BW documents with crm environment

Hi,
Need a help,
I need PPT or PDF document of SAP BW with CRM environment scenerio . (Technical or Functional) .
Thanks
Savio

Hi Guys,
Any document of SAP BW with CRM environment scenerio .
Thanks

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Not able to attach the scanned document with Interaction Record in SAP-CRM

Hi Experts,
I have a scanned document and I am trying to attach it with Activity in Interaction Record.
I maintained the document ID refering to scanned document in table TOA01 with interaction record guid; however the attachment gets displayed in SAP-CRM GUI but i am not able to see the attachment in SAP-CRM GUI.
Please help if someone has encountered a similar issue or propose a way to attach the document with acitivity in interaction record.
Regards,
Amit Gupta.

Hello Amit,
I am not able to understand your requirement correctly. Are you trying to attach the Document as a Attachment to the Interaction record (or) trying to attach it as a Archive Link Document??
If you could give me more info.. I think I will be able to assist you with this as I have worked in this area...
Cheers..
Anand

Vertex integration with CRM 5.0 - Need Configuration document

Hi CRM Gurus
I need to interface Vertex to SAP CRM 5.0. I am implementing E Commerce (B2B / B2C). We have R/3 - 4.7 and has Vertex.
1) Do i have to interface the Vertex with TTE for the tax determination in the web shop? (If yes, how to do this, need config documents)
2) Do i have to interface Vertex with CRM 5.0 with RFC connectivity?
(If yes, how to do this, need config documents)
3) Does Web store depend on R/3 interface of Vertex for tax jurisdiction determination while a B2C consumer registers in the web store (or) does the web store uses TTE interface with Vertex?
Many thanks in advance.
With Regards
Keerthi
507-401-1030 (Chicago, IL)

Hi
This may be of some help:
http://help.sap.com/erp2005_ehp_03/helpdata/EN/71/fc2f38cec1f705e10000009b38f8cf/frameset.htm

BW with CRM documents

Hi,
Could any one send me the documents/links etc on the following topics:
1. CRM Opportunities
2. Activities
3. Master Data
4. BW Blueprinting
5. ASAP Methodology
6. CRM Extractors in BW
Thanks in advance.
San

Steps for Extracting data from CRM:
Configuration Steps
1.Click on ->Assign Dialog RFC destination
If your default RFC destination is not a dialog RFC destination, you need to create an additional dialog RFC destination in addition and then assign it to your default RFC destination
2.Execute Transaction SBIW in CRM
3.Open BC DataSources.
4.Click on Transfer Application Component Hierarchy
Application Component hierarchy is transferred.
5.SPRO in CRM .Go to CRM->CRM Analytics
6.Go to transaction SBIW-> Settings for Application specific Data Source ->Settings for BW adapter
7.Click on Activate BW Adapter Metadata
Select the relevant data sources for CRM sales
8.Click on Copy data sources
Say yes and proceed
9.Logon to BW system and execute transaction RSA1.
Create a source system to establish connectivity with CRM Server
A source system is created. (LSYSCRM200)(Prerequisites: Both BW and CRM should have defined Back ground, RFC users and logical systems)
10.Business content activation for CRM sales area is done
11.Click on source system and choose replicate datasources.
KJ!!!

How do I sign an Abode document with a secure environment?

How do I sign an Abode document with a secure environment?

If this is related to Adobe Fill & Sign (since you did submit this feedback through the Feedback form) this is an FAQ on security: https://www.acrobat.com/en_us/security.html
I am not sure if that really is what you wanted, if that doesn't answer please provide more details.
Thanks,
Josh
PS - You might want to look at Electronic Signature Software, Digital Signatures | Adobe EchoSign to see if that fits your needs
Also Electronic signatures, e-signatures | Adobe Acrobat XI

