Activity Management in CRM

Dear Sir,
Can we create the template for Activity Management in CRM ?
It look like that when we create the new activity , we will select the tempalte 1, there will be showed the wording in NOte.
when we select the template 2 , there will be showed the wording in note which different for thw wording.
Please help.
Thank you and besgt regards,
Vimol

hi
yeah u can achiecve this,just go inside the activity journal in the easy access,there you can maitain the template as and how you like
there you can write ur text and remembner before saving you got to release the same for the further use
and in similar way you can maintain another template with different text,
also your requirement can be achieved by creating a customised smartform for the activity transaction in which it will be the way you like your template(the layout will be customised)
best regards
ashish

Similar Messages

Cprojects and Activity Management i CRM

Hi,
I have asked the same question below CRM without luck, so now I'm trying this forum...
Has anyone of you explored whether there exist possibilities for triggering activies (CRM Activity Management) by doing changes in cProjects, e.g. changing statuses of the project elements.
Regards Camilla

Hi Vivek,
I know there exist standard workflow in cProjects triggered by changes of statuses or other changes to project elements. However, I wonder if and how this can trigger activites in CRM.
Regards Camilla

Customer screen get populated in activity management

hi any one can help me out in this pls.
my client requirement is customer screen get populated in activity management.
my client using activities in crm.They configured customer sceen in activities.In that they have fields like contract validity, type of contract etc.
how it will get populated when they enter customer number.

hi
can u please elaborate ur requirement what exactly we mean be population of activity screen,i din get exactly
best regards
ashish

Activity Management and Outlook Integration

Hi All,
In CRM 7.0 activity management mail is sent by using SAP CRM system. Is it possible that the same mail will go to Inbox of sender and we can access that mail in Sent Items of MS Outlook by integrating using MS Outlook exchange server?
Are there any reference documents or links available for this
Thanks and Regards,
Gauri.

Hi
CRM Activities are all activities undertaken by your company's employees. Any data saved in an activity is an important source of information that needs to be accessed by all relevant employees.
Link for the same is http://help.sap.com/saphelp_crm50/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm
and Best Practices for the same is C31: CRM Activity Management on http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/html/BBlibrary.htm
Actions: are explained in http://help.sap.com/saphelp_crm50/helpdata/en/54/238e39e1ba3541e10000000a11402f/frameset.htm
I would suggest that you explore the system on your own, it will give you a much better grip on the system and subject
Hope you dont misunderstand me, but it is for your betterment. And you always have all of us to help you when you get struck.
Hope this would help.
Regards,
Rekha Dadwal
You gain a point for every point that you reward. So reward helpful answers generously

Activity management and Actions

Hello,
Can some one explain the concepts of sap crm activity and actions?
Could you pls send me the configuration steps with screen shots to my ID [email protected]
Thanks and Regards,
Reddy

Hi
CRM Activities are all activities undertaken by your company's employees. Any data saved in an activity is an important source of information that needs to be accessed by all relevant employees.
Link for the same is http://help.sap.com/saphelp_crm50/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm
and Best Practices for the same is C31: CRM Activity Management on http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/html/BBlibrary.htm
Actions: are explained in http://help.sap.com/saphelp_crm50/helpdata/en/54/238e39e1ba3541e10000000a11402f/frameset.htm
I would suggest that you explore the system on your own, it will give you a much better grip on the system and subject
Hope you dont misunderstand me, but it is for your betterment. And you always have all of us to help you when you get struck.
Hope this would help.
Regards,
Rekha Dadwal
You gain a point for every point that you reward. So reward helpful answers generously

Help needed on activity management

Hi,
I have created an activity in WEBUI for myself and when i try to verify the same in INBOX, the task is not available. I am new to this. can some one tell me what config changes are needed at the backend.
Thanks in advance.
Regards,
Udaya

