Special Features for Close Integration with SAP CRM 

Use

Some of the planning applications for CRM Analytics are closely integrated with SAP CRM. This means that the master and actual data required for planning is drawn directly from SAP CRM when planning is executed. Furthermore, you perform the closely integrated planning functions directly from within SAP CRM, using for example the Marketing Planner. Plan data is entered in Dynamic HTML using an enhanced planning layout (see Enhancing the Planning Layout).

Prerequisites

For the data to be transferred successfully between SAP CRM and SAP BW, the following prerequisites need to be fulfilled:

·        The planning level you defined fulfills the prerequisites described under Planning Services.

·        The header of the layout to be enhanced (see Enhancing the Planning Layout) only contains characteristics that are filled with a single value from SAP CRM.

·        In SAP CRM, you have performed the Customizing steps under Integration with Other mySAP Components ® Strategic Enterprise Management.

Features

Besides the special settings that you can make, closely integrated planning applications offer the following additional options for performing planning:

You can valuate the value of a key performance indicator (KPI) and display it as an alert in SAP CRM. For more information, see KPI Valuation for an Alert.