External List Management
Master Data
Business Partners
Concepts
Business Partner Roles (BP Roles)
BP Role Grouping
Data Sets
Extensibility
Business Partner Relationships
Partner Function
Business Partner Group Hierarchy
Functions
Maintaining Business Partner Data
Business Partner Data
Address Data
Communication Data
Bank Details
Payment Cards
Identification Numbers
Status Management
Assignment of Industries
Classification
Business Partner Classification
Business Hours
Dialog Form for the Goods Receiving Hours
Excluded Partner Functions
Central status (Block)
Tax classification
Business Agreement
Marketing Attributes
Conditions
Documents
Agreed Business Appointments
Pharmaceuticals
Loading Bricks and Nanobricks
Sales Area Data
Central Relationship Data
Displaying Business Partner Relationships
Data Cleansing
Creating a Data Cleansing Case
Processing the Data Cleansing Case
Archiving of Business Partners
Business Agreement
Distribution of Business Partner Master Data
Basic Functions
List Creation and Maintenance in SAP BW
Integrated Functions in Other Systems
List Creation and Maintenance in SAP CRM
Integrated Functions in Other Systems
External List Management
Maintain Mapping Format
Mapping Fields
Structure Enhancement Using Appended Fields
User Implementation of BAdI for Appended Fields
Example: Enhancements for Industry Sector and Industry System
Mapping Rules
Maintain Language Key in Address List
Maintaining Address Lists
Maintain Administration Data
Create and Maintain Address Lists
Upload Address Lists
Map Data
Postal Check
Duplicate Check
Business Partner Creation
Target Group Creation
Delete Temporary Data
Deletion of Address List
Text
Data After Mapping
Details
Maintaining Address Lists in SAP BW
Upload Address Lists
InfoSet for SAP CRM Segment Builder
Business Add-In (BAdI) for Mapping
Maintain Mapping Format in SAP BW
Transfer of Data from SAP BW to SAP CRM
Maintain SAP BW Lists in SAP CRM
Calculation of SAP BW Key Figures in SAP CRM
Delete SAP BW Lists in SAP CRM
Campaign Preparation
Basic Functions
CRM Content Management
Linking Content Objects and Business Objects
Document Management
Document Processing
Content Search
Integrating Microsoft Word
Version Management
Content Servers
Exchanging Documents with the Mobile Client
Content Management in the Business Transaction
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Interactive Scripting
Personalized Mail
Mail Templates
Mail Forms
Mail Forms Structure
How are Mail Forms Structured?
Pages of a Mail Form
Main Windows and Subwindows
Texts and Data in a Mail Form
Creating Mail Forms
Mail Preview
Communication Channel Test
Working with Mail Forms
The PC Editor
Style Builder
Overview of Node Types
Creating Pages
Creating Windows
Positioning Text in a Mail Form
Entering Texts Using the PC Editor
Inserting Addresses
Inserting Graphics
Using Attributes in Mail Forms
Including Attributes in the Editor
System Attributes
Syntax of Attributes
Flow Control
Processing a Mail Form
Rules for Processing a Mail Form
Specifying Conditions
Page Sequence and Numbering
Page Sequencing
Page Numbering
Smart Styles
Smart Style: Header Data
Creating Paragraph Formats
Creating Character Formats
Graphic Administration
Importing Graphics
Previewing and Editing Graphics
Transporting Graphics
Tracking for E-Mails
Translating Mail Forms
Mailing Lists
Mail Forms in People-Centric User Interface
Marketing Calendar
Creating a Query
Working with the Marketing Calendar
Customizing for the Marketing Calendar
Marketing Plans and Campaigns
Creating Marketing Projects
Creating Marketing Projects with Templates
Basic Data in Campaigns
Marketing Planner
Print Preview and Form Management
Maintaining Dates
Assigning Products
Campaign-Specific Conditions
Assigning Product Catalogs and Catalog Variants
Assigning Partners
Assigning Questionnaires
Assigning Target Groups
Assigning Documents
Notes for Marketing Elements
Authorizations in Marketing Planning and Campaign Management
