tecrm 20 presentation

Modules Presentation

Ahmed Shouman27th, July 2015

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picture in the title

ENTERPRISE CONSULTANCY SERVICES - Slide 2

CRM Pricing

Actions

Introduction

Transaction Processing

Activity Management

Partner Processing

Agenda

CRM Billing

Groupware Adapter Overview

BW (BI) Adapter Overview

Introduction to CRM Middleware

Data Exchange with ERP Backend

CRM Middleware Operations

Data Exchange with 3rd Party Backend

Agenda

Introduction to CRM WebClient UI

Component Enhancement Concept

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Introduction

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Structure of Transactions

General Structure of Transactions

• A business transaction represents a business interaction with a business partner.

Transaction Types Item Categories and ItemCategory Determination• A transaction type defines the attributes and characteristics of a business

transaction &controls how a specific business transaction is processed.

Transaction Types Item Categories and ItemCategory Determination

Item Category Determination

Basic Functions in Business Transactions

• Copying Business Transactions

• Subsequent Referencing

• Date Management

• Status Management

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Overview of Activity Management

• Activities such as interaction logs and appointments keep a record of any interaction that has taken place between your company and its customers.

• Tasks provide a way for your employees to manage their own workload and to record reminders.

Customizing Activities and Special ActivityFunctions

Follow-Up Activities

The Survey Suite

The Questionnaire in the activity is based on the Survey Tool.

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Overview of Partner Processing

• Partner processing controls how the system works with business partners in transactions.

Automatic Partner Processing

• During transaction processing, the main business partner or technical object, this is usually the sold-to party;

Customizing Partner Processing

• Partner Processing in Customizing

Partner function category &Partner function

Partner Determination Procedure

Access Sequences

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Action Processing

• Examples for Actions

Action Processing: Workflow

Processing Time

Processing Types

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Overview of Pricing

Pricing information in the Internet (CRM Web Channel),

IPC Implementation Scenarios

• The pricing procedure defines the valid condition types and their calculation sequence in the transaction.

Determination of Pricing Procedure

Condition Types

Access Sequence

• search strategy that the system uses to search for valid data in a specific condition type

Condition Table

Condition Technique

Condition Maintenance and Pricing Functions

• Condition Maintenance

Condition Maintenance Groups and Contexts

Pricing: Functions

CRM Pricing

Actions

Introduction

Activity Management

Partner Processing

Agenda

CRM Billing

Overview of CRM Billing

• System Landscape

Billing Process Overview

Input Processing

Billing Process

• CRM Billing transfers billing due list items to billing document items

• Billing documents (for example, invoices, credit memos) are created from items which come from a wide range of CRM business transactions.

Output Processing

Billing Option: Billing Plans

Customizing CRM Billing

• Customizing Organizational Data

Agenda

Architecture Overview

CRM Server Architecture

SAP CRM and SAP Backend Systems

Underlying Technology QRFC

SAP CRM: Data Exchange with Laptops

The CRM Server

Agenda

Introduction

• SAP CRM Server Architecture

Message Flow Overview

Message Flow for SAP R/3 Backend

Connection: CRM - SAP R/3

Site Attributes for R/3 Site

Download from ECC to CRM

• Initial R/3 to CRM Load of Customizing Data

Monitoring the Initial Load: Monitoring tools:. Monitoring Initial Load: R3AM1

. qRFC-Monitoring:

. Outbound Queue Scheduler: SMQSOutbound Queue: SMQ1Inbound Queue Scheduler: SMQRInbound Queue: SMQ2

. BDoc Monitoring:

. BDoc Details: SMW01BDocSummary:SMW02Middleware Trace: SMWTMiddleware Monitoring Cockpit: SMWP

Download from ECC to CRM

• Delta Load R/3 to CRM: Data Flow

Object Classes

• The object class controls the activation and deactivation of delta loads for groups of Business Adapter Objects.

Upload from CRM to ECC

• Initial load CRM to R/3: Data Extract in CRM System

Initial load CRM to R/3: Data Flow

Delta Load CRM to R/3: Data Flow

qRFC: Delta Load CRM to R/3

Agenda

CRM Middleware: Monitoring

• Landscape for Delta Extraction

Agenda

External Interface Adapter (XIF)

The XIF Adapter: Overview

The External Interface Adapter: SOAP/XML

The External Interface Adapter: IDoc

Agenda

BW Adapter (BWA) Basic Function

• Data Source (A BI term for a collection of raw data fields

• BI Transformations are mapping and cleansing rules for data in route form a RAW format

• The BW adapter (BWA) is called as a part of the messaging flow most of the time

• The main reason for the BW adapter in CRM is to capture delta and prepare it to be retrieved by BI

• The transaction BWA1 allows the review of the meta data, used by the BW adapter

Agenda

Overview of the BI (Business Intelligence) Adapter

• Overview of the Groupware Adapter

Integration Architecture: Groupware Adapter.

Agenda

UI Elements

UI Element: L-Shape

Navigation Area: Navigation Bar

Personalization

• End User Personalization

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

Business Role

Business Role / Navigation Bar: Terminology

Technical Profile

Functional Profiles

Business Role & Authorization Concept

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

Navigation Bar Customizing

• Navigation Bar: Terminology

Logical Links

• There are four different types of links that can be integrated to the Navigation Bar

Transaction Launcher Customizing

• allows to access business transactions directly from the CRM WebClient UI & save agents from logging into multiple systems and repeating data entry.

Transaction Launcher Types

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

UI Components

• Layers of the CRM WebClient UI

Visible Model-View-Controller (MVC)

Generic Interaction Layer and Business Object Layer

• Business Layer

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

UI Configuration

• UI Configuration: Overview

Design Layer

• The design layer controls field labels in form views, table columns, and in the search criteria of the advanced search.

Fact Sheet

• The fact sheet provides you with an immediate and condensed overview of information about business partners taken from several sources such as business partner master data, statistical and transaction data, derived from SAP CRM, SAP ECC, and SAP NetWeaver BI.

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

Easy Enhancement Workbench

• EEW allows you to enhance business objects in SAP CRM with user-defined fields and tables and distribute them to SAP ECCand the Mobile Client via the CRM Middleware.

Application Enhancement Tool

• The Application Enhancement Tool has been introduced to enhance CRM applications.

• The Application Enhancement Tool is integrated in the UI Configuration Tool, and can be started in this tool.

Extensibility Tools

Business Roles

Navigation Bar

Architecture

UI Configuration

Agenda

Case Study

Component Enhancement

Thank You !

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