Functional document of CRM-PCUI application

Hi,
    I have CRM installed in my system.But want to know more functional details of the
CRM_BSP_FRAME application->select.htm.
   Earlier i worked on a cproject(PLM) suite.I had
a clear documentation with screen on what each screen does functionally by SAP.
     Is there a similar document in CRM .
It would of great help for a beginner like me.
Thanks in advance.
Regards,
Swathi

Sorry but I think this kind of documentation does not exist. However, the applications funcionality is the same (almost all) that in SAP GUI environment.
If you find some similar documents that you're saying plese send me to [email protected] Thanks
Regards
Message was edited by: Javier Merino Vivar

Follow up to document with error

Hi
is it possible to create follow up document to document with error?
CRM blocks it.
eg. I have sales order in CRM from R/3 without person responsible in Partners tab.
I would like to create Correction document.
How can I do it?
Regards
Radek

not found

How to Configure and Integrate EP with CRM

Hi Everybody,
I want to integrate EP with CRM.
I am using SAP WAS Server.I have installed Portal.
I downloaded CRM Business packages.
1)How to integrate and configure in the EP with SAP R/3(CRM Module).
2)What are the prerequisities.
Plaese prove the exact help and documents.

Hello,
I think this <a href="http://help.sap.com/bp_epv260/EP_EN/documentation/EP/N12_Scen_InstallGuide_EN_US.doc">Scenario Installation Guide</a> from the <a href="http://help.sap.com/bp_epv260/EP_EN/index.htm">SAP Best Practices for Enterprise Portal V2.60</a> can help you.
Regards
Gregor

Best practice for developing with CRM 2013 (On Premises)

Hello all. I'm just starting to work with CRM, and I have some questions that hopefully will be simple for the seasoned developers. It's mostly just some best practice or general how-to questions for the group.
- When creating a new Visual Studio CRM Project I can connect to my CRM Instance and create new WebResources which deploy to the CRM instance just fine, but how can I pull all the existing items that are in the CRM Solution into the Visual Studio CRM project?
Or do I need to export the solution to a ZIP, expand it with SolutionPackager.exe, then copy these into my Visual Studio project to get it into sync?
- When multiple developers are working on changes is it best to keep everything in a Visual Studio project as I mentioned above, or is it better for everyone to have their own instance of CRM to code with so they can Export/Import solutions as needed then
these solutions be manually merged before moving into a common Test/QA environment?
- When modifying the submenu on a CRM form is it suggested to use Ribbon Workbench or is it better/easier to just export the solution, expand it with SolutionPackager.exe, modify ribbondiff and anything else required for the change, package it
back up, then reimport to CRM? I've heard from some that Ribbon Workbench has some limitations, but being green I wasn't sure what those limitations might be or if it'd be best to just manually make these changes. Or is thre any way to have a copy
of ribbondiff in Visual Studio and deploy this without having to repackage the Solution and Import in the ZIP?
I think that's it for now :) Thanks for any advise or suggestions. I really want to start learning the in's and out's of CRM and how all the pieces fit together. Also can someone direct me to some documentation or books that might give
more insight on developing for CRM 2013 or 2015 (moving to this soon)?
Thanks for your time.

Hi Sam
Also interested in best practice around this area - especially recommended development routes, unit testing, continuous integration etc - it would be great if you posted here if you find any good articles etc. At the moment we tend to just push changes
onto a live system as and when appropriate and I'd prefer to move away from that...
Thanks
Stuart

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

Cannot view SharePoint Online documents through CRM Online Outlook Connector - iframe error

We are integrating CRM 2013 Online with SharePoint 2013 Online. We have installed the CRM List Component solution. We have also modified the SharePoint master page to permit display of SharePoint content in iframes. We can view SharePoint documents within
CRM using Internet Explorer after setting the Documents link for an opportunity to point to a document set in SharePoint. However we cannot view documents through the CRM Outlook Connector. We receive the error that "This content cannot be displayed in
a frame".
We have tried adding *.sharepoint.com, *.dynamics.com, and *.microsoftonline.com to IE's Trusted Zone with no effect.
The application launched by the Outlook Connector is called Microsoft.Crm.Application.Outlook.WebFormsHost and it's my understanding that it uses the IE engine to render online content.
Is there anyway to view SharePoint content embdedded in CRM via an iframe with the Outlook Connector?

