173563815 SAP CRM Fundamentals WebUI
-
Upload
mijeshmohan -
Category
Documents
-
view
69 -
download
6
description
Transcript of 173563815 SAP CRM Fundamentals WebUI
1
SAP CRM Fundamentals
SAP CRM Web UI
SAP CRM Fundamentals: Refer notes
Created by: Suryamani Kumar, SAP CRM, December 2010
2
Web UI Architecture
SAP CRM WebUI
Interaction center WebUI
SAP CRM Fundamentals: Refer notes
3
Web UI Architecture
SAP CRM WebUI
Interaction center WebUI
SAP CRM Fundamentals: Refer notes
4
UI components
Generic interaction Layer and Business Object
Layer.
Contents :
5
Purpose
Explain the technical concepts and Architecture used by the CRM web client UI ,Such as Business Server Pages (BSP’s) and the underlying Business object layer.
Describe the different layers of the web client UI software architecture.
Use
One Web-based, easy-to-use, and easy-to-configure
UI for all SAP CRM Online users.
Easy to configure web client with minimal amount
of coding.
Appealing ‘web application style’ visual design consistent across on-demand
and on-premise.
Challenges
New UI Architecture & Concepts.
Understanding MVC Architecture, Modification and
building new MVC BSP page and integration of new
flow logic BSP Screens.
Generic Interaction Layer (GeIL) and Business Layer
(BOL).
6
Architecture
UI components - Role of UI components in the
Framework
7
CRM Web Client UI Architecture Layers.
SAP CRM Fundamentals: Refer notes
8
Some of the views of the web client are persistent others views are selected
and changed dynamically thought web client session.
Views of CRM Web Client
9
To find out the name of the UI Component and view place your cursor in an
editable field and Press F2.
Identify Component and view
10
A UI Component is the bundle of
views ,view sets etc. that logically
belong to each other.
Component Workbench
A UI Components can be edited in
the component workbench.
T-Code :BSP_WD_CMPWB
11
The model of the CRM web client BSP’s consists of context and
context nodes that link the fields of a view to underlying.
Visible Model View- Controller (MVC)
12
The controller is the first element that is insatiated when the system
navigates to a particular view.
Model view controller in WEB Client
13
Component Workbench: View Controller and Model
Transaction BSP_WD_CMPWB Displays all development objects of the
CRM web client applications.
14
Context Nodes
Context nodes are link between the input fields on the view and the data
model in the BOL.
15
The layout of CRM web client views can be implemented in two different ways
that both rely on HTMLB tags.
View Details
16
View sets are views as well, they have a Controller class and a context class
but no context nodes.
View, Viewset and View area.
17
Event Handler, Inbound and outbound plugs are methods of the
controller class.
Navigation Between views
18
UI Components Summary
Describe the role of the UI components in the framework.
Get a basic understanding of the model view controller
concept.
19
Architecture
Generic interaction Layer and Business Object Layer.
20
Layers of the CRM user Interface
21
- BOL works with the data at run time.
- Data that are changed in the user interface are first changed in the BOL and then transferred to the Generic interaction layer.
Business Layer
22
- A GeniL Component is a Class that acts as a link between the existing CRM Business Logic and the UI framework.
- GeniL Component does the mapping between the data model that is defined and the actual data interface.
GenIL Components
23
The framework is always started with a Component set.
Component Sets
24
Business Object: Smallest unit of an object Model. Each BO is Assigned a unique name. The data model of a component set can be visualized in the BOL Browser.
Business objects and data model
25
The Business object layer works with the data at runtime and
communicate with the generic interaction layer.
Business object layer and generic interaction layer
26
Tools that help to investigate the model of BOL and GENIL
BOL and GenIL: Tools
27
BOL browser is the tool used by developers to test the framework
independent from the user interface.
BOL Browser
28
To access the data of the single business object you need to navigate
Through the data hierarchy starting with the root object.
BOL Browser: Navigate Data Model
29
GenIL and BOL summary
Describe the functionality of the Generic Interaction Layer.
Explain the classification of the Business Objects.
State the role of the Business Object Layer in the Framework.
