liferay crm

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Add a CRM report

Report navigation provides a dynamic and interactive report experience. By using various types of operations, reports allow users to navigate to detailed reports, Microsoft Dynamics CRM records, or other websites Dynamic drilling to Microsoft Dynamics CRMYou can drill the report to navigate to the Microsoft Dynamics CRM web form. To implement a drilling report, follow these steps: Add an image or value ite

Dynamics CRM 2015 New Feature (1): Product & amp; Product Family & amp; Bunch, dynamicscrm

Dynamics CRM 2015 New Feature (1): Product Product Family Bunch, dynamicscrm The product classification function in Dynamics CRM 2015 is quite interesting. It can also be said that the concept of product classification is redefined. In the new system, the concepts of Product Family and Product Bunch and relationship between Product and Product are proposed. Although the new system has added so many concep

A little summary of CRM inventory initialization

A few days ago , customers in the use of CRM Management inventory in the process of feedback on the inventory of the account of the bug ( let 's call it a bug). For example: in the month of the purchase order, the procurement of ten notebooks. Complete the product storage. Then the notebook Inventory account:Initial inventory quantity is 0, period inbound quantity is ten, final inventory quantity is 10The customer is in the process of use, the data of

Making a Dynamics CRM Online advanced report using FetchXML

Today to share an article about the production of reports, today we do not use SQL to do the report, we used FetchXML to do. This time our test environment is Dynamics CRM online and you should know that Dynamics CRM online can only deploy SSRS reports that are based on fetchxml production.Since the high-level report, it must have its selling point: here, the advanced means that our report can be defined th

CRM and several main aspects

CRM (Customer Relationship Management), that is, customer relationship management. This concept was initially proposed by Gartner Group and has recently become popular in enterprise e-commerce. The main meaning of CRM is to improve customer satisfaction and competitiveness through in-depth analysis of customer details, it mainly includes the following main aspects (7 P for short ): Customer Profile Analy

Techsun signed a contract with cov digital to improve the membership management level (implementing the micro-soft CRM solution)

Recently, techsun (tianzheng Computer Service Co., Ltd.) and cool mobile digital (Shenzhen cool mobile digital Co., Ltd.) signed a micro soft CRM implementation service cooperation agreement. Cov digital is Apple's largest authorized distributor in China. It has more than 100 authorized Apple stores in 28 cities and is the leader in the domestic trendy 3C product retail industry. Cov digital has a complete membership management system, and has built

JAVAEE--BOS logistics project 07: WebService entry, apache CXF entry, CXF-based CRM service, javaeecxf

JAVAEE--BOS logistics project 07: WebService entry, apache CXF entry, CXF-based CRM service, javaeecxf1Learning plan 1. Getting started With WebService N what is WebService N call the WebService on the network N concepts of SOAP and WSDL N release a simple WebService Service Based on JDK1.7 N use the JDK wsimport command to generate local code to call the WebService Service 2. apache CXF entry N CXF Overview N CXF entry case (server development) N CXF

Heartbeat the implementation of a highly available Web cluster for the V1 version of CRM

(multicast), Serial line communication propagation (serial cable)Two. Prerequisites for configuring HA Clusters:1, the time between nodes must be synchronized;It is recommended to use the NTP protocol;2, the nodes must communicate with each other through the host name;It is recommended to use the Hosts file;The name used in the communication must be consistent with the name shown in the "uname-n" command on the node;3, if it is 2 nodes, the need for arbitration equipment;4, the nodes between ea

Multiple local file inclusion vulnerabilities in vtiger CRM 'mermerportal. php'

Release date: 2013-08-01Updated on: Affected Systems:Vtiger CRM 5.3Vtiger CRM 5.2.1Vtiger CRM 5.2Vtiger CRM 5.1Description:--------------------------------------------------------------------------------Bugtraq id: 61560CVE (CAN) ID: CVE-2013-3212 Vtiger CRM is a free open

What are the differences and linkages between OA, CRM, and ERP?

