Partners in CRM as users in EP

Hello,
can anybody provide me some information on the following question in the subject? The use case would be: in a specific scenario an internet self-service application needs to be created, served by an EP. The users logging in on this portal should be tracked in CRM. I'd need to know how is it possible to have "partners" defined in CRM as users in the Portal.
Thank you,
Gabor

Hi Sarat,
You find more information related to "Chat for Channel Partner" under the key word "Live Support" or "Live Web Collaboration" , for example when you search the CRM 2007 documentation in the Help Portal (http://help.sap.com).
The Live Web Collaboration is part of the CRM Web Channel capabilities which enable real-time communication between the online partner and a live customer service representative, using the following capabilities
- Immediate personal assistance at your fingertips
- Ability for partners to choose their preferred communication, such as Chat sessions, or E-mail
- Routing to the right agent at the right time
- Agents provided with context information to best serve the partner
Hope this helps.
Best regards,
Carolin

Similar Messages

Initial Load of IS-U business partners to CRM - wrong business partner cat

Hi Gurus,
when donwloading CUSTOMER_MAIN from R/3 to CRM
Where is determined that the business partner in CRM should be created in the business partner category 'Person'?
We have the problem that all our business partners in CRM are now 'Organizations' (but were sold-to-parties in R/3 with account group DEBI)
PIDE - setting is:
R/3 account group DEBI ---> classisifaction 'B' ('Customer')
In the customizing of the business partner roles for the role type CRM000 (and for all the others) Organization, Person and Group is all allowed by default.
The download itself and the number ranges work fine.

The reason for the problem is unknown but a workaround is to first initial load BUPA_MAIN instead of CUSTOMER_MAIN, then the right business partner category is taken by the system

Do you know any other CRM where users can do this in interface?

Do you know? In CRM where you can link one record with the other based on the same value of the
field (e.g. you can use Sugar for email, but email is not linked to contacts). This is possible by doing some hacking in the database. Do you know any other CRM where users can do this in interface?

Hi Amanda,
    It could be that DSO_X is a write optimized DSO. Since a Write optimised DSO does not require any activation, it is capable of loading data much faster. Once the data is in BW, you have an exact copy of the R/3 data, so you dont need the PSA and they can be deleted on a regular basis. You have a definite performance improvement in this case.
   As you said a backup is also possible if you have a DSO. Helps in the case of LIS loads, since you already have a copy of the data in BW, you would not need to perform setup activties if you need to do so minor changes.
   It could also be that different transformations are happening at each level of DSO. You would need to check for start and update routines for exactly what changes are being made. for eg. If I need to change some records, i do it in DSO_X, if i need to change these records based on the changes made in DSO_X, i change them while loading to DSO. Further changes can be done while loading to the cube.
Hope this helps,
Regards.

CRM foundation user guide R12

HI,
can any one send the link or document for
R12 CRM FOUNDATION USER GUIDE
i do have for 11i but for R12 not available.
Regards
R

Resources component- moved to Oracle Trading Community Architecture User and implementation guides.
Territories has its own documentation now.
Remaining components moved to Oracle Common Application Calendar User and implementation guides.
Thanks
Nagamohan

About Limited CRM User and CRM Sales User (Stand alone)

Hi,
I need to know about the Limited CRM User and CRM Sales User (Stand alone).
What entry should I create by using these Licences.
Regards,
Pushpa

Hello Anoop.
Which version of B1 using? 2007/8.8
There is a documentation about the licenses.
CRM Sales User (Standalone) was an old systems, and in 8.8 Limited CRM User is a real license type, on 2007 is means professional user.
check the license types on
https://websmp209.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000707558&_SCENARIO=01100035870000000183&_ADDINC=011000358700001192682007E&
Did you tried to set an addon access license?
Regadrs
J
Edited by: János Nagy on Jun 23, 2010 5:14 PM

Unable to transfer Business Partners from CRM to Handheld

Hi Guys,
I am setting up a mobile environment using ME2.1. The setup has successfully happened and now i am facing a problem on transferring master data from CRM to Handheld. I have done the following:-
1) Assigned the User of Mobile a business partner in Employee role
2) Assigned a position to the business partner at the Sales org level
3) Have done the basic settings for handheld, i.e. created a PPR applicable to accounts, Users and Products (All required business partners and products have been assigned to this PPR)
4) Added all the required business partners as my favourties
5) Created a Business partner as an organisation in maximum possible roles and used the business partner in the reference account while doing the basic settings for handheld.
6) Done relevant transaction type setting for transferring the transactional data
After all the above, now i can see transactional data on the handheld as well as products. However in the business partners tab, i can only see the employee attached to my user-id and nothing else.
Am i missing something out in the customizing? Please help me.
Regards
Ashish Gupta
Message was edited by: Ashish Gupta
Guys, need help urgently.. We are still stuck with the problem. Please help.

