CRM integration with R/3

Hi everybody, i need integrate CRM with R/3, i need the billing document that i've created in CRM goes to R/3 and created a financial document in FI...
Anyboby can help me???
Regards,
Mauricio Navarrete R.

Hi,
By statndards, Billing Document does not go to R/3 only information goes...

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SAP CRM Integration with lotus notes & blackberry (Mobile application) ?

Dear Experts,
Can any one pls explain me rough step in SAP CRM Integration with lotus notes & blackberry (Mobile application) ! I dont want detailed steps but pls explain me some important steps for this integration. Also pls tell me which standard SAP document i hve to refer for it !
As i am totally new to such integraion. pls help me out of this !!!! Helpful answer will be rewarded with full points.
Regards,
Amol Tambe.

Hi Amol Tambe,
Please refer the following SDN threads to find more information about SAP CRM and Lotus notes integration:
Re: Integration of SAP CRM 7.0 with Lotus
Re: Need the connectivity between CRM and Lotus Notes.
However, the above discussion is for CRM online and Lotus notes integration.
Hope this helps!
Regards,
Chethan
Edited by: Chethan Kumar C M on Sep 27, 2009 9:41 AM

Dyanmics CRM integrated with sharepoint 2010 foundation - new created account folder can not trigger sharepoint workflow.

I integrated MS CRM 2013 with SharePoint foundation 2010 for document management. integration works.
Now I need to create several subfolders and set proper permission on each folder. So, I created a workflow to do it automatically. It works when I manually create a new folder under SharePoint account, or I manually run it for an account folder. Thus, sharepoint
workflow works as I expected.
However, when I access Account's document from CRM (first time), sharepoint would create an folder for this account. In this case, the workflow doesn't work. and it show error: "Failed on Start(retrying)".
Anyone has experience on similar issues or have clue how to trace this error?

Hi Justin,
From your description, the issue might be related to the workflow created by visual studio.
Could you please try to locate error message in workflow report or ULS log:
https://technet.microsoft.com/en-in/library/cc298927%28v=office.14%29.aspx?f=255&MSPPError=-2147217396
also debug the workflow per:
http://blogs.msdn.com/b/philloth/archive/2009/01/19/how-to-debug-a-workflow-with-visual-studio.aspx
Regards,
Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

Security settings for CRM Integration with SharePoint

I have successfully integrated CRM 2015 and SharePoint 2013, both on-premise. I can see the SharePoint iframe on my CRM.
Next, is to set up the security. Only users with access to CRM record can access the respective SharePoint folders.
After I set up the security in SharePoint, i.e, by only giving permission to the specific folder and not the root site's Visitors group, the iframe on CRM side displays an error. It seems that the iframe is trying to access the root URL first, to which the
users don't have access, hence the error.
Am I missing something or is it not possible? Little explanation is given on MSDN about the security settings.
Another question, is there any plan for Microsoft to support server based integration for on-premise version?

crm does not give the rights through to sharepoint. u have the option to open sharepoint external with list component where you must take away the sharepoint rights and for us never a usefull option. We created custom application internal and did not published
sharepoint, we programmed so that documents are visible in iframe via a IIS website and looks to the logged-in user´s and only the documents are visible which belongs to his security role. its a lot of work but we found that it is also faster then the list
component.
gruss Daniel Ovadia MBSS - Microsoft Dynamics CRM MCNPS

SAP CRM integration with SAP R/3 using Xi

Hi All,
I am planning to us SAP XI to integrate PEOPLESOFT SYTEM TO SAP CRM .
This is the Scenario
                 File adaptor     xif adaptor
Peoplesoft----->     XI      --->    sap crm.
1)Is this the best practice to integrate PEOPLESOFT SYTEM   and SAP CRM using XI?
2) Please comment how and with best option to integrate and also comment on cost factor ?.
Please Help me.....
Thanks and Regards,
chandra.kotha

<i>1)Is this the best practice to integrate PEOPLESOFT SYTEM and SAP CRM using XI?</i>
It is not, but it is cost effective.
<i>2) Please comment how and with best option to integrate and also comment on cost factor ?.</i>
iWay has an PeopleSoft adapter, but you need to buy the license (not sure how much it costs, some adapters were charged based on the data volume and some were charged straight per adapter depends how you negotiate).
https://service.sap.com/~sapidb/011000358700009396312004E/index.htm#PeopleSoft
regards
Shravan

Leads360 CRM Integration with Eloqua

Our company is new to Eloqua and I just completed SmartStart. We have been working with 4Thought Marketing for creation and completion of our custom integration from Leads360 to Eloqua. Are there any other Leads360 users out there? I am curious what hiccups might be in the future. Additionally I would love any insight into how you have optimized campaigns and emails with Eloqua after moving from Leads360 and the Strongmail integration.

