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Function documentationIntegrating Microsoft Word

 

Integrating Microsoft Word allows you to edit Microsoft Word documents directly in the SAP application.

Prerequisites

  • You have installed Microsoft Internet Explorer 5.0, Microsoft Office 2000, and Windows 95 or more recent versions of these programs.

  • In the browser, you have activated the following settings under Start of the navigation path Extras Next navigation step Internet Options Next navigation step Security Next navigation step Custom Level...: End of the navigation path

    • Active Scripting

    • Run ActiveX controls and plug-ins

    • Initialize and script ActiveX controls not marked as safe

Features

Special Features in the CRM WebClient UI

  • Use Change in MS Word to edit Microsoft Word documents directly in the portal

  • You can use the Save function in Microsoft Word directly.

    You always create a new version of the Microsoft Word document when you save it.

  • If several Microsoft Office documents are open, the system saves the most recently edited document, regardless of which document is currently selected in the tab page.

  • New and saved documents appear for the first time when you navigate again to the document tab page or use Refresh.

Special Features in the Interaction Center WebClient

Document templates are also available in the Inbox for faxes/letters.

Activities

  • Using attributes to create document templates in Microsoft Word

When processing document templates in Microsoft Word, you can use Start of the navigation path Insert Next navigation step Field End of the navigation path to insert letter variables. Under Categories, select the option Mail Merge, and under Field Names, the option MergeField. In the input field below, after MERGEFIELD, enter the required variable to be added.

Example Example

In Account Management, the following variables are replaced:

  • BUS1006-TITLELETTER

    Contains the salutation for the organization

  • BUS1006002-TITLELETTER

    Contains the salutation for the contact person

  • BUS1006002-TITLE_TEXT

    Language-dependent text for form of address (Mr., Ms.)

  • BUS1006002-NAME_FIRST

    First name

  • BUS1006002-NAME_LAST

    Last name

  • BUS1006002-SEX

    empty = unknown, 1 = female, 2 = male

  • BUS1006-LINE0 to BUS1006-LINE9

    Contain the address

End of the example.

  • Using Template Data

    To create Microsoft Word documents, you can use templates that prefill the documents with basic data.