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 Data Exchange for Opportunities: CRM Enterprise - CRM Mobile

Usage

You can create opportunities in both CRM Enterprise and in the CRM Mobile Sales application. This means that opportunities can be processed in the office and on a laptop during a customer visit, for example. Opportunities are exchanged between both systems via CRM Middleware.

As the Opportunity Management functionality is not available in the SAP system, no data is transferred to the SAP system.

Prerequisites

You use CRM Enterprise and CRM Mobile Sales, and have also maintained Customizing for Opportunity Management in the CRM Enterprise System.

Customizing settings in CRM Enterprise for Opportunity Management are transferred via Middleware to the Mobile Sales application and interpreted there accordingly.

Special attributes, which you can store in CRM Mobile for the partner function types “Partner” (attribute: authority) and “Competitor” (attribute: result), are the exception. These attributes are only visible in CRM Mobile Sales, and are maintained in the Mobile System Maintenance application.

Features

  • Incomplete documents, or documents containing errors

All opportunities are exchanged between CRM Enterprise and CRM Mobile. Even incomplete documents and documents containing errors are exchanged. In CRM Enterprise, these documents are given the status contains errors; in CRM Mobile they get the flag CRM incomplete.

  • Texts at header and item level

Texts that you create in CRM Enterprise at header level on the Targets tab page are exchanged with CRM Mobile and can be found there under Notes. Texts that you create at item level (Product information tab page) in CRM Enterprise are also exchanged with CRM Mobile and can be found there under Items: Notes.

  • Business Partners

All partners (for example, competitors, sales team, and so on) are exchanged between CRM Enterprise and CRM Mobile and can be processed on the appropriate tab page. Settings made in Customizing for CRM Enterprise for partner processing, provide the basis for this.

Partners, which are assigned to the Person Responsible partner function category in CRM Enterprise, are copied as Responsible Employee at header level in CRM Mobile.

  • Attachments

Attachments to an opportunity, for example Word documents or presentations, cannot be exchanged between systems at present. This will be possible in a future release.

Differences/ limitations to function and field levels

The following differences at field and function level exist between CRM Enterprise and CRM Mobile at present:

  • Configuration

Unlike in CRM Enterprise, it is not possible in CRM Mobile to switch to product configuration for configurable products. Configurable products in CRM Mobile are flagged as configured in CRM Mobile.

  • Phases history (CRM Enterprise)

The Phases history function in CRM Enterprise shows the sequence of phases, the start date and the length of time in days, required for each phase. This function is not available in CRM Mobile at present.

Times can only be exchanged between CRM Enterprise and CRM Mobile at present. A duration cannot be transferred to CRM Mobile at present. This will be possible in a future release.

  • Budget of sales prospect (CRM Enterprise)

You have the option in CRM Enterprise to make entries regarding the budget of sales prospects; this option is not provided in CRM Mobile at present. It will be available in a future release.

  • Inactive flag for employees in the sales team (CRM Mobile)

    In CRM Mobile, you can set the inactive flag for a person in the sales team, for example if this person is only sometimes available. This flag does not exist in CRM Enterprise.

  • Reference flag at header level (CRM Mobile)

    In CRM Mobile, it is possible to set the reference flag for an opportunity at header level, for example when referring to a reference customer or a reference project. This flag does not exist in CRM Enterprise.