CRM Questions

- Trying to upload a corporate account list into SAP: It has many issues it brings up including you can't include extensions for phone numbers, zip codes have to 5 digits which is a problem since many are from Canada and have different zip codes.
- There is a maximum character limit to "Company Name" (I am not sure of exactly, but I am guessing less then 25 chars)
- I received the error that several (31 of 670 accounts) weren't uploaded due to the possibility of duplicates?
Phone #'s must be entered in a standard format (###) ###-####
It seems the only process for a large number of leads Is to use the excel integration tool. And to create account first then a lead?
If there is an easier way I'm all ears. Thanks! In addition, I'm tasked with using SAP as more of a Salesforce software. So far, I'm not impressed in its CRM capabilities.

*Found the answer below*
Yes you can maintain the severity of the Duplicate Check for Business Partner or disable the duplicate check for business partners
In your scope you can select either a strong, medium or weak rule for the Duplicate Check for Business Partners or disable it completely.
You can do this as follows:
Go to the Business Configuration work center and select the Implementation Projects view.
Select your First Implementation Project and click on the Edit Project Scope button.
Navigate to Step 4 Questions
Navigate to the Scoping Element General Business Data -> Business Partners
Select the Handling of Business Partners Element
You can now see the 5 options for the Duplicate Check for Business Partner and select the respective one.
You could also deactivate the duplicate check temporarily for this particular upload.
Please note that his is only possible before your Project is live.
Should you have any further questions please do not hesitate to contact us.
With kind regards,
Kathrin Dietrich
SAP Cloud Support
Edited by: britishmusiclover on Oct 13, 2011 5:20 PM

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Installing CRM question and SOLMAN Generate Required Key

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I have been reading several posts where basically its says that is a req. that sap established for the crm systems.
Anyways, i have 2 questions.
1. Installing the SAP SOLMAN is just the same process as installing r/3 or crm, that i need to update the OS, install the dbms (upgrade it and patch it), get the kernel, export, installation master cd's and well follow the inst guide?
Or there is something else i need to have, like an r/3 system running ?
2. It's possible if i give to you guys the SAP SID, Instance Number, Hostname, of the crm environment i want to install, that somebody with solman generates the key for me?
Thanx in advance.

> 1. Installing the SAP SOLMAN is just the same process
> as installing r/3 or crm, that i need to update the
> OS, install the dbms (upgrade it and patch it), get
> the kernel, export, installation master cd's and well
> follow the inst guide?
> Or there is something else i need to have, like an
> r/3 system running ?
SolMan is a complete separate system with separate database, combined ABAP + Java instance, so to say an "R/3 system running" (to speak with your words).
>
> 2. It's possible if i give to you guys the SAP SID,
> Instance Number, Hostname, of the crm environment i
> want to install, that somebody with solman generates
> the key for me?
that is possible - but you won't be able to get patches and updates after April 2nd of this year, SolMan and Maintenance Optimizer is mandatory till then.
Markus

CRM questions for certification

Dear consultant,
I am looking for model certification papers in marketing and crm overview and configuration.
i need that urgently for my preparation.
i request you to send that to my mail id.
[email protected]
with regards,
Jyothi.

Hi,
refr this links:
https://websmp205.sap-ag.de/~sapidp/011000358700002004072004E
SAP CRM Certification in Marketing
SAP CRM Certification in Marketing
https://websmp105.sap-ag.de/~sapidp/011000358700002734432004
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CRM Webclient UI FAQ - Read this before answering or posting questions

For more information on about the CRM Community please review:
http://wiki.sdn.sap.com/wiki/display/CRM/CRM+Community
For answers to several CRM questions please check the CRM Wiki:
https://wiki.sdn.sap.com/wiki/display/CRM
The latest CRM weblogs can be found here:
http://www.sdn.sap.com/irj/scn/weblogs?blog=/weblogs/topic/89
[CRM User Interface Guidelines|https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/302d8152-002b-2b10-34bd-9ff3c712dd4b]
CRM specifc forums
CRM Functional
CRM Technical
CRM Technincal/Functional
CRM Release Specifc