Hello Ashish Gupta,
unfortunately I can't help you with this problem. But can you give me some Links to Documentation for the Solution you implemented? Was the Documentation correct and usable? We are also currently implementing CRM 4.0 and find many inconsistencies.
Regards
Gregor

SAP Business One 8.81 PL08 Mobile APP CRM Standalone User Access issue

Dear All
Is any facing the problem of Mobile application user with CRM Standalone license ,this user always has a permission denied problem (he is assigned all the licenses required .and authorization on the SAP is full . SSL certificate is installed ). I have installed the troubleshooting (.zip) file which dosent show up the panel .
Any Idea how to resolve?
Regards
Dayal

Hi Dayal,
well, it is neither recommended, nor tested or supported. Such installation attempt would go on your own responsibility. Of course you can try if, for example, a newer version from 8.82 works here, but this should be tested extensively, depending on how other processe are based on it.
Actually your 8.81 PL08 should not have reported problem since B1if version 1.10.0 should have been included in this package and last update action, maybe you can check here again.
In general, we recommend you upgrade to version 9.1 currently, unlike version 8.81 this version is in maintenance and offers all improvements, new features and bugfixes from the last 3,5 years.
I'm sure it's worth to consider a general upgrade.
I wish you success!
Best, Peter

CRM 7. How to make mandatory the BP Roles on CRM Web User Interface.

Dear CRM Gurus,
The requirement in our project is to have as mandatory at least one BP Role (except the default role of BP). Is there any way to implement or configure the CRM system to display an error message when a user tries to save a BP from WEB UI without having maintained the BP Role ?
Thanks in advanced, John

Hi Jhon,
Before raising the error message as Garcia suggested check the collection of bp_roles.. if no roles maintain then raise the message.
you can raise the message in eh_onsave event of BP_HEAD/BPHEADOverview.
Sample code to check the collection of bp roles..
DATA: lv_collection TYPE REF TO if_bol_bo_col,
            lr_bp                TYPE REF TO cl_crm_bol_entity.
lr_bp ?= me->typed_context->builheader->collection_wrapper->get_current( ).
CHECK lr_bp IS BOUND.
TRY.
      lv_collection = lr_bp->get_related_entities(
             iv_relation_name = 'BuilRolesRel' ).
*     delete difftype-dependent roles (not maintainable/ displayed
*     in standard)
      cl_crm_uiu_bp_roles_service=>filter_difftype_dependent(
        CHANGING cr_collection = lv_collection ).
*     delete lifecycle stages (which are roles as well) from coll
*     of "normal" roles
      cl_bp_accountlifecycle_service=>filter_roles_exclusive_stage(
        CHANGING cr_collection = lv_collection ).
    CATCH cx_crm_genil_model_error.
*       should never happen
      EXIT.
    CATCH cx_sy_ref_is_initial.
ENDTRY.
check lv_collection->size( ) le 0.
      raise error message.
Hope this helps.
Cheers,
Sumit Mittal

Initial Load of IS-U business partners to CRM - bdoc error

Hi Gurus,
i try to do an initial download from R/3 IS-U to CRM. Several objects from customizing have already been downloaded successfully. When downloading the business partners i get a bdoc error message for every single BP saying that
'business partner role MKK is not available' Number R1206
I figured out that the business partners in IS-U do have that role 'Contract partner' (which is technical 'MKK') and that data is maintained there. I also checked CRM and figured out that a business partner role 'contract partner' is not available there.
Should i create it manually?? It is nowhere mentioned that a CRM role 'contract partner' should be created manually. Shouldn't the middleware do that? I found a document on service marketplace called 'IS-U specifics on the setup and load guide for the business partners' where i can read:
'Sold-to-parties in CRM are replicated as contract partners in the OLTP system and vice versa'
Does that mean that this mapping of roles is hardcoded? Is it customizeable? Does somenone know where to customize the mapping of business partner roles?
Thank you
Edited by: sapgipsy on Mar 19, 2010 4:21 PM
Edited by: sapgipsy on Mar 19, 2010 4:22 PM

