CRM and RE-Fx Integration

HI all,
imin need of some inputs where in how can i integrate CRM to RE-Fx objects im mysap erp 6.0
your suggestion in this regard will very useful for me for which i will be soo thankful.
suresh s

Hi
Can you suggest how did you integrate SAP CRM and refx.

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CRM and Project Server Integration

Hello. I would be grateful for your input in assessing the difficulty of achieving the following.
In Project Server we will have a number of projects created for potential construction/development projects. In CRM we will have a number of accounts created for potential customers. Periodically we hold meetings to link potential projects with
potential buyers. Within Project Server, we would like to create one or more links to CRM accounts of potential buyers. Similarly, in CRM, we would like to link certain accounts to potential projects.
Thanks in advance.

Hello,
this is type of integration is a quite common use case.
Christophe Fiessinger has written a blog post about this some time ago:
http://blogs.msdn.com/b/chrisfie/archive/2012/02/14/microsoft-project-server-2010-and-dynamics-crm-2011-integration.aspx
Within his article he describes about the possiblity to custom code this type integration. Also there are some solutions available on the market by partners which can take care of this type of integration (e.g. CS Connect by Campana & Schott -
http://www.campana-schott.com/en/technologies/cs-connect?qll=mf).
For us we have implemented this e.g. in a way that we track opportunities in CRM and once we hit a possiblity threshold a Project Server project to which we transfer key information from CRM is created.
Regards,
Bastian

Regarding ECC 6.0- CRM and BW. URGENT....Please help!!

Dear All,
I have a small query- Are CRM and BW an integral part of ECC 6.0? I mean, if I install ECC 6.0, will CRM and BW also get installed OR Do I need to explicitly install CRM and BW after installing ECC 6.0?
If CRM and BW are an integral part of ECC 6.0, Do I need to carry out some additional steps/install add-on components(while installing ECC 6.0), to activate CRM and BW OR will it be activated by default once I am through with the normal installation process of ECC 6.0?
Thanks in anticipation!!

CRM-Customer Relationship Management
General Settings in CRM
Use
This section describes the general settings necessary for BW Integration in CRM.
If CRM is not involved in your scenario skip this section.
This step has to be carried out in the CRM system:
Integration with Other mySAP Components  Data Transfer to the SAP Business Information Warehouse  Business Content DataSources  Transfer Application Component Hierarchy
RSA9-Tcode
Confirm the security check: Do you want the content application Transfer Component Hierarchy? with YES.
If a dialog box appears requesting the user to enter a development class, enter a development class in the customers namespace and choose Save or choose Local object.
If no error message is sent the application component hierarchy has been transferred successfully.
Cross Connectivity:
It describes all settings that are necessary to connect the components of the SAP.system landscape with each other. The settings for each combination of two components to be connected are described in a separate structure node. The separate section headings make it possible to identify the activities required to connect certain components with each other. The section headings for components that are not part of the installation can be skipped
Connecting SAP BI with SAP ERP, SAP CRM
Procedure
To carry out the activity, choose one of the following navigation options in the SAP BI system:
Transaction Code     RSA1
SAP BI Menu     Modeling  Data Warehousing Workbench: Modeling
Connecting SAP BI with SAP ERP, SAP CRM
Procedure
To carry out the activity, choose one of the following navigation options in the SAP BI system:
Transaction Code     RSA1
SAP BI Menu     Modeling  Data Warehousing Workbench: Modeling
1.     Choose Modeling.
2.     Choose Source Systems.
3.     Select SAP in the window on the right.
4.     Choose the Context menu (right mouse click).
5.     Choose Create.
6.     Make the following entries:
Field     Entry
Target computer (server)                            Server of the SAP ERP, SAP CRM or SAP SRM system
System ID     System ID of the SAP ERP, SAP CRM or SAP SRM system
System number     System number of the SAP ERP, SAP CRM or SAP SRM system
Background user in source system     RFCUSER
Password for source system     welcome
Background user in BI     RFCUSER (can not be changed in this activity)
Password for BI user     welcome
9.     On the dialog box Please log on as an administrator in the following screen choose Continue.
10.     Log on to the Source System with your administrator user. Choose the correct client.
11.     On the dialog box New Source System Connection choose Continue.
12.     On the Replicate Metadata dialog box, choose Only Activate.
The building block CRM Lead Analysis describes the all the required activities to analyze the Marketing Lead Analysis data from SAP CRM in SAP Business Information Warehouse.
The analysis is carried out with the following queries of the InfoCube 0MKTG_C01 CRM - Lead Management (SAP BW Business Content).
The Lead Management InfoCube contains all the characteristics and data used for the administration of leads. This InfoCube enables you to execute the following standard queries available in SAP BW:
1.     Channel Analysis: This query is used to determine the best channels by which business partners are contacted in the context of a marketing campaign. Following each marketing campaign, the lead manager can compare the success of a given channel to those of others.
2.     Efficiency Reporting: This query is used to analyze the efficiency with which leads are qualified. By navigating to the sales organizations and the responsible employees for the leads, it is possible to assess how efficiently lead teams are working and to identify areas for improvement.
3.     Historical Evaluation: Use to help analyze and compare leads over different intervals (comparison of different quarters or years for example) to see if general characteristics in the processing of leads can be identified for these periods.
4.     Lost Leads: Provides an overview of the number of lost leads in a particular period and the reasons (implemented as a navigation characteristic) for the loss of the leads. This query is used to analyze the main reasons why leads might be lost, with a view to developing new strategies for overcoming these weaknesses.
5.     Channel Mgmt.: Top-n Lost Leads (Current Year): In a Channel Manager Portal, this query provides an analysis of the leads lost by a Channel Manager over the past 12 months. Channel Managers can also view the leads lost by their Channel Partners. In a Partner Portal, this query shows the top-n unsuccessful leads distributed by a Channel Manager to a Channel Partner. Partner Manager can see the lost leads of the Partner Employees over the year. Partner Employee can view his lost leads over the year.
InfoSources
0CRM_LEAD_H - Lead Header (Transactional Data)
0CRM_LEAD_I - Lead Item (Transactional Data)
0CRM_MIG - Mail GUID
Before starting activities in this building block, you need to perform or check the following steps:
1.     From the BW Connectivity building block the following activities have to be completed:
a.     Local Settings è SAP CRM: all activities have to be completed.
b.     Local Settings è SAP BW: all activities have to be completed.
c.     Cross Connectivity è Connecting SAP BW with SAP R/3, SAP CRM, SAP SRM: Connect your CRM System.
2.     From the General Settings for BW Integration building block the following activities have to be completed:
a.     In section General Settings in CRM all activities have to be completed.
b.     In section General Settings in SAP BW all activities have to be completed.

