CRM related with workflow

Hi CRM Experts,
Can anybody tell about CRM related workflows..... or related documents.... any example workflow scenarios....
thanks in advance
sk

same here. if got any document, could u guys please send to my email at [email protected]

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O2C in CRM related with Solution Manager

Hi,
I'm planning to start order to cash End to End process in Solution Manager 7.1
Anyone help me to explain the structure of order to cash process in CRM which was included in Solution Manager 7.1 also related service desk and support operations available in SOLMAN.
And also share the guides, SAP Notes and test cases.
Looking all of your response.
Regards,
Vasanth S

Hi Vikram,
Thanks and the actual doubt I'm asking the O2C features available in CRM which have included in Solution manager 7.1
All of us aware that, now CRM was included in Solution Manager 7.1.
i want the details about Order to Cash process in CRM. this will cover end to end O2C process(From Order generation, order fulfillment, order capture, Allocation, delivery, invoice, billing.... )
Is it possible i can do it in SAP Solution Manager 7.1
Regards,
Vasanth S

Relation between workflow tab in data manager and MS VISIO tool

hi
any useful document on how to use visio tool in relation with workflows of data manager
regards
sushma

Hi,
Refer following links:
1.http://help.sap.com/saphelp_mdmgds55/helpdata/EN/43/8c8f594ddf22aee10000000a1553f6/frameset.htm
2.https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/90990743-91c0-2a10-fd8f-fad371c7ee40
3.https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/9180cbaf-0801-0010-f882-f2af6dc975d0
4.https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/60559952-ff62-2910-49a5-b4fb8e94f167
Hope it will Help you,
Rewards if Useful....
Mandeep Saini

Dyanmics CRM integrated with sharepoint 2010 foundation - new created account folder can not trigger sharepoint workflow.

I integrated MS CRM 2013 with SharePoint foundation 2010 for document management. integration works.
Now I need to create several subfolders and set proper permission on each folder. So, I created a workflow to do it automatically. It works when I manually create a new folder under SharePoint account, or I manually run it for an account folder. Thus, sharepoint
workflow works as I expected.
However, when I access Account's document from CRM (first time), sharepoint would create an folder for this account. In this case, the workflow doesn't work. and it show error: "Failed on Start(retrying)".
Anyone has experience on similar issues or have clue how to trace this error?

Hi Justin,
From your description, the issue might be related to the workflow created by visual studio.
Could you please try to locate error message in workflow report or ULS log:
https://technet.microsoft.com/en-in/library/cc298927%28v=office.14%29.aspx?f=255&MSPPError=-2147217396
also debug the workflow per:
http://blogs.msdn.com/b/philloth/archive/2009/01/19/how-to-debug-a-workflow-with-visual-studio.aspx
Regards,
Rebecca Tu
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected]

T CODE related with CRM billing

Hi folks,
   Please provide the t codes related with CRM billing.
regards
PG

Hi,
Here r some of the Tcodes:
/BEA/CRMB01          Edit Billing Due List
/BEA/CRMB02          Release Billing Due List for Billing
/BEA/CRMB04          Analyze Incomplete Billing Due List
/BEA/CRMB06          Schedule Background Jobs
/BEA/CRMB07          Reject Incomplete Billing Due List
/BEA/CRMB11          Maintain Billing Documents
/BEA/CRMB12          Transfer Billing Docs to Accounting
/BEA/CRMB13          Create Retroactive Billing
/BEA/CRMB15          Display Collective Run Log
Regards,
PePe

Drag & Relate with CRM

Hi ! I have a question for You ? I have installed a SAP Portal 6.0 with WAS 640. Now, I want to use drag@relate with a CRM 4.0 WAS 620. Could you say me what I need for configure this tool ? Do I need the Unifier ?
Thanks in advance
Alejandro

Hello,
Currently you can perform Drag&Relate with CRM 4.0 and EP 6.20.
In the future the same capability will be enabled over CRM 5.0 and EP version > 6.20
The folowing link described how to do it:
http://kwhelp.sap.com/SAPIKS/S682060d5cdc846bab359671938f6d5ca/KW/IWB_STRUCTFDA74520211EBF4B8265A03750D12E3C/IWB_EXTHLP9CFFA3014CE645E493E9983B3631519A/?LANGUAGE=EN&RELEASE=406&IWB_INDUSTRY=BBPCRM&IWB_COUNTRY=&TMP_IWB_TASK=DISPLAY
Best Regards,
Ran

