Wednesday, January 25, 2012

Customizing businessroles from the webclient

Even though I think I know a lot about SAP CRM, it took quite a while for me to learn about the possibilities to customize business roles directly from the CRM Webclient. It's actually easier than customizing from the IMG.

Wednesday, January 18, 2012

How to hide buttons for unauthorized users

In SAP CRM, it sometimes occurs that buttons are visible and clickable, even while the current user is not authorized to execute the action. It seems to depend on the developer that has built the screen whether this has been properly taken care of or not.

Fortunately, we have the enhancement framework, so we can easily implement this by enhancement ourselves. Let's take a look at some different views in a CRM 7.0 EhP1 system.

Wednesday, January 11, 2012

EhP1 - Task list in Campaign Management

Enhancement pack 1 for SAP CRM topics seem to be popular lately. Apparently, many of you are upgrading.

Another feature delivered in EhP1 for SAP CRM is the ability to maintain a task list in campaign management. A logical addition to the module, as often, marketing campaigns require planning an monitoring of planned actions.

Wednesday, January 4, 2012

Graphical BI Reports in SAP CRM

An often heard request is to have graphical reports in SAP CRM.
A logical request, as good Customer Relationship Management partly relies on knowledge of the customer, which sometimes is best shown using a graphical report.

There are of course several out-of-the-box reporting functions in SAP CRM, such as interactive reporting, which uses a BI-client on the CRM server and contains standard reports on several objects in the CRM system, and also the in EhP1 introduced Xcelsius Dashboards and BO Explorer integration.

But for those of us who are not yet on EhP1, do not have BO's latest BO Explorer, would like to report on more than just CRM data, and have a functioning BI system in place... Here is how to implement a BI graphical report in SAP CRM using a WebTemplate.