We assume that you are a mechanical industry sales, everything from today you receive the company's Mail, go to Shanghai to attend the exhibition beganBecause go to the show all first you open OA landing fill out the travel application form sent to the supervisor for approvalFill in--approval--executive booking HotelAnd then you flew to Shanghai to take a bunch of business cards. You go back to the company to open the CRM login to enter the business c

Microsoft Dynamics CRM 4.0 Performance Optimization

When you run Microsoft Dynamics CRM 4.0, The asyncoperationbase table is greatly increased. If the table contains millions of records, the performance is slow. See: http://support.microsoft.com/kb/968520/ However, this operation will delete the data involved in the expected sales report, affecting the normal use of the report. Therefore, after testing, I made the following changes for your reference only. 1) Stop IIS on the

CRM-a powerful tool to explore the value of retail customers

In the Internet era, when the search cost is getting lower and lower, the massive amount of information on the network gives the customer the ability to distinguish and make decisions quickly-choose or give up a retail brand product in one second, or change to another retail brand in the next second. A slight brand deviation may lead to the loss of customers. In this regard, the brand should not be short-sighted about the customer's purchase behavior, purchase quantity, and payment amount toda

CRM software design evaluation points and collection evaluation points

System Architecture In this section, we will first verify the development platform of the tested products and the types of supported clients, so that the user's IT department can understand the technical basis of these products. At the same time, we will also examine the ability of the product to interact with the third-party management system, for example, whether the product can be imported and exported according to the data formats of various common customer information management applicati

Microsoft released mobile express for Microsoft Dynamics CRM 4.0.

Microsoft finally released the CRM application for this mobile phone.Program, Main features of mobile Express: Supports on-premise and IFD modes; Without offline databases, you can only browse CRM content online; (Incomplete) supports any html4.0-compatible mobile browsers, such as Windows Mobile, BlackBerry, opera, and Apple iPhone. Unfortunately, the Chinese version has not yet been released.

Microsoft Dynamics CRM System Architecture Overview

Microsoft Dynamics CRM Architecture Overview The following dimo-strates the Microsoft Dynamics CRMArchitecture. The platform is the heart of the Microsoft Dynamics CRM system. When you useThe Microsoft Dynamics crm sdk, you are building on top of this system.Microsoft Dynamics CRM platform supports smaller deployment

Use CRM to manage the quotation Process

Use CRM to manage the quotation Process Author: Aimee. Zheng 12:10:32 Keywords: CRM quotation Process Management Category: Management As we all know, from quotations to final orders need different stages in different countries this year. Such as preparation before quotation, price negotiation by the customer, modification based on

Vtiger CRM Remote Code Execution Vulnerability

Release date:Updated on: Affected Systems:Vtiger CRM 6.0Vtiger CRMDescription:--------------------------------------------------------------------------------Bugtraq id: 66758CVE (CAN) ID: CVE-2014-2268Vtiger CRM is a free open-source customer relationship management software.The installation script of vtiger CRM 6.0 and other versions has the arbitrary command e

Dynamic CRM 2013 Learning Notes (13) Attachments upload/upload attachments

Uploading attachments may be a common requirement in CRM, this article will introduce how to implement the attachment upload, display and download in CRM. The following steps are included: Web page for attachment upload Attachment display and downloaded attachment entities Invoke JS file to upload Web page Upload button for R on entity first Look at the effect: First

Dynamics CRM Update 1 Series (2): Upsert API

Dynamics CRM Update1 introduced a heavyweight change to "Upsert Request", believing that friends who have done interfaces have encountered such scenarios when writing data to the CRM because it is not possible to determine whether the data is already present in the CRM system, You need to do a query first and then make subsequent creation or update operations. Th

China Haitian education group _ CRM for Outlook installation instructions

CRM for Outlook installation instructions Click CRM For outlookand download setupclient.exe(Haitian _ mscrm www. sunth. tk) After the download is complete, open the downloaded file and double-click Client \ SetupClient.exe to start installation. (1) (2) (3) (4) (5) (6) (Haitian _ mscrm www. sunth. tk) (7) The installation has a warning. You must enable the Indexing Service. (8) Procedure (9) (1

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