Wednesday, September 10, 2014

invalid link type for system entity cascading actions : Solution import error code 0x80044155

The root cause of this issue is  Dynamics CRM SP 1 upgrade of Target Environment before the upgrade of the source.
 
 
Details of the issue:
Some relationships are not customizable. Microsoft changed/upgraded one part of OOTB( Out Of The Box) relationship as part of recent  CRM 2013 SP1upgrade. The solution is taken prior to this upgrade  in my Development Environment. My Production environment has been upgraded.  This OOTB relationship (lead_qualifying_opportunity) is between Opportunity and Lead. Both of this entities are OOTB. The relationship is also OOTB. Any 1xn relationship has six(6) OOTB   actions. Actions represent what  user do on primary and related entity records altogether. The changed part in the Microsoft recent upgrade here is the assign action on this particular relationship between opportunity and Lead. It is highlighted in red below table.
The relationship  Behavior = System  => all actions will be defined internally by MSDynCRM and cannot be configured nor altered
Relationship name = lead_qualifying_opportunity
Type of relationship = system entity –to-system entity => Lead and Opportunity are OOTB System entities and the relationship itself is OOTB.
 
Type of relationship = 1:N =>  1 Opportunity  : N Lead
 
Actions
My Development EnvironmentQA  6.1.0.xxxx
 
lead_qualifying_opportunity
My Production Environment
6.1.1.yyy ( CRM2013 SP1)
 
lead_qualifying_opportunity
1. Assign
Cascade All
Cascade None
2. Share
Cascade None
Cascade None
3. Unshare
Cascade None
Cascade None
4 Reparent
Cascade None
Cascade None
5 Delete
Remove Link
Remove Link
6 Merge
Cascade All
Cascade All
  

Resolution  : Change the original Solution’s lead_qualifying_opportunity relationship to be similar to the Microsoft upgraded version so that there is no conflict in importing.
 
Step 1: Copy the original Solution to new folder
Step 2: Extract (Unzipped) the newly copied solution file
Step 3: Open Customization.xml
step 4: Edit the  relationship section by searching lead_qualifying_opportunity then change the action that need to be changed
 
 
 
Before change:      Cascade
After change     NoCascade

here is the original and changed snippet


 
 
Step 5: Save and close
Step 6 : Zip with same name as the original solution file
Step 7: Import and publish All.
 
Hope it will save your time, Thanks for reading...
 
 
Cloud XRM is the New CRM
 

Saturday, January 4, 2014

170+ Amazing Alternatives to CRM


170+ Amazing Alternatives to CRM

Some of the key features to compare and select CRM includes: On-premise, Cloud, Social integration, CRM for small business, CRM for Enterprises, Technology, and Support, customizable. Sales Automation, marketing, Security and Compliances, Easy to use, Flexibility, etc. Some of them are little more than Excel + Outlook + Business card Combination.  

CRM Software Spending by Vendor, Total Software Revenue Worldwide, 2012 (Millions of Dollars) .

Company
CRM
2012
Revenue
2012 Market
Share (%)
2011 Revenue
2011-2012
Growth (%)
salesforce.com
2,525.6
14.0
2,004.6
26.0
SAP
2,327.1
12.9
2,325.1
0.1
Oracle
2,015.2
11.1
1,870.0
7.8
Microsoft
1,135.3
6.3
900.9
26.0
IBM
649.1
3.6
465.6
39.4
Others
 
9,437.7
52.1
8,513.7
10.7
Total
 
18,090.0
100.0
16,079.9
12.5

Source: Gartner 1(April 2013)

 

Here below you will find 170+ CRM  listed alphabetically:

Top of Form
Company
Bottom of Form
CRM
1
37signals
2
3GVision
3
AB Consulting
4
Acqueon
5
ADAPT
6
AFFINA
7
Airframe
8
Allbase
9
Altesys
10
Amdocs
11
Aplicor
12
AppShore
13
Aptium
14
Ardexus
15
Astonsoft
16
Astute
17
Avidian
18
BatchBlue
19
BigContacts
20
BizAutomation
21
Bizroof
22
BlueCamroo
23
BlueFolder
24
Bridgeleaf
25
BScaler
26
BusinessWare
27
CDC Software
28
Cegedim Dendrite
29
Centerbase
30
Chameleon
31
Clear C2
32
Commence
33
Concursive
34
Consilium
35
Consona
36
Convio
37
CORESense
38
CRM 24x7
39
CRM ASP
40
CSG
41
Cubistix
42
Cuesent
43
Customer Velocity
44
CustomFAQs
45
Cynergy
46
Daffodil Software
47
Data3s
48
DataBanque
49
DB Streams
50
DidItBetter.com
51
Dillistone
52
Direct Marketing Software
53
Double Dash Web
54
Dovetail Software
55
Eloqua
56
EnterpriseWizard
57
Everest Software
58
Exact
59
Eyond
60
FirstWave
61
Five9
62
FrontRange
63
Galeforce
64
Gedys IntraWare
65
iCentera
66
iEnterprises
67
INES
68
InfoParc
69
Infor
70
InfoStreet
71
Infusionsoft
72
InsideSales
73
InstantSalesTracker
74
Interactive Software
75
Interchange Solutions
76
Interprise Solutions
77
Ivinex
78
Junari
79
Karma
80
KyliptixSolutions
81
Landslide
82
Lasso Data Systems
83
LeadLog
84
LeadMaster
85
LexisNexis
86
Lithium
87
Loyalty Lab
88
Luxor
89
MarketingPilot
90
Marketo
91
Maximizer Software
92
MBM Software
93
Microsoft
94
Morton Marketing
95
Nehanet
96
NetSuite
97
Nimble
98
Norada
99
Oncontact
100
One-to-One Service
101
OpenBOX
102
Oprius Software
103
Oracle
104
Oracle
105
Pegasystems
106
Perfect Notes
107
PerfectView
108
PipelineDeals
109
PLANet Systems Group
110
Platoo
111
PPD Computing
112
PRIAM Business Software
113
ProspectSoft
114
Purplewire
115
Really Simple Systems
116
RedHorse Systems
117
Redtail
118
Relational Networks
119
Relavis
120
Relenta
121
RightNow Technologies
122
RunE2E
123
Sage CRM Solutions
124
Sage CRM Solutions
125
Sage CRM Solutions
126
Sales Team Automation
127
Salesboom
128
SalesCatalysts
129
SalesFocus
130
Salesforce
131
SalesJunction
132
SalesMetric
133
Salesnet
134
SalesNexus
135
SalesOutlook
136
SalesPage
137
SalesPush
138
SalesTrac
139
Salestrakr
140
SAP
141
Savvior
142
Sedona
143
Seedd
144
SEO
145
Soffront
146
Sohodo
147
Soleran
148
StayinFront
149
SugarCRM
150
SuperOffice
151
Surado Solutions
152
Sword
153
Synap Software
154
TeamAutomation
155
Teqnik Data Corp.
156
Terrasoft
157
TheDevFactory
158
Tigerpaw
159
Touchstone
160
Tradepoint
161
Tribus Real Estate
162
Turtle Networks
163
Update Software
164
Uptilt
165
WBP Systems
166
WebAsyst
167
WebCRM
168
Wilke-Thornton
169
WiredContact
170
Workbooks.com
171
Zestia
172
ZOHO Corp