SAP Fiori Sales Rep & SAP CRM Rapid- Deployment Solution

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EHP3 for SAP CRM 7.0

May 2014

English

SAP Fiori Sales Rep &

SAP CRM

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Copyright

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Icons

Icon Meaning Caution Example Note Recommendation Syntax

Typographic Conventions

Type Style Description

Example text Words or characters that appear on the screen. These include field names, screen titles, pushbuttons as well as menu names, paths and options.

Cross-references to other documentation.

Example text Emphasized words or phrases in body text, titles of graphics and tables. EXAMPLE TEXT Names of elements in the system. These include report names,

program names, transaction codes, table names, and individual key words of a programming language, when surrounded by body text, for example, SELECT and INCLUDE.

Example text Screen output. This includes file and directory names and their paths, messages, source code, names of variables and parameters as well as names of installation, upgrade and database tools.

EXAMPLE TEXT Keys on the keyboard, for example, function keys (such as F2) or the ENTER key.

Example text Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

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Content

1 Purpose ... 6

2 Preparation ... 6

2.1 Prerequisites ... 6

3 Configuration ... 6

3.1 Define Text Determination Procedure for Opportunity ... 6

3.2 Define Text Determination Procedure for Leads... 7

3.3 Define Virus Scan Profile ... 7

3.4 Configure SAP Fiori Launchpad Designer ... 7

3.5 Define Settings for “My Tasks” App ... 8

3.6 Define Settings for “My Appointment” App ... 9

3.7 Define Settings for “My Opportunities” App ... 9

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SAP Fiori Sales Rep & SAP CRM

Rapid-Deployment Solution: Configuration Delta Guide

1 Purpose

The purpose of this document is to describe specific, additionally required system

configuration on top of the configuration suggested by the solution packages SAP CRM rapid-deployment solution V6.703 and SAP Fiori Apps rapid-rapid-deployment solution V1.20. This configuration is required when implementing both packages together, i.e. with the aim to use SAP Fiori apps for Sales Reps on top of the scope of the SAP CRM rapid-deployment solution.

2 Preparation

2.1 Prerequisites

Before starting to implement the additional configuration suggested below, configure your SAP CRM system based on the SAP Best Practices for the SAP CRM rapid-deployment solution (V6.703), and implement the SAP Fiori apps based on SAP Best Practices provided by the SAP Fiori Apps rapid-deployment solution.

Note that the configuration documented in this configuration guide has been developed and validated with the SAP Fiori Apps rapid-deployment solution V1.20. If implemented based on a higher version of that package, the configuration suggested below might not be fully applicable.

For more information, refer to the respective solution package content.

3 Configuration

The following section describes the required additional settings.

The purpose of these activities is to make the following SAP CRM-based Fiori apps run on top of a system configured according to the SAP CRM rapid-deployment solution:

 My Accounts  My Contacts (CRM)  My Appointments  My Tasks  My Leads  My Opportunities  My Notes

 Simulate Sales Pipeline  Track Sales Pipeline

3.1 Define Text Determination Procedure for

Opportunity

Procedure

1. In your SAP NetWeaver Gateway system, access the activity using the following navigation options:

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SAP Reference IMG menu Customer Relationship Management Basic Functions

Text Management Define Text Determination Procedure 2. Choose object CRM_ORDERH.

3. Double-click Procedure.

4. Select the text determination procedure that has been specified for transaction type of opportunities (OPSM0001).

5. Select the Definition of Procedure view.

6. Specify the value P (Log) in the Changes field for at least one text type. 7. Choose Save.

3.2 Define Text Determination Procedure for Leads

Procedure

1. In your SAP NetWeaver Gateway system, access the activity using the following navigation options:

Transaction code SPRO

SAP Reference IMG menu Customer Relationship Management Basic Functions

Text Management Define Text Determination Procedure 2. Choose object CRM_ORDERH.

