CRM Module

Hi Guys,
I am new to CRM module in Oracle E-business Suite. Could anyone of you tell me the preliminary materials to learn about CRM both functionally and technically. Kindly tell me the API's used in CRM module and also let me know what are all the modules integrated with this?
Thanks & Regards,
Subha

Please refer to these links.
Oracle Customer Relationship Management
http://www.oracle.com/us/solutions/crm/index.html
Oracle IREP
http://irep.oracle.com/index.html
Oracle eTRM
http://etrm.oracle.com/pls/etrm/
Applications Releases 11i and 12
http://www.oracle.com/technetwork/documentation/applications-167706.html
The Complete CRM Blog
http://blogs.oracle.com/crm/
Thanks,
Hussein

Similar Messages

Multi-Org impact on Oracle CRM modules especially on Oracle Service

Multi-Org impact on Oracle CRM modules especially on Oracle Service
====================================================
I have been searching for any information (notes,whitepapers/ presentation) on the impact of multi org implementation on Oracle Service module and so far not been able to find any either on metalink or on internet.
Any of you have any inputs on this ? Please provide the same if any.
basically,
Looking for the kind of security applied on SR creation form,Debrief form and charges form when a multi org is enabled.
I also tried to test this out in our instance and found that it seems to have no impact.
Gana

HI,
Yes indeed there is a impact of MULTI-ORG on the Service Module in 11i.
All the things are integrated now.
Everything is dependent on the MO:Operating Unit Profile Option and the setup which you had done.
1)
Security on SR creation Form:-
See you can implement the security, but for that you have to setup accordinglly and also to follow the process.
If you create 2 responsibilities with MO profile option different, then none of them will able to see the others data.
Note:-
But if you are using the instance to generate the SR, then you had to make it sure that the ITEM which you are using should be assigned to the Operating unit which is set in the MO profile Options of that responsibility.
2)
Debrief Form:-
As you must know that for debrief to work, you had to setup the Service Activities.
This is where you can define the security.
1) Create a Service activity,
2) Map it with BILLING TYPES
3) Map the Billing Types with Order Management Header and the Line Type
This the place where you can specify the Operating Unit.
When a user will log in and open a debrief form, then he will be able to see only those service activities which are mapped with the operating unit as that of set in MO Profile Option to the user.
3)
Charges:-
The same as the debrief is applied on the charges TAB.
Here you will only able to see the Service activites which are mapped with the operating unit as that of set in MO operating unit.
If you want ITEM level security, then you will be only able to see the items which are assigned to the Operating unit as that of set in the MO profile option.
Hope this will clear your doubt.
If want more clarification, you can ask me.
Regds,
Vikram

CRM Modules and OA Framework

Hi,
I am trying to source some information wit regards to CRM modules and their futre direction with regards to the OA Framework.
Essentially I am looking for details on what technologies the current 11.5.8 modules use (ie JTT, HTML/JSP) and if/when they are planned to be implemented in OA Framework.
The modules I am interested in are
Sales Online
iStore
iMeeting
iPayment
Marketing/Customers Online
Marketing/Customer Intelligence
Field Service (any areas)
Thanks for any help
Joel.

Hi,
As a generic statement, Oracle is moving towards OAF for all the CRM modules. We have seen this with Oracle Customers Online/Sales Online (in 11.5.10) and HR SSWA (in 11.5.9). No official word though! Regards.

BAPIs, IDOCs Referencing CRM Module

Where and how can I find BAPIs and ALE/IDOCs referencing CRM module in SAP?
Is there any document or site where i can get the list of BAPI and ALE/IDOCs?
Thanks for the help in advance.
- KP

You can always try the interface repository:
http://ifr.sap.com/catalog/query.asp
Or simply search for function modules cotaining 'BAPI' in their name.
Michael.

CRM modules - Process questionnaires, Process flows

Can any one help find where I can access process questionnaires(RD 20),Process flows for CRM modules Telesales, sales support, I marketing, I store and service contracts. I need them for my present assignement. Any help would be highly appreciated.If you have any previous documentation please send them to [email protected] I would be very helpful to you.