I wanted to follow up on my last post. We used 4Thought Marketing for the creation of our bridge between Velocify (formerly Leads360) and Eloqua and have been very pleased. 4 Thought is great to work with. If you can work with Diego Chacon you will be extremely happy, the rest of the team is great too.

SAP 7.20 CRM Integration with Outlook 2007

Hopefully you guys can help me seeing how i'm pretty illiterate on the workings of SAP. I work on a User Support team and we are undergoing tests for certain parts of our organization with deploying Windows 7. I bring this up because we currently use the MAPI driver that is offered with RightFax to integrate SAP and Outlook to send billing and transaction forms that is not available to use with Windows 7.
Does anyone know the work around for this?
(sorry if i sound uneducated in the workings of SAP, we have very little support for it past deploying the program. But i am looking to learn more)

Hi Sunil,
Could you please check with the below link from SAP Help Portal, which explains about the Integrated Communication Interface, its customizing, etc., which I feel will be a useful tip for you in your process ?
http://help.sap.com/saphelp_crm70/helpdata/EN/97/ffebc55b84f745b368865e9314fa44/frameset.htm
Thanks & Best Regards,
Vinod

OIM integration with MS CRM

Guys,
Anybody has ever done the MS CRM integration with OIM.
MY requirement is as follows
User initiates a self service request for the application and may populate some fields like country or primary service line (fields yet to be determined, but assuming the values for each field will be maintained in a lookup field)
First Approval Step: User’s Manager must complete any missing required attributes that the user didn’t fill and must also populate the access level field (values will be something like local, country, regional or global), but again these will be pulled from a lookup field. Manager provides first level approval
Second Approval Step: The owner approves/rejects the approval
Provision the user to the application (notification sent to the user), also, provision user to AD group for the application
Edited by: a73210 on Oct 28, 2009 10:42 PM

I don have exp with MS CRM but if you have APIs then you can buid your custom connector. And for other things of your requirement.
Just create an Object form with the fields as per ur requirement and use pre populate adapter to populate these fields.
While creating form fields go to Properties tab and select property Required = true for required fields.
And you can make fields mandatory while creating the form so OIM will validate automatically that whether required fields are filled or not.
Create an Approval Process.
Create two task Approval1 and Approval2 and assign both the tasks to two different approvers.
Go to Approval1 > Responses
Select Approve and below in Task to Generate select Approval2.
You are done with 2nd level of approval.

Sharepoint 2013 Online - error while setting up CRM integration

Hi,
we use Dynamics CRM 2011 on-premise and Sharepoint 2013 online and since last week CRM integration with Sharepoint stopped working. When I want to set up "Document Management Settings" in CRM administration I got an error
"An error occured while loading the page. The url may not have been mapped in the Sharepoint server. Ask your system administrator to check the Configure alternate access mappings settings in Sharepoint central administration."
But we use Sharepoint online, so I can't configure it.
I think it is common issue after some Sharepoint update in last month, because I tested 2 instances of Sharepoint online with 4 instances of CRM on-premise (3 different versions of CRM 2011 and one last updated CRM 2013).

Hi ,
According to your description, my understanding is that you encountered the error "An error occurred while loading the page. The URL may not have been mapped in the SharePoint server. Ask your system administrator
to check the Configure alternate access mappings settings in SharePoint central administration" when you want to set up "Document Management Settings" in CRM administration.
For your issue, please re-install the Microsoft Dynamics CRM 2011 List Component for Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013:
http://www.microsoft.com/en-us/download/details.aspx?id=5283
Also you can follow the thread:
http://social.microsoft.com/Forums/en-US/2430e529-1eaa-43c6-8958-f109abe86270/crm-2011-documents-on-sharepoint-online-an-error-occurred-while-loading-the-page?forum=crm
Best Regards,
Eric
Eric Tao
TechNet Community Support

Help on XI to BW and CRM integration

Hi
How to to integration between SAP XI to BW,CRM integration ?
Is it same as ERP or Any differences ?
Can any one provide me links on this ?
regards
Rakesh

