Some important Shot notes in CRM

Some important Shot notes:

1.             Main Screen Areas: The L-Shaped always stays fix so the user always has access to common functionality and never gets lost. Its content can be configured as Business-Role dependent.

2.             Overview of the Web UI page:

3.             Header Area:  Also called Global Function Area. It consist of

a.       Personalize: Generic personalization options Eg. Change password

b.       Help Center: Offers direct access to BUD (business user documents)

c.       System News: Provides access to general system messages

d.       Central Search: Displays Saved searches/ Simple searches

e.       Log off: logs you off

4.             Navigation Area / Navigation Bar: It includes

a.       Applications search launches

b.       URL link

c.       BI reports and analysis (SAP NetWeaver)

d.       Transactions in other systems

                                 I.      First Level Navigation Entries:

o        Home

o        Work list

o        Calendar

o        Reports

o        Business-Role specific work centers

                               II.      Second Level Navigation Entries:

o        Links to most frequent search pages

o        Opens via a click and vanishes automatically after the selection

Work Centers: It is a flexible grouping of application and information that logically belong to each other from the viewpoint of a business role.

Personalization of the Work Center can be done in Navigation Bar Profile

SPRO-IMG-CRM-UI Framework-Business Role-

Logical Links: are of 4 Types:

a.       Link

b.       Work Center

c.       Launch Transaction

d.       BI Report

Create Area/ Quick Create Area/ Direct Link Groups: It contains frequently used applications by the user. It allows users to start a creation of an object of an object quickly, no matter where the user is located in the SAP CRM application at the moment.

This are is freely configurable per Business-Role.

This are can be personalized by the User.

a)       Appointments

b)       Email

c)       Task

d)       Business-Role specific links

Personalization of the Direct Link Groups can be done in Navigation Bar Profile

SPRO-IMG-CRM-UI Framework-Business Role-

Recent Items: It allows the user to navigate to the items that he has worked on most recently with one click.

This area is configured per Business-Role.

This number of entries can be changed up to 10. The personalize settings can be done by the user via Personalize-Personalize Navigation Bar-Recent Items (drop down)

5.             Home Page:

The HOME page provides:

a.       My appointments Today

b.       Workflow Tasks

c.       My Open Tasks

d.       Alerts

e.       My Saved Searches

The HOME page can be configured per Business-Role.

Available content and screen structure can be personalized by the user. E.g. Drag & Drop.

6.             WORKLIST page:

7.             CALENDAR page:

a)       A graphical overview of today’s appointments

b)       Switching between daily, weekly and monthly views

c)       Switching to a colleagues calendar.

d)       Provides an overview of the next 2 months

e)       Provides a list of open tasks.

f)         Provides an option to directly create an appointment from the daily view.

8.             EMAIL INBOX page:

9.             WORK CENTER: The work center page is opened by choosing the First-Level navigation entry directly, without selecting any specific Second-Level entry, belonging to the respective work center.

a)       Search

b)       Create

c)       Reports

10. REPORTS-Entry Page: Provides a list of reports and analysis grouped by business topics. It can have second-level navigation entry providing direct access to important analysis or dashboards.                      BI Content

CRM Interactive reports

CRM Analytics

Configured per Business-Role

11. SEARCH PAGES:

a)       Search Criteria Area

b)       Search Result List Area

The table graphic is a feature available for every table, but especially in the search result list it provides a perfect facilitation option to understand patters and schemes behind the found search results in a graphical manner.

SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Parameters

Possible parameter values are: ASSIGNMENTBLOCK;SEARCHRESULT; (adobe flash is required)

Available search criteria can be controlled by

SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Central Search

You can use the CRM ES Modeling Workbench to connect CRM business objects to SAP NetWeaver Enterprise Search.

You can access CRM ES Modeling Workbench via

SAP MENU>Architecture and Technology>Enterprise Search Integration>Tools

12. OVP: Over View Page

       Assignment blocks capabilities are available in single Column and tile layout.