I have the same problem here.
The integration works fine outside of Outlook, but if, for example, an account is opened within CRM for Outlook the error occurs.
- No masterpage modification
- Some security setting in IE 11 (perhaps IE 11 is the problem)
- Installed the solution in the used site collection
- Configured CRM settings
Dirk

Communicate (CRUD) with CRM Online from SharePoint Online

Hi,
I'm working on an offer to a client where I'm considering if I'll recommend SharePoint Online.
Most of the requirements from the client are out of the box SharePoint and doesn't affect the decision to go for SharePoint Online. However, the client has one requirement, which is that they need to be able to update Entities/records in their CRM Online
solution from SharePoint. I'm not sure how those updates should be triggered, but my guess is it should be triggered when an item in a list/document library changes it's status (a status field). This would probably require custom development of some sort (Event
Receiver? Workflow?) which uses the CRM web services.
Is this even possible in SP Online?
I've done a lot of searching for this in Google, but haven't found anything interesting yet. I come across solutions for integration the other way though (FROM CRM to SharePoint), but I need integration with CRM FROM SharePoint.
Thanks!

Hi,
According to your post, my understanding is that you want to communicate SharePoint Online and CRM Online.
We can use the Business Connectivity Services (BCS) to communicate SharePoint Online (SPO) to CRM Online.
The following blog for your reference:
http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online-and-crm-online-using-bcs-2013-edition.aspx
Best Regards
Dennis Guo
TechNet Community Support

Difficulties retrieving documents with non ascii characters in name

Hello
I have a very simple container with only one document in it: *<ação nome="ação"/>*
When using the dbxml shell to retrieve it, no problem:
dbxml> open teste.dbxml
dbxml> get "ação"
1 documents found
dbxml> print
<?xml version="1.0" encoding="UTF-8"?>
<a├º├úo nome="a├º├úo"/>
(The strange characters appear because my terminal uses Latin1 encoding.)
But I cannot retrieve the document with a very simple Java program (left out basic environment setup for clarity - I will put the full code in a follow-up post):
String name = new String("ação"); +// will cause: com.sleepycat.dbxml.XmlException: Error: Document not found: ação, errcode = DOCUMENT_NOT_FOUND+
// String name = new String("ação".getBytes(), utf8); +// will cause: com.sleepycat.dbxml.XmlException: Error: Document not found: ação, errcode = DOCUMENT_NOT_FOUND+
String name = new String("ação".getBytes(), latin1); +// will cause: com.sleepycat.dbxml.XmlException: Error: Document not found: aÃ§Ã£o, errcode = DOCUMENT_NOT_FOUND+
XmlDocument doc = container.getDocument(tx, name);
Almost certainly this problem has to do something with the encoding of the name, but I cannot see why.
Thank you very much for looking into this,
Greetings,
Koen

