MS Outlook Groupware integration with CRM - issue

Hi Gurus,
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.
Please let me know know what could be the issue with this account or any customization settings missing or anything should be changed in account master data.
Please do needful
Thanks and Regards,
Venkatesh

Hi Venkatesh,
I assume that you are using client side groupware integration. I could think of following possibilities with that account -
1. That account might be deleted/achieved/blocked
2. Incomplete sales area data (if not a prospect)
Another way to check (I am sure you would have already done this) is that compare the problem account with the other account for which synchronization is happening correctly. May be you can check each tab from CRM GUI or each assignment block from CRM WEB UI.
Hope this will be useful.
Thanks and Regards
DJ

Similar Messages

Email Integration VS Groupware Integration in CRM 4.0

We have a requirement to replicate certain business activity types created in CRM thru' Portal interface to Lotus Notes as Calendar entries. We are in the process
of configuring the Groupware integration part to accomplish this.
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
as Lotus Note Calendar entries?
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.
We have lots of Email notifications to be sent to the company's Lotus Notes Email IDs as well as some external Email IDs. If an Action or Workflow is used
for these Email notifications it is my understanding that the SMTP comes with SAP CRM will take care of this Email routing. The groupware integration is not a
must for such Email notifications and it s required only for the replication of Activities to Lotus Notes. Please clarify.
Please let me know the details of configuration or any cookbooks available for the configuration of Email Integration and Groupware integration in CRM 4.0.

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.
For more information please check "Groupware Integration Setup and Load Guide" available in help.sap.com.
Please read through SAP Note 908571 for more technical information.
Regards
Praveen

Points before taking backup of R3 which is integrated with CRM

Dear Experts,
We have integrated SAP R3 with SAP CRM 6.0.
We are planning to take a backup of Production system(of R3) and load the Master Data into Quality system of R3 (System Refresh).
As we have integrated R3 with CRM , we feel that the system refresh will create issues in CRM system (like large number of inbound queues, GUID errors etc.)
Please share your thoughts and experiences before performing the system refresh/backup.
Also, please provide the necessary steps to be carried out before taking backup of R3 system in an CRM integrated scenario.
Thanks,
Techie

Hi
I am working to create a strategy to backup and restore the productive systems ERP and CRM, they replicate all BP information. Do you found information about the points before taking backup of ERP which is integrated with CRM?
Thanks,
Osmany M.

CRM Open Interface Tables for Integrating with CRM

HI all, We are evaluating integration with CRM from Telco Billing system. The TRMs of CRM talk about using some published open Interface table in CRM. I could not find any TRM or User manual where I can get this info.
Also need to know API for CRM for intregation. PL. reply to [email protected] . Thanks - Pradip

I think you also need V14496-01 Part 1 of 2 and V14496-01 Part 2 of 2 (English Language Extension Packs).
Installation is explained in the Bookshelf: V29095-01

Computer Telephone integration with CRM

Hi ,
We have a requirement to integrate existing Interactive Voice Response system,Computer Telephone Integration and Automatic Call Distribution with proposed SAP CRM. In order to integrate them we would like to use third party adapters from companies like AMT,SIEMENS,Genesys etc..
1. Does any one has experience in integrating these tools ?
2. Or is there any other better approach for the integration with CRM?
Thanks for your time.
Sunil

Hi Tony-
I am vinod, working in Accenture, India. I am a genesys engineer, have little knowledge of SAP CRM.
We made a successfull RFC connection to gplus in sm59, then i tried to create a telephony server in sphb, but this connection test failed. Am i going in the right path, or is there any other way to do this.
Is maintaining telephony server in SPHB mandatory or is there a similar setting in CIC0 configuration?
Can you please let me know how this can be done. Please provide me if you have any documents on this.
Thanks in advance

VMS Integration with CRM System

Dear All,
I need help in the area of VMS Integration with CRM 5.0 system and the necessary settings for this. Here VMS is going to be the Back-end system for CRM and the Data Flow between CRM and VMS vise versa. We are using IC winclient as a channel for the pre and post sales processes.
suggest me some documents and links in this regard.
Thanks and regards,
Ramana Rao

