2012
SAP CRM Building Blocks Ravi Dutt
[SAP CRM BUILDING BLOCKS] [Type the abstract of the document here. The abstract is typically a short summary of the contents of the document. Type the abstract of the document here. The abstract is typically a short summary of the contents of the document.]
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Key Capability
Building Blocks Marketing Sales Service Analytics
B01: CRM Generation x x x x
C71: CRM Connectivity x x x x
C72: CRM Connectivity (Standalone) x x x x
C04: CRM Web Client User Interface x x x
B09: CRM Customizing Replication x x x x
C01: CRM Organizational Model x x x x
C02: CRM Organizational Model (Standalone) x x x x
C05: CRM Organizational Model with HR Integration x x x x
C03: CRM Master and Transaction Data Replication x x x x
C10: CRM Central Master Data x x x x
C09: CRM Central Master Data (Standalone) x x x x
B08: CRM Cross-Topic Functions x x x x
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B01: CRM Generation (all necessary runtime objects for SAP CRM)
CRM Generation
The building block CRM Generation describes the activities to
generate all necessary runtime objects for SAP CRM. This building
block is a prerequisite for the installation of all CRM scenarios
delivered by SAP Best Practices for CRM.
Function List
The following functions are provided to support this building
block:
Total generation of all objects
Generation of industry-specific objects
B01_BB_ConfigGuide_EN_DE.doc
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C71: CRM Connectivity: activities those are necessary to connect
the various components of an SAP CRM system landscape.
CRM Connectivity
Connectivity refers to the interface, transfer of data, and
configuration settings between the different components of SAP
Business Suite. This building block describes the activities that are
necessary to connect the various components of an SAP CRM
system landscape.
This building block is the prerequisite for the installation of all
business scenarios delivered by SAP Best Practices for CRM.
Function List
The following functions are provided to support this building block:
Local Settings
This section describes all local settings that are necessary for SAP
CRM and SAP ERP.
Cross-Connectivity
This section describes all settings that are necessary to connect SAP
CRM and SAP ERP with each other.
C71_BB_ConfigGuide_EN_DE.doc
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C72: CRM Connectivity (Standalone)
CRM Connectivity Standalone
Connectivity refers to the interface, transfer of data, and
configuration settings between the different components of SAP
Business Suite. This building block describes the activities that
are necessary to connect the various components of a standalone
SAP CRM system landscape.
This building block is the prerequisite for the installation of all
business scenarios delivered by SAP Best Practices for CRM.
Function List
The following functions are provided to support this building
block:
Local Settings
This section describes all local settings that are necessary
for the SAP CRM component.
C72_BB_ConfigGuide_EN_DE.doc
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C04: CRM Web Client User Interface
CRM Web Client User Interface
The building block CRM Web Client User Interface describes all necessary
configuration activities for setting up this new Web-based, easy-to-use, and
easy-to-configure UI for all SAP CRM online users.
Function List
The following functions are provided to support this building block:
Roles for employees in the areas of
1. Marketing
2. Sales
3. Service
4. Administration
UI tailored to Best Practices scope for
1. Business roles
2. Work centers
3. Work center links
4. Integration of ERP transactions
C04_BB_ConfigGuide_EN_DE.doc
C04_CRM_WebClient_Business_Roles.xls
C04_CRM_WebClient_Navigation_Bar_Profile.xls
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B09: CRM Customizing Replication
The building block CRM Customizing Replication contains
the configuration steps that are essential to perform the
necessary activities to replicate data from the ERP system to
the CRM system and vice versa.
This building block is a prerequisite for the installation of all
CRM scenarios delivered by SAP Best Practices for CRM.
Function List
The following functions are provided to support this
building block:
Configuration replication ERP → CRM:
This section describes all activities that are necessary to
replicate the customizing data from the ERP to the
CRM system in order to ensure the synchronization of
customizing settings (for example, pricing) and to
reduce the effort for parallel maintenance.
Tax replication ERP → CRM:
This section describes the setup and synchronization of
tax customizing between the ERP system and the CRM
system.
B09_BB_ConfigGuide_EN_DE.doc
B09_DeltaGuide_EN_DE.doc
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C01: CRM Organizational Model
Organizational Management in CRM offers you a flexible tool for handling
your company’s task-related, functional organizational structure as a current
organizational model.
You can maintain the company structure including the positions and
employees in an application and assign specific data (attributes) to the
organizational units.
The organization model will be especially used for organizational data
determination within the CRM scenarios for marketing and sales.
Compared to ERP, the use of the organizational model in CRM is more
comprehensive, flexible and dynamic.
A synchronization of the organizational structure for sales in ERP and CRM is
possible via mapping of organizational units. This is a prerequisite for
integration of master data and transactional data between ERP and CRM.
