Skip to content

Posts from the ‘General’ Category

Migrate GoldMine Email and Web Addresses

This post examines some detailed issues around migrating email and web addresses from GoldMine, and provides examples of create SQL queries to address them. For free consulting to advise on your requirements please email InaPlex.

Read more

Extending Inaport – Example of a Custom Function

Following our previous post on extending Inaport using custom functions, Justin Knieling of Grand Canyon University kindly shared an example of a custom function he has written. The function assigns new users a security role in Microsoft CRM 2011.

Read more

Extending Inaport – Adding Your own Functions

This post summarizes how to add your own code for use in the Inaport environment for CRM integration and migration projects.

Read more

Inaport 7.3 Released

InaPlex is pleased and proud to announce that version 7.3 has just been released to the web site for free download.

The product of thousands of development hours and working with InaPlex customers around the world, 7.3 continues the tradition of maintaining compatibility while enhancing and extending functionality.

Said Steven Neil of Grand Canyon University:

“We have been using Inaport extensively for a couple of years. The new release continues the process of enhancing and deepening functionality, while not loosing sight of usability and manageability that are Inaport trademarks.”

We will expand on the new functionality in a series of blog posts, but in brief:

  • Extend: execute external applications, write your own code
  • Enhance: new ways to integrate with your external systems during a job
  • Compatibility: Microsoft CRM 2011 including integrated with Office 365; SageCRM 7.1 on premise and on line; ACT 2012; SalesLogix 7.x
  • Attention to detail: hundreds of performance enhancements, bug fixes, and tweaks to the user interface

Download the latest build from our web site: http://www.inaplex.com.

 

Lift & Shift … with added Brains

Guest blogger, David Stewart from Aurise Consulting Ltd (www.aurise.com), outlines an application of Inaport to import and de-duplicate data records. David is a software consultant, based in Edinburgh, who recently delivered a project for a public sector organisation. The project was to deliver a database, built on the Dynamics CRM platform, to store consumer information. Inaport was a key component of the application fabric and fulfilled the requirement to import many millions of source data records.

Over to David …

I was recently engaged by a public sector organisation to build a series of databases consisting of individuals from around the world who asked to receive tailored information. The driver for the project was the replacement of a third party supplier, and the decision was taken to rebuild the new database from scratch rather than purchasing the existing database. This decision initiated the requirement to import ten years of interaction history for each customer.

Read more

Inaport – Canary in a coal mine

Guest blogger Steve Neil outlines a unique application of Inaport in this post. Steve is an IT Director for Grand Canyon University, based in Phoenix, Arizona. Steve and his team implemented Microsoft CRM 2011, then proceeded to embed it into the information fabric of the organization by using Inaport to move data between the various information repositories and CRM. Their CRM information has rapidly moved to being the portal of choice for students and staff at the University.

Over to Steve.

The title of this post might strike you as strange when the topic is a something so far removed from mining as a data tool, but it really is the best description I can think of to describe a unique function that Inaport fulfills for our enterprise. Let me lay down a little background here – the coal mine – and then I’ll explain how Inaport gives us first alert functionality.

Read more

Inaport review on the Microsoft Dynamics CRM Team Blog

Guest blogger CRM MVP Neil Benson of Customery talks about a toolset that he recommends to his CRM implementation friends and partners.

Neil’s conclusion:

InaPlex Inaport 7.2 enables data analysts, with little or no programming skills, to meet sophisticated data integration requirements involving Microsoft CRM. It offers a rich set of features way beyond the CRM Data Import Wizard and comparable with much more expensive mid-market ETL tools such as Scribe Insight. InaPlex provided fantastic customer service and support throughout my project.

Read the full post here.

Data Quality with Dr Peter Aiken

A couple of years ago, InaPlex did a joint presentation on Data Quality with Dr Peter Aiken of Data Blueprint (www.datablueprint.com). Dr Aiken is President of DAMA, associate professor of Information Systems at Virginia Commonwealth University, and founding director of Data Blueprint. More importantly, he is an interesing and very well informed speaker on the topics of data quality and data architecture.

Dr Aiken is running a series of talks on various topics; details on an upcoming talk below.

Topic: Data Modeling & Data Development

April 13, 1:00 PM – 2:30 PM EST

This presentation provides an understanding of the data modeling/data development data management component. Participants will understand how the analysis, design, implementation, deployment, and maintenance of data solutions should be done in order to maximize the value of the enterprise data resources and activities. Architecting in quality is imperative at this level and complements a subset of project activities within the system development lifecycle (SDLC) focused on defining data requirements, designing the data solution components, and implementing these components. Participants will understand the difficulties organizations experience when interacting with a data development effort and how best to incorporate efforts into specific data projects.

Check the Data Blueprint website for more information and for a detailed schedule of upcoming training: www.data-ed.com

Sage CRM Solutions Switch and Save Program

Sage CRM Solutions have recently announced “Switch and Save”, a competitive replacement program. It is designed to incentivize customers on competitive products to migrate to Sage SalesLogix or SageCRM. The program runs from January 4, 2010 to March 31, 2010.

The offer will include the Easy Pay Option and deep discounting on license, maintenance and support, as well as a rebate to help subsidize the migration. Highlights include:

  • 60% off MSRP of Sage SalesLogix and SageCRM for switching from a competing software product (including Microsoft Dynamics CRM, Salesforce.com, and GoldMine)
  • Discounted maintenance for 2 years
  • 10% rebate on conversion and migration services

InaPlex is one of the most experienced migration practitioners available. Inaport and Sage Migrator have been used for hundreds of migrations, and InaPlex Professional Services and our channel partners have assisted customers with simple through to complex migrations, such as:

  • Two Siebel CRM databases to a single SageCRM system
  • Microsoft Dynamics to SageCRM.com
  • Many GoldMine and ACT! migrations to SalesLogix and SageCRM
  • SalesLogix to SageCRM and vice versa

Whatever your migration requirements, it is likely that InaPlex will be able to provide the tool set to let you do it, backed by training and professional services that can range from an hour of project guidance through to a turn key migration of all your data.

Please contact info@inaplex.com for further information, or visit our web site.

Unicode nearing 50% of the web

A quick follow up to the last post (Fun with Unicode); saw a post on the Google blog, saying that nearly 50% of all web pages are now using Unicode encoding. They also make some interesting comments about the impact on search terms and their indexing.

Read more here.