30
Customization
• UI Configuration Tool
31
UI Configuration Tool (T-Code BSP_WD_CMPWB)
32
IC Web Client Component Configuration Overview
33
LetMe Transactions
BSP_WD_CMPWB Component Workbench
34
Web UI-Architecture - Unit Summary
Describe the role of the UI Components in the framework.
Get a basic understanding of the model view controller view concept.
Explain the technical architecture of the SAP CRM User interface.
State the basics of the Model view controller concept.
Work with the system tools: BOL Browser and GenIL Model Browser.
35
Web UI Architecture
SAP CRM WebUI
Interaction center WebUI
SAP CRM Fundamentals: Refer notes
36
Definition
The Interaction Center Web Client, as part of SAP Customer
Relationship Management (SAP CRM), provides tools to
ensure efficient and consistent customer service by collaboration
and communicating with customers over various channels. It
supports agents and managers who are involved with the interaction
center.
IC Agent
Agent can handle inbound or outbound service, sales, or marketing
transactions using the phone, e-mail, fax, or the Web. They can
process business transactions such as quotations, sales tickets and
service tickets, and enhance their productivity by using alerts,
scripting, and a solution search. All relevant account information is
available to them in once location, such as account data, order status
and product-related information.
37
Use
The Interaction Center supports all CRM strategies, such as;
Sales: processing of sales transactions, opportunities, product
proposals
Service: e-mail processing and workflow, solution database, service
transitions
Marketing: campaigns, call lists, product proposals.
In addition, the Interaction Center supports multi-channel
communication:
Telephone: incoming and outgoing calls, call lists, CTI (computer
telephony integration) connation
E-mail, fax, SMS
Internet: inclusion of Internet and intranet pages, co-browsing, call-
me-back, Web chat, Web telephony.
38
Challenges
Customizing Process of IC Web Client Business Role
New Functionalities Available In Account I identification:
Accounts
Employee details
Install Base
Objects
Customizing Process of Account Identification Functions using
Account Identification profiles
New Transactions types added in IC Web Client Business
Transactions
ERP Quotation in
ERP Sales Order
ERP Sales Contract
39
IC WebClient Functions & Profiles
IC Web Client Business Roles
Configuration of IC Web Client Functions
Account Identification
Business Transactions
40
Interaction Center Configuration
SAP CRM Fundamentals: Refer notes
41
IC Web Client Business Roles
Business roles to control the navigation bar, logical
links, and user authorizations.
SAP CRM Fundamentals: Refer notes
42
Interaction Center Specific Business Roles
IC Agent IC Manager IT Service Desk Agent Shared Service C
SAP CRM Fundamentals: Refer notes
43
IC Web Client Functions & Profiles
The IC web client role is a collection functions customized in the details profile for
the Web client.
First need to find out which of the profiles is controlling the function that you want
to change
Create the new profile by copying an existing profile that more or less matches
your requirements.
Account Identification Profile
Agent Inbox Profile
Business Transactions Profile
The business transaction profile controls which CRM business transaction
type is liked to the navigation bar buttons.
Assing Functional Profiles to Business Role
44
Features in Account Handling
Business Partner Relationship Handling
This feature enables agents to chose the relevant relationship type from a list when
searching or creating related business partners in the Interaction Center.
Mixed Account Identification
The mixed business partner search is an account identification scenario that allows
searching for both consumers and contact persons in organizations.
Index Based Search
The index-based business partner search offers a tool to build indices that speed up
the search for business partners in the IC Web Client.
Address validation and duplicate check
Address validation and duplicate check is offered in the IC Web Client to support
address maintenance.
Account Identification View Set: Customizability
This feature makes the content of the upper right view of the account identification
view set replaceable – the area where business objects related to the business
partner can be determined.
45
Account Identification Functions
SAP CRM Fundamentals: Refer notes
46
Account Identification-Mixed Secenario
SAP CRM Fundamentals: Refer notes
47
Business Partners in Transactions
SAP CRM Fundamentals: Refer notes
48
Configuration of Business Roles
SAP CRM Fundamentals: Refer notes
49
Business Role Customization
Transation code CRM_UI_PROFILE
Business Role Dettails
SAP CRM Fundamentals: Refer notes
50
Assign Business Role to Organizational Unit
Configuration:
IMG Path: Customer Relationship
Management > Business Roles >
Define Organizational Assignment
Transaction: PPOMA_CRM
Assign infotyp: Goto > Detailed
Object
Users / Business Partners are
assigned within the
Organizational Model to a Position
User / Business Partners can be
assigned to multiple Positions
Each Position can have exactly
one „Business Role“ assigned to
(Infotype 1163)
SAP CRM Fundamentals: Refer notes
51
Assign Business Role to Organizational Unit in UI
From Sales Operations
Select Organization
Model.
