Changes in crm2007 opportunity management?

What are the changes related to opportunity management when we upgrade from crm5.0 to crm2007?

Hi,
you will find these things are new:
-Graphical Maintenance of Buying Center
-Copy Buying Center to Account to store as template
-Download Buying Center Template from Account to Opportunity
-Quotation Creation through Template in MS Word
-Partner Re-Determination anytime during an opportunity
-Opportunity Assessment based on Expected Sales Volume (e.g. certain assessment if over $1,000,000)
-Tracking of competitor products and prices
Of course the opportunity is also much easier to use due to the new UI layout without tabs.
Regards,
Tim

Similar Messages

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    Hi Experts,
       I am working with CRM 7.0 . In opportunity managment I find two assignment blocks 'Planned Activites' and 'Completed Activities'. When I create a Follow up activity . I find the activity in my 'Planned activities' assignement block. Now when I click the action corresponding to the activities. The activity moves to the 'Completed Activities' assignment block. But to my suprise there is no change in status of the Activity.
    Is this the standard behaviour or I need to do some customization regarding this ?. Could you please then explain what is the use of the action link in both the 'Planned and Completed Activities'.
    Thanks in advance.
    Subhashis

    Hi Robert,
       Thanks for replying. You are right saying that the change from planned to completed activity in opportunity management is dependent on the system status. Only the system status is updated to 'completed' for the activity when I click the 'Close' Action.
    But I am wordering what could be the business case to set only the system status in this case ? is there any way to set both the statuses ?
    Regards,
    Subhashis

  • HT5312 I DO remember them but Apple chose to put them in Japanese and I can not change the language on Manage my Apple ID so I do not know if I made an error ,it threw me off , it was the wrong question Where did you fly to on your first Aiplane trip ? th

    I DO remember them but Apple chose to put them in Japanese and I can not change the language on Manage my Apple ID so I do not know if I made an error ,it threw me off , it was the wrong question Where did you fly to on your first Aiplane trip ? then I was unable to enter until 8 hours then called Apple Japan 4 times each time threy asked me would you like to speak with an English speaker,I said yes then they told me sorry today is Sunday no English speakers ,but they refused to speak Japanese, then I called 5th time and a kind guy could speak English we were on 1and 1/2 hours he got me to log in but the reset key chain could not be completed still pending.
    He said do not mess with that ! then I got a text from somewhere to reset 4 pins suddenly it was very strange I said to him that I got this pin this morning but it said you can use maximum 3 hours it had a UK number and I told him I do not like this and will not enter the code he said do not do it if it is from the UK and then I said to him ok you did a lot to help but we can not go any further ! and we cut of I went back to my computer to re do the ID but I found everything a mess so I call and a stupid sounding Japanese women with a squeaky voice came on I was calm at first and they want your phone number your IMEI number your iPhone serial number date of birth Address email address it takes 10 munutes to check then they ask what are you caling about so I try to explain my keychain is broken or problems with language security questions and can not change my pasword because the security question have failed me so it is ONE BIG HEADACHE AND I START I GET STRESSED she says Do want an ENGLISH speaker ,I say yes ,that guy i talked to earlier but I never got his name and first time I ever talked to him but they said he is not here so I said ok and then she said today is sunday so call back in the morning ,I said ,well ok in Japanese but they make you feel stupid because they do not want to speak Jap@anese with none natives and they are to busy,And they feel that I should not bother them ,then I say that Apple Japan is trying to refuse Apple foreign customers and then she wants to hang up and ask me to visit the shop ,but they are the same I have a very bad time with Apple Japan since they do not discuss software problems or security with customer meaning if you have a problem they ask you to come on a time 20 minutes max so they do hardware test and say you phone is fine then I say no I can not reset my ID they say you must call call centre so I am going around in circles ,When I call English it is usually Australia so if my problem is in Japan surely if do not want me to talk to them in Japanese and they ask me to call Australia but every time my call charge is expensive after asking them is this free because I have Apple care they say yes but when the call goes to Australia 0120 277 535 it might change to paid call so I call then I have to ask is this charging they say we can not give you that information ! so what can I do I have have been at the computer and phone all day on my day off work and in tre week I am so busy and can not use my phone I can not work without it ,this new technology for you ,they can not cope with the fact that the customer have problems yet they do not want to deal with us because they can not solve it and so it shows them to be useless they like to walk around in their cool tee shirts and retro shop but when it comes to functionality we are unwelcome they got the money so do not return because apple is perfect that nothing should go wrong .
    But it does somehow my English security answers do not work on a Japanese Question especialy if I did not choose that question I set  up the multiple choice In English and wrote the answers in English or Roman and set them langauge preferences in English, do you really think you can correctly write english name or word in Japanese they write a police patrol car  pato caa パトカア　they do not have r and l .So it is my choice to make my security easy for me and as difficult for others to hack.But they also have patororoo choo meaning ' now patrolling ' so why they have pato caa patrol car and patoro patrol and have thousands of Chinese words kanji they can find patrol.
    I am getting off the topic but I am at a loss to fix this problem when they hold the keys and i have all the info to verify my ID.

