Groupware Integration in CRM 2007

Hello All,
How do I synchronize mails to the CRM Server from the outlook, and send reply's from there?
How can I do Seemless Synchronization from outlook to CRM and CRM to Oulook, I had maintained all the parameters, and followed the Docyumentation Guides
I had gone thorugh
1) Groupware Integration Guide
2) Groupware Connector
Can anyone of you help on these?

Martin,
1) We don't plan on going live with client groupware, as it is hard enough to get users to login to CRM and do their work, yet alone remind them to synch up their calendar.
2) We are live with CRM 2007 integrated to Notes 7. Thank you for your assistance during that process.
We currently are connected to three notes servers. We have a second phase to deploy the integration to at least one remote notes server over the WAN.
In the next couple months we plan on migrating over to Domino 8.5. Our Notes admin have upgraded the dev notes box to 8.5 but we are still using Notes 7 mailboxes and a notes 7 client on the connector. The only issue we had was to restart the connector and proxy in order for it work.
Thank you again for all the help you have provided and soliciting this feedback.
Thank you,
Stephen

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The questions are...
1) Do we have to download all account and their contacts from CRM into the public folder of Lotus Notes for the successful creation of CRM activities
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Hi,
If you plan to use Server Side Groupware Integration then,
1) Do we have to download all account and their contacts from CRM into the public folder of Lotus Notes for the successful creation of CRM activities
as Lotus Note Calendar entries?
>>The answer would be "YES".However we cannot download Business Activities in bulk to Groupware.The Business Activity has to be individually created and synchronized.
2)Can we filter the replication of activities to Lotus Notes by their transaction types? We need to send only certain activity types to Lotus notes.
>>YES. This is possible by maintaining the used transaction type in the table view CRMV_ICAL_ACTM.
Iam not sure about Email notifications.
But you can create Activities in CRM and invite attendees and these attendees will get the Meeting requests provided the "Calendar Maintenance" flag is set for them.
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We try to develop a Groupware integration at CRM - SERVER and EXCHNANGE -SERVER .
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Hi,
You could find a lot of information on groupware integration from the below link.
http://help.sap.com/saphelp_crm50/helpdata/en/bd/ad403d9e321d72e10000000a114084/frameset.htm
http://help.sap.com/saphelp_crm50/helpdata/en/d7/837539c188774a8efc4a030fdca761/frameset.htm
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I am trying to use the Template designer and the web services tool in order to create a MS Word template for the quotation.
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MS Outlook Groupware integration with CRM - issue

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Please help me on the below explained problem.
We implemented MS Outlook groupware integration in CRM for activities synchronization from CRM to MS Outlook and vise versa and the synchronization is working fine for all accounts excepting one account, the activities synchronization is not happening from CRM to Outlook for one account.
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Hi Venkatesh,
I assume that you are using client side groupware integration. I could think of following possibilities with that account -
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2. Incomplete sales area data (if not a prospect)
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OUTLOOK INTEGRATION to CRM 2007

Hi,
I have a requirement for integrating Outlook to CRM 2007 for the marketing activities. Does Anyone has the idea of how to achieve this. I came to know two types are available. Groupware and One to One. My requirement is of Group Ware Integration.
Thanks in Advance...!!!
Venki

u can visit this link
http://blogs.msdn.com/crm/archive/2006/12/20/v3c-has-been-released.aspx
and there u can down load
http://www.microsoft.com/downloads/details.aspx?FamilyId=740E1B3B-11C3-4AEF-B2E3-8309E0CF1BB0&displaylang=en

CRM 2007 groupware integration

Hello Experts,
How to establish groupware integration between CRM 2007 and Microsoft outlook.
which guides needs to be followed to establish groupware integration between CRM 2007 and Microsoft outlook.
Is groupware connector already integrated in CRM 2007? if yes, how to activate it. if no, what steps needs to be followed.
Thanks & Regards
Ajay

