People centric SAP CRM introduction

People centric SAP CRM introduction has some basic and user friendly features like

  1. Person-friendly user interface:
  2. Intuitive and recognizable interaction design
  3. Simple navigation and Web-like behavior
  4. Pre configured person roles:
  5. Pre assembled content material for full business tasks
  6. Straightforward adaptation of the roles for specific wants
Information Management (KM):Customers want easy accessibility to the data of your complete enterprise through a single level of access.
?? Documents needs to be displayed within their specific context (for instance, a CRM transaction). This context ought to be routinely accessed from the KM search result list. Personalization and configuration:Users require personalization options to adapt content material to their liking.User interface needs to be versatile and configurable to embrace customer-particular business requirements.

Role-based mostly display appearance: Totally different roles can have completely different views on applications.Context-delicate navigation: Utility assigned to the role is shown solely with the view assigned to this specific function whenever you navigate to it by links. For example, navigating from Accounts to Products via hyperlinks opens the product application with the function-specific view immediately, with the specific product in focus.

Portal content consists primarily of iViews. Each iView brings to the portal desktop specified knowledge from an info useful resource similar to a relational database, ERP system, CRM system, enterprise utility,collaboration software, e-mail trade system, intranet or the World Vast Web. iViews return up-to-the minute info each time they're launched.iViews are typically displayed by portal pages. You'll be able to import predefined pages or create your personal pages. The page definition includes a checklist of related iViews and layout specifications. Worksets bundle associated pages, iViews, and roles.Person entry to content is decided by position definitions. A portal function is a collection of job-oriented content. Whereas portal content is developed to allow access to information related to the organization wherein the portal is deployed, roles define the subset of content available to each purposeful function inside the organization. Users are assigned to the position or roles that present content relevant to them. A
user has access to the content that has been assigned to all of his or her roles.

The function definition determines the navigation structure throughout the portal. The navigation construction consists of the highest-stage navigation bar and the detailed navigation tree. A user navigates through portal content material by clicking tabs at prime and detailed navigation levels.

The display screen of the brand new CRM consumer interface is separated into completely different views. Place 1, below Orientation Space to the best of the display shot, is the Search Request view, which supplies the consumer totally different options for looking out objects (predefined search, fast entry, advanced search). Place 2 is the Search result view, which shows the search leads to a list. Positions three and four comprise element views, which display detailed information to the objects of the outcome list. The description of this construction of the display screen has to be done for each software (transaction) in the principle Blueprint table. The blueprint tables include parameters for the construction of the views.

The position is amongst the central ideas of the mySAP Enterprise Portal. A role is a group of duties,companies and information for a group of users. The function defines which service and knowledge the user ought to be succesful of entry and the activities she or he might perform. The position additionally defines how the visualization of the contents and the navigation structure within the mySAP Enterprise Portal. A task may comprise all kinds of information and combines every part the person will see on his or her mySAP Enterprise Portal. Roles are saved within the Portal Content Directory (PCD). Within the SAP Enterprise Portal 5.0, the PCD is a file system in which the objects crucial to build roles are stored.Consumer entry to content is decided by role definitions. A portal role is a group of content. Whereas portal content is developed to allow entry to info related to the group wherein the portal is deployed, roles outline the subset of content accessible to each purposeful role within the organization. Customers are assigned to the position or roles that present content related to them. A person has access to the content that has been assigned to all of his or her roles.

The position definition determines the navigation construction inside the portal. The navigation structure consists of the top-stage navigation bar, and the detailed navigation tree. The top-stage navigation bar is a series of tabs within the title area of the portal header. A person navigates portal pages and companies by clicking tabs in the prime-level navigation bar.A page can display a detailed navigation tree. The navigation tree presents a hierarchical record of portal pages and services. A user can navigate portal pages and services by clicking on the nodes within the detailed navigation tree. Whether or not or not detailed navigation timber appear, and the configuration of each the highest-level navigation and the detailed navigation is set by the position definition.

