CRM7 UI Overview Pres

SAP CRM 7.0UI Framework

Overview Presentation – Highlights

Disclaimer

This Presentation is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains

only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any

particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be

changed by SAP at any time without notice.

SAP assumes no responsibility for errors or omissions in this document.

© SAP 2008 /

1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights

RSS Feeds Tasked based UI Smart Value Help

Table GraphicsTile Layout

Agenda

5. UI Configuration Tool 6. Extensibility7. Design Layer

UI Framework – SAP CRM 7.0

Selected UI Framework Highlights – SAP CRM 7.0:

Basic architecture remains unchanged

Simple Search

Easy Extensibiltiy Toolset

UI Enhancements, such as RSS Feeds or Tasked-Based UI

Web Service Tool Enhancements

© SAP 2008 /




Agenda

5. UI Configuration Tool6. Extensibility7. Design Layer

© SAP 2008 /

Simple Search – SAP CRM 7.0 Key Features

Free-Text Search

Fuzzy Search

Wildcard Search

Search Multiple Attributes as modeled per Business Object

Cross-Object Search

Authorization Checks executed on search engine

Search Features

Search centrally available on all screens

Direct filter for a single object type

Grouped, cross-object search result page

Personalization of result view per object typePersonalization of search result page

User Interface

CRM Enterprise Search Workbench for search modeling

NW Enterprise Search Admin Cockpit for administrating search indexes

45 most required CRM objects are delivered out of the box

Custom objects can be created and modeled

Modeling

© SAP 2008 /

Simple Search – SAP CRM 7.0 Key Benefits

Free-text search across business objects available on all screens

Common search UI across all business roles and CRM applications

Enable search for own objects

Adapt search models to your needs

Integration with Enterprise Search technology of SAP NetWeaver®

Simplicity

Flexibility

Speed

© SAP 2008 / © SAP 2007 / Page 8

Simple Search – SAP CRM 7.0Free Text Search Across Objects

Search by simply entering keywords and pressing ENTER or clicking the GO button

“All Objects” search:− provides a search over all CRM

objects available in Central Search for given Business Role

− offers an optimized result list to browse through found results by object

“Free Text” search:− provides a search over all search

fields inside the selected object.

− Displays result in standard advanced search page

Search across multiple objects on multiple fields per object.

© SAP 2008 /




Agenda


Web Service Tool – SAP CRM 7.0Key Features

User friendly workbench to model web services based on SAP CRM Business Object Layer in only four steps

Comfortable modeling environment that takes care of any code generation

Embedded in SAP NetWeaver Web Service infrastructure

Allows the modeling of most important service operations, such as read, create and query

Complies with the international W3C standard on web services

CRM Web Service Tool provides customer and partners the flexibility to model their individual services with out the need of any additional coding

Web Service Tool – SAP CRM 7.0Key Benefits

Define services for your exact needs

Simple 4 Step wizard for quick service definition and provision

Model-driven workbench - no need for additional coding

Flexible service management

Integrated into the SAP NetWeaver®

Use and build service templates

Flexibility

Innovation

Speed

Web Service Tool – SAP CRM 7.0Screenshot: Selection of Required Service Attributes

© SAP 2007 /

© SAP 2008 /




Agenda


Web Client User Interface – SAP CRM 7.0 Key Features

State of the art, modern user interface leveraging Web 2.0 paradigms

Simple information and navigation architecture to facilitate finding, reviewing and editing of information

Broad personalization capabilities across all software areas to let the user decide how he works best

Simple but flexible UI configuration capabilities to pre-define the user interface for user groups

The Web Client User Interface is the first step into a new era of SAP CRM user interfaces regarding usability and flexibility for the business user.

Web Client User Interface – SAP CRM 7.0 Key Benefits

High user adoption rate as immediately you will feel familiar with the User Interface

CRM 2.0 – Web 2.0 themes integrated to facilitate ease of use

Easy and flexible personalization and configuration to adapt to what your users really need

Rich functionality through all areas of CRM

Simple

Flexible

Powerful

Web Client User Interface – SAP CRM 7.0 Screenshot: Home Page

© SAP 2007 /

© SAP 2008 /

Task Based User Interface – SAP CRM 7.0Key Features

Visualized Roadmap of Steps that represents a task as flow of stepsExplanatory texts for each stepNavigation through task via Roadmap or default buttons Previous, Next and FinishNew or Reused Views of CRM WebClient

