Need details on Outlook integration with SAP CRM

As Robert has stated there is plenty of information if you would have done a search first or looked at the CRM wiki.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/crm/home
Please review the rules of engagement before posting further.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement
Due to this thread, being way too vague and a duplicate question, I'm now locking it.
Thank you,
Stephen
CRM Forum Moderator

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MS Word integration with SAP CRM: can a PDF be created from the MS Word doc

21/11
Gurus,
I know have a better understanding of the topic but still have 2 open questions.
I now know that StreamServe cannot read .DOC files but can read and work with .PDF files.
Since we are in a SAP forum and not a StreamServe forum,
1/ I am wondering if SAP CRM 2007 can convert the MS Word generated and populated documents into .PDF. Possibly immediatly.
2/ Can the MS Word generated and populated documents be saved by SAP CRM 2007 as .XML files?
Thanks again.
Dear All,
On my project, there is a requirement to generate ad-hoc and amendable letters in CRM (2007).
We might have +150 letters so I am thinking about using MS Word integration with SAP CRM to deliver this.
With SAP CRM 2007, I understand that it is indeed possible to generate WebServices that will then be consumed by Word templates through the mail merge functionality. So agents will not have to enter BP name, address and so on. All this can be done by configuration which is great.
My point of concern is how to integrate this design to StreamServe for printing purpose (we do not want to go into local printing)
Can StreamServe collects the Word generated document?
Should this Word document be converted as PDF before or can StreamServe do it?
Should StreamServe exploits the XML contents within the Word generated document?
Thanks for your help and insights about this.
Brice.
Edited by: Brice Vialle on Nov 21, 2008 9:26 PM
Edited by: Brice Vialle on Nov 21, 2008 9:34 PM

Hi Chris,
    Your advice helps me a lot, thank you.
    I upload an XML-Format template Word Doc to server as a MIME Object.
    When OfficeControl is started in Web Dynpro, OfficeControl automatically open the XML-Format template.
   For the first time, I get the XString-type Context attribute bind to the content of the Word Doc,
   then translate it to string, I got the XML-format content, it's great!
   However, after the first time, when I input any new contents in MS Word in Web Dynpro,
   no matter I execute "Ctrl + S" or click the "savedocument" button,
   when I translate the XString Context attribute to String, I got messy code. (but the first time, it is good plain text)
   I use the function module: ECATT_CONV_XSTRING_TO_STRING (good for first time, dump after first time),
   SCMS_XSTRING_TO_BINARY, SCMS_BINARY_TO_STRING (good for first time, messy code after first time).
   My Demo source code is in: (system) SMV --> (local object) zhaode --> (Dynpro Component) ztest_office_control
   core source code is as:
   clear itab.
CALL FUNCTION 'SCMS_XSTRING_TO_BINARY'
    EXPORTING
      BUFFER = lv_datas
    IMPORTING
      OUTPUT_LENGTH = lv_length
    TABLES
      binary_tab = itab.
CALL FUNCTION 'SCMS_BINARY_TO_STRING'
    EXPORTING
      input_length = lv_length
      mimetype = 'text/plain; charset=utf-8'
    IMPORTING
      text_buffer = lv_datas_string
      output_length = lv_data_len
    TABLES
      binary_tab = itab.
    Can you give me some advice?
Best Regards,
Derek

Melita Predictive Dialer Integration with SAP CRM WebIC

Hello All,
Does any one have any information about "Melita Predictive Dialer" integration with SAP CRM Web IC.
Please let me know.
Thanks
Amar Reddy

Hello Amar,
I am only aware of a few customers who have integrated predictive dialing into the Interaction Center, and those customers all used Genesys or Avaya. I'm not aware of anyone who has done this with Melita yet.
By the way, I wrote a high-level Blog on the topic of automated dialing available on PBX:
Link:Does Automated Outbound Dialing Fit in Your CRM / Call Center Strategy?
Warm regards,
John

Plz send step by step process for Outlook integration with SAP

Hi Basis experts
Plz send step by step process for Outlookexpress integration with SAP.
plz send if anybody have at the earliest.
advance Thanks& regards to all
Supriya

Dear Supriya,
If it is in SAP then please go through the below mentioed site
http://www.duet.com/
please tell me where in you want to integrate?
Outlook Configuration with SAP-EP is a PPT file.
please mail me your id i will send it accross.

