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Some things that CRM needs to be aware of, modifying field types

CRM field type If the change, such as text type to find type, to create a new name is not the same as the original, you must not delete the previous field and then build the same, so if the official system will cause the import, execute SQL failure, remember. You can add 2 to the field name, or other names, without discarding the comment.1. Also query whether JS uses this field to modify JS2. See where the view is used3. Be sure to write a backup SQL

Send a Microsoft CRM official dynamic sales team to transform how the organization performs sales work. pdf

Send a Microsoft CRM official dynamic sales team to transform how the organization performs sales work. pdfThe Dynamic Sales Team whitepaper650) this.width=650; "src=" Http://s3.51cto.com/wyfs02/M02/71/26/wKioL1XHcHrhwP5YAALqFw4JvNY935.jpg "title=" 2015-08-09_225812.png "alt=" Wkiol1xhchrhwp5yaalqfw4jvny935.jpg "/>This article is from the "Farmers It Technology blog" blog, please be sure to keep this source http://hangyc.blog.51cto.com/427521/1683173S

Microsoft Dynamics CRM General Sales Process quotation function detailed

/wKioL1XHcWiTpFK5AAGAifz-BmM810.jpg "style=" float: none; "title=" 2015-08-02_200913.png "alt=" Wkiol1xhcwitpfk5aagaifz-bmm810.jpg "/>650) this.width=650; "src=" http://s3.51cto.com/wyfs02/M01/71/2A/wKiom1XHb2rCYuL-AAHJwyP_JGw038.jpg "style=" float: none; "title=" 2015-08-02_201017.png "alt=" Wkiom1xhb2rcyul-aahjwyp_jgw038.jpg "/>650) this.width=650; "src=" http://s3.51cto.com/wyfs02/M02/71/26/wKioL1XHcWngl69tAAHPOXJUR5c077.jpg "style=" float: none; "title=" 2015-08-03_091625.png "alt=" Wkiol1xh

Micro Channel docking ERP, CRM, OA, HR, SCM, PLM and other management system solutions

The company's existing ERP, CRM, OA, HR, SCM, PLM and other management systems docking public platform servicesMethod 1: Open InterfaceEnterprises open existing system data interfaces to third parties, or by third parties to develop data interfaces to connect to public platformsMethod 2: Get the databaseThe enterprise's existing system supports third square access to the database. We will be able to receive the data on the Microchannel public platform

Javascript-html-php simulates and interacts with the company's CRM system, and the login interface is validated and submitted by Ajax

PHP Simulation Login to the company's CRM system and interactive, login interface using AJAX authentication and submitted, tried Curl unsuccessful, page link: https://crm.pzoom.com Solutions! function Request_by_curl ($remote _server, $post _string){ $ch = curl_init();curl_setopt($ch, CURLOPT_URL, $remote_server);curl_setopt($ch, CURLOPT_POSTFIELDS, 'mypost=' . $post_string);curl_setopt($ch, CURLOPT_RETURNTRANSFER, true);curl_setopt($ch, CURLOPT_USE

Dynamic CRM 2013 Learning Note (22) plug-in calls to WCF service

1. Add Service:2. Call the WCFNew BasicHttpBinding ();"Basichttpbinding_iauthservice";MyBinding.Security.Mode = Basichttpsecuritymode.none;MyBinding.Security.Transport.ClientCredentialType = Httpclientcredentialtype.none;MyBinding.Security.Transport.ProxyCredentialType = Httpproxycredentialtype.none;endpointaddress endpointaddress = new endpointaddress ( "http://xxxx/AuthService.svc" ); New Authserviceclient (mybinding, endpointaddress);return client. Checkdateauth (auth);Dynamic

Dynamic CRM 2013 Learning Notes (10) client comparison of several query data modes

(firstresult! = null) { 7: primarycontact = results[0]; 8: } 9: Else {Ten: writemessage ("No Contact records is available to setas the" the primary with the account. ");One: }: },: ErrorHandler,: function () {: //oncomplete Handler: }: );3. SDK. Rest Sdk. Rest.js is located in sdk\samplecode\js\restendpoint\javascriptrestassociatedisassociate\ Javascriptrestassociatedisassociate\scripts under function Select, expand

Dynamic CRM 2013 Learning Notes (eight) filter lookup controls (similar to provincial and municipal linkage)

filter the field "Special GL Indicator", "Company Code"Of course we can use OData to query these two values on the main table through the main table ID, and then filter, but this is inefficient and the code above is not reusable.You can then create a new 1:n relationship from the main table to mapping the two fields on the main table we need onto the child table.Add these two fields to the sub-table, but don't show them.This allows you to reuse the main table's JS code in the Sub-table, and jus

Vtiger CRM deployment problems

Introduction: This is a detailed page for vtiger CRM deployment. It introduces PHP, related knowledge, skills, experience, and some PHP source code. Class = 'pingjiaf' frameborder = '0' src = 'HTTP: // biancheng.dnbc?info/pingjia.php? Id = 336625 'rolling = 'no'> 1. Build the runtime environment: Appserv: http://dl.pconline.com.cn/html_2/1/98/id=7713pn=0linkPage=1.html 2. Deploy vtiger Download source code: Installation Problems: A. MySQL d