Looks like as if you haven't activated the IS-U specific FM "COM_BUPA_MWX_BPS_FILL_ISU" in the BP middleware framework where the conversion between the IS-U role "MKK" and the CRM role "CRM000" takes place:
Check via SM30 table com_bupa_call_fu in the IS-U system if the above FM is activated.
Regards,
Alexander

CRM - Pricing User Exit in Java - BADI CRM_COND_COM_BADI

Hi All
I have to convert some user-exit from Abap to Java in order to work in CRM Pricing Scenario (I use VMC technology based on Web AS 7.00).
In the manual attached to note 809820 (New userexit concept for pricing)
I find this chapter but I don't understand how to work with BADI CRM_COND_COM_BADI.
My objective is to create Java user-exit using Custom Tables and Fileds.
Passing additional information to pricing
To summarize, if the information used in a requirement is not depending on the current calculation result, then the information can be passed to the pricing engine. This is the best way to avoid e.g. DB or JCo calls from the user exits.
Nearly all application scenarios using the pricing engine provide a way of filling additional attributes.
1. Create a field catalogue entry for the additional attribute
2. Program the filling of that attribute value
The application calling the pricing engine and the way it is allowing customer code to fill or influence attributes is not part of this document. Here is only a short list of documentation to start with (also various notes exist):
Application Description
CRM Online Order Processing
Implement BADI CRM_COND_COM_BADI. Note 850077
Mobile Solutions Implement VBA user exit methods on SPCDOCHANDLER or SPCITEMHANDLER.Note 677314 and Note 934216
Best regards
Davide Ivanov
[email protected]

Hi davide,
The BADI CRM_COND_COM_BADI is used for filling the pricing communication structure.
If you have added any field at header level of the field catelog that will available in the changing parameter of the method HEADER_COMMUNICATION_STRUCTURE.
If you have added any field at item level of the field catelog that will available in the changing parameter of the method ITEM_COMMUNICATION_STRUCTURE.
Additional fields added at catelog can be filled with the values using this BADI.
Thanks & Regards,
Raghuram. K.R.

Traffic Lights - SAP CRM 7 - User's Inbox

Hi All,
How can we configure trafic lights for transactions displayed in the users inbox ( SAP CRM 7).
Are the traffic lights controlled by the due date in the date profile ?
What is logic used by the system to assign colors to each of the transactions ? CAn this logic be controlled or changed ?
Any help/guidance on how to configure traffic lights will be much appreciated.
Thanks in advance!
Cheers
SS

Hi Subu,
You can refer out of the box traffic lights functionality in component view CRMCMP_GS_WC/TodaysTasks . Look at method GET_P_DUE under context node RESULTNEW.
First system calculates the variable gv_due_value using the following code.
rv_value = get_due_value( lr_entity ).
gv_due_value = rv_value.
Within method GET_DUE_VALUE system compares task date with current date to determine if it overdue.
IF sy-datlo GT lv_date_to.
    rv_value = gc_due-overdue.
ELSEIF sy-datlo EQ lv_date_to.
    rv_value = gc_due-due_today.
ELSE.
    rv_value = gc_due-due_later.
ENDIF.
After this, the following code in GET_P_DUE method sets traffic light.
wa_due-value = rv_value.
        CASE rv_value.
          WHEN '1'.
            wa_due-url = cl_thtmlb_util=>get_icon_url( 'overDue_1.gif' ).
            wa_due-otr = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_ACTIVITY/OVERDUE' ).
          WHEN '2'.
            wa_due-url = cl_thtmlb_util=>get_icon_url( 'due_1.gif' ).
            wa_due-otr = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_ACTIVITY/DUE_TODAY' ).
          WHEN '3'.
            wa_due-url = cl_thtmlb_util=>get_icon_url( 'notDue_1.gif' ).
            wa_due-otr = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_ACTIVITY/DUE_LATER' ).
          WHEN OTHERS.
            wa_due-url = cl_thtmlb_util=>get_icon_url( '1x1.gif' ).
            wa_due-otr = cl_wd_utilities=>get_otr_text_by_alias( 'CRM_UIU_BT_ACTIVITY/COMPLETED' ).
        ENDCASE.
Regards
Krishna Kanduri

Navigation Bar & Work areas not appearing in CRM Webclient User Interface.