List of BAPIs related to Workflow

hello,
I am currently working on a mobile application android my goal is to validate a workflow from a user that's why I want a list of BAPI with a link to the workflow
thank you
Moderator message: please do more research before asking, show what you have done yourself when asking.
Edited by: Thomas Zloch on Jun 20, 2011 1:19 PM

Hi,
BAPI and FM related to Workflow -
SAP_WAPI_START_WORKFLOW
SAP_WAPI_CREATE_EVENT(latest)
SWE_EVENT_CREATE (old)
SAP_WAPI_CREATE_WORKLIST
SAP_WAPI_GET_WORKITEM_DETAIL
BAPI_CATIMESHEETMGR_INSERT
SAP_WAPI_EXECUTE_WORKITEM
BAPI_USER_GET_DETAIL
Pls check the BAPI tcode in SAP for ore list of BAPIs related to workflow.
Regards
Lekha

IDOC related to workflow task

Is there any table or report which gives IDOC nos related to workflow task?

Sreedevi, it depends what you want (where you start from), so please be more specific in your question next time (or if this doesn't answer your question).
If you have a work item number and want to know the IDoc number you can use function module SAP_WAPI_OBJECTS_IN_WORKITEM to get a list of all object references. Then you have to process it from there. You can make a flexible solution which is compatible with future added IDoc types by checking the object type of each object returned and traversing the inheritance hierarchy until you get to object type IDOC. Then you know it is an IDoc, and you can find the IDoc number as the key of the object. Or you can hardcode supported object types using a CASE or IF statement. The flexible solution would be much more fun to program in my opinion.
If you have an IDoc number and want to find work items you have to go the other way. That means starting with object type IDOC, finding all the inherited object types and for each of these using function module SAP_WAPI_WORKITEMS_TO_OBJECT. Again, another possibility is to hardcode the list of object types you want to check.
The table Rose told you about, HRS1201, contains no IDoc numbers, but it contains all the tasks with the methods they use. So actually you can use that to find all the object types you need to check (whether they are inherited from IDOC), since all work items will refer to a task definition.

Publishing site with Workflow not working properly

Hello All
I have created a Publishing Site Collection on SharePoint 2013 on-premises and when I create a new sub-site using the "Publishing site with Workflow" template, I get redirected to
the site home page and I get the option to PUBLISH the page. But, when I try to publish the page, I get a server error. Now, instead of trying to publish the page, if I refresh the page I this time get an option to check-in the page, after checking the page
in, i get the option to publish it, now I can publish the page without any error. This does not happen on my DEV server, but only on QA. I am using the "Publishing site with Workflow" template,
which associates an OOB Page Approval workflow with the Pages Library.
Please help me guys!
Parth

Hi Parth,
Based on your description, you encountered the issue with Publishing site with worklfow site template.
Please provide more detail information about error returned, and see if there is related error message in ULS log.
Could you please recreate a new site on DEV server to see if the issue still occurs?
I wonder if there is difference on Workflow related settings between DEV server and QA server.
Regards,
Rebecca Tu
TechNet Community Support

CRM RELATED BI REPORTS

Hi,
Please tell what are the standard BI Reports & infosets available for
1.Marketing
2.SALES
3.SERVICE
4.CIC
Regards,
Natasha P

Hi,
CRM Related BI Reports are as follows-
Billing Documents          0TPLB_0BE_C01_Q0001_100
Quotation Tracking          0TPLB_0CSAL_C05_Q0002_1
Incoming Orders          0TPLB_0CSAL_C03_Q0001_1
Open Contracts          0TPLB_0CSAL_C04_Q0003_1
Activities by Category          0TPLB_0SAL_DS01_Q0005_1
Lost Leads          0TPLB_MKTG_C01_Q0005_V01
Opportunity Pipeline          0TPLB_0CRM_C04_Q0020_1
Opportunity Win/Loss Analysis     0TPLB_0CRM_C04_Q010_1
Activities: Success/Failure Analysis     0TPLB_0CSAL_C01_Q0015_1
Activities, Opportunities, Sales Orders in My Sales Region 0TPLB_0CSALMC01_Q001_1
Activity Partners With Open Activities     0TPLB_0CSAL_C01_Q0021_1
Best Regards,
Rajendra