Hi Uday,
If you require your activity to be displayed in your inbox, then you need to do Grooupware Integration.
Groupware Integration is used to integrate CRM Activity Management with the groupware applications, that is Microsoft Outlook and Lotus Notes, allowing you to synchronize business activities and tasks in your CRM calendar and your own groupware calendar.
To map the CRM statuses to groupware statuses, you Customize for CRM by choosing Customer Relationship Management -> Transactions -> Settings for Activities -> Mapping of Activities to Groupware -> Map Activity Status to Groupware.
For more information on this go throught the following link
[http://help.sap.com/saphelp_crm60/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm]
Wish this was useful to you
regards
Srikantan

Analytic Report for Activity Managment

Hi Guys,
I try to test a report for Activity Managment in BI.
However the standard query has error and the note 692195 refer to use BDOC BUS_TRANS_MSG, but this instalation doesn't have integration for this documento with ECC (document are standalone in CRM).
If I review the tx SMW01 I found a Queue in wait for send (but I don't wan to sent to ECC). I don't have suscription for this BDOCD, but the analytic report doesn'twork
Any idea?
Regards
Lyda

BI automatically activate Middleware for send the data from CRM to BI. But, you need to complete the configuration without Suscription

Activity Management Java iViews displaying No Data Obtained

Activity Management Java iViews displaying No Data Obtained. In our portal we are using several SAP delivered Java iViews. All of them work in our QA environment except the Activity Management ones.
However, they DO work in our development. Does anyone know what we are missing in the backend configuration that would cause the Activity Management Java iViews to display "No Data Obtained"
Thanks.
Jason

Hi Gregor
The User is assigned to a business partner. I'm not familiar with CRM's Org Management structure, so if I had to ask this question to someone that is, what should I ask specifically?
Advanced search doesn't provide an option for "My Team" but it does for "My Group" is that the same thing? And when I do a search on that criteria I do get results. Another question is even if there weren't any results shouldn't the iView still say "No entries exist" similar to the "My Teams Open Leads"?
Thanks,
Julian

Activity Management

Hi Gurus
I had taken requirements in Workshop sesssions for blueprint session on Activity Management and client using Activity for cross applications in all scenerios
Now i had to design a T0-BE process flow for business Blueprint document
just wondering how to depict process flow of Activities ,As Activities can be used as single ,as follow up documents for all transactions etc
Please provide any Business Blueprint template on Activity Management with comple process flow so that i can follow exactly
My email id: <removed by SAP Community Network Moderator>
Will give good points and required at the earliest
Thanks

Hi,
The TO -BE process is based on your analysis of the exsisting business process
and i dont think the document which we send will be matching your requirement.
So based on your analysis you prepare this TO -BE will help you out in future
projects also.
Regards,
Satish

PCUI Application & i views for Audit management in CRM

Hi Experts,
Is there any PCUI application for Audit Management in CRM 5.0.
We are trying to Implement Audit Management transactions in Pcui.
Regards,
Basavaraj Patil.

Hello,
We are trying to implement an absolutely similar scenario. Request you to send me any helpful links if you have some.
Thanks
Priyanka

DAG Cluster Failed to Resume Primary Active Manager

Hi there,
I ran the StartDagServerMaintenance.ps1 script on our SiteA Exchange server then updated it and rebooted. SiteB Exchange server now has active Mailbox Database and is doing Client Access etc. After reboot of SiteA Exchange we had network issues and in the
process of troubleshooting I deleted the network adapters from Device Manager, and ran netsh int ip reset, then reconfigured them with their static IP's, and static routes for the Replication network.
Site A MAPI Network - 192.168.1.0/24
Site B MAPI Network - 192.168.2.0/24
Site A Replication Network - 10.10.1.0/24
Site B Replication Network - 10.10.2.0/24
Each site has one Exchange Server running all Roles and is in DAC Mode, on Exchange 2010 SP2.
Right now I cannot run the StopDagServerMaintenance.ps1 script because it says
Failed to resume the ability of the server SiteA-EX1 to host the Primary Active Manager, 'cluster.exe /cluster:SiteA-EX1 node SiteA-EX1 /resume' returned 5050.
In the EMC, Organization-Mailbox-DAG Networks, DagNetwork03 and DagNetwork04 say subnet 192.168.1.0/24 and 10.10.1.0/24 are Down and Unavailable.
In Failover Cluster Manager, Cluster Network 3 and Cluster Network 4 are in Status: Down.
I can ping all the subnets and Exchange IP addresses from both Exchange server.
SiteA Database copy is Healthy and no copy count. SiteB is Mounted.
EDIT: Networks are all up, question now is how do I move the PAM to the SiteA?
I tried this command:
Cluster.exe DAG1 group "Cluster Group" /moveto:SiteA-EX1
I get System error 5012 has occurred
The cluster group cannot be found.
The AlternateWitnessShareInUse is the alternate in SiteB.
When I run the command "cluster group" I get this:
Group Node
Status
Cluster Group SiteB-EX1
Online
Available Storage SiteB-EX1
Offline
I dont see the Node for SiteB.