Hi,
Yes, You can create one system object with 3 different "Alias name" so one alias name used on one client ans so on...
In user mapping like
alias name1=Client1
alias name2=Client2
alias name3=Client3
Regards,
Senthil K.
[Points r welcome]

Groupware Integration in CRM server

Hi ,
We try to develop a Groupware integration at CRM - SERVER and EXCHNANGE -SERVER .
Our SAP - CRM runs on LINUX Platform .
Kindly send the step by step Groupware Integration .
Regrards

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
Regards,
Ramesh.

Outlook Express Integration with SAP Business workflow

Hi,
There is a user requirement for Outlook Express Integration with SAP Business workflow for PR approvals.
They want a link to be put in there outlook inbox so that the approvers can directly release the PR's worklist without seperately login into the SAP system. We are using 4.7 version.
I went through some ABAP material where i came across T-Code SCOT and Program RSWUWFML to schedule a job to pull worklists. But Iam not sure about this.
I want to know that whether this is possible in first place and if it is then how can we do it.
Regards
Vivek Nair

Hi ,
Thanks for the link..
but its not the one I have been looking for ragarding the mentioned scenario.
!)A User will be present in both outlook express and SAP system ,when we add a security group (SG *) in outlook expressthe user will get authorization on Portal screen.
2) After assigning a role in R/3 ,we should add the security group to that use for some access permission.
Could u pls explain me how the concept could be and Integration method.
Thanks in advance
I appreciate all your help.

HR Integration with CRM doesn't create employee in CRM

Hello all;
We are using SAP CRM 5.0 SP08 and SAP ECC 6.0. I am trying to setup the HR-CRM integration and did everything that must be done in my opinion. The IDOC is created succesfully from the ERP side via PFAL and BD87 in CRM shows "green" status records for the IDOC but no business partner is created. I read the blog /people/vikash.krishna/blog/2006/10/15/replicating-hr-master-data-part-1 , examined the SAP notes 934372, 312090, 550055 but there is no result. May you please help me in solving the problem?
Best Regards,
Erkan

