CRM 5.2 Best Practices

Hi All;
I'm basically looking for Best Practices related to the new CRM 5.2. I need almost everything starting from Internet Sales Best Practices landing to activity and opportunity management.
Does anybody have documentation i could be interested in?
Thank you in advance.

Thank you Mike.
If it's possible i would like to have some sort of scenarios ready tailored on the new CRM 5.2... I'm preparing for my company some kind of demos where we wanna show the potentiality of the new UI.
I would lilke something more specific or a way how to get that...
Thank you again

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Highly Required CRM 5.0 Best practices for CRM Service Module

Dear all,
I have been searching for CRM 5.0 version best practices in Internet quiete a long period, but could not find anywhere.
currently SAP is providing only best practices for SAP CRM 2007 version.
since most of configuration is differing because of Webclient Interface, I request you to refer a source from where I can get the CRM 5.0 Best Practices for Service module.
Your suggestions and help will be highly appreciated.
Best regards
Raghu ram

Hi Srini,
<removed by moderator>
Thank you & Best regards
Raghu ram
Edited by: Raghu Ram on Jul 16, 2009 6:09 AM
Edited by: Raghu Ram on Jul 16, 2009 6:11 AM
Moderator message please review the rules of engagement located here:
https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement
Edited by: Stephen Johannes on Jul 16, 2009 8:12 AM

SAP CRM V1.2007 Best Practice

Hello,
we are preparing the installation of a new CRM 2007 system and we want to have a good demo system.
We are considering too options;
. SAP CRM IDES
. SAP CRM Best Practice
knwoing that we have an ERP 6.0 IDES system we want to connect to.
The Best Practice seems to have a lot of preconfigured scenarios that will not be available in the IDES system (known as the "SAP all in one").
How can we start the automatic installation of the scenarios (with solution builder) connecting to the ERP IDES system?
Reading the BP Quick guide, it is mentioned that in order to have the full BP installation we need to have a ERP system with another Best Practice package.
Will the pre customized IDES data in ERP be recognized in CRM?
In other words, is the IDES master data, transactional data and organizational structure the same as the Best Practice package one?
Thanks a lot in advance for your help
Benoit

Thanks a lot for your answer Padma Guda,
The difficult bit in this evaluation is that we don't know exactly the
difference between the IDES and the Best Practice. That is to say,
what is the advantage to have a CRM Best Practice connected to an ERP
IDES as opposed to a CRM IDES system connected to a ERP IDES system?
As I mentioned, we already have an ERP IDES installed as back end system.
I believe that if we decide to use the ERP IDES as the ERP back end, we will loose some of the advantage of having an ERP Best practice connected to an CRM best practice e.g. Sales area already mapped and known by the CRM system, ERP master data already available in CRM, transactional data already mapped, pricing data already mapped etc.
Is that righ? Or do we have to do an initial load of ERP in all cases?

Creating Billing Unit in CRM V1.2007 Best Practices C05

Hi,
in C05 (Org Model with HR Integration) for Best Practices V1.2007 I have to create a Billing Unit.
That means, I have to create a Corporate Account.
For Creation of the Corporate Account i need a Number Range and a Grouping.
My Question:
Maintaining Number Range and Grouping for Business Partners is described in C03.
In the Solution Builder C03 comes after C05.
So I have first to finish C03 manually via SPRO or at least I have to maintain a Number Range and a Grouping so that I´m able to create the Billing Unit as an Corporate Account and then proceed with C05?
Regards
Andreas

Hi Padma,
We are facing the same issue while installing Baseline Best practices.
"Transport numbers not fullfill the requirement"
We are trying to activate full solution.
I have already created a new work bench and customize request ,but stills its gvg "Transport numbers not fullfill the requirement".
Iam not able to find a solution for this on service market place.
Thanks & Regards,