SAP Business Workflow
Preparing for Campaign Execution
Business Transactions
Data Exchange with Microsoft Project
Transferring Marketing Projects to MS Project
Updating a Marketing Project
Differences in Maintaining a Project with Microsoft Project
Data Exchange with Protagona
Allocation Planning
Allocation Planning: Process
Allocation Rules
Allocation Formulas
Ranking
Allocation Planning: Business Add-Ins
Entering Allocation Data
Actions and Conditions
Processing Time
Action Monitor
Actions in CRM Marketing
Condition Editor
Conditions for Scheduling and Starting Actions
Controlling Actions
Determining Conditions
Processing Actions in Marketing Objects
Processing Actions Using the Object Services Toolbar
Archiving Marketing Planner Data
Archiving Object CRM_MKTPL
Campaign Execution
Status Management
System Status Overview
Connection to the SAP R/3 System
Transferring a Marketing Project to the R/3 System
Executing Marketing Campaigns
Assigning Target Groups
Determining Contact Partners
Connection to CRM Mobile Sales
Actual Costs
Account Assignment to Profitability Analysis (CO-PA)
Acc.Assignment to WBS Elmnts with Settlement to Prof.Analysis
Account Assignment to WBS Elements without Settlement to Profita
Campaign Reference in Operative Processes
Campaign Determination in SAP R/3 Order Processing
Business Activity Processing
Basic Functions
Actions in CRM Enterprise
Controlling Actions
Processing time
Scheduling Actions
Scheduled Actions
Conditions for Scheduling and Starting Actions
Determining Conditions
Condition Editor
Processing Actions in Documents
Action List
Processing Actions using the Application Toolbar
Action Monitor
Actions for Alerts
Printing Transactions Using Actions
Processing Actions with Dialog Boxes
Partner Processing
Partner Processing: Overview
Basic Elements of Partner Processing
Partner Functions
Partner Function Categories and Relationship Categories in CRM
Partner Function Categories and Relationship Categories in EBP
"Undefined Partner" and "Is the Undefined Partner of"
When "Undefined Partner" Is the Best Choice
When Not to Use "Undefined Partner"
Blocking Partner Functions
Excluding Partner Functions in Master Data
Blocking Partner Functions in Partner Processing
Access Sequences
Partner Determination Procedures
Partner Processing and Business Partner Master Data
Partner Determination Using Business Partner Relationships
International Address Version Maintenance
Partner Processing and Organizational Data
Attributes and Rules Used in Partner Determination
Partner Teams
Alternative Partner Proposal
Differences Between CRM and R/3
Conceptual Differences: Partner Processing in CRM and R/3
Maintaining Business Partner Master Data
Partner Type in R/3 and Partner Function Category in CRM
Account Group in R/3 and Business Partner Classification in CRM
Business Partner Relationship Category
Sources for Partner Determination
Sequences in R/3 and Access Sequences in CRM
Customizing Differences
Date Management (CRM-BF-DAT)
Date
Duration
Date Rules
Reference Objects
Dates in Business Transactions
Organizational Management in SAP CRM Enterprise
Differences in the Organizational Data in R/3 (SD) and CRM
Organizational Objects (CRM)
Organizational Unit
Service organization
Sales organization
Business Place
Position
Holder
Maintaining the Organizational Model in CRM
Working with Screen Areas
Validity
Validity of Objects and Assignments
Selecting a Date and Preview Period
Activating/Deactivating Query Time Period
Validity of Object Characteristics
Object Manager
Finding/Selecting Objects
Using Search Tools
Using Search Variants
Displaying/Editing Objects
Creating Objects
Copying Objects
Assigning/Moving/Repositioning Objects
Terminating/Deleting Objects or Assignments
General Attribute Maintenance
Attributes for Sales and Service Scenarios
Attribute Inheritance
Determining Organizational Data
Rule Resolution Using Responsibilities
Rule Resolution Using Organizational Model