Hi Erkan
Did you follow all the following steps
Setting up Transfer of Employee (HR Master) from R/3 to CRM
1. Logical system XXX assigned to R/3 client XXX. Logical system YYY assigned to CRM client YYY view through SCC4
2. Create RFC Destination YYY for CRM client YYY in R/3 and
Server ID with user details and client YYY.
3. Transaction code SALE : Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Maintain Distribution Model and Distribute Views. (Direct transaction code : BD64)
Go to change mode and select Create Model view.
You get a popup. Fill in the details Technical name, short text and validity
Select Add message type from the application tool bar.
Fill in the following details
Model view : HRCRM
Sender logical system : XXX
Receiver logical system : YYY
Message type : HRMD_ABA
Note : Only this message type works for employee transfer.
4.Save the model. From the same screen select the distribution model and from the menu Environment  Generate partner profiles
Dont change anything in the next screen. Simply Execute.
4.Distribute the distribution model HRCRM
Select the distribution model. From the menu bar, Edit  Model View  Distribute
You get a dialog showing the receiver logical system. Execute.
You get a log Model view HRCRM has been created in target system YYY
5.Go to the CRM system and check up whether this model has been created.
Transaction code BD64
The model has got copied. No changes can be made in CRM
6. Generate partner profiles for the distribution model in CRM by selecting
Environment  Generate partner profiles.
In the next screen, do not make any changes and Execute.
Partner profiles can be seen in transaction WE20
<b>Delta Download Settings</b>
7. So far, the above settings will ensure the initial download. However for any changes / new employees to be transferred, i.e delta changes, changes pointers need to be activated.
In R/3, Transaction code SALE, Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Master Data Distribution  Replication of Modified Data  Activate Change Pointers Generally (BD61)
This activates change pointers globally for all message types.
8. In R/3, Transaction code SALE, Application Link Enabling (ALE)  Modelling and Implementing Business Processes  Master Data Distribution  Replication of Modified Data  Activate Change Pointers for Message Types
Activate change pointer for message type HRMD_ABA
9. CRM : Number Assignments. Generally, there are 3 types of number assignments (also called switches) when business partners are created.
1 The system uses the number from the general internal interval of the number
      range object BU_PARTNER
2 The system uses the number from a specific internal interval of the object
3 The number is transferred from HR and a prefix is added. In this case, a specific external interval, which must be defined as XX00000000 (upto
XX99999999), is used (where XX denotes any two letters).
The number range object for all switch positions is BU_PARTNER, with the interval depending on the switch value.
For switch value 1, the system uses the internal standard interval, otherwise for switch values 2 and 3 you must also create a grouping (transaction BUC2) for these intervals. For the system to be able to connect the grouping and the number range interval, the name of the grouping must be exactly the same as the name of the corresponding number range interval (the name of the grouping is contained in the first column of the table). If you select 3 (HRALX/PNUMB = 3) for the number assignment of busienss partners of the employee role, create HRALX/PSUBG switch manually in table T77S0.
In table T77S0, HRALX/ONUMB is used to set the number assignment for organizational units and HRALX/PNUMB is used to set the number assignment for employees.
Create a number range ZZ
Transaction code BUC2. Create a grouping of the same ID as that of the number range. Eg. Number range ID : ZZ and grouping ID should also be ZZ
In table T77S0, maintain the following combinations
HRALX-PNUMB = 2
HRALX-PSUBG = ZZ
10. Make the following customizing changes in CRM
Transaction code SM30 : Table T77S0
Group     Sem Abbr     Value Abbr
HRALX     HRAC     X     Activate HR Integration with CRM
HRALX     OBPON     ON     Activate integration between Business partners and Org Units
HRALX     PBPON     ON     Integration between business partners and employees
HRALX     OPROL     BUP004     Role definition for org unit Business partner
HRALX     PPROL     BUP003     Role definition for Employee Business partner
HRALX     ONUMB     1     Number range assignment for org units
HRALX     PNUMB     2     Number range assignment for Employees
HRALX     PSUBG     ZZ     Number range grouping only if PNUMB is not 1.
11. Create Employee Master in R/3. Employee master consists of Infotypes. The mandatory infotypes are Actions, Address, Personal data and Organizational Assignment.
Transaction code : PA30
12. In R/3 Initial Download : SE38 RHALEINI
Plan version : 01
Object type : P Person (always)
Object ID : Employee ID eg. 1
Receiver Partner no. : YYY
Select further details
You get all the data transfer details
13. In CRM, transaction code PP01 View HR Master objects
You see that the employee 1 has got transferred. To see the corresponding business partner go to the infotype Relationships (the first row)
Screen 2 gives you the business partner ID in CRM
14. Now change the employee master in R/3. Execute program RBDMIDOC in R/3 to send the changes over to CRM
Put message type HRMD_ABA and Execute
15. All subsequent changes in R/3, i.e changing an existing Master or creating a new one goes through directly by program RBDMIDOC.
16. After all employees are transferred to CRM from R/3 only then its safe to execute initial download CUSTOMER_REL
If an Employee responsible 2 is replaced by 3 in the customer master in R/3, then in CRM, the same is not replaced. Only difference that the sales area assignment is no longer there for the replaced employee in transaction BP relationships.
Hope this would help.
Regards,
Rekha Dadwal
<b>You gain a point for every point that you reward. So reward helpful answers generously</b>