Hi,
Refer the links,
[Explanation of the Process Flow|http://www.sapdb.org/7.4/htmhelp/dc/043d57ed2b11d4aa9a006094b92fad/content.htm]
[SAP MM Process Flow-1|http://www.saptechies.com/mm-process-flow/]
[SAP MM Process Flow-2|http://www.sapbrainsonline.com/sapinfo/tutorial.php?artid=582]
Regards,
Shyamal

Require information on CRM module

Hi Gurus,
I got a requirement on data migration in CRM module.This is the first
time i am working with CRM module and i am not aware with CRM module.
Please provide some data with which i can understand the basic scenario
of CRM module and some material which helps for data migration in CRM
module.
Points will be rewarded.
Regards,
Sonali.

Dear Sonali,
Pls find the following links. The three main areas in CRM are Sales, Service and Marketting.
http://help.sap.com/bp_crmv250/CRM_DE/index.htm
https://websmp108.sap-ag.de/rkt-crm
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
http://www.sap.com/solutions/business-suite/crm/index.epx
Also pls find the link for Analytics:
The main 3 analytics in CRM are Sales Analytics:
http://help.sap.com/saphelp_crm50/helpdata/en/40/fad93f2e93f106e10000000a1550b0/frameset.htm
Service Analytics:
http://help.sap.com/saphelp_crm50/helpdata/en/f1/9dfb3b699bde74e10000000a114084/frameset.htm
Marketing Analytics:
http://help.sap.com/saphelp_crm50/helpdata/en/be/92fb3b28904f73e10000000a114084/frameset.htm
By the way which version of CRM are you going to use? 5.0, 5.1 or 5.2.
Data Migration:
In data Migration perspective you have to first identify which are the objects you are going to migrate like Contracts, Assets, Business Partner etc and based on that you have to finalize the strategy and approch (whether to use BAPI/Batch Input/Direct Input). Mostly LSMW is used. The steps are:
 Identification of Stake Holders
 Identification of Target data requirement
 Identification of Source data
 Finalizing the solution architecture (whether you will be using any intermediate staging env or not and whether to use an ETL tool for that)
 Mapping of source to target
 Resolution of data gaps
 Preparation of test plan and data
 Development
 Integration Testing
 Volume testing
 Production Load
Once you finalize the object to be migrated can think about the strategy for each. Business partner must be there.
Few assumption/important points for Business Partner:
-> All the relevant BP role types are defined in both CRM and R/3
-> All the necessary configuration (such as Bank Master, number range, etc.) on either CRM and R/3 side and middleware between CRM and R/3 is complete for correct flow of BP data from CRM to R/3
-> To accommodate this, SAP CRM needs to be configured to take the external number assignment for migrating Business Partner purpose
->If Business Agreement is there, once Business agreement is created on the CRM side, a Contract Account is created on the R/3 side. This part happens as part of normal middleware configuration.
Pls find the following helpful links with respect to Data Migration:
http://help.sap.com/saphelp_46c/helpdata/en/2e/9e4638a28b2763e10000009b38f8cf/frameset.htm
http://help.sap.com/erp2005_ehp_02/helpdata/en/78/9de93a4295ac61e10000000a114084/frameset.htm
http://help.sap.com/erp2005_ehp_02/helpdata/en/38/532640632cec01e10000000a155106/frameset.htm
http://www.sap.com/solutions/pdf/BWP_Accelerated_Data_Migration.pdf
Thanks,
Atin
Reward points if it helps.

How to map the form fields with zoho crm module?

I am integrating a web app with Zoho CRM,I created a form in .aspx and put some fields on it like first name,last name,email etc.Now i want to map these fields with the zoho crm contacts module,so that when i submit this form it will save the data there.
Sumit Bhargav

Hi Sumit,
ZOHO CRM is third party software, it’s out of our support range. I recommend you have a look at ZOHO Developer API from
http://www.zoho.com/crm/help/api/. If you have any questions about it, you can open thread on their forum for support.
https://forums.zoho.com/.
Thank you for understanding.
Regards,
We are trying to better understand customer views on social support experience, so your participation in this interview project would be greatly appreciated if you have time. Thanks for helping make community forums a great place.
Click
HERE to participate the survey.

CRM modules

Hi,
I was asked to say what CRM products are installed on our system (11.5.10 CU2 DB 9.2.0 on Linux redhat). Of cours in OAM I can see the licensed products for exemple :
BIX Interaction Center Intelligence Installed
BNE Web Applications Desktop Integrator Installed
BOM Bills of Material Installed
BSC Balanced Scorecard Installed
But I do not know which ones are CRM. Can you help me please ?
Many thanks.