Hi
XI to CRM integration in detail
SAP CRM Integration with XI (To Cross Applications)
1)     Usually these kind of scenarios are SOAP - IDOC scenarios. The Webservice is used in EP that triggers the scenario. As usual standard IDOCs for CRM is used in the receiver side. There is also predefined XI content available for CRM integration and this is biggest advantage.
2)     If your integration policy is to make all integrations go thorugh XI and for all known advantages of XI i.e. central monitoring of integration data, loose coupling, you should go for XI. Else your webdynpro screens can always make use of CRM functionality exposed as webservices as model directly.
3)     CRM uses Bdocs to communicate. But if you want to test, then you can go for either Idocs (create a custom idoc) or you can create a RFC and you can test it. Then it is normal Idoc/RFC->XI scenario or vice versa
4)     There are multiple ways of integrating a CRM system with XI. You have to remember that your ultimate aim is to call the ABAP proxy method, passing the data as a parameter. This can usually be the last thing you call in another method or function module that first collates the data and packages it into the structure required by the proxy method.
5)     CRM has something called 'actions' that can be triggered on certain events. These actions then call a function module that gets processed. Another route I have used is to have a batch job running periodically that runs a program. This program calls the proxy method.
Web Application (Webservice)=========è XI ========è IDOC SAP CRM
Web Application (Webservice)=========è XI ========è BAPI SAP CRM
Web Application (Webservice)=========è XI ========è ABAP Proxies SAP CRM
Web Application (Webservice)=========è XI ========è RFC calls to SAP CRM
Note:
If the volume of data is huge. Then go for idoc, as there might be standard idoc and if the volume of the data is not huge then go for BAPI.Go for a proxy only when if standard Idoc's or BAPI's are not available otherwise you are re-coding the existing things.
As CLAUS suggested try using BPCRM, as I believe they would have included creating sales order as it is very fundamental proceess of CRM products.
If you don't want to do any coding, then you will have to go for IDOCs/ BAPI. In this case all you have to do is the configuraion.
However, when you use Proxies, there will be a little coding required for calling the proxy. Its not much though. However, Proxies should get you better performance as they bypass the adapter engine.
In this case, as everything is standard, I would probably go by IDOC's.
You need to write client and server proxies.
Instead of coding for proxy if the Idoc is standard option.go for idoc tunnelling. As both your systems are SAP.That is the options the best.
i hope this will answer your question
regards
--- prasad

CRM integration problems

Hi,
I've successfully established an SSO with my CRM system from the portal. I've implemented the business package for including the channel management functions as well. I'm able to access some iviews as well. But sometimes I get an error http://<server>:<port>/sap/bsp/sap/crm_bsp_frame/mainDH.do not found or http://<server>:<port>/sap/bsp/sap/crm_bsp_frame/entry.do not found. Please guide me on how to progress further.
Thanks in advance,
Pinac

Hi Pinac,
I'm integrating CRM Web UI with Portals.I'm having problem in configuring SSO with the CRM system.While checking the connection in the portal in"Connection Tests" it is saying that SSO is not configured properly.So whenever I'm clicking on the tab for my CRM roles it is asking me user name & password.
I've already configured the BW & our ECC systems integration with the portals where I followed the same steps for configuring the SSO & they are working pretty fine.
For CRM integration I've followed the steps mentioned in the SAP Library help for CRM integration with portals but it is not working.I've followed the SSO best practice doc for its configuration but in vain.
I think there might something else I need to do for CRM.Kindly suggest.
My requirement is very urgent.Your quick reply will definitely be rewarded.
Regards.

CRM Open Interface Tables for Integrating with CRM

HI all, We are evaluating integration with CRM from Telco Billing system. The TRMs of CRM talk about using some published open Interface table in CRM. I could not find any TRM or User manual where I can get this info.
Also need to know API for CRM for intregation. PL. reply to [email protected] . Thanks - Pradip

I think you also need V14496-01 Part 1 of 2 and V14496-01 Part 2 of 2 (English Language Extension Packs).
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ECC 6.0 integration with Microsoft Dynamics CRM

Hi All
I am working on a ECC 6.0 integration with Microsoft Dynamics CRM. I need to send the customer master data, va01/va02, vl01n/vl02n/ vf01/vf02 to CRM system. One option I have is to send in the form of IDOC with TRFC - TCP/IP. But looks like this needs a middleware like Biztalk.
Is there a way I can send this data using a Internet service in ECC 6.0 ??? As this would cut the cost of the Biztalk.
I really appriciate your thoughts on this. We don't have XI either.
Thanks a lot
Van