How to ask good questions to get good answers
/people/rob.burbank/blog/2010/05/12/asking-good-questions-in-the-forums-to-get-good-answers
A method of learning for CRM
/people/stephen.johannes/blog/2009/05/12/how-to-answer-what-is-a-bdoc
Our expectations for people posting here:
I'm kindly asking everyone who asks a question or answers a question in this forum, to read the two blogs above at least one time before you make your next question/answer in this forum.
I'm also going to ask you change your habits if you haven't done this aleady
For people posting questions:
1. Please search on your topic at least one time before posting in this forum or in the other approriate CRM forum. When you search do a "wide-open" back to all of time search. Easiest way is to search in the forum screen and then search again setting the time frame back to "all of time"
2. Please look at the CRM wiki to see if the answer is there:
https://wiki.sdn.sap.com/wiki/display/CRM
3. If the person answering the question gives you wiki articles or url links to review, review those first before asking for followup.
For people answering questions
1a) If you know the question has already been answer or think so, reply with a link to the thread that you think answers the question. Tell the original poster to review the thread and offer to clarify any questions after they have reviewed it.
1b) If you think the answer should be in wiki post the answer in the wiki and then post the wiki link as your answer to the original poster.
2. If you see something that you know should be in FAQ, post in in the FAQ signup thread or on the CRM wiki.
If you have feedback on this please post your comments below or contact me directly.
Thank you,
CRM Forum Moderators

CRM General FAQ - Read this before answering or posting questions

For more information on about the CRM Community please review:
http://wiki.sdn.sap.com/wiki/display/CRM/CRM+Community
For answers to several CRM questions please check the CRM Wiki:
https://wiki.sdn.sap.com/wiki/display/CRM
The latest CRM weblogs can be found here:
http://www.sdn.sap.com/irj/scn/weblogs?blog=/weblogs/topic/89
CRM specifc forums
CRM Functional
CRM Technical
CRM Technincal/Functional
CRM Release Specifc

How to ask good questions to get good answers
/people/rob.burbank/blog/2010/05/12/asking-good-questions-in-the-forums-to-get-good-answers
A method of learning for CRM
/people/stephen.johannes/blog/2009/05/12/how-to-answer-what-is-a-bdoc
Our expectations for people posting here:
I'm kindly asking everyone who asks a question or answers a question in this forum, to read the two blogs above at least one time before you make your next question/answer in this forum.
I'm also going to ask you change your habits if you haven't done this aleady
For people posting questions:
1. Please search on your topic at least one time before posting in this forum or in the other approriate CRM forum. When you search do a "wide-open" back to all of time search. Easiest way is to search in the forum screen and then search again setting the time frame back to "all of time"
2. Please look at the CRM wiki to see if the answer is there:
https://wiki.sdn.sap.com/wiki/display/CRM
3. If the person answering the question gives you wiki articles or url links to review, review those first before asking for followup.
For people answering questions
1a) If you know the question has already been answer or think so, reply with a link to the thread that you think answers the question. Tell the original poster to review the thread and offer to clarify any questions after they have reviewed it.
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If you have feedback on this please post your comments below or contact me directly.
Thank you,
Stephen
CRM Forum Moderator

Multi Client approach in SAP CRM 7.0

I got some basis CRM question and trying to get some answer. I thought this is the best place to get some answer.
At my current client, we are implementing CRM initially with only few functionality i.e. ITSM and Customer Complaints. CRM team requested separate client for both the functionality for end user experience. Also they do not want to connect ITSM client to any other back-end system as of now.
Do you see any issue with creating 2 clients in CRM Production environment?
What do you recommend/suggest from your past experience?
Thanks,
Miral.
Edited by: Miral Vora on Aug 17, 2010 1:58 AM