How does the integration between CRM and SD occur

How does the integration between CRM and SD occur? Is only via ALE and are there config steps in CRM to ensure the correct data mapping between CRM and SD?
So, if I create an order or quote in CRM how is it then created in SD? Or do they share the same data store.
thanks

Hi John,
Here is good documentation regarding Data Exchange for Sales Transactions: the CRM Enterprise and the ERP System are two different repositories, If you create the Sales Order in CRM then they will be replicated into SD (using CRM Middleware, BDoc's)
http://help.sap.com/saphelp_crm60/helpdata/en/52/2d0c38941e5666e10000009b38f8cf/frameset.htm
Also you can check the best practice guide for CRM 2007 there you have plenty of information
http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm
Hope this help,
Regards,
Ramon

Integration between CRM and PM

I am working on a utility project for the very first time and I don't really understand the integration between CRM and PM.
Can somebody please provide me some documentation with it?
I am trying to understand how a service order that arises out of CRM goes to PM..does it go?
I need the help urgently
Cheers
Vidya

Dear Konda Reddy,
Visit the following link:
http://help.sap.com/saphelp_crm50/helpdata/en/4f/81bfc33e624f148710800b04971033/content.htm
Regards,
Naveen.

CRM 5.0 and BI-7 Integration

Hi Gurus,
I am working on Reports in CRM. We are using BI 7 for Analytics and Reporting.
Please send the following to my email id <removed by SDN Forum Moderator>
1. CRM 5.0 and BI 7 Integration document,
2. Mapping - CRM Fields to BI 7 standard objects (Standard Infocubes)
3. Any other relevant info on the same.
Thanks in advance
Shivani

Hello Shivani,
please do not request documentation via E-Mail. Try to share it i.e. in the SDN Wiki.
Regards
Gregor

Integration Between CRM and REFX

Hi experts,
Please let me know how to integrate CRM with REFX If any body has done CRM-REFX implementation can you share
documents ( CRM with REFX in CRM 2007 ver 7.0).
Regards
NK

Dear SAP Experts,
I have a same requirement with Neeraj about how to integrate CRM with RE-FX (Flexible Real Estate Management).
As I know, the Business Partner is one of the integration points between them. When we use Opportunity Management (CRM), the opportunity will be transformed to a sales order in SD module (ERP).
Would you please help me on the following queries:
1/ Can we transform the opportunity (CRM) to a contract in RE-FX module (ERP)?
2/ Is there any link between Product (CRM) and Rental Object (RE-FX)?
Any replies/suggestions will be high appreciated.
Hope to hear from you soon!
Thank you very much in advance.
Best regards,
D.H.L