    You have to enter the Apple ID and password. You are running into the Activation Lock
    iCloud: Find My iPhone Activation Lock in iOS 7
    Is there a way to find my Apple ID Name if I can't remember it?
    Yes. Visit My Apple ID and click Find your Apple ID. See Finding your Apple ID if you'd like more information.
    How do I change or recover a forgotten Apple ID Password?
    If you've forgotten your Apple ID Password or want to change it, go to My Apple ID and follow the instructions. SeeChanging your Apple ID password if you'd like more information.

  • Populating Status field in Opportunity management

    Hi All,
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    hi Rekha,
    just create a new status profile via like Rekha said : SPRO -> SAP Reference Image -> CRM -> Transaction -> Basic Settings -> Status Management -> Define Status Profile for User Status
    just create new status profile and fill the status that you like to have.
    don't forget to choose the object types CRM Oder Header for the new status profile.
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    after that you need to assign the new status profile to your opportunity transaction type and save it.
    after that try to testing it, i think it will works
    hopes it helps
    cheers

  • Authorization - Sales Manager: Lead Management / Opportunity Management

    Hi Portal Gurus,
    As per our requirement, in the 'Sales Manager' role, under 'Sales Cycle',  we need to provide only 'Lead Management' for one set of users and 'Opportunity Management' for another set of users and both for other set of users.
    What would be the best way to do that. Thanks in advance for your help!
    - Jas

    Hello Jasendu,
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    Filtering Role Content by User Attributes
    Or else, you can create three different roles, one for each 'Lead Management' , 'Opportunity Management'  and other containing both of them and assign to users accoedingly.
    Regards
    Deb
    [Reward Points for helpful answers]
    Message was edited by:
            Debasish Sarkar

  • Buting Center in Opportunity Management

    Please inform me in anybody work on opportunity Management in mySAP CRM. Our requirement is the partners maintain in Partner tab of opportunity needs to flow on buying center Tab Page.
    But we were not able top find out any BADI or Function Module regarding the same. So never aware for completing this functionality do we need to write down any code or is there any configuration is available for the same. Please inform me in anybody work on opportunity Management in mySAP CRM. Our requirement is the partners maintain in Partner tab of opportunity needs to flow on buying center Tab Page.
    But we were not able top find out any BADI or Function Module regarding the same. So never aware for completing this functionality do we need to write down any code or is there any configuration is available for the same.

    Hi,
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    It sounds as if you need to work with your Partner determination procedure, which determines how partners are determined e.g. copied from one transaction to the next.
    Have a look at the Partner determination procedure for your transaction in:
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  • Lead and Opportunity management

    Dear all
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    pls it very helpful for me
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    Lead in CRM Online:
    http://help.sap.com/saphelp_crm40/helpdata/en/2a/f31f2c6127e24199df72d17fb014ea/frameset.htm
    http://help.sap.com/saphelp_crm40/helpdata/en/6b/30453cf1fcc85ee10000000a11402f/frameset.htm
    Opportunity in CRM Online:
    http://help.sap.com/saphelp_crm40/helpdata/en/24/bc239801e28940a34545863fe45a6f/content.htm
    Hope this helps.
    Regards,
    Kaushal

  • Is opportunity management available in the Standard Edition ?

    Is opportunity management available in the Standard Edition (100$) of Fusion CRM(Sales and Marketing) cloud version?
    Also, is Fusion Base CRM same as the standard edition or does it refer to something else ?
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  • HT201250 How do you stop a Macbookpro with OSX 10.7.5 from turning off or logging off before timemachine is finished with the backup even though I have changed settings for energy management to "never" shutdown when plugged in to an outlet?

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  • Opportunity Management & Leads

    What is opportunity Management in CRM?
    & what is Leads in CRM?
    Sunil

    see the links:
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    http://help.sap.com/saphelp_crm40/helpdata/en/5d/c1b53423ed7e47acd10f9045661e5a/frameset.htm
    opportunity management:
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  • SAP INBOX TICK IN OPPORTUNITY MANAGEMENT

    Hi,
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    Logically this should go to SAP Inbox workplace,but it is not going.Can anyone tell what are the settings required for that.
    Earliest reply highly appreciated.
    With Best Regards,
    Rajendra Sonawane

    Hello Amar,
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    Regards
    Gregor

  • Change members in Skype manager

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    Hi,
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  • View change log for crm : opportunity management, activity management

    hello
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    Hi,
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    Not sure but you can try SLG1.
    Regards,
    Madde

  • What changes in crm2007?

    what are the configuration changes related to middleware when we upgrade from crm5.0 to crm2007?

    Hi
    Some of the New Capabilities of SAP CRM 2007 are listed below:
    Enhanced User Experience
    Pipeline Performance Management
    Business Communication Management
    Real-Time Offer Management
    Trade Promotion Management & Market Development Funds
    Service Parts Management
    Enterpise SOA
    For more information on the new capabilities in CRM 2007, please go through the link provided below:
    http://www.sap.com/solutions/business-suite/crm/CRM_2007_features.epx
    Hope it helps
    Regards
    Manohar

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