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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

Dynamic CRM 2013 Learning notes (28) Dynamically set field change events, required fields, and visible with JS

We know that it is very easy to set the Change event for a field through the interface, whether it is required or not. But sometimes we need to dynamically according to certain conditions to set, then there is a need to use JS to dynamically control. The following describes how to use JS to dynamically set. The change event of a dynamic set field Form on Load Event function onLoad () { Init (); PageAttr.delivery_from.addOnChange (Deliveryfromchange); PageAttr.type.addOnCh

Devlop Win 8 and Windows Phone App for Microsoft Dynamics CRM

Microsoft Dynamics CRM App for Windows PhoneHttp://www.windowsphone.com/en-us/store/app/dynamics-crm/bdf6ad14-8ff3-4db1-a9d5-336c50ef13eeMicrosoft Dynamics CRM App for Windows 8Http://apps.microsoft.com/windows/en-us/app/microsoft-dynamics-crm/93772212-7b72-4aee-bc4e-b1adb7712ebe\ Devlop Win 8 and

Zhiyun CRM: The Big Data age, using simple ways to make data speak

does the data speak? In the era of big data, data not only speak, but also drive business decisions, allowing businesses to move in the right direction. 650) this.width=650; "Src=" Http://s2.51cto.com/wyfs02/M00/85/28/wKioL1ebFEfip18fAACntk9oBpA180.jpg-wh_500x0-wm_3 -wmp_4-s_2417758109.jpg "title=" Zhiyun CRM: The Big Data era, in a simple way to let the data speak "alt=" wkiol1ebfefip18faacntk9obpa180.jpg-wh_50 "/>"With the rapid development of infor

Actively responding to the open-source call of bloggers, an open-source CRM system created several years ago to share beautiful interface frameworks

Some Garden friends called on the blog Park to organize some open-source projects, which were recognized by everyone. More than five years ago, I learned a lot of technologies and met many friends. To thank you for your help, we open source a customer relationship management (CRM) project a few years ago from the hard drive. Due to copyright concerns, the implemented business logic and core components have been shielded. The main contribution is its i

Dynamics CRM the database specified by Microsoft SQL Server has a higher version, dynamicscrm

Dynamics CRM the database specified by Microsoft SQL Server has a higher version, dynamicscrm During NLB deployment, CRMAPP1 installed the CRM version 6.1 With the SP1 Patch, And the CRM installation package on CRMAPP2 was version 6.0, after you select to connect to an existing deployment, the problem occurs in the last step, as shown in. It is obvious that

Use FetchXML to create a Dynamics CRM Online Advanced Report

Use FetchXML to create a Dynamics CRM Online Advanced Report Today I will share with you an article on report production. Today we do not use SQL statements for reports. We use FetchXML for reports. This test environment is Dynamics CRM Online. You should know that Dynamics CRM Online can only deploy SSRS reports created based on FetchXML. Now that we have talked

WinForm Development Customer Relationship Management System (CRM) Summary 2 framework based development process

In the last essay "WinForm Development framework of Customer Relationship Management System (CRM) Development Summary Series 1-Interface feature display" introduced my entire CRM system overview, this article continues this series of articles, describes how to build on my "WinForm development Framework" based on progress Line CRM system module development work, h

Dynamics CRM Microsoft SQL Server specifies a higher version of the database

when doing the NLB deployment encountered such a problem ,CRMAPP1 installed the CRM version is 6.1 has hit the SP1 patch, and the CRM installation package on CRMAPP2 is version 6.0, after choosing to connect an existing deployment, the last step to detect the problem, as shown in. See this mistake is very obvious is the low version of the connection high version, go to MSDN subscription to find SP1 installa

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

Dynamics CRM 2015 Online Update1 UI, dynamicsupdate1

Dynamics CRM 2015 Online Update1 UI, dynamicsupdate1Listen to zookeeper Dynamics CRM 2015 Online Update1 is gone, and I immediately ran to apply for a 30-day trial. After a simple look, the changes on the UI were refreshing, it may also be that CRM2013's UI has been torn down for too long and has no temper. Then, we can see that there is a little bit of excitement after improvement. Let's take a look at the

CRM operation email

Using system;Using Microsoft. xrm. SDK;Using Microsoft. CRM. SDK. messages;Using Microsoft. xrm. SDK. query; /// /// Email/// Public class emailhelper{Public static readonly string entityname = "email ";Public guid emailid = guid. empty;Public iorganizationservice service; /// /// Create an email/// Public void create (){Entity en = new entity ();En ["subject"] = "email test ";En ["activityid"] = guid. newguid ();Emailid = service. Create (en );} ///

Microsoft CRM Gold partner techsun releases partner Portal

Recently, techsun officially launched the dynamics CRM-based partner portal product (techsun partner portal V1.0. The partner portal is deployed on the Internet and can be accessed by external partner customers. This site performs real-time data exchange with dynamics CRM deployed inside the enterprise or SaaS. This allows partner customers to query business data by themselves, fill in and submit business

How to load a report on form forms in Dynamics CRM 2011

1. CodefunctionOnloadreport () {if(Crmform.formtype! = 1 crmform.formtype! = 5) { $("#tab4Tab"). Click (function () { varTest1 = document.getElementById ("Iframe_tgxfa"); if(Test1.readystate = = "complete") { varTest1 = document.getElementById ("Iframe_tgxfa"); varts = test1.document.frames["IFRAME_TGXFA"].document.frames[0];//CRM IFRAME varbb = ts.document.getElementById ("reportviewer_ctl04_ctl00");//Button IDBb.click ();

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