Dear all,
We are into SAP CRM 6.0 implementation. I have created a new Business role (ZIC_Agent) copying the standard one IC_Agent
I have assigned default layout profile, role key and the assigned navigation bar profile is ZIC_Agent, which is copied form standard navigation bar profile (IC_Agent).
I have assigned the role to a Org unit in the Organization Model.
But when I try to execute the Webclient UI, it is not showing the Navigation bar and work area in the screen, whereas it is working absolutely fine with another standard business role (Servicepro) which has already been assigned in the system.
I could not understand that, why I am getting this error.
I request you to help me in resolving the issue. Your suggestions will be highly appreciated.
Best regards
Edited by: Raghu Ram on Feb 25, 2009 7:43 AM

Hi Raghu Ram,
To do a quick testing if the business role is working properly, assign it to your user directly in transaction SU01.
Add parameter CRM_UI_PROFILE in SU01 for your user and give your Zbusiness role in the value (all caps).
If this is still not working, check the pfcg role that is assigned to the Business role and regenerate the authorizations. You can do this in transaction PFCG.
This should solve your problem.
Regards,
Padma

CRM Analytics - User Authorization Not Suficient

Hi Guys,
We have implemented the CRM analytics report, however when I access the menu Sales Pro in CRM and try to open the report Closed Opportunities, I get the error : User Authorization not sufficient.
If I open the error I get the message :
Diagnosis
The user doesnot exist in the BI client or has insufficient authorizations
Procedure
Contact system administrator to verify the user is setup properly in both CRM and BI client
Procedure for System Administration
Verify that the user exist in BI client with the same user id, if not create it and assign proper authorizations as per the configuration guide.
When I run the query or the webtemplate in BW I don't have authorization problems, but I can't run from CRM.
Any suggestion about how to fix it?
Thanks in advance,
Fernando

Hi Fernando,
The report which you have implemented is doing a RFC call to BI system where some other system program is getting called which have authorization logic check for the RFC user ( or the person who is running the report). here report is terminating with error. I have face the similar issue.
generally such reports we use to schedule as a background job with batch user which have SAP ALL access but I feel in your case user who runs the report have not sufficent authorization in BI system and also you are not running report as an background job.
There aretwo tricks to findout the missing authorization which I also have used.
First option : close all the session except one in CRM and than run the report as soon as the error comes open transaction code SU53 to know the missing authorization - may be you can fail here as the authorization check fail in BI.
Second option definitely will work. Whenerror is coming double click on the mmessage to know the message detail(class and number) than again run the report in debugging mode (/H- type in address bar to activate debugging) than set breakpoint in the message and press f8( may be system will not set the break point immediately than you need to debug till the RFC calls BI system) . system will take you to the exact authorization code check where the error is coming. there you can find out the missing authorization object which is not included in the user assigned role. than can ask access team to add in the user role.
I hope this will solve your issue. Please revert with your finding.
Thanks,
Prem

Chat for Channel Partners in CRM 2007

Hi Gurus,
How can Chat facility be provided to Channel Partners in SAP CRM.
Please tell the prerequisities to provide the facility in SAP CRM.
The requirement is that the chat facility will be used by channel partners to chat with a central helpdesk and viceversa.
Thanks,
Sarat.

Hi Sarat,
You find more information related to "Chat for Channel Partner" under the key word "Live Support" or "Live Web Collaboration" , for example when you search the CRM 2007 documentation in the Help Portal (http://help.sap.com).
The Live Web Collaboration is part of the CRM Web Channel capabilities which enable real-time communication between the online partner and a live customer service representative, using the following capabilities
- Immediate personal assistance at your fingertips
- Ability for partners to choose their preferred communication, such as Chat sessions, or E-mail
- Routing to the right agent at the right time
- Agents provided with context information to best serve the partner
Hope this helps.
Best regards,
Carolin

Crm pcui user exits

Hi.
I have read somewhere that in order for developers to customize, they need to put or interface their code with what is called a "user exit".
Where can I get or find the user exit/exits for the crm pcui?
arnold

Hi Manuel,
Thanks for the reply. Currently, what I wanted to do in CRM, when a user enters a customers address on the fields (street no., street name, bldg number, country, etc. the content of an address), I want it to go to a customized Java or ABAP object that connects to a database to check for the address.
I was looking at the possible solution of user exits to do this. I have the impression user exits can be used if one wants to customize the functionality. Am I correct? Or am I looking at it the wrong way? Thanks again.
arnold

Partners in CRM as users in EP

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