External product catalog integration with SAP CRM

Hi Forum,
I want to integrate a third party Java based product catalog with SAP CRM.
Currently, ISA is being used as the front-end.The CRM has a product catalog which is being used.
In place of this I want to add an external product catalog.
This is for a B2C shopping website. The user will browse through the external catalog and the selected products should be added to the shopping basket of ISA.
I'm aware that the Open Catalog Interface (OCI) is used for this purpose in B2B using SRM server.
Is there a similar interface for B2C applications?
Aditya Karajgi

Hi Pratik,
I dont think you understood my question.
What I want to implement is something like Open Catalog Interface (OCI) which is used in B2B implementations.
The catalog will be created by an open source content management system.
Product categories will be created and maintained using this system.
Users will browse the catalog and select products.
These selected products will be added to the shopping basket in Webshop.
We dont want to get into the complexities of using JCo or IDocs for this.
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MS Outlook Integration with SAP

Hi,
I have few questions on outlook integration ( CRM 4.0) which is as follows.
1) Can we integrate Email by implementing Outlook integration in CRM 4.0? I heard that we can only integrate activities and tasks with SAP and MS outlook
2) When we create contact information in the account screen in CRM PCUI under relationship tab, the attributes like email id, mobile number, fax number, designation and department gets stores in relationship pop up in CRM GUI. Can I transfer these data (maintained in relationship pop-up in GUI) to MS outlook? I heard it has to be maintained in contact master data and not in relationship pop-up.
3) When a Contact Person is exchanged from CRM to Groupware having the relationship Is Contact Person For to an Organization in CRM, the name of the Company is displayed in Outlook Contact data. Also there is an option to display the address of the organization in the contact persons communication fields. If the name of the Organization is changed or address data or communication fields are changed at a later point in time in CRM the updated name or address of the Company is not reflected in groupware contact for this Contact person. Is this True?
4) If a Meeting request is created in Groupware with a Contact Person as invitee, his organization is NOT determined and added to the Business Activity.
E.g. it is NOT possible to determine the account of the contact person and add this account as the Activity Partner in the Business Activity. Is this True?
Points will be rewarded****************

Hi
1) Unread eMails are shown in the inbox. In standard nothing more, but you can read the inbox entries and from there on build your own functionality to create an activity from there (pretty difficult). Other than that, only activities and tasks are integrated.
2) It can be done. A customer of mine did it together with SAP, but they both together spend some 100 days into this solution - obviously not a standard solution.
3) Yes, it is not updated as the shown adress is only inherited and does not belong to the CP. The CP is only updated if its own CRM data is changed.
4) This is not a standard functionality of the groupware integration. However you could customize a reverse partner determination from contact person to its BP and put that into the business partner. I would try and trigger it OnSave, otherwise you need to go into the BAPI_Order_Save and program it yourself.
Hope this helps,
Kai

MS Commerce Server integration with SAP CRM (incl. Middleware question)

Hi,
We're investigating on how to possibly connect a MS eCom solution (MS Commerce Server) to a SAP CRM backend.
With the correct middleware and some Bapi's this would probably be do-able solution I guess, but does anyone have info on standard setups for this?
- Standard Bapi's to use?
- Middleware to be used (will XI do it all or do we need a 3th party middleware solution)?
- Are any of the standard MS eCom screens aligned with what's in the SAP Badi's?
- What about pricing information - is the info returning from the IPC valid for MS eCom display?
Anyway - if anybody has any ideas or experience around this - feel free to reply.
Thanx!

HI Arno,
I asked our CRM guys but because we are doing workforce management and that required server based integration..
Do you have any idea for that ?

Outlook integration with SAP

Can anyone help me out with the tasks involved in integrating microsoft outlook with SAP?
Basically we need event based triggers from SAP to Outlook mail

Hi,
Create a customer Workflow that will be triggered by the events motioned above and that will send an email to a user list...
This is very simple to do...
But, The most difficult is to have the user list that should receive the email for different events....
The population should differ for every event...
Reward if helpfull...
Cheers,
Haresha.