Publish-subscriber mode in CRM Middleware

From the transaction code smw01, we can see that a BDOC may be sent to more than one target site. For example, the five sites shown in the transaction code will receive the site, the highlighted smof_erpsite indicates that client 504 of ERP system qi3 receives the BDOC.So where is the site in the list read from?Take bdocproduct_mat as an example to maintain the callback function in the smw3fdbdoc View:The first callback smoh_replication_wrapper_msg is responsible for deciding the sites from whic

Analysis of input object parameters of CRM Learning

(post) operations on the core platform. Microsoft Dynamics CRM fills in the previous and later entity images based on the security permissions of simulated system users. Only a value orNullThe object property is available in the previous or later stage of the object image. When you register your plug-in, you can specify to fill these with the PlatformPreentityimagesAndPostentityimagesAttribute. The plug-in code uses the entity alias value you specifi

The best CRM Customer Relationship Management system

CRM Customer Relationship Management system we are committed to solving enterprise customer management, improve the efficiency of business, to provide a one-stop service for enterprises to simplify;Unified management, no longer scatteredSolve customer information scattered in the salesman personal problems, now everyone an account, customer information Unified ManagementFine-grained permission settingsDifferent departments set different menu permissio

Linux high availability solution-Heartbeat CRM node score Calculation

Crm resource score OverviewIn the Heartbeat of V2, to combine resource monitoring and switching, multi-node clusters are also supported, heartbeat provides an integration policy to control the switching policies between nodes of each resource in the cluster. This point mechanism is used to calculate the total score of each node. The highest score is used to manage a (or a group) Resource in the active state.If no configuration is made in the configura

Introduction to CRM, c4c, and hybris workflows

CRM example Step by step to debug IC inbox workflow ws14000164C4c Custom recipient determination in workflow rule done on account Bo Automatically send an email notification to line manager via workflow in account application Hybris Hybris workflow'sFramework implementation codeIn this folder: The workflow used at the application layer has the so-called workflow template concept like ABAP workflow. Is an example of ABAP workflow template: Hybris

Configuration of the Linux High Availability cluster Scheme heartbeat v2 based on Crm+hb_gui interface, configuring Ipvs High Availability Cluster

Configuring Ipvs high-availability clusters based on the crm+hb_gui+ldirectored interface This article is from the "Ccschan" blog, make sure to keep this source http://ccschan.blog.51cto.com/11854461/1925395Configuration of the Linux High Availability cluster Scheme heartbeat v2 based on Crm+hb_gui interface, configuring Ipvs High Availability Cluster

Dynamics CRM Homepage Ribbon button references multiple JavaScript resources

The development of the Ribbon in the CRM development is a more important link, many of the customized functions need to use the Ribbon area, CRM2013 name has been changed to command bar, but from the old version of the people are still accustomed to call him the Ribbon. Ribbon Add button is often associated with a series of webresources,javascript is one of them, the general ribbon development is based on form, to use home or sub-grid not too much. In

Dynamic CRM 2013 Learning Notes (11) using JavaScript to implement child table totals (summary, sum) functions

= null; 8: function (JSON) { 9: oneevent = json;Ten: }One: function firecallback () {: if (oneevent oneevent.controlid oneevent.controlid = = this.get_id ()) {: oneEvent.callback.apply (this, null);: }: }:}) (window);18:mscrm.gridcontrol.add_onrefresh ({: controlId: "chart_btl_postmfunction () {: sumcost ("new_sum_cost_bp", "new_cost", "new_btl_posm");: }22:});The Sumcost method here is to calculate and display the value on

Dynamic CRM 2013 Learning Notes (11) using JavaScript to find the value of a child table and to the primary table

oneevent = null; 8: function (JSON) { 9: oneevent = json;Ten: }One: function firecallback () {: if (oneevent oneevent.controlid oneevent.controlid = = this.get_id ()) {: oneEvent.callback.apply (this, null);: }: }:}) (window);18:mscrm.gridcontrol.add_onrefresh ({: controlId: "chart_btl_postmfunction () {: sumcost ("new_sum_cost_bp", "new_cost", "new_btl_posm");: }22:});The Sumcost method here is to calculate and display the

OPENAUTH.NET.LANDV Branch tour begins production of CRM system

OPENAUTH.NET.LANDV Branch tour begins production of CRM systemThe origin of this event is because there is no unified membership card platform system, currently need to connect three hotel membership system, because three hotels use three kinds of hotel management system, the coupling between each other is low. Three software direct production interface can also be used, but to consider access to other systems, so there is this OPENAUTH.NET.LANDV bran

How to create a Hana Live report in the SAP CRM WebClient UI

1. Use the business role Analyticspro to sign in to the WebClient UI:2. Click the New button:Assign a Hana Live Query to the newly created report:Specify parameters for query:The parameters selected by the WebClient UI are defined in Hana Studio:To add a property to a report:Add measure:The report can then be successfully rendered in the WebClient UI:It can also be seen in the Customer report application in CRM Fiori.For more information on the Fiori

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