Activity or exercises in SAP CRM

Hi,
I've joined SAP CRM classes recently. The problem with me is that I'm unable to practice more as I'm new to this. Can somebody provide with some activities or exercises where in I can practice more.
To be more precise, I need an activity or exercise which will ask me to create an organisational model, create Biz partners for a Role of xyz. Something like this.
Any website or link would be helpful. Thanks in advance.
Sairay.

Hi,
The best way to practice the CRM scenarios is via the CRM best practice documentation found at http://help.sap.com/bp_crmv250/CRM_DE/index.htm
Down load the appropriate scenario guide and configure the system according to the guide.
Also search the SDN forum for various issues on a particular topic like business partner, and then try to simulate the scenario in your system.
Belive me, still I learn lot from SDN. You need to be little disciplined and sincere while going through SDN and reproduing the similar scenarios.
Each issue in this forum is an interview question.
<b>Reward me if helps</b>
Regards,
Paul Kondaveeti

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Activation of VMC in SAP CRM

Hello Experts,
I have a requirement to setup system for usage of CRM products (CRM 7.0 Ehp 3). Products were setup for product type= material. But when I try to create opportunity or quotation with these products, short dump displays saying that VMC in not activated. Actually VMC is not activated in the system and currently we are facing lack of Basis experts, so VMC activation should be done by myself. But I'm new in Basis tasks and in connection with this I have following questions. Can You please clarify?
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My question is - how to restart server instance? As I mentioned I'm facing lack of basis experts in my team, so can anybody guide me in this question.
Thank you very much. I will be highly appreciated for providing answers for both questions.
Regards, Denis

Hi,
see note 863354 & 854170.
you will need to activate it if you have process involving pricing and web channel ecommerce.
JD

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hi guys
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Hello SAP Experts,
In SAP CRM 7.0, under maintain activities, I have assigned categories to class interaction log, appointments and tasks.
The same categories have been assigned to some business activities. For example Category Sales Call (001) is assigned to Interaction Log. The sales call is in turn assigned to Transaction Type- Business Activity.
When I log on to web ui, I am able to see this business activity under Interaction Log and create the transaction.
In the same way, when I assign category u2013CX4 (Telephone Call) to class Phone Call to a Transaction Type-Sales Call (0001-business activity), I am not able to see the same in web ui.
The same holds good when categories are assigned to Class Miscellaneous, Letter, Meeting, E-mail etc, are in turn assigned to transaction types are visible in web ui.
Kindly clarify, whether all the business activities fall under APPOINTMENT, INTERACTION LOG, TASK, E-MAIL AND VISIT PLAN in WEB UI.
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Thanks in advance
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Srinivasan.R

Hi Raghavendran,
I am facing the same problem. Other than Appointments,Tasks,Email and Interaction record I cannot create any other Activities.
I defined a new Transaction type assigned the category Misc but cannot create the Activity on WEBUI. As Raja suggested I have also assigned the Channel as WEBUI and ICWEBCLIENT but still does not work. Is there any Role specific customization that needs to be performed?
Please let me know if your issue is resolved and how you resolved it.
Any help will be greatly appreciated.
Thanks,
Pooja

SAP CRM Visit Plan activity

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
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Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
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2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
Atul

SAP CRM Visit Plan activity Assignment

Hi Experts,
My Business requirement is to create a Visit Plan and assigned it respective Employee Responsible with Activity Type "Task". With this I am creating a Task for that employee so that once user Log-on (Employee Resp.) can see their task on Home Page under task items.
1.Visit Plan is Creating with no error , 2. assignment to Employee responsible is also fine 3. Visit Plan is transaction is saving with no errors. 4. The Only problem /Error is that assigned task is not slisting to the User (Employee Responsible) .
For this I have done the required configuration, but the problem is the Assigned TASK is not listing to the User.
The following settings were done:
1. SPRO->CRM-> Transaction -> Configure Z TASK Transaction Type
2. SPRO->CRM-> Transaction ->Setting for Activity->Define Default Values for Visit Plan and Activity Scheduling.
3. SPRO->CRM-> Transaction ->Setting for Activity->Assign Categories to Transaction Types
Kindly guide with expertize Knowledge.
Appreciate, Thanks in Advance.
Regards
Fowaz

Hi DJ,
I am also having the same requirement where the visit plan needs to be created by the manager and assign the same to his subordinates, appreciate if you could share the below queries
1) What is the standard transaction type for visit plans in SAP CRM?
2) If I create a visit plan for my subordinates and once released can this visit plan be seen in the employee's calendar or how would it be seen in the employee's log in
3) Once the visit plan is assigned to the employees and if the employee did complete the visit plan how will he/she record or update his observations in the system.
Kind Regards
Atul

What is activity in SAP CRM with examples plz?

