tecrm 20 presentation

Modules Presentation

Ahmed Shouman27th, July 2015

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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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