Organizational Data Determination in Internet Sales
Organizational Data in Transaction Documents
Organizational Data Log
Check List for Organizational Data
Buffering for CRM Organizational Data
Data Exchange for Organizational Data
Maintain Number Ranges for Organizational Data
Enhanced Backend Integration Version of CRM Organizational Model
Copying the Sales Structure from R/3 to CRM Enterprise
Creating the Organizational Model Manually in CRM
Distributing the Organizational Plan from R/3 HR with ALE
Transferring the Org. Model from CRM Enterprise to CRM Mobile
Concept and Basic Functions of the Business Transaction
Business Transaction
Concept of Transaction Processing
Customizing for Business Transactions
Combined Business Transactions
Transaction Variants Depending on Transaction Types
Authorization Check in the Business Transaction
Process Flow of Authorization Check in Business Transactions
Check on Visibility in the Organization Model
Authorization Objects and Authorization Fields
Examples for the Authorization Assignment
Screen Sequence Control of the Business Transaction
Screen Sequence Control
Screen Control Data for the Business Transaction Type
Screen Profile Type and Screen Profile
Screen Control Data Grouping
Screen Panel, Subpanel and Tabstrip Panel
Item Profile Type and Item Profile
Selection of the Screen Control Data
Tabstrip Assignment (Assignment of the Tab Page Title)
Entering Screen Control Data
Processing the Screen Control Data
Processing Transactions in the SAP GUI
Locator
Locator and Interface Settings
Document Flow in Business Transactions
Document Flow at Item Level
Copying Business Transactions
Content Management in the Business Transaction
Incompleteness Check in Business Transactions
Status Management in Business Transactions
Change History
Easy Enhancement Workbench for Business Transactions
Data Exchange for Business Transactions
Billing Plan
Billing Plan
Milestone Billing Plan
Currency Conversion Program
Text Management
Text Object
Text Type
Text Determination Procedure
Definition of Text Determination Procedure
Text Determination
Type of Text Transfer
Definition of Access Sequence
Assignment of Fields
Standard Texts in CRM
Check Text Customizing for Consistency
Setting New Text Types
Specify a Text Type in SAPscript
Translating Text Types
Setting Texts
Set Texts Using Text Determination
Translating Procedure Descriptions and Access Sequence Descripti
Archiving of Business Transactions
Available Archiving Objects
Understanding the Data that Is Archived
Attachments and Linkages in a Document Flow
Authorizations
Maintaining Residence Times
Archivability Check
Searching and Displaying Archived Business Transactions
Activity Management
Activity
Business Activity
Working with Activities in CRM Enterprise
Working with Activities in the CRM Enterprise System - Example
Activities in the Business Workplace (CRM Enterprise)
Activities in the Calendar (CRM Enterprise)
Integration of CRM Calendar with Groupware Calendar
Mapping the CRM Enterprise Calendar with Groupware Calendars
Mapping the CRM Calendar with a Groupware Calendar: Example
Integration of CRM Enterprise Calendar with Microsoft Outlook
Calendar Functions
The Calendar Display
The Standard Toolbar for the Daily and Weekly Views
Appointments
Time Zones
Displaying the Appointments of Several Users
User Settings
Business Partner Cockpit
Business Partner Cockpit
Fact Sheet
Working with the Fact Sheet
Personalizing Fact Sheet Views
Fact Sheet in the SAP Enterprise Portal
Activity Monitor in CRM Enterprise
Activity Processing in CRM Enterprise
Partners in Activities
Texts in Activities
Addresses in Activities
Questionnaires in Activities
Assignment of Multiple Surveys to Transactions
Activity Journals
Object Relationships
Integration of Actions in Activities
Customer Screen in the CRM Enterprise Activity
Sending CRM Enterprise Activities
Copying Business Transactions
External List Analysis
Integrated Functions in Other Systems