Oracle CRM help

hi
is there any one know video training for oracle CRM R12!!
your help is highly appreciated
best regards

You might get better response if you post this in CRM specific forum.
--Shiv

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Oracle CRM On Demand Outlook Integration - Add-in shows inactive

I have followed the steps given in the Oracle CRM On Demand->MySetup.
After installing the OEI, the dll file is registered.
In MS outlook->Tools->Trust Center->Add-ins. The Siebel Outlook Integration Add-ins is shown in the "Inactive Application Add-ins".
How can this be enabled/Active so that Oracle CRM On Demand application is integrated with Microsoft Outlook?
kindly advice.

Finally found a solution for this problem:
In MS Outlook 2007, navigate to Tools->Trust Center->Macro Security-> Select option "Warnings for all macros".
Restart MS Outlook and the Oracle CRM email Integration buttons will appear..
Hope this helps..

Newbie: Oracle CRM on Demand Import Problem

Hello All,
I am loosing my mind here. I am new to Oracle CRM on demand and I am trying to Import 1 Contact record through the application using the Import Data. I am only testing with 1 record but I am not able to do the import, it is always giving me the same error.
"1","41453","Record Specific Error","External Id: 1-4301","An unexpected error occurred during the import of the following row: 'External Id: 1-4301'".
The parameters I chose for the import are:
* External Unique ID
On Demand Predefined Fields
On Demand Row ID
* Create Additional Records
Don't Import Duplicate Records
Overwrite Existing Records
* Create New Record
Don't Create New Record
* Add New Value To Picklist
Don't Import Field Value
* Create Associated Record
Don't Create Associated Record
Date Values Format: EUR -DD.MM.YYYY 24:mm:ss
File Encoding : UTF-8
CSV Delimter : ,
Can anyone PLEASE HELP !!
Thanks
Greg

Hi,
Remove the Field validations and import the data again it will works, after that place the field level validation on a require field. For example in Opportunity Sales Stage is Mandatory field, if any validation on Sales stage Id(because most of the people uses validation not to goto next stage unless and until previous stage completed). So in data load if at all Closed/won record is there then the validation comes into picture and it gives the error like 'An unexpected error during field import'. I think this is one of bug in CRMOD:-) Try it and i hope you will succeed.
Cheers
Subbu

How actually Oracle CRM On Demand and Outlook integration works?

Hi Everyone,
Here my question means not how to configure this integration but what is behind this technology. Can someone put some light on technical aspect of it? I wanted to know on what technology this integration is based on and other details if u can provide.
Please help.
Regards,
Abhay

Hello Abhay,
Actually I am not looking for this. I need to know on what this integration is based on? Like if it is based on Webservices, API, HTTPS Request like that...! Can you tell me about it?Unfortunately I cannot share details of the design. If you can tell me what you are trying to do, I'll do my best to provide you with whatever information I have available.
Please also it will be great if anyone can tell me if such integration works fine through Citrix connection?Oracle does not currently certify or support desktop or application virtualization solutions, such as Citrix products, for use with Oracle CRM On Demand. Please refer to "CRM On Demand - Support - Citrix [ID 958822.1]" in http://support.oracle.com for more information.
Thanks,
Sean

Integration with other Oracle CRM apps.

My customer currently uses Oracle CRM On Demand and is looking into the following additional apps from oracle...
1. Sales Prospector
2. Deal Management
3. Sales library
4. Sales Campaigns
If purchased, will these applications require any integration effort from our side or being from the same family will they be pre integrated ?
Any details regarding their integration would be helpful.
Thanks
Nakul

I don't believe Apple sells the FCP/FCS pro applications individually, only as a set package. So from that perspective there is no tight integration apart from the applications provided with FCE3.5 (LT & Soundtrack) or FCE4 (LT).
Happy editing

Information on upgrade path for Oracle CRM 11.5.10.2 to Release 12

Hi,
We are on Oracle EBS 11.5.10.2
I want to know how to upgrade Oracle CRM from 11.5.10.2 to Release 12. I have gone through Metalink note# 1081433.1 which states how to apply Oracle Customer Relationship Management Release 12.1.3 (R12.CC_PF.B.DELTA.3) which can be done only on existing R12.1 environment.
But unable to find any document or information on upgrade from 11 to R12. Please help me with the information and which path is available to upgrade CRM.
Thanks a lot.

This forum is for the Oracle CRM On Demand product. Please post your question on the correct forum.

Oracle CRM on Demand Integration to Siebel CRM Enterprise

Hi,
Can anyone tell me wheather Oracle has come up with Oracle CRM on Demand R19 integration with Siebel CRM on Premise 8.1 ? If so what is the latest pack to be installed on Siebel Enterprise for the integration & the link for the same to download . More information on same will be helpful.
Any inputs on this will be appreciated.TIA
Rgds,
Satish

Any thoughts experts?

IPCC Express integrated with Oracle CRM 11i

Hi, It is possible to integrate IPCC Express with Oracle CRM 11i, and you know some case-exit?
Regards..