CRM Workflow and ERP Workflow integration

Hi,
I need to get workflow to work across several modules. One example is that I have some actions that needs to be completed in CRM, and when that has finished I need to trigger a workflow in ERP to continue the processing. How can I send information from the CRM workflow to the ERP workflow, and status message back to CRM? I have been looking at Wf-XML options, but that seems to be across http communication only.. these systems can be on the same server. Can anyone give me some tips on how this can be done? Help is greatly appreciated!
Regards,
Thomas

Hello,
My suggestion is to trigger the events with a RFC of a Function module.
Program the Function module in the ERP system and enable it as RCF function. In this module program the trigger for the prefered object.
In the CRM workflow call a background method of the corresponding object which triggers the Function Module in the ERP system.
Another solution could be that the action which was taken in CRM leads to a replication in the ERP which already triggers a standard event.
Hopefully above guides you to a solution.
Kind regards,
Peter

ALE/IDOC and RFC/BAPI Integration Scenarios with SAP DS for ESA v3

Hi,
we are planning two PoCs of Integration Plattforms. One of our major requirement set is SAP Integration into our existing SOA.
Because we also have R/3 4.7 Systems in production, we are planning to test ALE/IDOC and RFC/BAPI Integration scenarios with these Integration Plattforms.
My question is:
We are looking for are smart solution to get a SAP Test Environment, where we can test ALE/IDOC und RFC/BAPI Integration scenarios.
It is possible to do this with SAP DS for ESA v3 or shall we better use IDES for that purpose?
Best regards,
Steven

Hi Abhishek,
This is our scenario. We are doing an integration of SAP HR r/3 system with the CRM system. We need housing information details of the employees which we have in custom infotype 9310 in SAP HR system and we need those details in the CRM system. So am planning out for an ALE/IDOC approach for the integration and gonna maintain the 9310 details in a custom table. In the CRM system, we gonna build a BOL layer for accessing the 9310 details. Also i'm preparing a HLD for this process. I wanna read and go through few same HLD's before i submit my proposal to my client. Please suggest me and help me out.
Thanks in advance.
Regards,
Arunmozhi.

Why is our CRM and Acrobat Reader breaking each other ?

Hi everyone.
We are facing here a probleme for years, since Reader 6 thru the latest 9, installed yesterday.
We have 4 Windows Server Terminal serveur (2x2000 with Citrix,2x2003 with only Microsoft Terminal server.). We are hosting a simple CRM application, but made as an ACTIVEX Document Object (Visual Basic .VBD). So, to launch the application, we have to use Internet Explorer (5/6/7).
On the sames servers is installed a bunch of Acrobat reader 6/8/9.
Each time we reinstall a new version of our CRM, it broke the PDF integration in Internet explorer. That is, if you click on link to a pdf file, the PDF is not shown in Internet explorer, but rather Acrobat opens and display... an empty error message with just OK on it.
Each time we install a new version of Acrobat, our application is quite functionning, but some links are not fonctionning (it opens a dialog asking what to do with .vbd file).
(Yes, we use the /install switch to be sure to be in install and not execute mode)
The work around is to go to install mode, reinstall the crm, verify it works, and then launch Acrobat reader and untick browser integration, quit acrobat, restart acrobat and tick again browser integration.
Sometimes it works, sometimes it doesn't work completely (PDF file are loaded without errors but in a separate windows, even with browser integration ticked).
Any advice, observation or guru meditation is welcome.
Thanks in advance.

Ok, it was not clear:
One of the citrix is hosting Reader 6,
the other one is hosting reader 8,
and the 2 2003's are hosting reader 9.
So, on one machine, there's only one version of Reader installed.

CRM Service - ECC Logisitcs Integration (Spare Parts in a Service Order)

Hi Experts,
We have been trying to configure a scenario for CRM Service Orders with SAP ECC logistics integration in CRM 7.0 EHP1.
We are aware of the standard configuration wherein we assign one logistics scenario ( Purchase Requisition or Purchase Order or Reservation) for a specific service organization & Item Category for spare parts in service order.
Our first query : Is it standard that the spare part will be automatically reserved if it is in stock (after ECC availability check from service order) and purchase requisition or purchase order is created only if it is not in stock?
We also understand that while a reservation happens during Service order creation, the goods issue or material withdrawal happens only on service confirmation. If this the case, how will the physical delivery happen to customer? This is our second query.
Please note that we are raising this query only for spare part items in service order and not for sales item in service order.
It would be great if you could help us with this issue.
Responses will be suitably rewarded.
Thanks,
Prish