User Interface

Sequences of Steps are configurable based on chosen set of views involved in the taskTitles and explanatory texts are configurable for each stepFully integrated with general concepts ofCRM Navigation Bar and Business Roles

Configuration

Task Based User Interfaces can be built in the CRM Component Workbench, the IDE for CRM WebClientAll CRM UI Framework concepts are fully supported in combination with Task Based User InterfacesExisting Views of CRM WebClient can be reused with suitable adaptation of underlying data flow

Tools

© SAP 2008 /

Task Based User Interface – SAP CRM 7.0Key Benefits

Create Task Based User Interfaces in CRM Component Workbench

Evolve and Adapt Task Based UIs quickly and easily via Configuration

Provide step by step guidance to Users, Employees, Customers

Improve data quality

Lower training costs

Visualize, Understand and Improve your business processes with Task Based UIs

Flexibility

Simplicity

Innovation

© SAP 2007 /

Task Based User Interface – SAP CRM 7.0Screenshots

Table Graphics – SAP CRM 7.0Visualize Every Table Content Instantly in a Graphic

© SAP 2007 /

Facilitate the overview of table contentsSelect key figure and chart typeKey figures are based on visible table columns –automatically reacts on personalizationFilter table content by selection in graphic (see filter icon in column header)Zoom in and outExample shows the search result list as use case

For every table: display its content in a graphical chart

© SAP 2007 /

Tile Layout – SAP CRM 7.0

As alternative to the single column layout - which is mostly the default layout for SAP CRM roles - a single object can also be visualized in a tile layout.

The tile layout page consists of several tiles while every tile can contain one or several assignment blocksThe general structure of the tile layout i.e. how many tiles, how shall they be shaped can be flexibly defined in customizing and the UI configurationThe possible information and visualization in tiles is based on the same logic as in assignment blocksThe tile layout page is used in the Interaction Center Agent role based on the specific needs of this user group

Smart Value HelpMaintenance Has Never Been Easier

© SAP 2007 /

Smart value help: While the user is typing the Smart Input Help provides data entries for faster processing. The suggestions offered are based on ‘last used’ by the user (upper part of the list) or are found by an asynchronously performed background search (lower part of the list)

To enter values in fields often the field is supported by an input help. To further facilitate data entry the smart value help has been invented.

Smart Input help

© SAP 2007 /

‘Personalize’ Page – SAP CRM 7.0Examples: CRM Feed

Access to the feed URL for easy copying it into your RSS feed reader (reader SSL (https) & user authentication )Select which topics you want to receive in your feed (content corresponds to the worklist page of the user):

AlertsTransactional InboxWorkflow tasks

RSS feed icon: using this icon automatically adds the CRM feed to the users favorite RSS feed reader

CRM Feeds: Stay up to date with your work wherever you are.

New in CRM 7.0

© SAP 2008 /




Agenda


UI Configuration – SAP CRM 7.0Key Features

To adjust the CRM user interface to your corporate identity and to your business needs a bundle of integrated tools is provided

Efficient and Holistic UI Configuration

UI Configuration ToolBusiness Role and Navigation Bar CustomizingDesign Layer CustomizingApplication Enhancement Tool (AET)BSP WD Component Workbench

Tools

Add new fields

Position fields on views

Rename field labels

Use personalization

Define captions

Define Navigation Bar entries

Create Business Roles

Examples in UI Configuration

UI Configuration – SAP CRM 7.0Key Benefits

Easy configuration even for power users

Simple task achievable without training

Really fine tune the user interface to your users needs

Less time needed to rebuild screens, add or remove content

Simplicity

Flexibility

Speed

Extensibility – SAP CRM 7.0Key Features

The Application Enhancement Tool is seamlessly integrated into the UI Configuration ToolFields can be made available in the UI without any additional developmentCustom fields can be created without deep technical knowledge An Expert Mode is provided for the more experienced usersThe users can use different data types, create custom drop-down lists, assign existing DDIC check tables and search helpsThe new fields can be made available in the Search, in Mobile, BI, OLTP Reporting and R/3 Adapter Existing field can be reused across applications

CRM Application Enhancement Tool provides customer and partners the abilityto add new fields to existing application with virtually no technical steps