As promised, the full Java code of this basic program:
package info.carrapateira;
import com.sleepycat.dbxml.*;
import com.sleepycat.db.*;
import java.io.*;
import java.nio.charset.*;
public class DbxmlTest2 {
     static Charset utf8 = Charset.forName("UTF-8");
     static Charset latin1 = Charset.forName("ISO-8859-1");
     public static void main(String[] args) {
          EnvironmentConfig envCfg = new EnvironmentConfig();
          envCfg.setAllowCreate(true);
          envCfg.setInitializeCache(true);
          envCfg.setInitializeLocking(true);
          envCfg.setInitializeLogging(true);
          envCfg.setRunRecovery(true);
          envCfg.setTransactional(true);
          Environment env = null;
          XmlManager manager = null;
          XmlContainer container = null;
          XmlTransaction tx = null;
          try {
               env = new Environment(new File(args[0]), envCfg);
               XmlManagerConfig cfg = new XmlManagerConfig();
               cfg.setAdoptEnvironment(true);
               manager = new XmlManager(env, cfg);
               XmlContainerConfig ctCfg = new XmlContainerConfig();
               ctCfg.setTransactional(true);
               container = manager.openContainer("teste.dbxml", ctCfg);
               tx = manager.createTransaction();
               String name = new String("ação"); // com.sleepycat.dbxml.XmlException: Error: Document not found: ação, errcode = DOCUMENT_NOT_FOUND
               // String name = new String("ação".getBytes(), utf8); // com.sleepycat.dbxml.XmlException: Error: Document not found: ação, errcode = DOCUMENT_NOT_FOUND
               //String name = new String("ação".getBytes(), latin1); // com.sleepycat.dbxml.XmlException: Error: Document not found: aÃ§Ã£o, errcode = DOCUMENT_NOT_FOUND
               XmlDocument doc = container.getDocument(tx, name);
               tx.commit();
          } catch (Exception e) {
               e.printStackTrace();
               try {
                    tx.abort();
               } catch (Exception e1) {
                    e1.printStackTrace();
          } finally {
               try {
                    container.close();
                    manager.close();
               } catch (Exception e) {
                    e.printStackTrace();
}

Access DMS document throgh CRM

Dear Gurus,
Is it possible to access DMS document throgh CRM.
Is there any object available for CRM like customer compalints, Solution provided Excetra...,
Can any one share the doc for CRM-DMS object config.
Thanks in advance.

Yes, but you need to create a RFC Connection between your CRM system and ECC6. SAP DMS itself is not available in the CRM system so the RFC connection needs to be in place in order to use it.
From the Help Files:
Integrating Product Lifecycle Management (PLM)
Usage
Integrating Product Lifecycle Management (PLM) lets you link documents from the PLM Document Management System (DMS) with documents from CRM such as contracts, opportunities, and activities.
Integration
To use PLM in CRM, you require SAP Enterprise Resource Planning (ERP) 4.70 and higher.If you want to use SAP EPR 4.6c, you require SAP Note 620160.
Prerequisites
You have maintained the RFC connections to PLM. For more information, see the Implementation Guide at Customer Relationship Management ® Basic Functions ® Content Management ® Maintain RFC Connections to PLM.
Features
Integration is only available for the People-Centric UI.
Change markings in PLM documents are not displayed in the PC-UI.
The following functionalities are available:
·        You can use the PLM DMS to link PLM DMS documents directly to the following objects, or to delete the links:
¡        CRM business objects
If you assign a PLM document to a CRM business object, it appears in the PLM Documents folder.
¡        Sales contracts
¡        Sales documents
¡        Business partners
¡        Products
·        Finding PLM Documents
You can also find PLM documents in CRM by the following properties:
¡        User-defined text
¡        Document number
¡        Document type
¡        Version number
¡        Status
¡        Description
¡        User
¡        Part
For PLM documents, the Creator field in CRM Content Management specifies the Person Responsible from PLM.
The full-text search only searches the document long text and not the content of the document itself .
There is only a full-text search in the document long text, not in the document content itself.
·        Jump to PLM WebDocuments as of SAP ERP 4.70

Name and description of ArchiveLink Document in CRM 5.0

hi experts,
Does anyone know how to add a description and change a name of the archivelink document in CRM 5.0? Now I can add new archivelink document, but in field "Name" I have name of document class(f.e. DOC or JPG) and in field "Description" date when the file was added, field "Notes" is empty.
And maybe do u know is it possible do make a dokument type with more than one document class(in help I read this is impossible, but maybe there is some way to do this )?
Best regards,
Mateusz

Using SAP ARCHIVELINK to improve ICWC document search Part 2
Using SAP ARCHIVELINK to improve ICWC document search Part 2
function module ARCHIV_CONNECTION_INSERT can also put in a description

BW documents with crm environment

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