Groupware connector is a separate technological piece.
These are some must have documents you will need for this...
[SAP Groupware Connector 2.1 - Installation |https://websmp107.sap-ag.de/~sapdownload/011000358700003176412004E/CRMConn_2_1_6_InstGuide.pdf]
[SAP Groupware Connector 2.1 - Administration|https://websmp107.sap-ag.de/~sapdownload/011000358700003176722004E/CRMConn_2_1_7_AdminGuide.pdf]
[Groupware Integration Guide|https://websmp107.sap-ag.de/~sapdownload/011000358700004478032006E/GWI_GUIDE_EN_04082006.pdf]
[Installation MapBox 4.0 SP11|https://websmp107.sap-ag.de/~sapdownload/011000358700005975812006E/MapBox40sp11.pdf]
[MapBox Troubleshooting Guide|https://websmp107.sap-ag.de/~sapdownload/011000358700000260152007E/MapBoxTroubleShooting.pdf]

SAP CRM Groupware Integration - Create appointments on mobile phone.

Hi all
We have implemented the serverside groupware integration with CRM 2007 and Exchange.
Usually the appointments in Outlook are created with category
"CRM_ACT_001". Unfortunately some Mobile Phones (like the iPhone) are not
able to set the category of an appointment.
Our users usually create their Outlook appointments on their mobile.
So we had to customize the GWAdapter to let through all activities from
groupware (without filtering for the category).
To do so we changed the spro entry "Maintain Groupware Object Selectionand Retrieval":
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- To: ACT Categories *
Unfortunately this causes a lot of problems:
- The category of the activity in CRM got deleted everytime you change the appointment in outlook.
- When you set a meeting in Outlook to "private" the activities in
CRM AND Outlook are deleted automatically.
Does anyone had similar problems? How can you synchronize the calender on the mobile phone with CRM?
Thanks in advance.
Marco

Checked the issue with SAP.
You cannot synchronize the appointments without giving an category. On iphone and most other smartphones you cannot chose a category.
Another "contra" of the CRM Groupware Integration....

CRM 5.2 groupware integration error....

Hi,
I've set up Server side groupware integration of CRM 5.2 with MS outlook. The BPs are getting exchanged from CRM to Outlook and vice versa.
Activities and Tasks are flowing from CRM to Outlook.
But when Outlook tasks and activities are saved, the connector creates an error dump file. This is created for new tasks and activities as well as for any changes to tasks and activities with source as CRM.
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<subject>Organizer's mail id is not mapped to a business partner in CRM online</subject>
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Pls check the following:
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2) Check UserList.xml:
Open the UserList.xml, that is available in the connector installation folder and check the availability of the current useru2019s id (SMTP address of the organizer from which the appointment or contact change is triggered).
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3) Check Email ID u2013 USERLIST mapping:
Select the email ID of the organizer in the Appointment or Task. Navigate to the MBMANDTSTORE table, and select the record for which MBKEY = {email-id} (all the email Ids will be present in Upper case) and MBGROUP = u2018USERLSITu2019.
u2022     If the record does not exist, check if the Email ID is assigned for that partner in the address dependent communication of the Business Partner master data. If not, assign the correct email ID and save this change in the Business Partner application. Check if this record can be found after this change.
u2022     Otherwise report the problem to CRM-MW-GWI-GWA component.

Groupware Integration(Server synchronization) for CRM 7.0

Hi CRM Experts,
Iam trying to get into Groupware Integration for CRM 7.0 however all the documentation i can found on the maketplace are for older CRM versiones like crm 4.0 or 5.0?
maybe there wasnt any significant changes in that peticular function so the older documentation still works?
still if that the case do i download and install the mapbox, goupware connector and groupware connector proxy for the crm 5.0(since there none for crm 7.0) ?
iam a little lost here place advice
with kind regards
Kalle Eismann
Edited by: Kalle Eismann on Aug 31, 2010 12:12 PM

Hi Kalle,
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Caíque Escaler

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CRM 2007 Integration with Lotus Notes 8.0 (Groupware Integration)