Hi,
In CRM you have the following functional areas (not modules, because it's more integrated than R/3):
- Sales (account & contact management, lead & opportunity management, marketing & campaign management)
- Service (service order management, complaints & returns, recalls, in-house repair)
- Customer Interaction Center (CIC)
See http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Under business scenarios you'll get an overview.
Kind regards,
Alexander

Badi in standard tranction BP in CRM module

Hi,
i have to impliment badi in tranction BP, for field postal code and city i have to valdidate this 2 fields can u help me to know which badi i have to use and in which
interface i have to use this,
thanks,
Tanveer

hi sonali
this is the normal problem faced with the BADI which u r using,yeah it will definitelty give u solution but some ifs and buts are there
just refer the note 663905
also try using BAdi COM_PARTNER_BADI
but i should tell you that
COM_PARTNER_BADI is for business transactions, not for BP creates/changes. BUPA_FURTHER_CHECKS is usable for customer checks and it provides all of the customer information in the BADI interface, but it's only called by the BP BAPIs, not by the BP transaction.
For BP updates at create/change save time, the BUPA_UPDATE BADIs need to be used. The interface only provides the GUID of the not yet created BP or the GUID of the changed BP, not a bunch of parameters that you can change before save. However, you can call the BUPA_CALLBACK series of function modules to get the info you need about the BP, and use a field symbol to directly access the data in the memory stack i.e., (SAPLBUD0)MEM_BUT000[] and change the values. I am using this technique to add an authorization group to certain BP type at create save time.
best regards
ashish

Suitable Banking applications available in CRM module.

Hi Gurus,
Recently I am working in a CRM project implemented in a domestic bank in India. My client is already using campaign management, lead management, opportunity management and activity management successfully.
My question is that what are the suitable applications available in CRM 7.0 EHP1 we can suggest to the bank such that those will come useful for them apart from CIC which is already in my mind. Kindly suggest me in an urgent basis.
Regards,
Roy.

Hi Rocky,
You mentioned about the following processes -
1. Campaign Management
2. Lead
3. Opportunity
4. Activity
These functionalities are obviously available in CRM 7.0 EHP1 with extended features. You can also think of going for SAP HANA to enhance the computation speed which ultimately will increase the performance of all the activities you do in SAP CRM.
For the sales people you can suggest the Mobile application with the available features like Activity, Lead, Opportunity, Customer Fact Sheet etc. These functionalities are available on android, windows devices.
Hope this will be useful
Thanks and Regards
DJ

Transactions codes Used in CRM Module

Hi,
Any body can send list of Trasactioncodes used in SAP CRM
My mail id is : [email protected]
definately i will reward points.
Venu.

Hi Venu
I had sent all the transaction codes to your gmail. Please check.
You can get the available t-codes in the following way:
> Goto SE43 T-code and display CRM_MENU -
> Goto menu bar "Additional information" and -
> T-code display ON/OFF -
> expand all (shift + f6)
We can see all the trasaction codes.
Regards
srini

Which CRM module does Status Management belong to?

I searched through the CRM 4.0 training materials but did not find the status management in any book. Can someone let me know?

Hi Leon Cao,
This status management generally comes under "Basic Functions" of CRM Business Transactions.
Hope this helps in your search

