App History: My Accounts

Use

Note

Starting with the initial delivery date, the app is delivered with each support package stack of the respective SAP Fiori product. This document only lists support package stacks in which the app has been enhanced or changed. If the app was not changed in a particular support package stack, then this support package stack is not mentioned in this document.

The My Accounts app has been enhanced as follows:

Note

Most of the features and options listed below are only available with SAP enhancement package 3 for SAP CRM 7.0 and later releases as the back-end component. Only those features and options that are marked with an asterisk (*) are available in lower back-end product versions.

SAP Fiori 1.0 for SAP CRM SPS 10 (Delivery Date 07/2016)

New/Enhanced Key Features	General You can create a lead for an account. You can create accounts as prospects and record the lifecycle stage of accounts using the Lifecycle Stage field in the General Data view. You can display and add relationships to other partners in a new Relationships view. Offline Mode If you have a network connection, data is automatically synchronized once an hour. A status bar is displayed in the launchpad, showing when the last synchronization occurred and whether any changes have not yet been sent to the CRM back-end. An error log is displayed in the app, showing errors for this app, and in the launchpad, showing errors for all apps. You can navigate from an error message directly to data that is inconsistent or incomplete. Note that the status bar and navigation to errors are only supported as of SAPUI5 version 1.3x.
New/Changed Implementation Details	To use the lifecycle feature, you need to complete the relevant configuration steps described in App Implementation: My Accounts.
New/Changed Extensibility Options	A new wrapper service CRM_ODATA supports the extension of the app for offline mode. The new service calls the existing app-specific OData services internally. If you use the app offline and extend the CRM_BUPA_ODATA service, you must register your additional or extended entities so that they are taken into account by the CRM_ODATA service. You do this in Customizing for SAP CRM, under Customer Relationship Management Master Data Business Partner Settings for "My Accounts" and "My Contacts" Apps Register Extensions for CRM OData Service .
SAP Note for Technical Changes	2203696

SAP Fiori 1.0 for SAP CRM SPS 9 (Delivery Date 01/2016)

New/Enhanced Key Features	New key feature for offline mode: You can create new accounts and edit account data, such as address, rating, and employee responsible.
New/Enhanced Extensibility Options	No changes
SAP Note for Technical Changes	2203696

SAP Fiori 1.0 for SAP CRM SPS 8 (Delivery Date 10/2015)

New/Enhanced Key Features	New key feature: You can use the app in offline mode. For information about the features of the app in offline mode, see My Accounts.
New/Changed Implementation Details	New implementation details: If you want to deploy the app for offline use, you need to implement and configure it, then package it for installation on mobile devices. For more information about packaging, see Preparing SAP Fiori Apps for Offline Use.
New/Enhanced Extensibility Options	New extensibility option: You can adjust the default filters that now limit the number of transactions displayed in the app. For more information, see the Extension Guide provided with SAP Note 2016653 .
SAP Note for Technical Changes	2203696

SAP Fiori 1.0 for SAP CRM SPS 6 (Delivery Date 04/2015)

New/Enhanced Key Features

New key features:

From the Opportunities view, you can create opportunities.
The search result list has been redesigned and has a list format rather than tiles. *

You can personalize the layout of the result list by selecting the columns that are displayed and their order. You display the button for accessing these settings by choosing Show Personalization in the options. Your personalization settings are applied each time you log on.
The address is in country-specific format for Japan, United States, and United Kingdom if you enter one of these countries in the Country field.

New/Enhanced Extensibility Options

New extensibility options:

You can replace the default address format with your own country format. You can also add further address formats and remove address formats that you do not need. You can find a description of this procedure in the Extension Guide provided with SAP Note 2016653 .
You can use the extension points in the view SearchResult.view.xml to add a new column in the new result list of the account search. *

You can also hide or remove columns that you do not need. You can find a description of this procedure in the Extension Guide provided with SAP Note 2016653 .

Due to the redesign of the result list, the extensible view S2.view.xml is no longer used and is no longer supported as of this release.