I tried this command:
Cluster.exe DAG1 group "Cluster Group" /moveto:SiteA-EX1
I get System error 5012 has occurred
The cluster group cannot be found.
The AlternateWitnessShareInUse is the alternate in SiteB.
When I run the command "cluster group" I get this:
Group Node
Status
Cluster Group SiteB-EX1
Online
Available Storage SiteB-EX1
Offline
I dont see the Node for SiteB.
Hi,
Have you tried to run Cluster Group "Cluster Group" /move
Martina Miskovic

Membership management in CRM

Dear all,
Could someone outline how membership of a member organisation might be managed in CRM.
Creation / renewal of membership
Maintaining member privileges with relation to the type of membership they have for the period of that membership.
The only way I can think of is via a contract with a given validity period.
thanks
Tim

Hi Tim
My company has built a solution template for this. Generally spoken you are on the same way that we chose. You could also go using standard orders, partner product ranges or marketing attributes and generate membership invoices from there - it makes not such a big difference, but using a sales order / contract is the most 'standard' way.
Regards, Kai

Workforce Management in CRM

Hi!
Anybody has any experience working with Workforce Management in CRM?
How to install/activate this component in CRM? There is limited documentation as to how to activate it.
Thanks!
Leon

Hi Gary,
If you maintain working hours of a employee, you wil be able to see it in the Resource planning. It would be visually depicted in the Resource planning. Non-working hours of a day would be greyed out.
Best Regards,
Pratik Patel
Reward with Points!

Where find Case Management in CRM 7.0

Hi all,
we are moving from CRM 4.0 to CRM 7.0.
In CRM 4.0 we customized Case Management and we reahced it from SCASE transaction.
In CRM 7.0 webui we aren't able to find where case management transaction is.
Does anyone know where is Case Management in CRM 7.0 webui?
Many thanks
Francesca

Hello Guys,
I am new to CRM 7.0 & I am going to work in Case Management areas for an Implementation project work.
Can you please let me know the steps followed to implement CASE MANAGEMENT.
Best Regards
Umesh.

Failed to mount database "General Users". Error: An Active Manager operation failed

Failed to mount database "General Users". Error: An Active Manager operation failed. Error: The database action failed. Error: Database 'General Users' on server 'EX02' cannot be mounted due to a previous error: At '12/3/2014
3:52:17 PM' the Exchange store database 'General Users' copy on this server appears to be inconsistent with the active database copy or is corrupted. For more details about the failure, consult the Event log on the server for other storage and "ExchangeStoreDb"
events. A successful failover restored service. If you have addressed the underlying problem, or if you have decided to attempt to mount the database despite this error, the mount operation may be attempted by using the '-Force' parameter of the Mount-Database
cmdlet. [Database: General Users, Server: EX02.domain.com]
Md. Ramin Hossain

Hi,
From your description, it is recommended to suspend the failed database copy at first using the cmdlet below.
Suspend-MailboxDatabaseCopy -Identity "xxx"
And then reseed the database with a new copy using Update-MailboxDatabaseCopy -Identity "xxx" -DeleteExistingFiles cmdlet.
What's more, here is a helpful thread for your reference.
Update-MailboxDatabaseCopy
http://technet.microsoft.com/en-us/library/dd335201(v=exchg.150).aspx
Hope this can be helpful to you.
Best regards,
Amy Wang
TechNet Community Support

Activity Management in CRM

Similar Messages

Maybe you are looking for