Link to CRM document
Hi Experts:
I would like to send a link to a specific CRM page, e.g. Lead n° 100.
Is it possible to generate this link? How do I obtain it?
Best regards,
Cristina
Yes, it is possible. Link would look like this:
http://<your server>:<port number>/sap/bc/bsp/sap/crm_ui_start/default.htm?crm-object-action=B&sap-system-login-basic_auth=X&sap-language=en&crm-object-type=BT108_LEA&crm-object-value=<guid of lead>
Regards.
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Using doc number you can access CRMD_ORDERADM_H-OBJECT_ID = DOCNUM.
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Hi all,
I would like to be able to <b>show CRM documents</b> (for Business Transactions / Business Partners ) <b>into the Portal</b> via WebDAV.
What configurations do I have to do in :
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AbjuhHi Abjuh
I have recently setup the same and the CRM config guide is the most usefull one :
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Hi,
Please send some documents about CRM.
Regards,
NaveenREFER BELOW AND DOWNLOAD THE STUFF
http://help.sap.com/printdocu/core/Print46c/en/Data/htm/english.htm
http://sapbrainsonline.com/Emerging_Tech/CRM.html
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Refer to the links below..along with above mentioned links by other memebres
http://www.sap.com/solutions/business-suite/crm/index.epx
http://searchsap.techtarget.com/generic/0,295582,sid21_gci1149410,00.html
1. What is CRM?
CRM stands for Customer Relationship Management. It is a process or methodology used to learn more about customers' needs and behaviors in order to develop stronger relationships with them. There are many technological components to CRM, but thinking about CRM in primarily technological terms is a mistake. The more useful way to think about CRM is as a process that will help bring together lots of pieces of information about customers, sales, marketing effectiveness, responsiveness and market trends. CRM helps businesses use technology and human resources to gain insight into the behavior of customers and the value of those customers.
2. CRM Software
Sales Force Automation
- Contact management
Contact management software stores, tracks and manages contacts, leads of an enterprise.
- Lead management
Enterprise Lead management software enables an organization to manage, track and forecast sales leads. Also helps understand and improve conversion rates.
eCRM or Web based CRM
- Self Service CRM
Self service CRM (eCRM) software Enables web based customer interaction, automation of email, call logs, web site analytics, campaign management.
- Survey Management Software
Survey Software automates an enterprise's Electronic Surveys, Polls, Questionnaires and enables understand customer preferences.
Customer Service
- Call Center Software
- Help Desk Software
Partner Relationship Management
- Contract Management Software
Contract Management Software enables an enterprise to create, track and manage partnerships, contracts, agreements.
Example: Upside Software, Accruent Software, diCarta, I-Many.
- Distribution management Software
3. Advantages of CRM
Using CRM, a business can:
- Provide better customer service
- Increase customer revenues
- Discover new customers
- Cross sell/Up Sell products more effectively
- Help sales staff close deals faster
- Make call centers more efficient
- Simplify marketing and sales processes
The types of data CRM projects collect
- Responses to campaigns
- Shipping and fulfillment dates
- Sales and purchase data
- Account information
- Web registration data
- Service and support records
- Demographic data
- Web sales data
Also please refer the SDN threads for your technical knowledge.
Links to CRM Documentation
There are 8 key capabilities in CRM.
Companies choose MysapCRM because because of the benifits offered.
CRM is a business strategy aimed at optimizing Customer-facing activities for business success. CRM connects back end and front end in seamless way with an intention to create a customer and retain him as long as the business exists.
CRM is a part of Business suite powerd by Netweaver which is an integration platform for lowering the TCO substantially.
The following are the departments involved in Customer facing activities.
Marketing:
Marketing is a comprehensive solution for customer Engagements.
Initiatives are designed and executed at any level in organization to meet the Corporate Obejectives.
Sales: Enterprise sales,Tele sales, customer interaction, Mobile Sales,etc
Rapidly assess the pipleline sales.E-sales cux can place orders any time any where 24/365 and can get service all over.
Service dept: Operational insight in serving customers.This ensures commitment from Barnd owners to the Customers.Mobile service,E-service. customer portals are also one of the tools to provide service.
Cahnnels to interact:
1)Internet: B2B scenario,B2B scenario, Customer interaction center.
CRM serves 23 industries of various Businesss Process in Industry Specific Solutions.
1)Manufacturing industries
2)Service Industries.
CRM helps in
1)Seamless -End-To-End Pocess
2)Best industry-Specific Capabilities.(Net weaver enables an open appraoch to acommodate changes that occur in the Landscape)
3)Good return on investment.
Hope this helps.
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
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Creating a new "Link to a Document" opens Word document or upload document dialog - plus more!
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hi,
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my issue is, if teh document library names are single words - like MOM, model, procedures etc this functionality is working fine and i am able to view the link to a document as an item.
but when the doc lib name contains special characters like , or / , this link to a document content type functionality is NOT working.
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1) Report and analysis, Data
2) form / template
3) map/ plot
help is highly appreciated!hi,
its talking abt the subsite names and folders and NOT the document librraies.
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Hi,
I have a document library with "Link to a document" content type. And, I have to add some links into that library using powershell. I have searched enough regarding approachs for adding a link into the library in powershell but i did not get anything yet.
Please provide some approaches and code samples to solve this problem.
Thanks,
Lalit Kumar MishraAdding Site Columns To Content Types Using PowerShell
Adding Site Columns To Content Types Using PowerShell
The below PowerShell script will allow you to add a metadata field that is either contained at the Site Collection level, Site level, or library level, to the specified Content Type.