Personalization is a vital success factor for mySAP CRM:

Easy customization and personalization enables the consumer to have the precise data on the proper place.Personalization allows fast navigation to related information.Personalization gives an optimized working setting for users.

  1. Use: You personalize the appear and feel of your portal by choosing the model design you favor from a set of predefined designs that comes with your portal.
  2. Procedure
  3. Click Personalize Portal within the portal title area.
  4. On the Personalize Portal web page, click the Portal Design tab.
  5. To alter the default model of the portal, choose a model new entry from the Select Design drop-down list. A preview of the selected design is displayed beneath the listing box. Note: The preview feature is just obtainable for Internet Explorer users. Netscape Communicator users see the drop-down listing only.
  6. Click Apply.
  7. Outcome: The portal type changes to the model new design.
  8. Directors can simply create new portal styles. SAP Portals provides a simple-to-use model editor to create new designs, which produce commonplace cascading style sheet (CSS) files.
  9. Directors may also change the default portal style. Test the Business Package deal Documentation for details.
Organizing Content on Your Web page

Use : You'll have the opportunity to alter the contents of the portal pages to your individual wants by including or eradicating iViews.You also have entry to the iView personalization feature. For more info, see Personalizing iViews.The checklist of iViews is determined by your consumer role. The Channel List reveals the classes of all the iViews to which your administrator has granted you entry permission. The following channels are all the time displayed:
  1. Page iViews - comprises all the iViews on the current page
  2. My iViews - incorporates all the iViews you outlined, for example, search outcomes
  3. Channels defined by your administrator to which you might have access
Conditions: The present web page has not been locked by the administrator. When the page is created, the portal administrator defines whether or not a page can be changed. In case you are not allowed to change the present page, the Personalize Page perform is deactivated.

Setting Your Web page Layout Use: You probably can customize the format of a portal page by defining the width of page columns, and rearranging the iViews displayed on the page. You can even add and take away iViews from the web page display. When a web page is created, the portal administrator defines whether or not the page will be changed. If you aren't allowed to change the present page, the Personalize Web page link is deactivated.Conditions: The current page has not been locked by the administrator.

  1. In the portal title area, click Personalize Page.
  2. Below Personalize Web page, click on the Structure tab.
  3. Within the Select web page structure part of the dialog box, specify the column widths you wish to use on your web page by deciding on one of the following radio buttons. The show modifications while you click on one of the radio buttons.
  • Single full-width column
  • Facet-by-side medium columns, every taking over 50% of the horizontal house
  • Slender + broad columns
  • Huge + slim columns
  • Narrow + medium + slender columns (out there in 1024x768-screen resolution solely)

Personalizing iViews

Some iViews may be custom-made to fulfill your individual needs. For instance, if an iView retrieves information on the current climate scenario in Hong Kong, you would possibly be ready to change the default setting to New York, so that the iView retrieves data on the current climate situation in New York. Then again, you might want to change the colour or structure settings of an iView. There is not any such factor as a Personalize icon for an Exterior Service operating in an iView. The parameters for an Exterior Service will be custom-made using the Personalize Web page function link.Some iViews could present a button for mapping data sources. For information on this function, see Mapping Information Sources for Single Sign-on. Prerequisites: The administrator has not locked the iView, and the iView has parameters that might be changed.


  1. Click the Personalize icon in the iView title. The iView Personalization dialog field appears.
  2. Alter the parameters as required. Click on Preview to view your adjustments before saving them.
  3. If you are happy with the preview outcomes, click on Save. To return to the unique iView settings, click on Default.
Objects could be added or removed from the list of my favorite objects.Utilizing the superior search customers can create and retailer their self defined search variants.These search variants can be chosen and executed from the drop-down listbox.Also predefined searches (CRM customizing) are proven within the drop down listbox.

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