Dear colleague,
In this link you can get the latest compatibility data between different IPCCX versions and Oracle versions
http://www.cisco.com/en/US/products/sw/custcosw/ps1846/products_device_support_tables_list.html
I hope this helps.
/Amaia

What is oracle crm

hi,
can u pls tell me about oracle crm in ur own words. i have worked with sap businessone . can i except the businessone experience will help for oracle crm.
regards
Guru

hi,
Just read this link, moreover on metalink.oracle.com U 'll find a lot of docs.
https://metalink.oracle.com/metalink/plsql/f?p=130:14:12300479491402881679::::p14_database_id,p14_docid,p14_show_header,p14_show_help,p14_black_frame,p14_font:NOT,175848.1,1,1,1,helvetica#General
Regards,
Hamdy

Multi-Org impact on Oracle CRM modules especially on Oracle Service

Multi-Org impact on Oracle CRM modules especially on Oracle Service
====================================================
I have been searching for any information (notes,whitepapers/ presentation) on the impact of multi org implementation on Oracle Service module and so far not been able to find any either on metalink or on internet.
Any of you have any inputs on this ? Please provide the same if any.
basically,
Looking for the kind of security applied on SR creation form,Debrief form and charges form when a multi org is enabled.
I also tried to test this out in our instance and found that it seems to have no impact.
Gana

HI,
Yes indeed there is a impact of MULTI-ORG on the Service Module in 11i.
All the things are integrated now.
Everything is dependent on the MO:Operating Unit Profile Option and the setup which you had done.
1)
Security on SR creation Form:-
See you can implement the security, but for that you have to setup accordinglly and also to follow the process.
If you create 2 responsibilities with MO profile option different, then none of them will able to see the others data.
Note:-
But if you are using the instance to generate the SR, then you had to make it sure that the ITEM which you are using should be assigned to the Operating unit which is set in the MO profile Options of that responsibility.
2)
Debrief Form:-
As you must know that for debrief to work, you had to setup the Service Activities.
This is where you can define the security.
1) Create a Service activity,
2) Map it with BILLING TYPES
3) Map the Billing Types with Order Management Header and the Line Type
This the place where you can specify the Operating Unit.
When a user will log in and open a debrief form, then he will be able to see only those service activities which are mapped with the operating unit as that of set in MO Profile Option to the user.
3)
Charges:-
The same as the debrief is applied on the charges TAB.
Here you will only able to see the Service activites which are mapped with the operating unit as that of set in MO operating unit.
If you want ITEM level security, then you will be only able to see the items which are assigned to the Operating unit as that of set in the MO profile option.
Hope this will clear your doubt.
If want more clarification, you can ask me.
Regds,
Vikram

How to use multiple instances in Oracle CRM On Demand

Hi,
Just wanted to know if we can have multiple instances in Oracle CRM On Demand? Our company has bought licenses for Oracle CRM On demand and have received a single link for the development / staging, but we have two seperate business units that will be using this systems and their processes are completely different....I thing i wanted to ask is if we can have a sub system within a big system without both interfering into each others processes.
I hope it makes sense.
Thanks
Ahmed

Hi Ahmed,
This might be quite possible. Again, it depends on the organizational and technical complexity of both these BU's.
1. There can be different processes in different geographies in which your application might be used. Inorder to achieve this in a single instance of CRM On Demand.
There can be some fields that are specific to certain region, in that case you can use Roles, Access Profiles, Dynamic Layouts to change the Fields of the layouts which will allow the user to enter/read information specific to only that user.
2. Workflows can be used to trigger an event only for users in certain BU defined in your application.
Also the Sales Process is specific to a Role and by configuring them correctly you can make these processes fit your requirements.
3. There are somethings that always remain the same though, like Accounts, Contacts , other entities and the pre-defined relationships, their names. Off-course these can be modified but when modified they apply through the applications. So you won't be able to have different names to the Account entity in the Major BU and the subset BU.
I would suggest you get in touch with Oracle Expert Services if you are looking to get more details on how you can make best out of a single instance.
Good Luck!
Royston

Date Dimension in Oracle CRM On Demand Opportunity History Reporting

Hi All,
I have a small quesiton concerning the Date Dimension in Oracle CRM On Demand's Opportunity History analysis.
To which date field does this dimension/column relate? Created Date?, Modified Date?, etc
Thanks in advance

Pl post this in a Siebel related forum
HTH
Srini

Implement custom logic on button in Oracle CRM on demand

Hi,
we wanted to know the approach of how to implement our custom logic through button click (which is vanilla) in Oracle CRM on Demand

Pl do not post duplicates - Add logic behind 'Update Opportunity Totals' button in Oracle CRM On Demand

How to integrate oracle crm on demand with R12?

Hi,
i wount to implement oracle crm on demand in my company and want to intigrate it with oracle r12. Can any budy guide me how can i do the same? as i am new in this field
Thanks,
Vishal Joshi

Vishal, I would recommend that you post this question on the CRM On Demand Integration Development forum.

Add logic behind 'Update Opportunity Totals' button in Oracle CRM On Demand

HI,
I need to add custom logic behind 'Update Opportunity Totals' button in Oracle CRM On Demand. Can anyone please let me know where can I implement this logic? Where can I find already implemented code of 'Update Opportunity Totals' button.
Thanks,
RM

Pl post this in a Siebel related forum
HTH
Srini

Oracle CRM help

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