Siebel CRM Modules as DataSource for OBI Apps other than EBS R12

I want to install Siebel CRM modles that will help me serving as SourceSystem for OBI Applications to R&D DAC & associated prebuilt Informatica mappings.
{noformat}Name                                                                                                               Part Number                      Size (Bytes){noformat}
{noformat}Siebel Business Applications Version 8.1.1.0 Quick Installation Guide                                               V14590-01                      390K{noformat}
{noformat}Siebel Business Applications Version 8.1.1.0 Bookshelf                                                              V14591-01                      149M{noformat}
{noformat}Siebel Business Applications Version 8.1.1.0 Third-Party Documentation                                      V14959-01                      6.9M{noformat}
{noformat}Siebel Business Applications Version 8.1.1.0 (SEA) Base Applications for Windows (Part 1 of 2)      V15364-01 Part 1 of 2      1.9G{noformat}
{noformat}Siebel Business Applications Version 8.1.1.0 (SEA) Base Applications for Windows (Part 2 of 2)      V15364-01 Part 2 of 2      460M{noformat}
Siebel Business Applications Version 8.1.1.0 (SEA) Sample Database                                              V15406-01                      1.2G
Siebel Business Applications Version 8.1.1.0 Siebel Business Rules                                              V15464-01                      442M
Siebel Business Applications Version 8.1.1.0 (SEA) Siebel Client (Part 1 of 2)                              V15359-01 Part 1 of 2      1.9G
Siebel Business Applications Version 8.1.1.0 (SEA) Siebel Client (Part 2 of 2)                              V15359-01 Part 2 of 2      1.7G
Siebel Business Applications Version 8.1.1.0 (SEA) Siebel Tools                                                      V15388-01                      1.9G
Siebel Business Applications Version 8.1.1.0 (SEA) Self-Service Applications                                     V15041-01                      406M
Siebel Business Applications Version 8.1.1.0 (SEA) Strong Encryption Pack                                      V15383-01                      225M
Siebel Business Applications Version 8.1.1.0 (SEA) ImageCreator Files                                              V15373-01                      213M
Siebel Business Applications Version 8.1.1.0 (SEA) English Language Extension Pack (Part 1 of 2)      V15367-01 Part 1 of 2      1.9G
Siebel Business Applications Version 8.1.1.0 (SEA) English Language Extension Pack (Part 2 of 2)      V15367-01 Part 2 of 2      602M
Siebel Business Applications Version 8.1.1.0 eMail Marketing Integrated Server Windows              V14834-01                      98M
Siebel Smart Answer Connector for Windows                                                                              V16621-01                      317M
Oracle Business Intelligence Product Support Information (CD)                                                      B45928-01                      116K
Oracle BI Publisher Enterprise 10.1.3.4.0 for Microsoft Windows (Part 1 of 2)                              B50931-01 Part 1 of 2        598M
Oracle BI Publisher Enterprise 10.1.3.4.0 for Microsoft Windows (Part 2 of 2)                              B50931-01 Part 2 of 2              162M
Oracle BI Publisher Desktop 10.1.3.4.0 for Microsoft Windows                                                      B50929-01                      118M-----------------------------
Can any one please help me with
1. all the part numbers to download for a full fledged R&D set up?
2. what other components are required to integrate siebel crm w/ obiee, obi apps, infa prebuilt mappings
3. any installtion guide for reference.
Appreciate your time.

Hi
If you do the install from the sofware lsited (btw I would challenge the choice of the SEA vs the SIA) , you will face an issue for your project as you will end up with an empty database and you will not be able to extract any data for dashboards.
Check the licence agreement on the virtual machine available with SIebel preinstalled as you might use them to save on the effort of install and also get some sample data to play with.
Best Regards
EvtLogLvl

SAP Modules - CS & CRM

Can you help me with more information regarding the difference between the functionalities of the Customer Service (CS) and the Service function in CRM Module?
I am looking for the function of creating Service Requests /Orders that can be used to initiate and track Installation / Maintenance Orders, in addition to the part of managing warranties and spare parts.
I found this function in both modules mentioned above
Thank you,
Sam

fd

Is SAP CRM the right module for me?

Hi eveybody!
I come to you guys today because I have decided to take my career on the path of SAP and I think I will go for the CRM module, but I will love to have your opinions to be sure that I am making the right choice.
I am actually looking for a SAP module that could fit my background and skills:
– I have a master in Mangement.
– I speak English, Spanish, French and Portuguese.
– I already work in a SAP ERP implementation (rollout) as a PS Trainee for 4-5 months : I assisted in the eleaboration of the blue print configurations, tests and train users.
– More recently, I have been working, for 1+ year, in Market Research.
I am really having a hard time deciding which module should I choose; I think the best options in my case are:
- PS (but I don t know if there is a demand for it).
- BI.
- CRM.
So, could anybody help me select the right module?
Thank you all in advance for your help.
Regards,
Alejandro

Thank you for your answer Ravi!
I think I will go for the functional way, I think if the best for me, rather than technical because for what I saw in my short experience with the PS module, you need knowledge of ABAP for to be technical, right?
I was checking the training for SAP CRM and I got confuse; how exactly does it work? I mean, how many certifications do I have to pass?
I saw this curriculum:https://training.sap.com/sa/en/curriculum/crm_ent-crm-enterprise-g-en
This is the one I should take, as a beginner or is it an other one?
Thank you again help!!
Regards,
Alejandro

CRM Module

Similar Messages

Maybe you are looking for