pega crm

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 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 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

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 (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

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, 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

(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

CRM: Cluster Resources ManagerProvides a basic platform for calling non-ha-ware applicationsGenerally, a high-availability service includes multiple resources. Multiple resources belonging to the same service must run on one node, by default, it is flat (after completing this experiment, I believe you will have some knowledge about the mechanism of Cluster Resource Nodes) Configuration process: (here I will continue to use the environment in the previ

dyn-b201 Dynamics CRM Cloud Productivity solutions and features introductionLecturer: Wang Jian, Lin TaoThe Dynamics CRM Cloud product officially landed in China, CRM seamlessly integrates with Azure, O365 deep integration, bringing unparalleled productivity, reinventing business processes, and witnessing the rise of the enterprise! This course will bring you the

slow. Finally, it seems that everyone has nowhere to make comments. Today, we should have taken the as-is stream one by one, made suggestions, discussed and finalized. This is a way of discussion I have experienced and imagined. However, it seems that the consultant thinks that the current situation of the business department's approval process is very accurate and understands clearly, so we are in a hurry. I wonder if this shows the level of the consultant ?! Of course, it's hard to say that

. Read the configuration in unsecure config by a constructor of a parameter Public Entitycheck (string unsecure) 2: { 3: m_config = unsecure; 4:} The Microsoft Dynamics CRM platform supports an optional plug-in constructor that accepts one or two string arguments. If you write such a constructor, you can pass any information string to the plug-in at run time. The following example shows the format of

For online shop, customer churn is a very sad thing to urge. Even if the current marketing tools are maturing, customers are still a less stable group, how to reduce the loss, improve customer loyalty, repeat customers CRM to help you busy. Rainy day No matter which channel receives the customer consultation, must form the custom which opens the CRM to add the customer. The customer's information is the mos

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

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 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

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, 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

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 );} ///

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