Computer Telephone integration with CRM

Hi ,
We have a requirement to integrate existing Interactive Voice Response system,Computer Telephone Integration and Automatic Call Distribution with proposed SAP CRM. In order to integrate them we would like to use third party adapters from companies like AMT,SIEMENS,Genesys etc..
1. Does any one has experience in integrating these tools ?
2. Or is there any other better approach for the integration with CRM?
Thanks for your time.
Sunil

Hi Tony-
I am vinod, working in Accenture, India. I am a genesys engineer, have little knowledge of SAP CRM.
We made a successfull RFC connection to gplus in sm59, then i tried to create a telephony server in sphb, but this connection test failed. Am i going in the right path, or is there any other way to do this.
Is maintaining telephony server in SPHB mandatory or is there a similar setting in CIC0 configuration?
Can you please let me know how this can be done. Please provide me if you have any documents on this.
Thanks in advance

Similar Messages

CRM Open Interface Tables for Integrating with CRM

HI all, We are evaluating integration with CRM from Telco Billing system. The TRMs of CRM talk about using some published open Interface table in CRM. I could not find any TRM or User manual where I can get this info.
Also need to know API for CRM for intregation. PL. reply to [email protected] . Thanks - Pradip

I think you also need V14496-01 Part 1 of 2 and V14496-01 Part 2 of 2 (English Language Extension Packs).
Installation is explained in the Bookshelf: V29095-01

VMS Integration with CRM System

Dear All,
I need help in the area of VMS Integration with CRM 5.0 system and the necessary settings for this. Here VMS is going to be the Back-end system for CRM and the Data Flow between CRM and VMS vise versa. We are using IC winclient as a channel for the pre and post sales processes.
suggest me some documents and links in this regard.
Thanks and regards,
Ramana Rao

Hi,
Yes, You can create one system object with 3 different "Alias name" so one alias name used on one client ans so on...
In user mapping like
alias name1=Client1
alias name2=Client2
alias name3=Client3
Regards,
Senthil K.
[Points r welcome]

HR Integration with CRM doesn't create employee in CRM

Hello all;
We are using SAP CRM 5.0 SP08 and SAP ECC 6.0. I am trying to setup the HR-CRM integration and did everything that must be done in my opinion. The IDOC is created succesfully from the ERP side via PFAL and BD87 in CRM shows "green" status records for the IDOC but no business partner is created. I read the blog /people/vikash.krishna/blog/2006/10/15/replicating-hr-master-data-part-1 , examined the SAP notes 934372, 312090, 550055 but there is no result. May you please help me in solving the problem?
Best Regards,
Erkan