Hi Pritesh,
Thank you for your prompt reply and help, appreciate the same, we would be going for the scenario where the service order in sap crm has saleable parts, the service order would get replicated to ecc as a sales order and the costs would get booked when the post goods issue is performed after creating the delivery in SAP ECC.
Following are the configurations done
1) Service Order type ZRVW is created in SAP CRM
2) The same service order ZRVW is mapped in SAP ECC
3) The service order in SAP CRM has the following number range and the same is kept internal
4) The same number range is marked as external in SAP ECC in vn01 tcode
5) The number range is assigned to the document type ZRVW in SAP ECC
6) Item category determinations are done in SAP CRM, standard SRVS(Sales items are copied to YRVS)
7) The same item category determination is also set in SAP ECC for Item category group NORM
8) Item category determination is also set for ERLA as item category group in ECC
9) The item category YRVS is set to delivery relevant in SAP ECC
10) The standard schedule line is determined which is CP is relevant for delivery
11) The sales area is also assigned to the document type ZRVW.
12) In SAP CRM, the status profile YCONT is assigned, having the business transaction to be distributed, the status of the same is set to allowed for completed status
13) The status profile has been assigned to the transaction type ZRVW
14) Pricing configurations are also done in sap crm and sap ecc
15) Now I am creating the service order ZRVW in SAP CRM, having saleable parts, customer's and material's exist in both systems having the same sales area, the status is set to completed at item and header level
16) The system is throwing an error when I click on edit
17) When checked In sap ecc the system says that the document does not exist
18 I did open the error in SAP CRM and it says that there are some settings required for billing
Since there is no billing relevance to this scenario in the item category the billing relevance is set to no billing
Please advice further
Kind Regards
Atul

CRM and ECC 6.0

Hi Gurus,
Can any one tell me the difference in functionalities between crm and ecc 6.0?
Or ecc6.0 is integrated with crm?
What all functionalities of crm can be configured through ecc 6.0?
Whether we require a seperate crm system like the R/3 4.7 and connect it through the middleware
Please suggest at the earliest
Thanks in advance
Ajay

Hi Ajay,
This question could have saved us all this efforts
Btw, opportunity management is used to capture the potential customers info. It helps to capture the buying pattern, the source from which this opportunity is captured, the probability of winning the order. Also we can maintain the various stages of Oppoprtunity and the activities that need to be performed in each phase. You can also maintain the competitor info in opportunity.
Also if you are using PCUI, the opportunity created in CRM5.0 using PCUI can be created as Sales Quotation in ECC.
The opportunity is not replicated in ECC otherwise.
The opportunity can be then followed up by sales order which can then be replicated into ECC.
More info is available on http://help.sap.com/saphelp_crm50/helpdata/en/5b/60c565c63d5a4d8200472b6008eb92/frameset.htm
Hope this will help
Regards,
Rekha Dadwal
<b>
You gain a point for every point that you reward. So reward helpful answers generously</b>

Need to establish Connection between CRM and   Virtual Directories.

Dear All,
I am working for Telecom project.
I have one requirement that we need to establish Connection between CRM and   Virtual Directories.
This is existing in Access management system.( SAP EP environment )
The basic requirement is, with SAP EP environment we are integrating 8 different application. But for all this Application we have a one more system called Access management system (like Basis in Sap). This will validate the user access and BP(Business Partner ) data for users who logon to a different respective application. For all this applications Company data (Master Data) has to provide from CRM and the changes took place for Company data in CRM will be updated in to Virtual Directories .For this service we need to establish Delta mode connection between SAP CRM and Virtual Directories.
Which is existing in Access management system .
   Do we have any standard connectors from SAP CRM to connect and who we can achieve this .
Please let us know..Certainly there will be a reward points
Thanks & regards.
BNP

Try posting this question on the BPA Suite forum - http://forums.oracle.com/forums/category.jspa?categoryID=194

CRM and BW?

Hi Friends
Integration between CRM and BW
Regards,
Mahesh Kumar
[email protected]

the easiest is just to create connection RFC and later in BW activate Business Content for CRM data analysis (ready raports made by SAP).
connection - how to made you will find in Best Practices "BW Connectivity".
Regards
Radek

CRM 2007 _ Portal Integration

Hi all,
I have installed and configured CRM 2007 with Portal 7.0 as described in IMG.But still i am getting an error in some portal iviews "CRM and Portal RFC Destination has not been configured Correctly".
Does anybody have any steps for Configuring CRM 2007 and Portal Integration or any Url.
Thanks
Harini

Muralidhar,
I browsed through the notes and i couldnt find any relevant information on EP 7.0 and CRM 2007. I have configured portal (Ep 7.0) with CRM 5.0, BI 7.0, ECC 6.0 and SRM 5.0. Problem i am facing is only specific to CRM 2007 and Portal Integration not an general Portal Problem.
Thanks for the info.
Harini

CRM and RE-Fx Integration

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