crm

Make AJAX request from MS CRM events

Hi, I need to make an AJAX request to some script from the onSave event of a form in MS CRM Dynamics 4.0. The code I have now is var http_request; // Prepare the xmlHttpObject and send the request. try{ http_request = new ActiveXObject("Msxm12.XMLHTTP"); }catch(e){ try{ http_request = new ActiveXObject("Microsoft.XMLHT...

Web-based CRM / Customer Collaboration tool?

Our company is in dire need of a Web-based customer collaboration or CRM tool that allows us to manage our relationships with customers. Here are the specific requirements of the tool we're looking for: Customers should be able to message our company, and our company should be able to respond Customers should be sandboxed from eachothe...

How to export the CRM customization programmatically

hi I want to know how we can export the customization of all the entities programmatically . Or help me to get the metadata of the Entity forms dynamically Regards, Santosh ...

CRM Tool Integartion with PBX

Hello RAJ.. I wanted to know if you can share how I could leverage the tool you have developed to achieve this Integration... Please mail me at [email protected] ...

Getting the Contacts from a Campaign in Siebel On Demand

I am able to get a list of Campaigns and filter on those to get only the campaigns I want. How do I get a list of Contacts for 1 specific campaign? I have the web service classes in my project but can't see any way of relating to the Child objects of the Campaign object. Documentation is awful, none of the examples had working code a...

One website, one domain, but two different technologies?

Hi everyone, I need advice. I inherited a website that's been around a long time. The website gets a lot of organic traffic from Google. The business and website owner is upgrading the site to make the content more manageable. At the moment, a wordpress CMS powers half the site. Physical html pages make up the remainder of the site...

Creating a Relationship Between Order Product (salesorderdetail) and Service Activity (serviceappointment)

Hi folks, We are using Microsoft CRM 4.0 to run a consulting business. Its working pretty well but we want to simplify the way we are doing some things. What we want to do is create an Order (salesorder) with multiple Order Products (salesorderdetal). So good so far. Next I want to be able associate each Order Product (salesorderdetail...

is there some PHP social crm, plugins, or frameworks?

Hello, What i need to do: I'm trying to realize social networking graph for companies, employees in CRM. They could have many complex relationships. A company can have its network like inverstors, partners, competitors and customers etc. I want to realize a dynamic social networking graph for it. And it has to be implemented by php. ...

Problem creating proxy class with wsdl.exe

Hello, I need to create a .net client which consumes a webservice from a SAP CRM application. I just got the wsdl file. But when i try to create a proxy class with wsdl.exe i get a warning that no classes are generated. What am I doing wrong? There is the header of the wsdl file. <?xml version="1.0" encoding="utf-8"?> <wsdl:definition...

Is there any fax application for Salesforce?

I am currently integrating Salesforce and our customer heavily uses fax for marketing. Salesforce ships with phone and email support. I was looking for fax integrations for salesforce but couldn't find any. ...

How to check security role of a user in crm 4.0?

Hi, How can I check user's role in workflow? I have a workflow it will send a mail to users if owner of created entity does not have sales manager role. ...

How do I get the ERM Diagram for Fiserv (PCS) Vision core banking software?

Vision is a banking CRM created by PCS (now Fiserv). Vision uses a progress database. I need the entity-relationship model diagram. ...

Siebel integration with Java

i have applied for a position in a company that works with siebel CRM and its integration with Java....i wanted to known certain things about this position from people who might have worked in this field..what is the average salary..and how would the learning experience be for a fresh graduate....will i have a good future in this field.....

To CRM or not to CRM (MS)?

Hello, We use MS Dynamics 4.0 at work for our CRM. This handles all contact management, marketing, resource sharing w/ sharepoint integration, workflow management / collaboration and essentially is used by every department in the firm in some way or another. We have requirements from business for a new application that we have a tight ...

Web Lead Forms in SugarCRM

Since the generated web lead forms in SugarCRM have the assigned_user_id same as the creator_user_id, the system doesn't send any mail notification. How to force SugarCRM to send a mail notification every time a lead is submitted? ...

I want to develop a application for CRM in C#

I need some project that I can read it's source code and learn the design structure from it.This project should have a database layer, and business rule layer, anyone has suggestions? Thanks in advance ! ...

Data Archival Strategy for CRM system

Hi, I need to archive data from a CRM system. Does anyone have any idea on how this can be achieved and what are possible strategies for the archiving? ...

Is it Safe to Set PHP Max Execution Time to 600?

I'm installing a newer version of vTiger CRM. One of the prerequisites is editing php.ini max_execution_time to 600 instead of the default 30. This gap in settings has me questioning if it's safe to increase the execution time? Especially by so much. Thanks. ...

How Do I Enter Multiple PHP Values in .htaccess?

Hi, I'm editing the .htaccess file in order to make some overwrites to my php.ini file (I don't have access to it). So far, I've added: php_value max_execution_time 600 php_value error_reporting E_WARNING php_value log_errors Off The application I'm editing for (vTiger CRM) recommends that "error_reporting" is set to "E_WARNING & ~E_...

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

"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 sp...