Logical link / Work center for directly accessing "Business Activities"
Hi All,
We are upgrading from CRM 5.0 to CRM 2007. One unique challenge that I have encountered is the access to search, change or create - BUSINESS ACTIVITIES (Leading Transaction category: BUS2000126) in the CRM Web UI. We would like to directly access Business activities through a work center -> Logical link or a Logical link, in the SALESPRO business role.
This is available in the IC_AGENT business role. But you need to create a preceding Interaction record and then create a followup activity -> Business activity. We do not want to do this. We want to be able to access the business activites directly. For example, Leads and Opportunities can be accessed directly through the work Center: "Sales Cycle".
Does anyone know if there is a work center that I can use in SALESPRO business role that will give me direct access to Business Activities . I can use the transaction launcher to access the HTML version of the winclient transaction (T Code: (CRMD_BUS2000126) but I do not want to use the transaction launcher. Any ideas?
Well I am pretty Serious?!!!
The standard SAP delivered "ACTIVITIES" WORK CENTER has the following Logical links for CREATE:
Activity
Activity Scheduling
Activity Template
Appointment
E-Mail
Interaction Log
Task
Visit Plan
And when you use the Activity create - you ONLY have the option to create:
Interaction log - Channel report
Interaction log - Partner report
Task - Approve
Task - Recurring Task
I would expect to see more than this. There are other BUS2000126 Business Activity transaction types which are enable to be maintained online in SPRO. But they do not show up here. I can use the Search - Activity logical link and then use Activity Type to find the other Transaction types. But not in Create. I can control the transaction types that can be displayed for Leads and Opportunities. It doesn't seem to work for Activities!!!!
Is this part of standard CRM 2007 SALESPRO delivered role functionality??? I have SAP_ALL and SAP_NEW and have access to the other Business activities in my security role. My Ophthamologist did confirm that my eyes are doing fine so far. So this has something to do with the way this 'Work Center' has been designed. Apart physiological/anatomical impediments what am I missing???
Thanks,
Ramesh
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