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]
Similar Messages
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Portal integration with CRM system
Hi all,
i am using portal through which i have to integrate CRM system . this CRM system contain 3 different clients let suppose 001,002,003 .
can i access 3 different client with my portal by using 3 different System object how ?
here any technical system take part ?
its argent,Thanks in advance
Regards
NareshHi,
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] -
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 - PradipI 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.
SunilHi 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.
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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,
ErkanHi 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> -
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,
TechieHi
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. -
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!
JBHi 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 -
[Fwd: Re: Integration with CM Systems ...]
-------- Original Message --------
Subject: Re: Integration with CM Systems ...
Date: Thu, 10 Aug 2000 15:47:21 -0600
From: Cindy Eldenburg <[email protected]>
Organization: BEA Systems, Inc.
Newsgroups: weblogic.developer.interest.personalization
References: <398f3c55$[email protected]>
Prashanth,
The are a lot of differences in what the Documentum does as compared to
Interwoven Teamsite. Comparing these items is like comparing apples and
oranges.
Normally in Teamsite, during the document capture process, a Teamsite
user
categorizes documents by specifying the documents' metadata attributes
using
Teamsite templates. Once the documents are captured, the Interwoven
OpenDeploy
workflow mechanism is used to publish the content to the WLCS database.
Unlike Interwoven Teamsite, Documentum products manage the metadata and
documents in their own repositories. Thus, with this integration, WLCS
queries
the Documentum system at runtime via a specialized JDBC driver supplied
by
Documentum. Once the Documentum user captures a document and tags it
with
metadata attributes, the document may be immediately available to WLCS
(depending on administrative options in Documentum, such as whether
staging is
involved).
Please contact your sales person for a more detailed overview of what
these two
products do and how they interface to WLPS.
Cindy Eldenburg
Prashanth A wrote:
Can anyone explain to me clearly what does Weblogic mean when it says it
integrated with Interwoven and Documentum. Is there any difference in the
way it interacts with Interwoven as compared to Documentum. As in a run-time
interaction with Documentum whereas a static integration with InterwovenPrashanth,
The are a lot of differences in what the Documentum does as compared to
Interwoven Teamsite. Comparing these items is like comparing apples and
oranges.
Normally in Teamsite, during the document capture process, a Teamsite
user
categorizes documents by specifying the documents' metadata attributes
using
Teamsite templates. Once the documents are captured, the Interwoven
OpenDeploy
workflow mechanism is used to publish the content to the WLCS database.
Unlike Interwoven Teamsite, Documentum products manage the metadata and
documents in their own repositories. Thus, with this integration, WLCS
queries
the Documentum system at runtime via a specialized JDBC driver supplied
by
Documentum. Once the Documentum user captures a document and tags it
with
metadata attributes, the document may be immediately available to WLCS
(depending on administrative options in Documentum, such as whether
staging is
involved).
Please contact your sales person for a more detailed overview of what
these two
products do and how they interface to WLPS.
Cindy Eldenburg
Prashanth A wrote:
Can anyone explain to me clearly what does Weblogic mean when it says it
integrated with Interwoven and Documentum. Is there any difference in the
way it interacts with Interwoven as compared to Documentum. As in a run-time
interaction with Documentum whereas a static integration with Interwoven -
Portal integration with Agile systems
Hi All,
Has anybody worked on Portal integration with Agile systems. I mean pulling data from Agile systems.
Any specific documentation would be of help.
Regards,
TomTom,
you may want to check this
https://www.sdn.sap.com/irj/scn/advancedsearch?query=agile&cat=sdn_all
Thanks
Bala Duvvuri -
How to test whether AIA got integrated with BRM system successfully
Is there a procedure to test whether AIA got integrated with BRM system successfully.How can i test whether BRM Adapter is able to connect to BRM system.
Thanks well in advance
SantoshHi Santhosh,
I hope you are using AIA 2.0/2.0.1 for Comms and trying to integrate BRM with Siebel.
1. To check BRM & Siebel integration using AIA. (BRM is the Product master gets synched with Siebel.)
a) Create a new Product in BRM pricing center(Provide product name, Service type)
b) Select Event(Single time purchase event)
c) Provide rating for the product
d) Commit after product creation(Check in BPEL process, whether all the instances are went through successfully)
e) Check Siebel Catalog, whether product got synched from BRM
2. To check whether BRM Adapter connected to BRM,
a) Login into Oracle Application server
b) Select OC4J instance, where your AIA is running
c) Select Applications
d) In view drop down select "StandAlone Resource Adapters"
e) Check the status (green or red) in the installed BRM adapter
If you haven't deployed BRM Adapter read the installation guide to deploy it.