ü       Main OVP Elements –

o        Work Area Title

o        Work Area Tool Bar

o        Personalization

o        Form View

o        Header Area

o        AB Tool bar

o        Table

o        Assignment Blocks

ü       Non-Interactive Center in a tile layout

SPRO>IMG>CRM>UI Framework>UI Framework Definition> Register Overview Pages for Tile Layout

ü       Hierarchies: Used for navigation or simply to display related information in a structured format. E.g.: Org Model; Installed Base; Product Hierarchies; Account Hierarchies

BSP Application: CRM_UI_START

Description         : CRM WebClient UI

Start Page           : default.htm

SU3                                          Create a User

SU01                                        User Master Data

CRMC_UI_PROFILE      Define a Business Role

CRMC_UI_NBLINKS      Define Navigation Bar Links

BSP_WD_CMPWB                    Component Work Bench

13. Personalization Page:

To enable the configuration mode the user needs a specific (administration) authorization. Using the configuration mode it is possible to start the new configuration and the FACT SHEET configuration directly from the CRM WebClient.

Web Links

Widgets

CRM Feeds: stay up-to-date with your work wherever you are.

14. Transaction Launcher – You can add external application to the CRM WebClient UI by using the Transaction Launcher and SAP ITS.

ITS - Internet Transaction Server: These include

a.       Web Sites of your choice

b.       Transaction in an ERP system

c.       Administration transactions in the CRM System

ü       Use function key of your keyboard ‘F2’ to display the technical information for the component.

ü       Authorization Object: CRMCONFMOD controls whether user can activate the configuration mode.      

15. Business Roles:

ü       You can generate a portal role from your business role by creating an XML file of your business role and importing this XML file to SAP NetWeaver Portal.

ü       You generate an XML file of your business role in customizing by choosingSPRO>IMG>CRM>UI Framework>Portal Integration>Upload Business Role

ü       For more complex UI changes the Component Enhancement Concept can be utilized.

ü       Business Role are maintained in customizing:

SPRO>IMG>CRM>UI Framework>Business Role>Define Business Role

ü       Business Role is assigned to an Organization Unit or to a Position.

a.       PPOMA_CRM select your org model

b.       Select the position to which you want the Business Role to be assigned

c.       Click on Goto in the main menu bar

d.       Click on enhance object

e.       Select “Business Role” and click create

f.         Assign your Business Role

g.       Save

ü       Business Role can be assigned to the User also in

a.       TC: SU3

b.       Select Parameter Tab page

c.       Insert Parameter ID CRM_UI_Profile

d.       Give a description and assign your Business Role.

16. AET – Application Enhancement Tool has been introduced t enhance CRM applications. You can use this tool to Search for enhancements and to display, Create, Change, or Delete enhancements. The component Workbench does not allow to launch AET. You can make new fields created via AET available for the following system or applications only:

                                                                                       i.      Business Intelligence reporting (BI)

                                                                                     ii.      CRM interactive reporting (as characteristic or Key Figure)

                                                                                    iii.      R/3 adapter CRM Mobile (Synchronized BDoc)

17. EEWB - Easy Enhancement Workbench: It is a development tool that can be used to enhance SAP Applications (Business Objects).

ü       Wizards are used in the workbench to define customer enhancements of business objects. This means that the user without ABAP knowledge can also make enhancements to the standard SAP system.

ü       The technical composition of an enhancement created with the EEWB is no different from the once created manually. In both cases transportable ABAP object are created and the same customer exists, business transaction events or BAdIS are implemented.

ü       The only difference is the way that the required objects are created.

ü       In most cases the enhancement applies to all system. E.g.: when you enhance a business object in CRM, the data exchange to other system (BDoc) is also adjusted.

ü       The system landscape must be configured appropriately for cross-system generation.

18. Business Role Customization:

Contains 6 Profiles:

a.       Role Configuration Key

b.       Navigation Bar Profile

c.       Layout Profile

d.       Technical Profile

e.       Functional Profile

f.         PFCG

19. Role Configuration Key: Customer specific adjustments to the UI can be performed using a role configuration key.

UI Configuration Tool:

You can use the UI Configuration tool to configuration tool to configure views and pages that are made up of different views. These include:

a.       Form Views

b.       Tables and Hierarchies

c.       Search Pages

d.       Overview Pages

e.       Start Pages and Work Centers

Typical changes include:

b.       Adding and removing fields

c.       Changing the item of fields

d.       Adding headers

e.       Editing fields properties (eg: required entry fields/mandatory)

f.         Configuring search criteria

g.       Configuring result list

h.       Displaying assignment blocks (direct, lazy)

ü       Creation of a Role Configuration Key

ü       Assignment of Role Configuration Key to Business Role

ü       SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Role Configuration Key

A Role Configuration Key can be assigned to one or more Business-Roles.

