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

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BI reports integration in CRM 2007 UI

Hi
I have to integrate BI reports integration in CRM 2007 UI. Please tell me steps that are required to be performed for the same.
Thanx & Regards
Hitesh

I'm assuming you are talking about BW template in which case you would require some BW training.
A BW template is a web version of a BW query being run from within Business Analyser (Bex).
This is not an area a typical CRm consultant would develop. A BW consultant is required.
Cheers

XML scheme and Web services enhancement for MS Word integration in CRM 2007

Hi,
I am trying to use the Template designer and the web services tool in order to create a MS Word template for the quotation.
We have created a new web service, using the Web Service Tool
(transaction BSP_WD_CMPWB, type WS_DESIGN_TOOL). I can use this web service when creating a quotation word template and everything works fine.
I need to enhance the web service with some custom fields and logic. I found the blog:
Web-services enhancement for MS Word integration in CRM 2007
/people/community.user/blog/2008/11/18/web-services-enhancement-for-ms-word-integration-in-crm-2007
The blog describe how to enhance the web service, extend the output
structure etc.
We have done all the steps in the blog, and everything looks fine. When
we test the web service, using the Web Service Navigator, all the new
fields we added to the output structure are displayed. The WSDL
document also looks fine, displayed from the Web Service
Administration.
The problem occur when try to create the word template using the
Template Designer. The XML scheme is not displayed in the word
document. This only happens if we use an enhanced web service.
Anyone familiar with this issue?
Kind regards,
Johan Wigert

Hi,
You may have to upgrade your MS word 2003 to MS Word 2007.
Before you do that please opening View > toolbars > Task Pane and check if you can get XML Schema from the web service.
Regards,
Sandeep Chavan

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

Clientbased Outlook-Integration: Import Contacts/Accounts from CRM to Outlo

Hi,
I set up the clientbased Outlook-Integration von CRM 2007. Everything works fine besides the synchronization of Contacts/Accounts from CRM to Outlook.
What are the requirements for a contact to be imported to Outlook?
Can anybody help?
Thanks in advance,
Ben.

Ben,
the standard relationship for this is BUR011. we have given a customizing under SPRO where you can maintain that.
Once that is done the contacts where the logged-in employee is correctly assigned to would go to the outlook folder.
if that does not work pls send me an e-mail and we can check your system remotely
martin

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]

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

EP theme for CRM 2007?

Hi Experts,
I have done the integration of CRM 2007 into EP portal. Everything seems to be fine exept the graphical design. Currently the standard EP portal design is mixed with the new CRM one, which is not so attractive.
Do you have any information about portal theme which fits to CRM 2007?
Best regards,
Levente

Hi,
This is an [SDN movie|https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/60c48496-41b2-2b10-e1a9-fa0b60103ad6]:
You can see the new portal design behind the Web Page Composer funcionalities.
Best,
Levente

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

Oracle CRM On Demand Outlook Integration - Add-in shows inactive

I have followed the steps given in the Oracle CRM On Demand->MySetup.
After installing the OEI, the dll file is registered.
In MS outlook->Tools->Trust Center->Add-ins. The Siebel Outlook Integration Add-ins is shown in the "Inactive Application Add-ins".
How can this be enabled/Active so that Oracle CRM On Demand application is integrated with Microsoft Outlook?
kindly advice.

Finally found a solution for this problem:
In MS Outlook 2007, navigate to Tools->Trust Center->Macro Security-> Select option "Warnings for all macros".
Restart MS Outlook and the Oracle CRM email Integration buttons will appear..
Hope this helps..

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.
We have started with Groupware connector Release 4.0 Installation guide
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
3. Click Next on the Welcome screen.
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
Default Groupware Connector Proxy. Then press Next, wait while setup routine detects required
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

Outlook integration - Email inbox transfer to CRM

Hello,
We are able to view the client email inbox using the web interface, and when we select an email to click the "Transfer to CRM" link, there is no response although I can see that data is being updated in CRM via a SQL trace.
Can someone explain what is supposed to happen when we transfer the email to CRM? How can I retrieve the email from CRM? I couldn't find any useful documentation on how this functionality is supposed to be used in CRM 2007.
Any insight is appreciated.
Thanks.

Hi Sreenath.
When you are in WebUI click on Email inbox workcenter and click on Transfer to CRM. Now go to Activities and click on search activities and in category select emails and click search and you will see the email which you have transfered this is the way you find emails which came from Outlook or Lotus notes which ever you integrated. And you assign an account, Contact and can also reference to an activity such as campaign, appointment or tasks etc etc. That is the use of the email.If you want to reply to this email you can reply it only from here but not from email inbox.
I hope this will help you.
Sama

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

OUTLOOK INTEGRATION to CRM 2007

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