Miral,
Personally your CRM team is trying to create some job security by having two clients in CRM Production. Honestly there is no reason why you can't run ITSM and customer complaints in the same client.
IMHO two clients in a single CRM system is generally a bad idea unless there is a valid reason(IE multiple backends, businesses).
At this point unless you have mutltiple ERP backends or business units for selling that require this separation, I would not do this. Tell your CRM team to use a single client and not make life complicated for everyone. They should be able to separate the ITSM and customer complaints via security and business with no technical problems.
Good luck and hopefully they haven't created that extra client yet. Multiple clients just causes headaches.
Take care,
Stephen

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Hi
my first question belongs to the datatables in SAP CRM 7. I would like know which table is important for "Activities".
I see that many tables are empty, is there a transaction code or function to generate testdata?!
greetings hassan

Hassan,
If you have a CRM functional/development expert on site, please have them walk you through basics of using SAP CRM and how to generate data. It is not the intent of the forums to train you on how to use CRM.
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/people/stephen.johannes/blog/2009/05/12/how-to-answer-what-is-a-bdoc
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SAP CRM 4.0 Telesales certification

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http://www50.sap.com/useducation/certification/curriculum.asp?rid=373&vid=5
https://websmp208.sap-ag.de/~sapidp/011000358700003509622006E
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Reward points if helpful answer. *

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A very basic CRM question. How do you often maintain the legacy consumer number of your BPs when doing data migration? What is the best practice here?
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Hi Dave,
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Caíque Escaler

Upload the Mass Product Information

Hi Experts,
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Vikranth

Hi Vikranth,
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Ashok.

Question regarding Authorizations in SAP CRM 7.0

Hello,
The problem is this:
We have a client who will use two ways of accessing SAP CRM 7.0 data -
1. CRM Web UI
2. Mobile devices via standard SAP CRM BAPIs
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Kind regards,
Ricardo

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Good Afternoon..!!!
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Dhananjaya

Dear friends,
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CRM and NetWeaver Portal Related Question?

Dear All,
We have a requirement where in a single iView (CRM Opportunity), we would have a custom tab (call it CTAB1), clicking on which should display a separate web-based application within that tab. (as illustrated below):
The web based application would be called through a URL and a few parameters must be passed on along with it from the CRM application. All clicks within that tab would be processed by that application and once the process actions are completed, certain details would be passed back on to the CRM application. We will have custom tables and fields to capture that data in the CRM database. This data (static data) needs to be displayed under another custom tab (CTAB 2) in the same iView.
The web-based application can pass on and understand XML messages.
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1.How feasible is this scenario?
2. What kind of effort is required to build CTAB1 (custom tab calling an external URL)?
3. What kind of effort is required to build CTAB2 (custom tab calling a custom table and custom fields residing in CRM DB)?
4. In case we decide to build the UI for the web-based application (UI elements in iView, no data in own DB, but calling APIs in the web-based application to process the data), what would be the approach required and how much additional effort would it require compared to 2?
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PRadeep

Pradeep, first of all this scenario is definately feasible. The CRM Opportunnity iView you currently see is a so called PC-UI Application and withing the PC-UI framework several extension projects are possible. See for more basic information /people/vijaya.kumar/blog/2005/06/10/people-centric-user-interface-pcui--getting-started. [original link is broken] When the actual detail requirements can not be met in this framework a BSP Application would do the trick. On your other questions, I would say:
2 - Easy to achieve, use guide's example or have a look at /people/vijaya.kumar/blog/2005/06/10/people-centric-user-interface-pcui--getting-started on how to proceed.
3 - Easy to achieve, you can use EEW to realize this, have look at my weblog /people/vijaya.kumar/blog/2005/06/10/people-centric-user-interface-pcui--getting-started on how to achieve this.
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Is there any way to achieve this?
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Hi
1.The Action 'Update Value' is availble under Triger Event-'Before Modified Record Saved'.
I am not sure why you have to pay for "Assign a Book action". Thats out of the box functionality.
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Hi
I am new to CRM and I have few questions listed below:
1. Are all the CRM services accessible via the IC ?
2. If there is a scenario where some services needs to be available via the web, then is it a must I should use the IC?
3. Does the CRM business package in Portal include all the services that are in SAP CRM or are they specific to certain services?
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Mike

Mike,
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Stephen

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