CRM datasource enhancement - best practice

Hi everyone,
For our reporting reqs, I checked CRM extractors and found that 0CRM_SRV_REQ_INCI_H would deliver us max. fields.
CRM Service Request Incident Header Data - Analytics - SAP Library
I need to enhance this with Z Date Types, Partner Functions fields.
Date Types (see screenshot) are configured in CRM customizing.
SAP delivered Date field SRV_RREADY-To doby is sending data to extractor's DUE_DATE field.
But Source table-field for DUE_DATE are not mentioned in above help.sap datasource link??
How to best enhance this extractor i.e. through BWA1 or typical way of RSA6-function enhancement??
If I use BWA1 then how to fill up Segment-Segment field under mapping tab?
Do I need to use CRM_BWA_FLOW BadI and write code or Is there SAP delivered FM which can fetch data for these Z Date types.
Thanks
Ahmad

Hi,
In general, we add enhanced field to extract structure by appending method.
later we can implement logic at COMD or by using BADI to fill the data for added field.
do test run at RSA3 and replicate into bw side.
About CMOD Logic, WIth help abap epxert you need to find relation between data source base tables and added field base table. then only we can fill data to into it.
Can we know what is your data source?
Which field you want add from which table?
Thanks

Activate Scenarios with Solution Builder CRM Best Practices V1.2007

Hi,
I finished all steps in Quickguide for CRM Best Practices V1.2007 until the end.
All worked fine without any problem.
Now I want to activate a scenario.
1. In the field Workbench I get a list of 15 Request/Task, I`m only able to select one.
2. In the field Customizing I do not get any values.
3. How to maintain this fields?
3. Do I have to create a customizing request?
Can anybody tell me how to proceed with this step? I copied the standard solution to my favorite Solution and marked seven scenarios.
Perhaps there is a another documentation than Solution_Builder_Quick_Start_V4
Regards
Andreas

Hi Andreas,
In the same popup window, at the bottom, you will find options to create work bench and customising requests.
You can assign only one workbench and one customizing request for all the activities of solution builder.
If you do not have an existing customizing request, choose the option to create one.
Regards,
Padma

CRM Best Practices V1.2007 with ERP HR Integration, C01 and C05

Hi,
working on Best Practices CRM V.1.2007 I now should proceed with Building Block C01 (CRM Organizational Model).
I want to use the CRM System integrated with a new installed ERP System and HR Integration.
Therefore I have to use the Building Block C05 (CRM Organizational Model with HR Integration) instead of C01 (CRM Orgnizational Model)
My Question: Is it allowed to proceed with C05 by doing the work direct from the SAP GUI Menu; afterwards I could confirm the steps in the Solution Builder for C01?
Regards, Andreas

Hi Andreas,
Yes, you could do that. But be aware that the other building blocks for master and transaction data replication should not be started unless you are done with the org model BB C01.
Regards,
Padma

Best Practice for Use of ABAP in Customizing SRM and/or CRM

I was wondering if there is a document that defines best practices for the use of ABAP with the installation and customization of SRM and/or CRM. Such as amount of ABAP coding typically required, and best practices around the use of ABAP for customization and configuration.
Thanks.

Hi, Johnson
Sorry, Please don't mind, you are not at right place to ask the Question like this
Please read "The Forum Rules of Engagement" before posting! HOT NEWS!!
Thanks and Regards,
Faisal

Best practice for encrypting data in CRM 2013 (other than the fields it already encrypts)

I know CRM 2013 can encrypt some values by default, but if I want to store data in custom fields then encrypt that, what's the best practice? I'm working on a project to do this through a javascript action that when triggered from a form would reference
a web service to decrypt values and a plugin to encrypt on Update/Create, but I hoped there might be a simpler or more suggested way to do this.
Thanks.