Regards,
Ziaur Rahuman -
Offline Integration of Adobe Forms with CRM System using Web Service
Hi Experts,
I have a business requirement in which the end user us given an Application Form.
The user can save the form locally and fill the data.
Now the requirement is that when the end user clicks on Submit Button on the form, a web service is called and the entire data in the form is sent to CRM System.
I want to know is it possible to capture the entire data filled in the form in a web service???
Also the other major requirement is that i need to send the application form also to the CRM system.
I need to store the form as attachement for a Business Partner Record.
Is it possible to capture the data in the adobe form and still attach the form as attachement in an Offline Scenario????
Is it possible that a Web Service can be called on click of button in the form and still be able to attach the form itself as attachment???
Thanks and Regards
Gaurav Kumar RaghavI have collected some links for WebServices for you:
https://cw.sdn.sap.com/cw/servlet/JiveServlet/download/38-51084/saptech_webservice.pdf
Re: Adobe forms with Web Service - nothing happens when clicking button.
/people/rudy.clement2/blog/2010/03/10/how-to-use-the-postexecute-event-in-sap-interactive-forms-to-retrieve-a-table-from-a-webservice
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/148ec26e-0c01-0010-e488-decaafae3b26
Usage of webservice in offline adobe scenarios
http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/d0d0a250-ccd1-2c10-9e9f-b9d5cf259a6d?quicklink=index&overridelayout=true
cheers Otto -
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,
EricHello 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,
EricHello 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. -
IC Webclient integration with Telephone system
Hi Guys,
A client of uses Mitel (VOIP) telephone system and wants to integrate the phone system to CIC Webclient so that some sort of BP detection (using incoming phone number) can happen in the IC when a call comes in.
As Mitel is not on list of the SAP certified Computer Telephony vendors, what are the options that we can look at to achieve this ? We do not want to necessarily use a CTI solution for this unless its essential.
Your inputs on this are very much welcome.Hi,
Telephone is PBX system. In order to connect the telephone system to SAP Phone(CRM system), you need CTI Server. CTI enables the integration to ICI of CRM System using XML/SOAP protocols.
ANI module is a part of the Telephone system which enables to identify the customer number in CRM application. In other words, as you said, it is the phone system passing the phone no. of the calling person to CRM system. CAD generated on the IVR module part of telephone system).
CTI transfers the CAD to CRM and BP is displayed in the Interaction Center.
Hope this helps your understanding. Please give points if so.
Thanks,
John -
Reg_GRC 10.0 Integration with backend systems
Hi Everyone,
Could you please help me to find out which all of the below products can be integrated with GRC 10.0 Access control.
Click Schedule
PI System
BOBJ - CMS
BOBJ-DS-CMS
SAP Mobile Platform - Derby
Afaria
ADP
ARIS Cloud
SOLMON
Adobe Live Cycle
SAP Mobile Platform - Agentry
Click Plan
Click Roster
Success Factors - LMS
Success Factors - EC
Success Factors - Talent Management
Success Factors - Performance Management
Benefitfocus
BOOMI
KNOA
SAP Central Process Scheduling by Redwood
SAP Extended Diagnostics by CA Wily
SAP Quality Center by HP, enterprise edition, bundle
SAP Test Acceleration and Optimization
SAP NetWeaver Landscape Virtualization Mgmt enterprise
Thanks and Regards,
Naga.Hi Hemant
SAP has made a lot of the transport functionality in GRC10. I find that they hereby created a huge expectation with the customer, that in fact is not true.
For instance Exclusion Objects and Mitigation Controls are NOT transported. What about Organizations? Critical Roles and Profiles are also not transportable.
As for the Connectors - system specific parameters are transported. Therefore you end up having to delete the DEV and QA connectors in the PRD GRC system.
On this question, has anyone used CLM yet? It seems that only Functions and Risks will be extracted to CLM and then deployed in the other system (DEV to QA for example). Does CLM even work?
SAP provide not guidance on all of these important issues. I agree that it is about time that SAP takes some leadership and produce a proper best practise guide for this software. By the way, an offical sizing document from SAP is still to be delivered.
Thanks
Will
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