3. Double-click Procedure.

4. Select the text determination procedure that has been specified for transaction type of opportunities (LEAD0001)

5. Select the Definition of Procedure view.

6. Specify the value P (Log) in the Changes field for at least one text type. 7. Choose Save.

3.3 Define Virus Scan Profile

Procedure

1. In your SAP NetWeaver Gateway system, access the activity using the following navigation options:

Transaction code SPRO

SAP Reference IMG menu SAP NetWeaver Gateway oDataChannel

Administration General Settings Define Virus Scan Profile 2. Choose Virus Scan Switched Off.

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Fiori App Name Semantic Object Action

My Accounts Account MyAccounts

My Appointments Appointment myAppointments

My Tasks Task Tasks

My Opportunities Opportunity Opportunities

My Leads Lead lead

My Notes Note myNotes

Simulate Sales Pipeline Opportunity simulateSalesPipeline Track Sales Pipeline Opportunity trackSalesPipeline

3. Configure Fiori Apps Target Mapping (for all entries Launchpad Role: UICRM001, Launchpad Instance: TRANSACTIONAL):

Fiori App Name Semantic Object

Action Application Alias

My Contacts (CRM) ContactPerson MyContacts MyContacts

My Accounts Account MyAccounts MyAccounts

My Appointments Appointment myAppointments CRMMyCalendar

My Tasks Task Tasks ManageTasks

My Opportunities Opportunity Opportunities MyOpportunities

My Leads Lead lead MyLeads

My Notes Note myNotes CRMMyNotes

Simulate Sales Pipeline

Opportunity simulateSalesPipeline SalesPipelneSimulator

Track Sales Pipeline

Opportunity trackSalesPipeline SalesPipelneTrack

3.5

Define Settings for “My Tasks” App

Procedure

1. In your SAP NetWeaver Gateway system, access the activity using the following navigation options:

Transaction code SPRO

SAP Reference IMG menu Customer Relationship Management Transaction

Settings for Activities Define Settings for “My Tasks” App

2. Create the following entry:

Field Value

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3.6

Define Settings for “My Appointment” App

Procedure

1. In your SAP NetWeaver Gateway system, access the activity using the following navigation options:

Transaction code SPRO

SAP Reference IMG menu

Customer Relationship ManagementTransactionSettings for ActivitiesDefine Settings for “My Appointments” App

2. Create the following entry:

Field Value

Transaction Type Y020 (BP Appointment) Text Type A002 (Note)

Int. Partner 00000014 (Employee Responsible)

Field Value

Ext. Partner 00000015 (Contact Person) 3. Choose Save.

3.7

Define Settings for “My Opportunities” App

Procedure

1. In your SAP NetWeaver Gateway system, access the activity using the following navigation options:

Transaction code SPRO

SAP Reference IMG menu

Customer Relationship ManagementTransactionSettings for OpportunitiesDefine Settings for “My Opportunities” App

2. Create the following entry:

Field Value

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4 Next steps

After having successfully configured your SAP CRM system based on the SAP CRM rapid-deployment solution (V6.703), the SAP Fiori Apps rapid rapid-deployment solution and this delta guide you can run the processes with the help of the business process documentation SAP

Fiori Sales Representative (MEC).

The following chapters of the SAP Fiori Sales Representative documentation are relevant for the combination of the SAP Fiori Apps and the SAP CRM rapid deployment solution, with the deviations mentioned below:

SAP My Accounts

SAP My Tasks (use transaction type BP Task instead of Task Fiori)

SAP My Appointments (use transaction type BP Appointment instead of Appointment)

SAP My Contacts (CRM Role)

SAP My Opportunities (use transaction type BP Opportunity instead of Opportunities)

SAP My Leads

SAP My Notes

SAP Simulate Sales Pipeline

SAP Track Sales Pipeline

To access the WebClient UI, the sales user should be assigned to business role

YBP_SLS_EMPL (instead of business role sales professional) as described in the

Figure

Updating...

References

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