Demand. Take a look at the video to learn more about Post University's Oracle CRM On Demand implementation: Congrats to Post University, and Apex IT, their implementation partner, on the successful implementation!

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  • Oracle Fusion CRM and Lotus Notes Integration by iEnterprises

    - by Richard Lefebvre
    Integrate Oracle Fusion CRM and Lotus Notes in one easy step with nothing to install other than a 'plugin' for your Lotus Notes client. The Lotus Notes Connector for Oracle Fusion CRM developed by iEnterprises is an easy to use tool that allows you to instantly synchronize your Lotus Notes email, calendar, ToDos and PAB (Personal Address Book) to and from your Oracle Fusion CRM system. It removes the need for time consuming copy and paste between these two systems. For more information, a solution data-sheet and/or to request a trial please visit .... http://www.ienterprises.com/products/lotus-notes-connector/connector-for-fusion.html or contact Matt Hatherley ([email protected])

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  • Microsoft met de la BI dans son ERP, et du Windows 8 dans son CRM Online

    Microsoft met de la BI dans son ERP Et du Windows 8 dans son CRM Online Microsoft met à jour sa gamme Dynamics 2012 avec deux nouveautés. Première annonce, la sortie de la version R2 de Dynamics AX 2012 - un de ses deux ERP maison avec Dynamics NAV (qui vise plus les PME/PMI). Cette version pour les moyennes et grandes entreprises introduit des fonctionnalités de Business Intelligence basées sur Microsoft SQL Server. « Grâce à elles, des informations importantes concernant toutes les activités de l'entreprise, peuvent être exploitées rapidement, de manière intuitive et contextuelle en fonction des requêtes de l'utilisateur », avance Microsoft. Elle proposera é...

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  • .NET OpenSource or cheap CRM

    - by Dkong
    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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  • Tower defense game: Poison tower in fieldrunners dynamics

    - by Syed Ali Haider Abidi
    I had made a 2d tower defense 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 like the poison tower in fieldrunners. Fow now I have only one image which follows the enemy but it remains the same. But in fieldrunners it's more realistic -- it changes its direction when the enemies are on different angles.

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  • CRMIT’s HIGH VALUE CRM++ PLUGINS FOR CRM On DEMAND

    - by Soumo Das
    Customer satisfaction and experience being the two most considerable factors, these days businesses are on the lookout for automation tools that are world class, agile and keep quality at its core. CRMIT has developed such tools using cutting edge technologies and abstracting industry best practices and R&D.  Self Service Portal  With customers being so meticulous about regular updates and reliable access to their data, administrators just cannot think of walking a thin line. Surviving without a resource that provides a track of customer requirements for services available 24 x 7 can severely affect the productivity. In such a scenario, CRMIT’s Self Service Portal (SSP) is the best solution. This not only tracks the required customer data, but also allows companies to stay in tune with their employees, vendors and stakeholders.   One can directly sign up to become a CRMOD contact and SSP user. One need not use the database, as operations and interactions are d at run time. This is a fully configurable solution that tracks results periodically, thus making it easy for end users. It also offers better security and data visibility that enables users to progress smoothly. Quote and Order Management   When dealing with quotes, contracts and orders becomes complicated, only Quote & Order Management can work as a one-stop solution. CRMIT offers this great tool for managing all this information and for taking care of customer orders and service requirements.  This CRM On Demand plug-in allows one to create a new quote or copy the existing one. Products can be directly added from the product list of CRMOD and the pricing is calculated automatically. Quote can be generated and mailed to the external users in PDF, HTML and XLS formats. This not only allows management of quotes in an enhanced manner, but also supports various billing and tax calculation features that make work effortless.    Report Scheduler  When it comes to analyzing and providing statistics of various business processes currently running in an organization, one cannot depend on manual updates, which sometimes may be inaccurate or even delayed. CRMIT provides a SaaS based powerful solution - Report Scheduler - that allows CRM users to schedule reports as per the frequencies and then receive them as email attachments at the scheduled time.   With this powerful tool, administrators can control the report scheduler for assigning specific reports to specific users. After that, users can login and schedule any assigned report for viewing at particular intervals on monthly, weekly or daily basis. Additionally, users can also copy the mail to external users and can choose the preferred format. The best part is that sharing business data with third party become easy with this and for viewing reports, users need not log into their CRMOD account.  CRM On Demand Offline Solution CRM On-Demand Offline is another great CRM++ extension that allows one to work in both online and offline modes. Synchronizing both the modes is absolutely easy and offers ease while working. CRM OD offline works as an automation tool that not only improves efficiency, but also works as a backup in most cases. It is readily available as a windows application installer and requires users to be online only while validating and synchronizing. The best part is that working in the offline mode also works as a backup. 