Dear All
What is activity in SAP CRM with examples plz?
Thanks
CRM Newbee

Activities are explained in CR010 & CR300. It is a transaction type used to record sales activities e.g. telephone call, email or customer visit or a follow up call, request to fill up a questionnaire or request to set the status to complete etc. in customer/partner engagement lifecycle. This has mainly information like: Activity type partner, texts & dates. However it is an order document like opportunity, sales order etc. & extra information can be added by including customer set types like we do in opportunity, quotation, sales order, conttract etc.
Activities are a central part of SAP CRM & used across application e.g. Interaction Center, Sales, Marketing etc.
I hope this should be sufficient & helpful.
If you need to understand more about basic concept of Activities please see the dropdown list for Activity types..this will give you a good idea as to what are the kinds of business transactions which can be activities.
Regarding Quotation thing...Quotation is not an activity but 'Create Quotation' or 'Create Quotation as follow up to a lead or opportunity' can be an activity.
Thanks,
Vivek

SAP CRM 5.2 user authentication using active directory

hi,
we have a need to authenticate users logging in SAP CRM 5.2 based on active directory user name and password.
scenario is such that users should be able to use their window's logon credentials for logging into SAP CRM 5.2
any ideas or pointers will be appreciated
thank you.

RH,
Actually you can do this, but you need a third party product like SECUDE, or other provider to accomplish this without using the portal. I think even with the portal it still might require some type of plugin or work.
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Variant Configuration in SAP CRM

Hello all
My client is currently using SAP R/3 4.7 and heavily use VC for configurable products and also for pricing but in the process of moving to ECC
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2. I would also like to confirm that by creating a run time version and Kbase is required to enable the download to CRM.
3. No changes are possible on the product that can be replicated back to ECC
4. Looking at the forums - I gather that "from CRM 2007 the PME is replaced with WEB UI in CRM. IF you want to do the modeling of a product then u need to use WEB UI and also for generating the KB" - does anyone have any information on this using the XCM ?
If you could please point me to the appropriate help on this topic, I would really appreciate it.
Best regards
Raj

Hi Anne,
Hope you have done the following settings -
The product is marked as configurable in the product master data.
Product configuration is activated. You activate product configuration in Customizing under Customer Relationship Management Master Data Products Settings for Configurable Products Allow Configurable Products for a Product Type . For more information about activating product configuration, see SAP Note 854170.
You have created a product model (SAP CRM), or replicated a knowledge base with the configuration master data from SAP ERP to SAP CRM
These are mentioned in the below link -
Product Configuration with the Configuration Engine in SAP CRM - SAP Library
Hope this will be useful.
Thanks and Regards
DJ

Course WUS581 - Technical Details of SAP CRM Web UI

I had the opportunity to attend 'WUS581 - Technical Details of SAP CRM Web UI' last month in Atlanta. I understand it to have been the first time the course was offered in the US.
The course was great - here's a link to the official [description|https://training.sap.com/ca/en/course/wus581-wus581-tech-details-of-sap-crm-web-ui-classroom-095-us-en/] . I believe this was an adaptation of the material from the Deep Dive Series. I have to say, that it was pretty fast paced as well - you really need to keep up as much of the material built upon what was already taught.
The materials from the class are invaluable. The labs were well done, and offered detailed solutions. The labs were numerous, appropriate, and clean. Most of the twenty exercises were cumulative. I have since gone back to review some of the concepts, and the material stands well even outside of the classroom.
This course has given me a much better understanding of the bigger picture. While I have not come from a CRM or BSP background, I have been working with webUI on a CRM 7.0 based SAP Custom Development Solution, [Fund Raising Management|http://www.sap.com/services/portfolio/customdev/brochures/index.epx] for about half a year. So, I had at least been exposed to the workbench and some concepts over the previous six months. This course really helped me tie some things together.
I just wanted to share my experience with the group...
...Mike

Mike,
I'm curious to find out how did you find out that the course you took was scheduled. The reason why I'm asking is that I didn't even know that SAP even offered the course in the US, so I would have tried to attend myself if I found out about in advance.
Glad to see you recommended the course. There isn't going to be much CRM related technical content at SAP Teched in Las Vegas this year, however there may be at least one session attending (wink-wink), that's not listed yet. I would still recommend that CRM development folks still attend teched, because there is plenty of great technical content that we can use regardless.
Take care,
Stephen

