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Function documentationRelate to SAP CRM

 

Relate to SAP CRM is a Microsoft Outlook add-in that is installed with the client groupware integration component and enables you to categorize items that you create in Microsoft Outlook as relevant for SAP CRM. It also enables you to assign CRM accounts, CRM contacts, and CRM business transactions to synchronizable items, as follows:

Item

Assignable Entities

Contact

CRM account

Appointment

CRM account

CRM contact

CRM reference transaction

Task

CRM account

CRM contact

CRM reference transaction

Note Note

  • No equivalent add-in is available for Lotus Notes.

    In Lotus Notes, items are related to SAP CRM by assignment of the category SAP CRM.

  • The Relate to SAP CRM button is displayed in different ways in different versions of Microsoft Outlook: either in the ribbon at the bottom of the screen or under the menu option SAP CRM at the top of the screen.

End of the note.

Features

Relate to SAP CRM

When you click the Relate to SAP CRM button, the following happens:

  • The item is given the category SAP CRM, enabling it to be synchronized.

  • The current user is assigned as the employee responsible in SAP CRM. This assignment is shown in the CRM Employee Responsible screen area of the add-in as a link that points to the employee master data in the SAP CRM WebClient UI. The assigned employee responsible cannot be changed by the user in the groupware client.

Assignment of Related Entities
CRM Employee Responsible

Displays the assigned employee responsible. You cannot change this assignment.

CRM Account / CRM Contact

To assign a CRM account or contact, you click Assign in the area CRM Account or CRM Contact. You can search for accounts or contacts in SAP CRM and select one for assignment.

For information about assigning accounts to contacts, see Contact Synchronization and Assignment of Accounts to Contacts.

CRM Reference Transactions

To assign a related business transaction, you click Assign in the area CRM Reference Doc. You can search for a transaction in SAP CRM and select one for assignment.

Note Note

To unassign entities from an item in groupware client, remove the category SAP CRM from the item.

End of the note.
Configuration of Search Result Lists

In the synchronization settings, in the Search Results pane, business users can determine which search columns are displayed for the search results when they search for an entity to assign to a groupware item. Prior to version 10.30 of the client groupware integration component, only one search criterion can be used for each search.

Search Results List as of Version 10.30

As of version 10.30 of the client groupware integration component, business users can use multiple search criteria for a search. Administrators can determine which search criteria are available for selection (and shown as columns in the results list ) and whether business users can change this default setting. Administrators make this setting in SAP GUI transaction GWIPROFILE, by entering the required search criteria for the following parameters:

  • AccountSearchResults

  • ContactSearchResults

  • ReferenceDocSearchResults

Business users can determine the column order in the synchronization settings, in the Search Results pane, by the sequence in which they select the columns to be displayed.

Supported Search Values for Account and Contact Search

Search Criterion

Search Logic Depending on Search String

Account ID/Contact ID

Exact search but accepts wildcard (*x*)

City

*x*

E-Mail

Exact search

Last Name

*x*

First Name

*x*

Postal Code

Exact search but accepts wildcard (*x*). Case-sensitive (enter H* not h* to search for postal code H1M 1Q3)

Search Term1

*x*

Search Term2

*x*

Street

*x*

Web Site

Exact search

In the account search results for contacts, all account addresses are displayed, not only the standard addresses.

Supported Search Values for Reference Transaction Search

Search Criterion

Search Logic Depending on Search String

Description

*x*

Object ID

*x*

Customizing Search Criteria and Search Results List

If you require search criteria not delivered in the standard system, follow the configuration steps described in the Client Groupware Integration 10.30 Installation and Configuration Guide in SAP Service Marketplace at http://service.sap.com/crm-instInformation published on non-SAP site (choose the relevant release and subfolder, for example Install). See section 10.1 Backend Customizing and System Settings, subsection Other Settings.