Require All Tables related to Workflow

Hello,
please can you get me all the tables which are related to workflow.
thanks,
Kartikey Rawat

Hi,
Please find some important tables which are used in workflow
SWEINSTCOU     : Instance Linkage Event u2013 Receiver
SWFDEVINST     : Event Linkages with Instance Reference
SWW_CONTOB     : Work Item Data Container (WI to Business Objects)
SWW_CONT          : Workflow Runtime: Work Item Data Container
SWWORGTASK     : Assignment of WIs to Org. Unit/Task (WI to Task)
SWWWIHEAD     : Header Table for All Work Item Types
SWW_WI2OBJ     : Workitem form Bus Object Key ( e.g. Material No )
SWWLOGHIST     : History of a Work Item
SWW_OUTBOX     : DB View for Selection of Outbox ( WI text, WI stat etc)
SWWUSERWI     : Current Work Items Assigned to a User
Thanks
Sanjay

Drag&Relate with data ownership

At this time, the Drag&Relate don't take the data ownership into consideration, however you can choose the Drag&Relate form in the Data Ownership Exceptions - Excluded Forms. The users can see all the objects and they can open all objects. So this time we must disable the Drag&Relate for this user, but it makes difficulties in searching and reporting

Hello,
Currently you can perform Drag&Relate with CRM 4.0 and EP 6.20.
In the future the same capability will be enabled over CRM 5.0 and EP version > 6.20
The folowing link described how to do it:
http://kwhelp.sap.com/SAPIKS/S682060d5cdc846bab359671938f6d5ca/KW/IWB_STRUCTFDA74520211EBF4B8265A03750D12E3C/IWB_EXTHLP9CFFA3014CE645E493E9983B3631519A/?LANGUAGE=EN&RELEASE=406&IWB_INDUSTRY=BBPCRM&IWB_COUNTRY=&TMP_IWB_TASK=DISPLAY
Best Regards,
Ran

Contacts related with more than one account

Hi guys,
I'm having the following issue on my CRM OD Service Request project.
The usual data flow for our attendants have to be: Identify the account, identify the contact who are calling on the account home page and then create the service request on the contact home page, so my service request is already filled with the account and contact information.
The problem is that when the contact is related with more than two accounts, the account that appears on my service request is the primary account of the contact.
For example, if Paul is related to the account A and B and he calls to talk about a problem related with the company B, the attendant opens the company B home page, then he opens Paul's contact home page and then create the SR and the SR comes with the info of company A (probably because company A is Paul's primary account) and not of the company B.
Do you know if have anyway to avoid this problem?
Thanks in advance
Rafael

Rafael, this is normal behavior for CRM On Demand. I would recommend that you submit a enhancement request to CRM On Demand customer care.

SSO/OID with Workflow

Do we have to purchase Advanced Security option of 9i database if we want to use SSO with Workflow ?
Thank you
Aamir

Aamir,
I don't belive so, but you might want to check the licensing terms for using the Oracle Single-Sign-On server. For workflow to work, all you need it the mod_osso module which comes with Oracle SSO server.
Thanks,
Raja

Issue with Workflow in a SharePoint-hosted App Application

Hi,
I have created a Sharepoint-hosted app which has a list workflow in it. After I deploy it to the sharepoint server, I can not find any workflow under the associated list.
However, I did have target list associated with workflow in workflow project property.
(My app and worflow is developed in VS 2012)
I have searched the forum and found some similar question. However, all of them don't have useful answers.....
Can anyone give me some help~?

Hi Baron123,
I can reproduce your scenario, that create an app with list, and add a workflow associates with it, the workflow is not working, that seems doesn’t associates successfully.
Before I can tell why this happens, I found a helpful blog about keeping the list definitions and workflow definitions separate, use Handle APP installed event receiver to wire up a workflow to lists in app web or host web.
As it is not a good solution to deploy the list and workflow in the same app solution, because that if you redeploy the app the date will be lost, the list will be new created, so I would suggest you to reference the blog, check whether this can meet your
requirement.
SharePoint Apps and Workflow:
http://jonfancey.azurewebsites.net/2013/03/22/SharePointAppsAndWorkflow.aspx
Thanks,
Qiao Wei
TechNet Community Support

CRM related with workflow

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