HI Van Dan Jan,
We have just implemented integarion of SAP with Microsoft stack (Microsoft CRM, Share point and Axapta), But in all integration BizTalk as a middleware used.
There is two way requirements :
1. whenever Most of the control are at the Microsoft level like : Customer creation, Creation of orders, which need to be synchronus activity we have used RFC which internally calls BAPI. (So SAP adapter Configured at BizTalk). and whenever Biztalk receives request file from CRM or share point to there location they call SAP RFC's.
2. When DATA is needed from SAP to microsoft stack like to syncronize the missing transaction like customer pad and all.
Scheduled job at BizTalk end which call SAP to get the DATA via RFC mode :
In SAP we have two things
1. if DATA size is small (below 2 MB) like in last 1 hrs what are the sales contract created in SAP that need to updated in Microsoft other system than Biztalk will trigger a job at 1 hr interval or on deemand to get the detail which directly we pick from data base or using BAPI to get the detail via RFC.
2. If Data Size is large (more than 2 MB) like total transation happened in a day for all customers: then we wriiting the data in OS or application server and that job also get initiated from Biztalk end by sending any parameter to SAP.
advantage of using BizTalk is most of the control you can give it to them so they can run there job on deemand basis.
There is a something known as web service we can use to avoid Interfacing tool, but I dont have much Idea about that,
and please check how many interfacing point is there with SAP in your project, because if Interfacing points are more then I think it is not good to write a web services for so many things.
do let me know if you need further information.

ECC 6.0 integration with MS Dynamics CRM 2011 on-demand thru PI

Hi Gurus,
sorry in advance if some of my doubts will appear to you experts as stupid....
Scenario: we're on the way to realize the integration between SAP ECC and Microsoft Dynamics CRM Online (so...in the cloud) using SAP PI 7.11. In our scenario SAP PI will be the client, consuming webservices provided by MS CRM.
Unfortunately during the PI configuration (following SAP HELP instructions) we're facing the following problems:
1. The system (PI, dual-stack installation) has the parameter 'ssl/pse_provider' set to 'ABAP'. Considering that we would like to use SSL with SOAP adapter, questions are:
- Can we use the ABAP stack to maintain the PSEs, or it's mandatory to do it into the AS Java in order to use SSL with SOAP adapter.
- If so, we need to switch the ssl/pse_provider parameter to JAVA. Could this change create some kind of problems?
For information, currently in transaction STRUST we only have a Local node, neither Server nor Client nodes.
2. We have already installed the SAP Cryptographic Library for SSL but:
- In NWA we can't find ICM_SSL_<instance_ID> view or CLIENT_ICM_SSL_<instance_ID> keystore view into the list of Keystore Views.
- We would like to change the default Profile into RZ10 but we Can't find the profile...
- MS CRM (ws server) give us only a public certificate but do we need a private key too or we have to generate it from SAP?
- We need to know if is possible to use the MS 'LIVEID' authentication with SAP PI or SAP ECC.
- Do we need additional modules for the SOAP adapter(maybe an Axis one in order to use soap protocol 1.2)?
Could you please suggest the right configuration and give us some tips about this kind of integration?
Thanks a lot,
MR

Hi Mauro,
Looking at your background I thought maybe you could help me out wit this integration question.
I'm looking for some feedback on how best to integrate Microsoft Dynamics AX (DAX) with SAP CRM. We have a PI server.
From reading on the net, I see many people are using a middleware product called Scribe or BizzTalk. We already made an investment with SAP PI and we'd like to use it.
Do you have any references for Microsoft DAX integration with SAP CRM via SAP PI/ XI?
Thanks in advance!

CRM 5.0 Integration with Twitter and facebook

HI Experts,
i am working with SAP CRM 5.0 version,
My existing client want to set up SAP CRM with twitter and Facebook specially customor services ,
Does SAP CRM 5.0 has tight integration with twitter and facebook ,
if yes will you please share iinformation in terms of
1)Effort Estimation :manpoer
2)Costing details
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Pravin shete

@sherrysarath: Could you share some documents to understand how standards works for this issue? And if there aren't standards requirements, could you share your custom solution.
@pravin wipro : Could you explain what are your requirements?

CRM integration with R/3

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