Integrate SAP DMS with SAP CRM

Question

Hi Experts.
I'm currently performing an analysis to evaluate if SAP CRM and DMS are the ideal tools to replace a legacy system which has workflow and document management capabilities.
Thus I've been consulting the Documentation at http://help.sap.com regarding CRM , Knowlege Provider (from SAP WAS) and Document Management.
However I've been having some dificulties acquiring answers to some points, so I'm here trying to ask if you can provide me with information/documentation/links that would enlighten me on the refered points.
I'll will list the requirements that we're supposed to achieve and I would like to know if it is possible
to implement them using CRM and DMS
Requirements:
- any given workflow is started upon arrival of a requisition at the application (the requisition is digitalized and sent)
- the workflow moves trought different departmens/users, each with their own set of permissions
- at any given time in the flow, a user can add a note to the flow. This note will become read-only for the next steps in the flow
- the user will receive visual alerts (blinking windows, different colours in the process title-header) regarding
process priority, new process arrival, process deadline
- the current application allows to send e-mails
- they require the abbility to extract reports and statistics from the processes
I have the following ideas from what I've read:
- i've seen a post where someone talked about DMS workflow. Does DMS allows to create workflows such as : document goes to one department for analysis,other for approval and another for release?
- I also read that it is possible to create different status for a document and also a status network? Is this
the workflows that DMS creates or something else that can be used in parallel
- I know we can define responsibles for documents in DMS. Can this be used to set permissions?
- Every reference I saw to DMS, I never find a reference to a front-end besides trough the KM in the Portal
( the enterprise Portal is not an option to be used at this time and probably in the future)
- Is it possible to integrate DMS with CRM's Interaction Center WebClient
- When I go to SPRO in my CRM instalation, I find in the SAP IMG-> SAP WAS-> Knowledge Management -> Document Management Service. Does this means that I can use DMS at will or must I install something more?
- Is the meccanism of adding notes to process capable of being implemented in DMS? The user must be able to add more one note.I was thinking if the mechanism of Logical Documents in DMS would allow to add simple .TXT files thus emulating the added note.
I would be greatly appreciated for any help you could provide me on these questions Obviously, good answers
will be rewarded accordingly.
Thanks in advance.
JF
Message was edited by: Joaquim Fonseca

Answer 1

Dear AP,
Thanks for Ur reply.
Let me brief U my scenario. ECC 6.0 & CRM 2007 are in place but not the content server. I'm using SAP default DMS data base to check-in the originals through DMS.
Now I want to give a link of the DIR created in ECC DMS to CRM object for Example Opportunity ---> Attachments Tab.
When I do the search using document type in attachment tab I'm getting a message No documents found.
Plz guide me how to integrate DMS with CRM. Plz let me know if any other config to be done.
Rgds,
Sukan