The building block CRM Organizational Model describes the setup of a
sample organizational structure which is the basis for all SAP Best Practices
scenarios.
Function List
The following functions are provided to support this building block:
* Organizational model synchronization with ERP
* Definition of organizational units
* Definition of positions for organizational units
* Definition of holders of positions
C01_BB_ConfigGuide_EN_DE.doc
C01_DeltaGuide_EN_DE.doc
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C02: CRM Organizational Model (Standalone)
Organizational Management in CRM offers you a flexible tool for handling your company’s task-related, functional organizational structure as a current organizational model.
You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.
The organization model will be especially used for organizational data determination within the CRM scenarios for marketing, sales and service.
The building block CRM Organizational Model describes the setup of a sample organizational structure which is the basis for all SAP Best Practices scenarios.
Function List
The following functions are provided to support this building block:
Organizational master data Definition of organizational units Definition of positions for organizational units Definition of holders of positions
C02_BB_ConfigGuide_EN_DE.doc
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C05: CRM Organizational Model with HR Integration
Organizational Management in CRM offers you a flexible tool for handling your company’s task-related, functional organizational structure as a current organizational model.
You can maintain the company structure including the positions and employees in an application and assign specific data (attributes) to the organizational units.
The organization model will be especially used for organizational data determination within the CRM scenarios for marketing and sales.
Compared to ERP, the use of the organizational model in CRM is more comprehensive, flexible and dynamic.
The building block CRM Organizational Model with HR Integration describes how to integrate your data maintained in the HR area of the ERP system into your CRM system. This means you do not need to maintain the data of organizational units, jobs, positions and employees twice in both systems but only in ERP, and therefore costs and possibility of errors will be reduced.
The integration consists of two phases:
Initial Cutover/Data Migration Phase
Employee Master Data and HR Organizational Structure is to be distributed to SAP CRM
Maintenance Phase
Once the initial Organizational Structure and Employee Master data has been transferred to SAP CRM, thereafter changes made to this data are only allowed in SAP ERP and have to be distributed to SAP CRM regularly.
Function List
The following functions are provided to support this building block:
Setup of connectivity between SAP ERP and SAP CRM Definition of a distribution model Setup of ALE between SAP ERP and SAP CRM Distribute HR data from SAP ERP to SAP CRM
C05_BB_ConfigGuide_EN_DE.doc
C05_DeltaGuide_EN_DE.doc
C05_Master_Document.xls
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C03: CRM Master and Transaction Data Replication
The building block CRM Master and Transaction Data Replication contains
the configuration steps that are essential to perform the necessary activities to
replicate data from the ERP system to the CRM system and vice versa. This
building block is a prerequisite for the installation of all CRM scenarios
delivered by SAP Best Practices for CRM. This building block is not required
if you run CRM in a standalone mode, that is without an ERP back-end
system.
Function List
The following functions are provided to support this building block:
Business partner replication ERP → CRM
Contact person replication ERP → CRM
Product replication ERP → CRM
Condition replication ERP → CRM
C03_DeltaGuide_EN_DE.doc
C03_BB_ConfigGuide_EN_DE.doc
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C10: CRM Central Master Data
The building block CRM Central Master Data contains the
configuration steps that are essential to set up the central master data for
the CRM scenarios. Most of the master data is not created directly in the
CRM system but replicated from the ERP system (see building block
CRM Master and Transaction Data Replication).
In addition to this building block, the scenario-specific building blocks
provide master data that is only relevant to the related scenario.
Function List
The following master data is provided with this building block:
Business Partner Relationships
Competitors
Conditions
C10_BB_ConfigGuide_EN_DE.doc
C10_DeltaGuide_EN_DE.doc
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C09: CRM Central Master Data (Standalone)
The building block CRM Central Master Data Standalone contains the
configuration steps that are essential to set up the central master data for
the CRM scenarios. Master data that is normally replicated from the
ERP system has to be created directly in the CRM system in case of a
standalone use of CRM.
In addition to this building block the scenario-specific building blocks
provide master data that is only relevant to the related scenario.
Function List
The following master data is provided with this building block:
Customers
Contact persons
Competitors
Products
Conditions
C09_BB_ConfigGuide_EN_DE.doc
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B08: CRM Cross-Topic Functions
The building block CRM Cross-Topic Functions describes the necessary steps for
the installation of additional functions used in different CRM scenarios within SAP
Best Practices for CRM.
Function List
The following functions are provided to support this building block:
Basic Data - Translation Check
SAP Business Workflow
Alerts
Account Fact Sheet
B08_CRM701_BB_ConfigGuide_EN_XX.doc