20. Layout Profile:

a.       Header Area: It is static, non-scrolling area on top of the screen. Eg: Logo Area, Global Function Area and others.

b.       Footer Area: It is non-scrolling area at the bottom of the page.

c.       Picture Area:

d.       Menu Area:

e.       Shortcut Area:

ü       SPRO>IMG>CRM>UI Framework>Business Role>Define Layout Profile

ü       SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Layout Components

21. Technical Profile: It contains some browser related setting and other technical information

ü       When you log off from the SAP CRM system the SAP homepagehttp://www.sap.com/ is called per default.

ü       You can change this by entering a different URL in the technical profile.

ü       SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Technical Profile

22. Functional Profile:

ü       Some business roles are special in the way that they need more technical settings and infrastructure

ü       This is the case for all IC related business roles.

ü       SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Functional Profile

23. Navigation Bar Profile:

ü       The Navigation Bar Profile is the main object to control the available business content and links for a user.

ü       The navigation bar contains links to all work centers that belong to a role.

ü       The work centers contain links to the search pages of the business objects that belong to each work center.

ü       It also contains direct links to the user’s calendar or work list.

ü       Logical links can be used in direct link groups, second level navigation or on work center pages.

ü       SPRO>IMG>CRM>UI Framework>Technical Role Definition>Define Navigation Bar Profile  TC: CRMC_UI_PROFILE

ü       4 type if links

o        Work Centers: displayed in First-Level entry.

o        Work Center Link Groups: logical links are grouped such as Create, Search & Reports

o        Direct Link Groups/Quick Create Links: To Create the most frequent used applications

o        Logical Link Groups: Listed Applications

CRMC_UI_NBLINKS                  Maintain Nav Bar Profile

Transaction Launcher:

ü       It is used to integrate; external SAP GUI based applications to SAP WUI. Its benefit is to save agents from Logging into different system (multiple systems) and repeating data entry.

ü       The TL function allows to access business transaction directly from the CRM WebClient UI.

ü       The main benefit of using launch transaction is to save agents from logging into multiple systems and repeating data entry.

ü       TL supports 2 types of transactions:

a.       BSP – Business Server Pages

b.       BOR – Business Objects Repository

c.       BOL -

ITS - Installed the ITS (Internet Transaction Server) to provide access to the local SAP CRM system or to another SAP system.

CRMS_IC_CROSS_SYS – Define Transaction Launcher

BD54 – Define your Logical system

SM59 – Define your RFC (Remote Function Call)

BD97 – Assign RFC destination to Logical System

SAP Menu>Interactive Center WebClient>Administration>System Parameters>Define Transaction Launcher Logical systems and URL’s

SPRO>IMG>CRM>UI Framework>Technical Role Definition>Transaction Launcher>Configure Transaction Launcher

24. PFCG:

ü       It is used to maintain the authorization profiles.

ü       Each authorization references an authorization object and defines one or more permissible values (e.g. Display, Change, and Create) for each authorization field contained in the authorization object.

ü       Authorizations are assigned to Users in the user master data. TC:SU01

ü       For each business role SAP delivers a PFCG Role with the required authorization object.

ü       Default values can be maintained in TC: SU24, if the default values delivered by SAP don’t fit your needs.

ü       Use report CRMD_UI_ROLE_PREPARE and TC: PFCG to assign all required authorization to the related PFCG role.

ü       Use report CRMD_UI_ROLE_ASSIGN to make the user assignment easier.

ü       Deleting/Assigning an Assignment Block to a Business Role.

ü       SPRO>IMG>CRM>UI Framework>Define Business Roles>Define Authorization Role

TC:

SU24                Maintain default values for PFCG

SM37               

SU01                Create a User

PFCG               PFCG profile