MS Commerce Server integration with SAP CRM

Hi,
We're investigating on how to possibly connect a MS eCom solution (MS Commerce Server) to a SAP CRM backend.
With the correct middleware and some Bapi's this would probably be do-able solution I guess, but does anyone have info on standard setups for this?
- Standard Bapi's to use?
- Middleware to be used (will XI do it all or do we need a 3th party middleware solution)?
- Are any of the standard MS eCom screens aligned with what's in the SAP Badi's?
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Thanks Baskar for your reply
Can you please endorse if the following activities are needed to perform for its implementation
1. Using MS EPM SDK, create mapping data (XML)
2. Windows Synchronization Service to detect changes in MS EPM
3. SAP PI / XI for web-services
4. BAPIs to update SAP PS project
The same goes to sync SAP PS with MS EPM in reverse order.
Plus, is there standard implementation document available as provided to integrate MS EPM with cProjects?
There are many forum posts for which all replies are related to knowledge sharing, possibility and idea sharing. I don't find any post related to its actual implementation.
Regards
Nayab

Integrating with SAP CRM / SAP ECC apps with SMP 3.0

Hi All,
I have some questions for integrating SAP ERP / SAP CRM applications with SMP 3.0, what my questions is
1) I want integrate SAP ERP / SAP CRM apps with SMP 3.0 from scratch. (which are available in the SAP Portal)
2) For that what are all the per-requisites, after integration is done if application want required any changes then how to update that app.
3) Provided SAP ERP / SAP CRM applications are all available executable only, is there any source are available for all theat apps.
Some of SAP ERP applications SAP ERP Customer Order Entry, SAP ERP Order Status, SAP ERP Quality Issue, SAP Employee Lookup and etc.. and
Some of SAP CRM applications SAP CRM SALES, SAP CRM SERVICE MANAGER, SAP Customer and Contacts, SAP Customer Briefing, SAP Customer Financial Fact Sheet, SAP Customer Loyalty, SAP Direct Store Delivery and etc... which are all available in the SAP Portal.
Please help me on the same.
Thank & Regards,
Ranjith Lingala
+91-9985241328

Hi All,
I have some questions for integrating SAP ERP / SAP CRM applications with SMP 3.0, what my questions is
1) I want integrate SAP ERP / SAP CRM apps with SMP 3.0 from scratch. (which are available in the SAP Portal)
2) For that what are all the per-requisites, after integration is done if application want required any changes then how to update that app.
3) Provided SAP ERP / SAP CRM applications are all available executable only, is there any source are available for all theat apps.
Some of SAP ERP applications SAP ERP Customer Order Entry, SAP ERP Order Status, SAP ERP Quality Issue, SAP Employee Lookup and etc.. and
Some of SAP CRM applications SAP CRM SALES, SAP CRM SERVICE MANAGER, SAP Customer and Contacts, SAP Customer Briefing, SAP Customer Financial Fact Sheet, SAP Customer Loyalty, SAP Direct Store Delivery and etc... which are all available in the SAP Portal.
Please help me on the same.
Thank & Regards,
Ranjith Lingala
+91-9985241328

Profit Center(Controling ) integration with SAP CRM Billing

Hi,
we are using SAP CRM5.O & R/3 4.7.
Can you please some body give the information of Integration CRM Service billing integration with Controling(profit center).
Regards
Chandra
Edited by: Chandra Sekhar Reddy.Botla on Apr 22, 2008 10:14 AM

HI Anup,
Thanks for your information .
Here i will explain teh business senario.
Here my client is doing service on behalf of Actual service Provider(ex: cell repairs, On behalf of Nokia my client dong service for the End customers. warranty ).
So that we creating service order & billing on end customer, but payer will be the brand (nokia) .
so here there is no expence relate transaction are posting. Here we are doing only billing (revenue related transactions). This revenue has to be posted to concern profit ceneter. Where we will give teh profit center integration with CRM Service.
Thanks in advance.
Regards
Chandra
Edited by: Chandra Sekhar Reddy.Botla on Apr 22, 2008 7:27 AM

MS Outlook integration with SAP CE

Hi
We have a requirement to be able to show the MS Outlook emails from SAP CE 7.2.
Is there a standard guide to configure this?
My understanding is that this integration is not possible in CE 7.2 as Collaboration is more of NW04s feature.
Also, could anyone elaborate the scope of the tab for SAPOfficeMails in the UWL tasklist of SAP 7.2 .
My belief is that it's only meant to show mails for the Business workflow(ABAP workflows), would be glad to know if someone tells me I AM WRONG
We have a Use Case to use the full blown functionality(new features like Notification,Event Triggers) of CE 7.2 but this is another requirement which I am struggling to deal with.
Help on this regard would be appreciated.
Regards
Navneet
Edited by: Navneet Giria on Jul 16, 2010 11:30 AM

Hi Navneet,
if those features are supported in the NW04s version of the UWL they should also work in the CE 7.2 UWL.
Regards,
Christian

Outlook integration with peoplesoft CRM 9.1 (PT 8.52)

hi,
we are doing outlook integration proj.While we try to integrate peoplesoft CRM 9.1(PT8.52) with a 3rd party system(BDSS-business data synchronising server) through integration broker, in this process we provide web services.Now we are able to conect with exchange but not with peoplesoft.Is there any thing to b configured in IB so it connects with peoplesoft??

