Email Integration VS Groupware Integration in CRM 4.0
We have a requirement to replicate certain business activity types created in CRM thru' Portal interface to Lotus Notes as Calendar entries. We are in the process
of configuring the Groupware integration part to accomplish this.
The questions are...
1) Do we have to download all account and their contacts from CRM into the public folder of Lotus Notes for the successful creation of CRM activities
as Lotus Note Calendar entries?
2) Can we filter the replication of activities to Lotus Notes by their transaction types? We need to send only certain activity types to Lotus notes.
We have lots of Email notifications to be sent to the company's Lotus Notes Email IDs as well as some external Email IDs. If an Action or Workflow is used
for these Email notifications it is my understanding that the SMTP comes with SAP CRM will take care of this Email routing. The groupware integration is not a
must for such Email notifications and it s required only for the replication of Activities to Lotus Notes. Please clarify.
Please let me know the details of configuration or any cookbooks available for the configuration of Email Integration and Groupware integration in CRM 4.0.
Hi,
If you plan to use Server Side Groupware Integration then,
1) Do we have to download all account and their contacts from CRM into the public folder of Lotus Notes for the successful creation of CRM activities
as Lotus Note Calendar entries?
>>The answer would be "YES".However we cannot download Business Activities in bulk to Groupware.The Business Activity has to be individually created and synchronized.
2)Can we filter the replication of activities to Lotus Notes by their transaction types? We need to send only certain activity types to Lotus notes.
>>YES. This is possible by maintaining the used transaction type in the table view CRMV_ICAL_ACTM.
Iam not sure about Email notifications.
But you can create Activities in CRM and invite attendees and these attendees will get the Meeting requests provided the "Calendar Maintenance" flag is set for them.
For more information please check "Groupware Integration Setup and Load Guide" available in help.sap.com.
Please read through SAP Note 908571 for more technical information.
Regards
Praveen
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