At what level are you encrypting? CRM 2013 supports encrypted databases if you're worried about the data at rest.
In transit, you should be using SSL to encrypt the entire process, not just individual data.
you can use field-level security to not display certain fields to end users of a certain type if you're worried about that. It's even more secure than anything you could do with JS, as the data is never passed over the wire.
Is there something those don't solve?
The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

SAP Best Practices for CRM 5.0 is available

Hello,
I would like to announce the availability of SAP Best Practices for CRM 5.0.
SAP Best Practices for CRM allows a fast, safe and predictable implementation of pre-configured CRM business scenarios.
It can be used to accelerate customer implementation projects as well as setting up demo or evaluation systems.
For details about SAP Best Practices in general please see:
<a href="http://www.service.sap.com/bestpractices">http://www.service.sap.com/bestpractices</a>
For the concrete content of Best Practices for CRM 5.0 please see:
<a href="http://help.sap.com/bp_crmv150/CRM_DE/index.htm">http://help.sap.com/bp_crmv150/CRM_DE/index.htm</a>
Best regards,
Joerg

Hi Devendra!
For the Best Practices you can have all the useful installation and informations guides here.
<a href="http://help.sap.com/">Best Practices for SAP</a>
Choose here the Bast Practices tab on the line-menu.
You have to eb careful while installing the BP -> you have to use all the time the right BP release according to your SAP release.
I hope this helps you!
Best regards,
Zsolt

Best Practice for report output of CRM Notes field data

My company has a requirement to produce a report with variable output, based upon a keyword search of our CRM Request Notes data. Example: The business wants a report return of all Service Requests where the Notes field contains the word "pay" or "payee" or "payment". As part of the report output, the business wants to freely select the output fields meant to accompany the notes data. Can anyone please advise to SAP's Best Practice for meeting a report requirement such as this. Is a custom ABAP application built? Does data get moved to BW for Reporting (how are notes handles)? Is data moved to separate system?

Hi David,
I would leave your query
"Am I doing something wrong and did I miss something that would prevent this problem?"
to the experts/ gurus out here on this forum.
From my end, you can follow
TOP 10 EXCEL TIPS FOR SUCCESS
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/204c3259-edb2-2b10-4a84-a754c9e1aea8
Please follow the Xcelsius Best Practices at
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/a084a11c-6564-2b10-79ac-cc1eb3f017ac
In order to reduce the size of xlf and swf files follow
http://myxcelsius.com/2009/03/18/reduce-the-size-of-your-xlf-and-swf-files/
Hope this helps to certain extent.
Regards
Nikhil

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

Best Practices in use of ABAP for SRM and/or CRM Configuration

I was wondering if there is a document that defines best practices for the use of ABAP with the installation and customization of SRM and/or CRM. Such as amount of ABAP coding typically required, and best practices around the use of ABAP for customization and configuration.
Thanks.

Hi, Johnson
Sorry, Please don't mind, you are not at right place to ask the Question like this
Please read "The Forum Rules of Engagement" before posting! HOT NEWS!!
Thanks and Regards,
Faisal

Missing IMG steps for Best Practice CRM Service.

Dear SDN'ers,
I am working for a client and we are now implementing CRM Service.
In the Best Practice guide I found IMG step like
3.3.3.4.     Defining Time Allocation Types,
3.3.3.6     Defining Availability Template
3.3.3.8     Defining Service Area
etc.
However I cannot find these corresponding transactions in SPRO. They all refer to the path Customer Relationship Management  Workforce Deployment  WFD Server  Business Settings for WFD Server  only In our system this path doesn't excist. It calls IMG transaction like WFM_001 but the system doesn't recognize this IMG activity.
Please can anybody help me?
Kind regards,
Niels

Hi,
Have you carried out the prerequisite steps?
Also chk this path in SPRO
Customer Relationship Management>Transactions>Settings for Service Processes>Settings for Service Resource Planning>WFM Core-->Make Settings for the WFM Core.
And also ensure that no RFC connection has been assigned to the WFM Core if you are using it as an add-on in SAP CRM.
Regards,
PePe

Best Practice For SAP CRM Case Management

Hi,
Could someone please point to best practices for CRM Case Management. I have lokked all over and I found all the best practices except for case management.
Your assistance will be appreciated.
Martin

Hi Martin,
I was just working on case management and there is no best practice documentation but the following link was most helpful.
http://help.sap.com/saphelp_nw04/helpdata/en/5c/5d79287a9afc47a62e5197b582cc97/frameset.htm
Let me know if you need further assistance.

CRM 5.2 Best Practices

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