Sap CRM 2007 Security related issue

Hi All,
I am working on SAP CRM 2007 security.
I have scenario, which we are trying to fix.
There are two users A and B.
A is assigned to role X
B is assigned to role y
Business Partner 123 is created for user A
Business Partner 456 is created for user B
These Business Partners are assigned to Authorization Groups.
See below:
1)Authorization Group (LK01) is assigned to Business Partner --123.
2) Authorization Group (LK02) is assigned to Business Partner --456
3) Authorization groups LK01 is assigin to user A in PFCG role X
4) Authorization groups LK02 is assigin to user B in PFCG role Y
a) User A assigned with PFCG role X>Authorization Group (LK01)>BP 123.
b) User B assigned with PFCG role Y>Authorization Group (LK02)>BP 456.
Note:
1) Authorization Groups are assigned to BPs under the Control tab.
2) These Auth Groups are assigned in Authorization Object in PFCG role.
Now, USER 'A' should not be able to work under the BP 456 as this BP is assigned to authorization group LK02.
The issue is when we open the WEB UI and login with user A role X, He can search for the BP 456 assigned to Auth Group LK02.
User A can open the Interaction History and edit the Service Order created using the BP 456.
He can Edit the following in Service Order details:
1) General Data Status (from created to complete), Contact person, Sale Rep name.
2) Organization Data like Sales Office, Sales Org Unit, Distribution Channel
3) Business Partner.
However, one good thing is he cannot edit the Account details like Account ID, House No, Employee Resposible, the message he get is "No authorization to change partner with authorization group" which is a
good thing.
I have tried to be precise, please let me know if you require more information.
Regards,
Dave.

I suggest the following:
Please, check whether the system works if you activate the implementation BUPA_F4_AUGRP.
In addition check the notes 559662, 674869 and 782927. Maybe the notes are already implemented but you can try then the implementation of the BADI (SE19). It should resolve your issue.
I have implemented this Badi solution before, and after activation; the search help ; nor search result list did NOT show any Business partners anymore that had an authorization group I was not allowed to see.
kind regards
Davy Pelssers
SAP CRM/Security consultant

How to send Email to customer when clicked on hyperlink on SAP CRM web UI

Hi all,
I am working with SAP CRM 7.0 EHP1. I have one field named Email on Complaint description page on Web client UI. I have made the field a hyperlink by using the setter getter methods of attribute in component workbench for the component -BT120H_CPL. Now I want to send one mail to customer who have raised the complaint when clicked on the hyperlink Email through SAP CRM if possible or by using Microsoft outlook(Microsoft outlook is default mailing server on the system).
Please help !
Thanks and regards,
Kavita Chaudhary
Mobile: 8800222151

Hi kavitha Chaudhary,
if you wan to send any details to outside mail id first you should get that person mail id. based on that you can send data to that mail id by using this code...
just fallow this code in your event..
DATA: send_request       TYPE REF TO cl_bcs.
DATA: text               TYPE bcsy_text.
DATA: document           TYPE REF TO cl_document_bcs.
DATA: sender             TYPE REF TO cl_sapuser_bcs.
DATA: recipient          TYPE REF TO if_recipient_bcs.
DATA: bcs_exception      TYPE REF TO cx_bcs.
DATA: sent_to_all        TYPE os_boolean.
TRY.
*     -------- create persistent send request ------------------------
       send_request = cl_bcs=>create_persistent( ).
*     -------- create and set document -------------------------------
*     create document from internal table with text
       APPEND 'Hi to all' TO text.
       document = cl_document_bcs=>create_document(
                       i_type    = 'RAW'
                       i_text    = text
                       i_length = '12'
                       i_subject = 'test created by srinivas' ).
*     add document to send request
       CALL METHOD send_request->set_document( document ).
        sender = cl_sapuser_bcs=>create( sy-uname ).
       CALL METHOD send_request->set_sender
         EXPORTING
           i_sender = sender.
* hardcoded value im passing here u should capture customer mail id here..
data : lv_email type string.
lv_email = '[email protected]'.
*     --------- add recipient (e-mail address) -----------------------
*     create recipient - please replace e-mail address !!!
       recipient = cl_cam_address_bcs=>create_internet_address(
                                         lv_email ).
*     add recipient with its respective attributes to send request
       CALL METHOD send_request->add_recipient
         EXPORTING
           i_recipient = recipient
           i_express   = 'X'.
*     ---------- send document ---------------------------------------
       CALL METHOD send_request->send(
         EXPORTING
           i_with_error_screen = 'X'
         RECEIVING
           result              = sent_to_all ).
       IF sent_to_all = 'X'.
         WRITE text-003.
       ENDIF.
       COMMIT WORK.
* *                     exception handling
* * replace this very rudimentary exception handling
* * with your own one !!!
     CATCH cx_bcs INTO bcs_exception.
       WRITE: text-001.
       WRITE: text-002, bcs_exception->error_type.
       EXIT.
   ENDTRY.
after this go to sost transaction.
first you can see first mail.. select your recent mail id execute then you will get email..
try this and let me know..
if this is not working then see this link too this might be help full to you.
Hyperlink in Email using Send Mail Activity
Thanks & Regards,
Srinivask.