Hi Hakan,
we are trying to synchronize the contact and calendar between outlook 2007 and Peoplesoft CRM9.1(pt8.52) using fusion middleware (BDSS-Business data synchronization server).we are trying to connect with exchange server through webservice(https://192.192.192.1/autodiscover/autodiscover.xml) and we are able to connect with exchange server.now we are trying to connect with peoplesoft through webservice(integration broker)
http://machineName:Port/PSIGW/PeopleSoftServiceListeningConnector/CalendarWebServices.1.wsdl http://machineName:Port/PSIGW/PeopleSoftServiceListeningConnector/ContactServices.1.wsdl
but while trying to connect we got an exception BDSS-20035: Cannot find a PIM connector endpoint for the current user and Connector Peoplesoft
same thing we have succesfully done on CRM9.1(pt8.50).now we are implementing the same in CRM9.1 (PT8.52) is ther anything additionally have to do in integration boker for this higher version.
pls help us we are struck with ths almost 2 weeks

CTI integration with SAP CRM system

Hi guys,
Is it possible to integrate a CTI solution of a no SAP Partner to SAP CRM 2007 Interaction Center?
My company bought a IVR/CTI and that CTI does not have a native connection to SAP CRM 2007. I would like to know if is it possible to enhance SAP CRM 2007 IC to integrate with this IVR/CTI.
Any help is welcome.
Regards,
Lalas

thanks a lot for your reply sir,
curently we have avaya connector and we enhanced hec out of ICI and CAD method to fit our requirements. To cut ourexpeneses and maintenance cost we are moving towards non connector solution. I'm thinking to reuse all ICI work wehave done and implement screen pop's. i have less time to discuss with cti vendors and i've to implement this solution as quickly as possible
i've seen quite few people herewho already implemented this solution and i came across your thread thought that your inputs will be valuable, please let me knowwhere you are standing on this approach and i will let you know about my approach as well may it willhelp you out as well.
thanks
susheel

Crystal Reports access to SAP/CRM 6.0 with Integration with SAP Solutions

Hello,
we are running Crystal Reports 2008 with SAP CRM 6.0.
To boost productivity or Report writeing we need especially access to:
- Function Modules
- the CRM Business Objects Repository (Transaction SW01).
What kind of SAP/CRM ( or SAP / ERP ) Objects can be accessed with the Integration for
SAP Solutions ?
The BO Documentation [BusinessObjects XI Integration for SAP Solutions User's Guide|http://help.sap.com/businessobject/product_guides/boexir31SP2/en/xi31_sp2_bip_sap_user_en.pdf] does not give a clue if this is possible.
However, Ingo Hilgefort stated in his book that it is at least possible to access ABAP Functions, SAP Querries and SAP InfoSets.
What is the minimum product portfolio and the necessary Version - Can I install the following products stand alone ?
Crystal Reports 2008
Integration for SAP Solutions
Tomcat / Jaco
or
Must I need at minimum BO Edge and must install the CMS Server ?
Thank You
Martin

HI,
What kind of SAP/CRM ( or SAP / ERP ) Objects can be accessed with the Integration for
SAP Solutions ?
here is also a blog about this:
/people/ingo.hilgefort/blog/2008/03/23/businessobjects-and-sap-part-4
However, Ingo Hilgefort stated in his book that it is at least possible to access ABAP Functions, SAP Querries and SAP InfoSets.
>> correct. It is also in the Installation Guide / User Guide for the SAP Integration kit. You can use ABAP Functions, ABAP / SAP Queries, InfoSets, Tables
What is the minimum product portfolio and the necessary Version - Can I install the following products stand alone ?
Crystal Reports 2008
BusinessObjects Integration for SAP Solutions
BusinessObjects Edge or BusinessObjects Enterprise
Ingo

Need details on Outlook integration with SAP CRM

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