Biztalk 2013 integration with CRM 2015

Hi,
I am working on a BizTalk 2013 integration with CRM 2015 on premise server and currently developing a POC to see how it works. There are quite a few good articles on BizTalk-CRM integration and I am referring them while building this POC. However I thought
of taking expet’s advice for this. Here are my requirements as of now.
Search CRM contacts by Fname, Lname etc.. And definitely not by Contact ID which is GUID. In this case BizTalk can expect responses like Single contact, Multiple contacts, Contact Not found or soap fault.
Create a single contact record in CRM from BizTalk.
Update Contact details in CRM like multiple addresses for a single contact.
So we have 2 approaches to integrate CRM, using untyped soap endpoint or CRM SDK.
I did an orchestration today with soap endpoint for “Retrieve” operation bypassing a GUID and can see the response returned. But how to pass the fname, lname etc. instead of GUID as there are no fields to populate in the soap Retrieve schema?
Is it wise decision to use untyped soap UI instead of CRM SDK proxy by keeping the above 3 requirements in mind?
Using SOAP endpoint, how can achieve the requirement 1 that returns multiple contacts?
I have seen articles using Query and Fetch to get multiple contacts and I really don’t understand it. Is it the only way to get multiple contacts?
Thanks!
JB

Hi Abhishek,
While exploring the CRM REST capabilities i found the below content on MSDN that says the REST endpoint works only for getting the contact by uniqueID and not by firstname and lastname etc...
https://msdn.microsoft.com/en-us/library/gg328090.aspx#BKMK_RetrievingRecords
Retrieving records
HTTP GET is used when you are retrieving records. When a unique identifier for
a specific record is provided, only that record will be retrieved. Otherwise, any system query options that are defined will be applied and up to 50 records will be retrieved that match any system query option filters.
We can't use a GUID as it is name search from customer website and GUID available at that stage.
So if it works only with GUID then we have to use either CRM SDK or SOAP enpoint right?
Cheers
JB

Groupware integration with microsoft exchange server

I have a query regarding Groupware integration with microsoft exchange server.whether we require IIS server and microsoft exchange server on the same machine for groupware integration.or they can be on different machines.
thanks,
Pramod

hi,
We actually implemented integration of SAP with microsoft exchange server. It is not necessary for server and IIS to be in the same machine.
regards,
Ganesh.N

MS Outlook Integration with CRM & Single Sign-On for Mobile\Blackberry

Hi,
Weu2019re looking at implementing CRM and have some questions on whether SSO (Single Sign-On) is a requirement for integrating Outlook with CRM for access via Mobile\Blackberry devices or not. I've the following questions:
- For integrating Outlook and Active Directory with CRM is SSO implementation a MUST?
- Also, is it possible to integrate Outlook without Active Directory integration with SAP esp. CRM?
Mandeep Virk

We got this figured out a couple of months earlier. It's nto a requirement to have SSO enabled for MS Outlook integration w/ CRM for Mobile\Blackberry use.

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

Crystal report integration with CRM

Hi, Guru:
I would like to check with you.
I need show a demo to integrate crystal reports with our CRM product.
I know for CRM mobile (mobile system maintenance), we could have this option. however, my requirement is to seek any other options to integrate crystal reports with CRM webclient UI, so just like to check with you if you know how I can start to implement this.
Cheers,
Eric

Hello Eric,
Check
SAP Customizing Implementation Guide -> SAP NetWeaver ® Business Intelligence -> Links to Other Systems -> Crystal Enterprise Integration):
Also,in the following URl you can search for CRYSTAL REPORT.
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Hope this helps!
Regards,
Shanthala Kudva.

Crystal report integration with CRM 7.0

Hi, Guru:
I would like to check with you.
I need show a demo to integrate crystal reports with our CRM product.
I know for CRM mobile (mobile system maintenance), we could have this option. however, my requirement is to seek any other options to integrate crystal reports with CRM webclient UI, so just like to check with you if you know how I can start to implement this.
Cheers,
Eric

Hello Eric,
Check
SAP Customizing Implementation Guide -> SAP NetWeaver ® Business Intelligence -> Links to Other Systems -> Crystal Enterprise Integration):
Also,in the following URl you can search for CRYSTAL REPORT.
http://help.sap.com/saphelp_crm50/helpdata/en/1a/023d63b8387c4a8dfea6592f3a23a7/frameset.htm
Hope this helps!
Regards,
Shanthala Kudva.

MS Outlook Groupware integration with CRM - issue

Similar Messages

Maybe you are looking for