It also contains some optional lines that you might choose to include or exclude, such as
Setting the visibility of the column in the edit form to hidden
Setting the status of the column to require values
01
function Add-SPContentTypeField
02
03
<#
04
.Synopsis
05
This function will allow you to add a library field to a Content
Type
06
.Description
07
This function will add the nominated site column/ library column to a nominated Content
Type within all of the 'Document Libraries'
in the given Site Collection
08
.Example
09
C:\PS>Add-SPContentTypeField
–SiteUrl “http://yourdomain.com/sites/Finance –FieldName
"myField" -CTypeAddedTo "myContentType"
10
.Notes
11
Name: Add-SPContentTypeField
12
Author: Petro Margaritis
13
Last Edit: 19/07/2012
14
Keywords: Fields, Site Columns, Content Types
15
.Link
16
http://thesharepointproject.com/
17
#>
18
19
Param (
20
[parameter(Mandatory=$true)][string]$SiteUrl,
21
[parameter(Mandatory=$true)][string]$FieldName,
22
[parameter(Mandatory=$true)][string]$CTypeAddedTo
23
24
25
$site = Get-SPSite
$SiteUrl
26
27
# Walk through each site in the site collection
28
$site | Get-SPWeb
-Limit all | ForEach-Object {
29
30
write-host
"Checking site:"$_.Title -Foregroundcolor
Green
31
32
# Go through each document library in the site
33
foreach
($list in $_.Lists | where
{ $_.BaseTemplate -eq "DocumentLibrary" })
34
35
36
# Check to see if the library contains the content type we are looking for
37
if (($list.ContentTypes |
where { $_.Name -eq $CTypeAddedTo
}) -eq $null)
38
39
Write-Host
"The Content:" $CTypeAddedTo "does not exist in the library:"
$list.Title -Foregroundcolor Red
40
41
else
42
43
# Check to see if the library contains the field we are looking for
44
if (($list.Fields |
where { $_.Title -eq $FieldName
}) -ne $null)
45
46
# Get the content type you want to add the field to
47
$ct
= $list.ContentTypes[$CTypeAddedTo]
48
# Get the column you want to copy
49
$field
= $list.Fields[$FieldName]
50
# Add the column to the content type
51
$ct.Fieldlinks.Add($field)
52
$ct.update()
53
54
# Add additional column settings
55
$ctFieldLinks
= $ct.FieldLinks | Where
{$_.Name -eq $field.Title}
56
# OPTIONAL: This will set the column to hidden so that it is not viewable in the edit form
57
$ctFieldLinks.Hidden =
$true
58
# Set Field to require value
59
$ctFieldLinks.Required =
$true
60
$ct.Update()
61
Write-Host
"The Field:" $field.Title "has been successfully added to the library:"
$list.Title -Foregroundcolor Cyan
62
63
else
64
65
Write-Host
"The Field:" $FieldName "does not exist in the library:"
$list.Title -Foregroundcolor Yellow
66
67
68
69
70
# Dispose of the site object
71
$site.Dispose()
72
Simply copy and paste the above into Notepad and save it as a PowerShell file with the name
Add-SPContentTypeField.ps1
view sourceprint?
1
# To run the above function you'll need to do the following - go into the saved location
2
Cd C:\scripts\
3
# Then call it using the dot prefix - note that there is a space between the dots, ..\
4
. .\Add-SPContentTypeField.ps1
5
# Now we can happily run the script like so
6
Add-SPContentTypeField –SiteUrl “http://yourdomain.com/sites/Finance –FieldName
"myField" -CTypeAddedTo "myContentType" -
Link to Excel document in site throws "Document with same name already open"
I have an Excel document stored in a document library in SP2010. I provided a link to the document in a CEWP on a page. When clicking the link on the page, Excel throws the erorr "Two documents with the same name cannot be opened" error.
When clicking the link in the document library, the Excel workbook opens fine. When hovering over both links, the URL in the status bar is identical. Here is the link in the page:
<span style="width:120px; padding-right:50px;">
<a class="ms-addnew" href="https://mydomain.com/sys/groups/ermcg/RA/Shared%20Documents/RA1.xlsm">
<img src="https://mydomain.com/sys/groups/ermcg/RA/SiteAssets/excelsmall.jpg" style="border:none;vertical-align:middle;"></img> Download to Excel</a>
</span>
Thanks in advance,Hi jd_hancock,
The scenario is not reproduced in my environment.
I used Fiddler to check whether there are differences between them to download the file, it seems the same and the file also successfully opened in the Content Editor Web Part.
I would suggest you to use the same way to check whether the download process is the same, also, type the url directly in the address bar, whether the document can be opened as expected?
Thanks,
Qiao
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Qiao Wei
TechNet Community Support -
Problem "Link to a document" content type within document set - Bug?
Hello,
I'm having an issue with the "Link to a document" content type in one of my document libraries. The issue is when you create a link to a document inside a document set:
The result is that the users get redirected to the wrong URL (../docsethomepage.aspx instead of ../docsethomepage.aspx?ID=.......), and instead of seeing the actual document set they started from, with the new link (or any document that is already in the
document set) the users see a default view of a generic document set - not the one they started from:
Any suggestions on how to fix this? One library has this faults and one does not. Our SharePoint server is up-to-date.Hi,
I reproduced the issue in different versions of SharePoint, it works in SharePoint Server 2013, and the issue occured to Office 365. I then tried enabling “Launch forms in a dialog”, it worked.
I will forward the issue to our internal feedback channel. And since the issue occurs to Office 365, please create service request with online engineer for root cause.
Regards,
Rebecca Tu
TechNet Community Support
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