Hi Erkan
Did you follow all the following steps
Setting up Transfer of Employee (HR Master) from R/3 to CRM
1. Logical system XXX assigned to R/3 client XXX. Logical system YYY assigned to CRM client YYY view through SCC4
2. Create RFC Destination YYY for CRM client YYY in R/3 and
Server ID with user details and client YYY.
3. Transaction code SALE : Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Maintain Distribution Model and Distribute Views. (Direct transaction code : BD64)
Go to change mode and select Create Model view.
You get a popup. Fill in the details Technical name, short text and validity
Select Add message type from the application tool bar.
Fill in the following details
Model view : HRCRM
Sender logical system : XXX
Receiver logical system : YYY
Message type : HRMD_ABA
Note : Only this message type works for employee transfer.
4.Save the model. From the same screen select the distribution model and from the menu Environment  Generate partner profiles
Dont change anything in the next screen. Simply Execute.
4.Distribute the distribution model HRCRM
Select the distribution model. From the menu bar, Edit  Model View  Distribute
You get a dialog showing the receiver logical system. Execute.
You get a log Model view HRCRM has been created in target system YYY
5.Go to the CRM system and check up whether this model has been created.
Transaction code BD64
The model has got copied. No changes can be made in CRM
6. Generate partner profiles for the distribution model in CRM by selecting
Environment  Generate partner profiles.
In the next screen, do not make any changes and Execute.
Partner profiles can be seen in transaction WE20
<b>Delta Download Settings</b>
7. So far, the above settings will ensure the initial download. However for any changes / new employees to be transferred, i.e delta changes, changes pointers need to be activated.
In R/3, Transaction code SALE, Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Master Data Distribution  Replication of Modified Data  Activate Change Pointers Generally (BD61)
This activates change pointers globally for all message types.
8. In R/3, Transaction code SALE, Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Master Data Distribution  Replication of Modified Data  Activate Change Pointers for Message Types
Activate change pointer for message type HRMD_ABA
9. CRM : Number Assignments. Generally, there are 3 types of number assignments (also called switches) when business partners are created.
1 The system uses the number from the general internal interval of the number
      range object BU_PARTNER
2 The system uses the number from a specific internal interval of the object
3 The number is transferred from HR and a prefix is added. In this case, a specific external interval, which must be defined as XX00000000 (upto
XX99999999), is used (where XX denotes any two letters).
The number range object for all switch positions is BU_PARTNER, with the interval depending on the switch value.
For switch value 1, the system uses the internal standard interval, otherwise for switch values 2 and 3 you must also create a grouping (transaction BUC2) for these intervals. For the system to be able to connect the grouping and the number range interval, the name of the grouping must be exactly the same as the name of the corresponding number range interval (the name of the grouping is contained in the first column of the table). If you select 3 (HRALX/PNUMB = 3) for the number assignment of busienss partners of the employee role, create HRALX/PSUBG switch manually in table T77S0.
In table T77S0, HRALX/ONUMB is used to set the number assignment for organizational units and HRALX/PNUMB is used to set the number assignment for employees.
Create a number range ZZ
Transaction code BUC2. Create a grouping of the same ID as that of the number range. Eg. Number range ID : ZZ and grouping ID should also be ZZ
In table T77S0, maintain the following combinations
HRALX-PNUMB = 2
HRALX-PSUBG = ZZ
10. Make the following customizing changes in CRM
Transaction code SM30 : Table T77S0
Group     Sem Abbr     Value Abbr
HRALX     HRAC     X     Activate HR Integration with CRM
HRALX     OBPON     ON     Activate integration between Business partners and Org Units
HRALX     PBPON     ON     Integration between business partners and employees
HRALX     OPROL     BUP004     Role definition for org unit Business partner
HRALX     PPROL     BUP003     Role definition for Employee Business partner
HRALX     ONUMB     1     Number range assignment for org units
HRALX     PNUMB     2     Number range assignment for Employees
HRALX     PSUBG     ZZ     Number range grouping only if PNUMB is not 1.
11. Create Employee Master in R/3. Employee master consists of Infotypes. The mandatory infotypes are Actions, Address, Personal data and Organizational Assignment.
Transaction code : PA30
12. In R/3 Initial Download : SE38 RHALEINI
Plan version : 01
Object type : P Person (always)
Object ID : Employee ID eg. 1
Receiver Partner no. : YYY
Select further details
You get all the data transfer details
13. In CRM, transaction code PP01 View HR Master objects
You see that the employee 1 has got transferred. To see the corresponding business partner go to the infotype Relationships (the first row)
Screen 2 gives you the business partner ID in CRM
14. Now change the employee master in R/3. Execute program RBDMIDOC in R/3 to send the changes over to CRM
Put message type HRMD_ABA and Execute
15. All subsequent changes in R/3, i.e changing an existing Master or creating a new one goes through directly by program RBDMIDOC.
16. After all employees are transferred to CRM from R/3 only then its safe to execute initial download CUSTOMER_REL
If an Employee responsible 2 is replaced by 3 in the customer master in R/3, then in CRM, the same is not replaced. Only difference that the sales area assignment is no longer there for the replaced employee in transaction BP relationships.
Hope this would help.
Regards,
Rekha Dadwal
<b>You gain a point for every point that you reward. So reward helpful answers generously</b>

Points before taking backup of R3 which is integrated with CRM

Dear Experts,
We have integrated SAP R3 with SAP CRM 6.0.
We are planning to take a backup of Production system(of R3) and load the Master Data into Quality system of R3 (System Refresh).
As we have integrated R3 with CRM , we feel that the system refresh will create issues in CRM system (like large number of inbound queues, GUID errors etc.)
Please share your thoughts and experiences before performing the system refresh/backup.
Also, please provide the necessary steps to be carried out before taking backup of R3 system in an CRM integrated scenario.
Thanks,
Techie

Hi
I am working to create a strategy to backup and restore the productive systems ERP and CRM, they replicate all BP information. Do you found information about the points before taking backup of ERP which is integrated with CRM?
Thanks,
Osmany M.