Hi
We are doing CRM 2007 Integration with Lotus Notes 8.0. So i need your help in this regard.I have the following documents with me.....
a) SAP CRM Groupware Connector Relase 4.0 (Installation Guide)
b) SAP CRM Groupware Connector Relase 4.0 (Administrative Guide)               c) MapBox 4.0 sp 11             &
d) Groupware Integration installation Guide.
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We stucked at
5.3 Installing Lotus Domino Groupware Connector
Procedure
1. Log on to your host using prepared Groupware Connector's administrative account.
2. Launch setup.exe
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4. Read the text on the Installation Prerequisites screen and check if your computer meets all the software
and hardware requirements. If yes, press Next.
5. Select the type of SAP Groupware Connector you want to install. Check if you want to install instance of
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software.*
Now my questions are....
1. Where will this setup.exe come from?
2. Do we need to install the things in the same mannare listed above a,b,c,d?
3. As we are implementing CRM 2007, i hope we dont need install Mapbox.
Please help me in successfull Integration.
Thanks in Advance,
Ajay.

Hi Peter & Stephen
Thank your very much for quicke replies.
Peter in one of the messages Martin Dauer wrote the following recently on Oct 23 08. , so do you want me to confirm once again before proceeding further.
Re: Link between sap crm 2007 with lotus 8
Posted: Oct 23, 2008 10:30 PM    in response to: Naveen Raju       E-mail this message      Reply
Hi Naveen,
thanks for your detailed description. This is exactly the way how the Client GWI is getting set up. one little remark from my side on the steps.
The user field are not required to be filled if you use Lotus Notes. this is only for the case of MS Outlook where you can start the synch from the OL Screen as well.
The password field is not used with either groupware system. So you leave it blank and with the first replication run you are asked to type (and maybe save) your password. it is there as the application is shared with Mobiel sales as well and therfore we could not get rid of it.
Supported platforms
In general both the server and client GWI were tested with Lotus 8.0 and CRM 7.0.
For server GWI Domino 8 is already supported for greater CRM 5.0, so should work with LD 8.0.
The installation guide for GWI is available here ...
http://help.sap.com/saphelp_crm60/helpdata/en/44/559f3699d908fae10000000a422035/frameset.htm
I case of further issues pls contact me by mail or to this post.
best regards.
Martin
Thanks & Regards
Ajay

Groupware Integration CRM 2007

Hi Experts,
We are implementing CRM 2007, I would like to know if I can make a synchronization of appointments, task and contacts with outlook without Microsoft Exchange Server or it is mandatory?
Thanks

Try looking at Groupware Integration Guide
Links to CRM Documentation

CRM 2007 CRM Outlook Integration

Hi All
Implementing CRM 2007 and integrating groupware mainly outlook. When i synchronize from outlook to CRM is giving error "Synchronization could not be executed due to error during data retrieval from CRM" but i am able to synchronize Appointments, Tasks.I would like to know why this error coming and how to get rid of these.
Secondly all appointments and tasks are synchronized on client based settings which is why i need to synchronize every time i create or change them. How do i make server based synchrononization where i dont have to synch every time.
And also the contacts iam able to synch Contacts to outlook public folder but as per my scenario i want to synch them to a private folder to Outlook....is there any special setting required for contacts ????.
Any help on this is much appriciated.
Thanks & Regards,
Sama

Hello,
Server-side groupware integration is certainly more robust, stable and configurable. However, setting up the s-s groupware integration is a small project on it's own, especially in a large company.
"Synchronization could not be executed due to error during data retrieval from CRM" this error is mostly related to an incorrect address in the outlook sap calendar configuration screen. Check, in Outlook, Tools->Options->SAP Calendar-->Configuration
Check if the SAP CRM server address AND port are correct, if you don't specify HTTP or HTTPS in front of the address SAP will prefix it with HTTPS so make sure the port number is correct for HTTP or HTTPS. (you can get the port numbers for HTTP/s in transaction SMICM-->Services)
For client-side GWI there is one place where you can customize some settings but they are all defaulted so it should work out of the box, even for contact persons. Check in SPRO>CRM>CRM Middleware and related components-->Settings for client-based synchronization.
Hope this helps,
Kind regards,
Joost

Groupware Integration in CRM 2007

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