SAP CRM Fundamentals: Refer notes
52
Assign Business Role to Organizational Unit in UI
Select Business Role
from drop down list
and Assign.
SAP CRM Fundamentals: Refer notes
53
IC Webclient Functions and profiles:Overview
SAP CRM Fundamentals: Refer notes
54
Configuration of Functional Profiles
IMGCRM IC WebClient Master Data Define Account
Identification Profiles
55
Account Identifiction Profile
IMGCRM IC WebClient Master Data Define Account
Identification Profiles for Multiple Business Partner
56
Business Transaction Profiles
IMGCRM IC WebClient Business Transaction Define Business
Transaction Profiles
57
Define Agent Inbox Profile
IMGCRM IC WebClient Agent Inbox Define Inbox Profile
58
Activating Dialog Boxes
59
Assing Functional Profiles to Business Role
60
Account Identification Screen
Account and related partners Search result Lists and
Interaction history
SAP CRM Fundamentals: Refer notes
61
Account Identification – Account
SAP CRM Fundamentals: Refer notes
62
Account Identification – Objects
63
Account Identification Profile-Mixed Scenario
SAP CRM Fundamentals: Refer notes
64
Account Identification Profile - Relationships
SAP CRM Fundamentals: Refer notes
65
CRM Business Transactions in UI
66
Transaction type selection via Dialog Box
SAP CRM Fundamentals: Refer notes
67
Transaction with fixed Transaction Type
68
Integration of CRM Web Client UI Components
SAP CRM Fundamentals: Refer notes
69
CRM Web Client Business Transaction with fixed transaction type
70
Integration of CRM Web Client Overview Page
SAP CRM Fundamentals: Refer notes
71
Let Me
Transactions
CRMC_UI_PROFILE Define Business Roles
CRMC_UI_NBLINKS Define Navigation Bar
Profile
PPOMA_CRM Define Organizational
Assignment
Define Account
Identification Profile
72
Let Me
Task:
1.Define Business Role E.g. ZIC_AGENT
2.Assign to Organizational Unit Org Unit
3.Define Account Identification Profile E.g. ZDEFAULT
4.Assign to Navigation Bar Profile (Work Center)
5.Assign Function profiles to Business Role
6.Define Business Transaction profiles E.g. ZDEFAULT
7.Assign to Function profiles to Business Role E.g. IC_BT
8.Define Inbox Profiles (Agent Inbox Profile) E.g. DEFAULT – 1
9.Assign to Function profile E.g. IC_INBOX
73
Interaction Cent Screen Shot
SAP CRM Fundamentals: Refer notes
74
Account Fact Sheet
75
CRM Business Transactions In IC
In Index
Business
Transactions
SAP CRM Fundamentals: Refer notes
76
Unit Summary
Explain the process of customizing IC Web Client functions
Use Wizards supporting the Configuration
Create a new Account Identification profile
Create a new Business Transaction profile
77
New Features in CRM 7.0
As of SAP CRM 7.0 it is also possible to use Account Identification (Enhanced)
• As of CRM 7.0 account identification in the interaction center (IC) has been
enhanced. IC agents can now do the following:
• Customize searches in account identification
• Define a list of partner functions that can be used to confirm business partners
• Determine the sequence in which these partner functions are displayed
• Map the partner functions of confirmed business partners to the existing
partner functions in business transactions and the interaction record
• Define the sequence of the relationship types that appear in the search criteria
Business Transactions in the Interaction Center (Enhanced)
• As of CRM 7.0, the following standard CRM WebClient business transactions have
been integrated into the Interaction Center (IC):
• CRM Sales Order
• ERP Sales Order
• ERP Quotation
• ERP Sales contract
• Service Order, Complaint, Lead, Case, Opportunity, Service request/Incident ,
Problem
• Request for Change