Biztalk 2013 integration with CRM 2015

Hi,
I am working on a BizTalk 2013 integration with CRM 2015 on premise server and currently developing a POC to see how it works. There are quite a few good articles on BizTalk-CRM integration and I am referring them while building this POC. However I thought
of taking expet’s advice for this. Here are my requirements as of now.
Search CRM contacts by Fname, Lname etc.. And definitely not by Contact ID which is GUID. In this case BizTalk can expect responses like Single contact, Multiple contacts, Contact Not found or soap fault.
Create a single contact record in CRM from BizTalk.
Update Contact details in CRM like multiple addresses for a single contact.
So we have 2 approaches to integrate CRM, using untyped soap endpoint or CRM SDK.
I did an orchestration today with soap endpoint for “Retrieve” operation bypassing a GUID and can see the response returned. But how to pass the fname, lname etc. instead of GUID as there are no fields to populate in the soap Retrieve schema?
Is it wise decision to use untyped soap UI instead of CRM SDK proxy by keeping the above 3 requirements in mind?
Using SOAP endpoint, how can achieve the requirement 1 that returns multiple contacts?
I have seen articles using Query and Fetch to get multiple contacts and I really don’t understand it. Is it the only way to get multiple contacts?
Thanks!
JB

Hi Abhishek,
While exploring the CRM REST capabilities i found the below content on MSDN that says the REST endpoint works only for getting the contact by uniqueID and not by firstname and lastname etc...
https://msdn.microsoft.com/en-us/library/gg328090.aspx#BKMK_RetrievingRecords
Retrieving records
HTTP GET is used when you are retrieving records. When a unique identifier for
a specific record is provided, only that record will be retrieved. Otherwise, any system query options that are defined will be applied and up to 50 records will be retrieved that match any system query option filters.
We can't use a GUID as it is name search from customer website and GUID available at that stage.
So if it works only with GUID then we have to use either CRM SDK or SOAP enpoint right?
Cheers
JB

Crystal report integration with CRM

Hi, Guru:
I would like to check with you.
I need show a demo to integrate crystal reports with our CRM product.
I know for CRM mobile (mobile system maintenance), we could have this option. however, my requirement is to seek any other options to integrate crystal reports with CRM webclient UI, so just like to check with you if you know how I can start to implement this.
Cheers,
Eric

Hello Eric,
Check
SAP Customizing Implementation Guide -> SAP NetWeaver ® Business Intelligence -> Links to Other Systems -> Crystal Enterprise Integration):
Also,in the following URl you can search for CRYSTAL REPORT.
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Hope this helps!
Regards,
Shanthala Kudva.

Crystal report integration with CRM 7.0

Hi, Guru:
I would like to check with you.
I need show a demo to integrate crystal reports with our CRM product.
I know for CRM mobile (mobile system maintenance), we could have this option. however, my requirement is to seek any other options to integrate crystal reports with CRM webclient UI, so just like to check with you if you know how I can start to implement this.
Cheers,
Eric

Hello Eric,
Check
SAP Customizing Implementation Guide -> SAP NetWeaver ® Business Intelligence -> Links to Other Systems -> Crystal Enterprise Integration):
Also,in the following URl you can search for CRYSTAL REPORT.
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Hope this helps!
Regards,
Shanthala Kudva.