Extensibility – SAP CRM 7.0Key Benefits

Define custom fields for your exact needs

Simple and user friendly tool for quick field definition

Seamless integration with the existing CRM Framework Tools

Applications can be extended without any coding

Flexibility

Simplicity

Speed

Application Enhancement Tool – SAP CRM 7.0Screenshot: Detailed Field View

© SAP 2007 /

Create a field with properties that match best the specific business needs View the details of the custom fields in a convenient mannerModify and regenerate existing fields Provide translations in the system supported languagesExtend the supported external interfaces - for example Mobile, R/3, BW and OLTP Reporting

Supported Methods

Design Layer – SAP CRM 7.0Key Features

Allows the Customer & SAP to Rename Field Labels and have this change affect other views

Maintenance of whether a field is relevant and should be hidden or visible in the UI Configuration Tool

Assign existing value helps from the ABAP Dictionary without any customer-specific development

Value Help: Search help, Check table and Domain values

Field Type: Input field, Checkbox and Dropdown list box

Features of the Design Layer

Design Layer – SAP CRM 7.0Key Benefits

Increase efficiency by reducing the task of maintaining the same field labels on related views they are visible

Centralized way to maintain field labels

Reduce the unused fields within the UI configuration Tool to allow for more comprehension and relevance

Efficiency

Intuitiveness

Centralization

Copyright 2008 SAP AGAll rights reserved

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.

Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.

SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, SAP Business ByDesign, ByDesign, PartnerEdge and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned and associated logos displayed are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

The information in this document is proprietary to SAP. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.

SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence.

The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages

Weitergabe und Vervielfältigung dieser Publikation oder von Teilen daraus sind, zu welchem Zweck und in welcher Form auch immer, ohne die ausdrückliche schriftliche Genehmigung durch SAP AG nicht gestattet. In dieser Publikation enthaltene Informationen können ohne vorherige Ankündigung geändert werden.

Einige von der SAP AG und deren Vertriebspartnern vertriebene Softwareprodukte können Softwarekomponenten umfassen, die Eigentum anderer Softwarehersteller sind.

SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, SAP Business ByDesign, ByDesign, PartnerEdge und andere in diesem Dokument erwähnte SAP-Produkte und Services sowie die dazugehörigen Logos sind Marken oder eingetragene Marken der SAP AG in Deutschland und in mehreren anderen Ländern weltweit. Alle anderen in diesem Dokument erwähnten Namen von Produkten und Services sowie die damit verbundenen Firmenlogos sind Marken der jeweiligen Unternehmen. Die Angaben im Text sind unverbindlich und dienen lediglich zu Informationszwecken. Produkte können länderspezifische Unterschiede aufweisen.

Die in diesem Dokument enthaltenen Informationen sind Eigentum von SAP. Dieses Dokument ist eine Vorabversion und unterliegt nicht Ihrer Lizenzvereinbarung oder einer anderen Vereinbarung mit SAP. Dieses Dokument enthält nur vorgesehene Strategien, Entwicklungen und Funktionen des SAP®-Produkts und ist für SAP nicht bindend, einen bestimmten Geschäftsweg, eine Produktstrategie bzw. -entwicklung einzuschlagen. SAP übernimmt keine Verantwortung für Fehler oder Auslassungen in diesen Materialien. SAP garantiert nicht die Richtigkeit oder Vollständigkeit der Informationen, Texte, Grafiken, Links oder anderer in diesen Materialien enthaltenen Elemente. Diese Publikation wird ohne jegliche Gewähr, weder ausdrücklich noch stillschweigend, bereitgestellt. Dies gilt u. a., aber nicht ausschließlich, hinsichtlich der Gewährleistung der Marktgängigkeit und der Eignung für einen bestimmten Zweck sowie für die Gewährleistung der Nichtverletzung geltenden Rechts.

SAP übernimmt keine Haftung für Schäden jeglicher Art, einschließlich und ohne Einschränkung für direkte, spezielle, indirekte oder Folgeschäden im Zusammenhang mit der Verwendung dieser Unterlagen. Diese Einschränkung gilt nicht bei Vorsatz oder grober Fahrlässigkeit.

Die gesetzliche Haftung bei Personenschäden oder die Produkthaftung bleibt unberührt. Die Informationen, auf die Sie möglicherweise über die in diesem Material enthaltenen Hotlinks zugreifen, unterliegen nicht dem Einfluss von SAP, und SAP unterstützt nicht die Nutzung von Internetseiten Dritter durch Sie und gibt keinerlei Gewährleistungen oder Zusagen über Internetseiten Dritter ab.

Alle Rechte vorbehalten.

CRM7 UI Overview Pres

Documents

Transcript of CRM7 UI Overview Pres