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  • CRM2011 - "The given key was not present in the dictionary"

    - by DJZorrow
    I am what you call a "n00b" in CRM plugin development. I am trying to write a plugin for Microsoft's Dynamics CRM 2011 that will create a new activity entity when you create a new contact. I want this activity entity to be associated with the contact entity. This is my current code: using System; using System.Collections.Generic; using System.Linq; using System.Text; using Microsoft.Xrm.Sdk; namespace ITPH_CRM_Deactivate_Account_SSP_Disable { public class SSPDisable_Plugin: IPlugin { public void Execute(IServiceProvider serviceProvider) { // Obtain the execution context from the service provider. IPluginExecutionContext context = (IPluginExecutionContext) serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrganizationServiceFactory serviceFactory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory)); IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId); if (context.InputParameters.Contains("Target") && context.InputParameters["target"] is Entity) { Entity entity = context.InputParameters["Target"] as Entity; if (entity.LogicalName != "account") { return; } Entity followup = new Entity(); followup.LogicalName = "activitypointer"; followup.Attributes = new AttributeCollection(); followup.Attributes.Add("subject", "Created via Plugin."); followup.Attributes.Add("description", "This is generated by the magic of C# ..."); followup.Attributes.Add("scheduledstart", DateTime.Now.AddDays(3)); followup.Attributes.Add("actualend", DateTime.Now.AddDays(5)); if (context.OutputParameters.Contains("id")) { Guid regardingobjectid = new Guid(context.OutputParameters["id"].ToString()); string regardingobjectidType = "account"; followup["regardingobjectid"] = new EntityReference(regardingobjectidType, regardingobjectid); } service.Create(followup); } } } But when i try to run this code: I get an error when i try to create a new contact in the CRM environment. The error is: "The given key was not present in the dictionary" (Link *1). The error pops up right as i try to save the new contact. Link *1: http://puu.sh/4SXrW.png (Translated bold text: "Error on business process") Thanks for any help or suggestions :)

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  • VendInvoiceJour.InvoiceAccount <- VendTable.AccountNum relation

    - by vukis
    Hi. I have following situation: I need to join VendInvoiceJour.InvoiceAccount <- VendTable.AccountNum and take VendTable.Vendgroup. In all cases (queries,or even views) Dynamics ax joins tables VendInvoiceJour.OrderAccount<- VendTable.AccountNum not VendInvoiceJour.InvoiceAccount <- VendTable.AccountNum. I`m trying to use this kind of query: qBdSVendJour = element.query().dataSourceTable(tablenum(VendInvoiceJour)); qBdSVendTbl = qBdSVendJour.addDataSource(tablenum(VendTable)); qBdSVendTbl.relations(true); qBdSVendTbl.joinMode(JoinMOde::InnerJoin); qBdSVendTbl.fetchMode(QueryFetchMode::One2One); qBdSVendTbl.addLink(FieldNum(VendInvoiceJour,InvoiceAccount),FieldNum(VendTable,AccountNum));//(Dynamics ax automaticaly corrects InvoiceAccount to orderaccount in reports if trying this link in morphx)

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