SAP Note for Technical Changes

2133482 Information published on SAP site

SAP Fiori for SAP CRM 1.0 SPS 5 (Delivery Date 01/2015)

New/Enhanced Key Features	New key features: From the Tasks view, you can create tasks and navigate to their details. From the Appointments view, you can create appointments. You can display sales orders from an SAP ERP backend system in the new Sales Orders view. If the corresponding service in ERP is not available, the Sales Orders view is not displayed (see New/Changed Implementation Details below). You can display and change marketing attributes in the new Marketing Attributes view.
New/Changed Implementation Details	If you want to display sales orders from an SAP ERP backend system, you need to activate the OData service ERP_BUPA_ODATA (if you already display ERP quotations, this OData service is already activated).
New/Enhanced Extensibility Options	None
SAP Note for Technical Changes	2095424

SAP Fiori for SAP CRM 1.0 SPS 4 (Delivery Date 10/2014)

New/Enhanced Key Features	New key features: From the Contacts view, you can create and edit contacts, and also unassign a contact from an account. You can display quotations from an SAP ERP backend system in the new Quotations view. If the corresponding service in ERP is not available, the Quotations view is not displayed (see New/Changed Implementation Details below). You can personalize the app by selecting the following: The views that are to be displayed The columns that are displayed in table views You can also determine the order of the views and columns. Your personalization settings are applied each time you log on. You display the button for accessing these settings by choosing Show Personalization in the options. You can navigate from the account address to a map, and start activities such as route planning. By clicking the map icon, users navigate to third-party map software and the account address is communicated to this software. SAP does not accept any liability for the use of address data by the map software provider, nor for insecure communication of address data. If you want to use map integration, you can enable it by showing the map icon. For more information, see the Extension Guide provided with SAP Note 2016653 . Enhanced key features: You can search for accounts by their ID. * You can filter the result list of an account search by account type (individual account, corporate account, or account group). You can search for contacts, appointments, tasks, attachments, notes, leads, or opportunities in the relevant view. The search uses the same criteria as the object-specific apps, for example, first name and last name of a contact.
New/Changed Implementation Details	If you want to display quotations from an SAP ERP backend system, you need to activate the OData service ERP_BUPA_ODATA.
New/Enhanced Extensibility Options	New extensibility option: You can now determine users' accounts based on your own definitions and restrict the result list (for example, by excluding locked accounts). For more information, see the Extension Guide provided with SAP Note 2016653 . It is already possible to determine users' accounts based on relationship categories (see App Implementation: My Accounts). Enhanced extensibility option: You can now connect to other backend systems and services. For more information, see the Extension Guide provided with SAP Note 2016653 .
SAP Note for Technical Changes	2057697

SAP Fiori for SAP CRM 1.0 SPS 3 (Delivery Date 07/2014)

New/Enhanced Key Features

New key features:

You can create and edit accounts.
You can create notes.

Enhanced key features:

You can upload and delete attachments, and change their names.
You can now display the details of contacts, notes, tasks (also completed ones), appointments, attachments, leads, and opportunities directly in the app.

New/Enhanced Extensibility Options

Enhanced extensibility options:

New extension points

Due to a technical redesign of the app, most of the extension points for the app have changed.
UI controller hooks

Three hooks are now available.
New Extension Guide

For more information about extending the My Accounts app, including detailed steps and examples, see the attachment to SAP Note 2016653 .

For more information, see App Extensibility: My Accounts.

SAP Note for Technical Changes

2020907 Information published on SAP site

SAP Fiori for SAP CRM 1.0 SPS 2 (Delivery Date 05/2014)

New/Enhanced Key Features	New key feature: Account types The app shows individual accounts and account groups in addition to corporate accounts. Enhanced key feature: Display own accounts You can determine which accounts are identified as the user's accounts (for display in the My Accounts view), based on relationship categories describing the relationship between an employee and an account.
New/Changed Implementation Details	To determine users' accounts based on relationship categories, new customizing is available (see App Implementation: My Accounts).
New/Enhanced Extensibility Options	No changes
SAP Note for Technical Changes	1944230

SAP Fiori for SAP CRM 1.0 SPS 1 (Delivery Date 02/2014)

New/Enhanced Key Features	No changes
New/Enhanced Extensibility Options	You can now extend the app (see App Extensibility: My Accounts).

SAP Fiori for SAP CRM 1.0 SPS 0 (Delivery Date 11/2013)

Initial delivery