E-mail notifications not integrated with CRM WebUI

Dear Experts,
I would like to know if this is the Limitation for extended notification.
If not, is there any hints about integrating the extended notification with CRM WebUI?
Many thanks,
Perry Song

Dear Experts,
I would like to know if this is the Limitation for extended notification.
If not, is there any hints about integrating the extended notification with CRM WebUI?
Many thanks,
Perry Song

MS Outlook Integration with CRM & Single Sign-On for Mobile\Blackberry

Hi,
Weu2019re looking at implementing CRM and have some questions on whether SSO (Single Sign-On) is a requirement for integrating Outlook with CRM for access via Mobile\Blackberry devices or not. I've the following questions:
- For integrating Outlook and Active Directory with CRM is SSO implementation a MUST?
- Also, is it possible to integrate Outlook without Active Directory integration with SAP esp. CRM?
Mandeep Virk

We got this figured out a couple of months earlier. It's nto a requirement to have SSO enabled for MS Outlook integration w/ CRM for Mobile\Blackberry use.

MS Outlook Groupware integration with CRM - issue

Hi Gurus,
Please help me on the below explained problem.
We implemented MS Outlook groupware integration in CRM for activities synchronization from CRM to MS Outlook and vise versa and the synchronization is working fine for all accounts excepting one account, the activities synchronization is not happening from CRM to Outlook for one account.
Please let me know know what could be the issue with this account or any customization settings missing or anything should be changed in account master data.
Please do needful
Thanks and Regards,
Venkatesh

Hi Venkatesh,
I assume that you are using client side groupware integration. I could think of following possibilities with that account -
1. That account might be deleted/achieved/blocked
2. Incomplete sales area data (if not a prospect)
Another way to check (I am sure you would have already done this) is that compare the problem account with the other account for which synchronization is happening correctly. May be you can check each tab from CRM GUI or each assignment block from CRM WEB UI.
Hope this will be useful.
Thanks and Regards
DJ

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

BI Integrated with CRM

hi, experts,
I am new hand in sap CRM. Recently I configurated to fullfil marketing analysis by the integration of BI & CRM.I have performed the following required steps from standard BI Connectivity building block ,general Settings for BI Integration building block,Basic Configuration u2013 CRM Analytics,building block,
CRM marketing analysis building block。after that， when I logged on CRM UI， some issues come up & I cannot open the reports as expected。for example，to campaign reponse over time，the problem is as follows：
Components 0CRM_MC06_Q7002 (version A) do not exist on the database
The requested query /0CRM_MC06_Q7002 does not exist on the current server
Unknown or deleted query。
to lead won & lost，u201CError loading view 0MKTG_C01_Q7001_V01u201D popped up 。
THese two cases are very representative, there are still more. Could u tell what caused those problems & how can I solve them?
thanks any way
lisa

Seems like you've done all connectivity configurations, but have not installed anything from BI Content on BW side. You need to activate queries and whole data flow from there.
Regards,
-Vitaliy

Portal integration with CRM system

Hi all,
i am using portal through which i have to integrate CRM system . this CRM system contain 3 different clients let suppose 001,002,003 .
can i access 3 different client with my portal by using 3 different System object how ?
here any technical system take part ?
its argent,Thanks in advance
Regards
Naresh

Hi,
Yes, You can create one system object with 3 different "Alias name" so one alias name used on one client ans so on...
In user mapping like
alias name1=Client1
alias name2=Client2
alias name3=Client3
Regards,
Senthil K.
[Points r welcome]

ABAP smart forms integration with CRM

Hi
As our ABAPers created their smartforms, now i need to integrate there designed smartforms with our CRM server. How to do it, what is the procedure...???
To do this process i worked on this following area. That is i went into Content Management in that we have Define Document Template Profile, and Next assign Document Template Profile to Application and Finally Assign Transaction Types to Templates for Folder and Doc. Template Profiles.
Here in Application the ABAPers created Z type smartforms are not displaying in that only Standard Application is displaying. So i need the link here i want to see their forms in Application. How it comes here....??????
If i get here their smartforms in Application , my problem is solved , from here i can put it in my Transaction Type.
Early reply will be Appreciated.
Regards
S.Bethi

Hi Santosh
You may benefit from this link Re: To replace standard smartform by a custom form, to be used in PRINT PREVIEW
I have been looking for this problem as well, I have followed the configuration steps by copying from standard configuration however I cannot get the print out. I got an error message like " No manual print actions found"
Do you managed this issue?
Thanks
Mehmet

Computer Telephone integration with CRM

Similar Messages

Maybe you are looking for