To create the follow up transaction automatically on status change in sap crm?

To create the follow up transaction automatically on status change in sap crm? If yes, how to make the setting for this?

Hi vishal,
As per the requirement transaction type is activity(ACTI) & sales order(TA). when the take order objective is complete system automaticaly craete a new activity of tele sales call or metting with wholesaler.
this is requirement of client.
now i am already create all type of transaction types of activity & sales order & create follow up transaction also. i have doam already create action profile also but when i am assign this action profile to transaction & try to create an sales order no follow up transaction could be create automatically. i think the condition is not right so please help me out in this. what should be the start & schedulec condition for this scenerio

S_DEVELOP authorization needed for CRM Web Client in SAP CRM 7.0?

We implemented an own WebUI component in SAP CRM 2007 and use it in others components (with USAGE).
After we transport the component in SAP CRM 7.0 we always got an error CX_BSP_DLC_CONFIG_GENERAL_ERR at loading the component. But if we set the permission to SAP_ALL all thing work fine.
In SAP Note Nr. 1367944 we read:
"It is not possible to run the CRM Web Client without the S_DEVELOP, activity=03
authorization because it is needed by the Web Client Framework.
The S_DEVELOP authorizatin is part of the SAP_CRM_UIU_FRAMEWORK PFCG role, which must
be assigned to every user."
"This dependency has been removed in CRM 7.0."
Do we need to install some other SAP Notes at SAP CRM 7.0?
Many thanks for advices!
Handri Gunawan

Hi Handri,
I asked my collegue here, who created the note.
The note is correct, in CRM 7.0 you do not need S_DEVELOP anymomre.
The error that you have might occur because of another reason.
Could you track the call stack of this exception?
And send me back the call stack?
Regards,
Steve

Cannot Delete BP Relationships in SAP CRM 7.0 - intermittent error

Hi Everyone,
We are running SAP CRM 7.0, SP08. We are trying to delete just the relationship "Contact Person" between an Account and a Contact in CRM. Sometimes when we do it everything works just fine and the relationship is removed in CRM and the Contact Person is deleted in ECC. Other times we are getting the following error: "Address is still being used and may not be deleted." If we expand the error, we are getting the following:
Diagnosis
You tried to delete a BP address. This BP is still being used somewhere in the system, meaning that you are not permitted to delete this address.
System Response
Error message. The BP address is not deleted.
Procedure
Look at the where-used list for the BP address. If you still want to delete the address, change the reference to this address in the applications affected. In most cases, if applications other than maintenance of business partner itself are affected, you can navigate directly to the corresponding application from the where-used list (by calling the context menu with the right mouse button). You can then try again to delete the BP address.
Note
If a business partner is merely moving, you only need to change the actual address details. All references are automatically transferred to the new address.
We have tried several scenarios and have not found a consistent result. For example, we can create Activities in CRM, Quotes and Orders in ECC, using the Contact, and then when we remove the relationship it all works as we expected and removes the relationship in CRM and deletes them in ECC. However, for another Contact this does not work. It does not seem to matter if the person is the "main contact" in ECC or not, whether we have flagged them as the Main Contact in CRM or not, whether they have lots of transactions or none. The only thing that does seem to be consistant is where they were created and the relationship defined. It seems if they were created in ECC it does not work, but if they were created in CRM it does work.
I looked at SAP note 830239, but it does not apply to CRM 7.0.
Any help in this regard is appreciated. Thanks for your time.
Bryan

Hi,
We used the questionnaires (questionnaires was displayed and worked) but we faced issues with the display in web UI (only when the questionnaires are linked to an activity/opportunity). The Admin screen for questionnaire works well).
We have implemented the following notes in order to correct this displaying issues :
- 1858059 : Upload the CRM_SVY_GENERATE_BSP_TEMPLATE.ZIP, refresh cash and generate all surveys
And then notes mentioned above
- 1914885 & 1944288 in the relevant order.
But we cannot display anymore the existing surveys (They are active, all scenarios are flagged).
Error message : Cannot get questionnaire HTML string
Any Ideas how to proceed to solve ? (we work on EHP2)

Activity or exercises in SAP CRM

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