SAP- CRM Technical Training

SAP- CRM Technical Online Training

Structure of the CRM

  • Web Client User Interface
  • Overview of the User Interface
  • Detailed Analysis of the User Interface
  • Navigation Bar
  • Header Area
  • Work Area
  • Navigating in the User Interface
  • Personalizing the User Interface
  • Logging On to the CRM Web Client
  • Prerequisites and Performance
  • Optimization

Role Concept

  • General Information about the Role
  • Concept
  • Marketing Professional
  • Sales Professional
  • Service Professional
  • IC Agent
  • Technical Description of the Role Concept
  • Role and Profile Dependencies
  • Navigation Bar Profile
  • Technical Profile
  • Layout Profile
  • Role Configuration Key
  • Authorization Role
  • Organizational Model and Role
  • Assignment
  • Practical Example: Business Role
  • Creating an Authorization Role
  • Creating a Business Role (Service)
  • Using the Organizational Model to
  • Assign the Business Role
  • Logging On and Testing the New
  • Business Role
  • Practical Example: Customizing the
  • Corporate Identity
  • Localizing the Data on SAP NetWeaver
  • Application Server
  • Replacing the Company Logo
  • Customizing the Color and Font
  • Content of Important Files at a Glance

Enhancing and Customizing the Navigation Bar

  • Configuring the Navigation Bar
  • Navigation from the Navigation Bar
  • Integrating a Transaction Launcher
  • Prerequisites and Limitations
  • Creating New Transactions
  • Integration into the Navigation Bar
  • Profile Changing an Existing Transaction
  • Copying and Deleting Transactions
  • Practical Example: Navigation Bar
  • Creating and Assigning a Role
  • Configuration Key
  • Deactivating a Work Center Page
  • Adding a Work Center Page
  • Practical Example: Transaction Launcher
  • Setting Up a Logical System
  • Using the Transaction Launcher to Integrate the Application
  • Integrating the Application into the Navigation Bar

Enhancing and Customizing the Header Area

  • Configuring the Header Area
  • Defining the Navigation Frame
  • Defining the Layout Components
  • Displaying the Central Search
  • Using the Working Context

Enhancing and Customizing the Work Area

  • UI Configuration Tool
  • Configuration Access Sequence
  • Calling the UI Configuration Tool
  • Technical Information (F2 Key)
  • Structure of the UI Configuration Tool
  • Role-Based Customizing of the User Interface
  • Design Layer
  • Structure of the Design Layer
  • UI Object Types
  • Design Layer Data Model
  • General Field Customizing
  • Modifying the Shared Memory Settings
  • Easy Enhancement Workbench
  • Differences Between the EEWB and the UI Configuration Tool
  • Structure of the Easy Enhancement Workbench
  • Field Enhancement with the Easy Enhancement Workbench
  • Troubleshooting
  • Notes on the Easy Enhancement Workbench
  • Practical Example: Using the UI Configuration Tool
  • Customizing the Overview Page
  • Customizing the Search Page
  • Showing Input Fields in a View
  • Changing Field Labels in a View
  • Practical Example: Using the Design Layer
  • Creating a Design Object
  • Assigning the Design Object to the Context Node
  • Practical Example: Using the Easy Enhancement Workbench
  • Creating a New Field with the EEWB
  • Adding the Field to the View with the UI Configuration Tool

ApplicationIntegration and Authorization

  • SAP NetWeaver Business Warehouse Integration
  • Basic SAP NetWeaver Business Warehouse Configuration
  • Links for Cross-Component Navigation
  • Integrating Reports into the User Interface
  • Integration into Custom Components
  • Integration into SAP NetWeaver Portal
  • Prerequisites and Functional Scope
  • Communication Between the ABAP System and the Portal
  • Uploading Business Roles from the CRM System
  • Integrating Business Roles into the Portal
  • Tips and Tricks for CRM Web Client Integration
  • Authorization Concept
  • Basic Principles of Authorization
  • Implementing Authorization
  • Example of Setting Up an Authorization Concept
  • Creating a Business Role
  • Creating and Assigning an Authorization Role
  • Preparing an Authorization Concept for the User Interface

Integrating Office Applications

  • Web Service Tool
  • Template Designer
  • Document Templates in Microsoft Word
  • Document Templates in Adobe
  • LiveCycle Designer
  • Documents in the CRM Application
  • Advanced Topics
  • Transport of Document Templates
  • Transport of Service Objects
  • Prerequisites for Using the Template
  • Designer

Web Client UI Framework

  • Basic Principles
  • BSP Programming Models
  • Web Client UI Framework
  • Tag Libraries
  • Web Client Component
  • Component Workbench
  • Component Structure Browser
  • Detailed Overview
  • View Navigation
  • Runtime Repository Editor BOL Model
  • Browser

UI Component Architecture

  • View
  • View Controller
  • View Context
  • Event Handler
  • Plugs
  • View Layout (BSP Page)
  • View Set
  • Window
  • Controller and Context
  • Component Controller
  • Custom Controller
  • Context Nodes and Attributes
  • Context Note Binding
  • Model Integration
  • Dependent Model Nodes
  • Navigation
  • Navigating with Navigational Links
  • Cross-Component Navigation
  • Component Interface
  • Interface View
  • Context
  • Events
  • UI Component Usage

Creating Configurable Views and Pages

  • Form View
  • Table View
  • Buttons
  • One-Click Actions (OCAs)
  • Tree View
  • Search Pages
  • Overview Pages
  • Work Center Pages
  • UI Component Enhancement Concept
  • Enhancement Set
  • Enhancing UI Components
  • Enhancement Set in the Component Workbench

Generic Interaction Layer – GenIL

  • Benefits of the Generic Interaction Layer
  • GenIL Object Model
  • GenIL Components and Component Sets
  • GenIL Objects
  • Relationships Between GenIL Objects
  • Tools for Displaying Object Models
  • GenIL Model Browser
  • GenIL BOL Browser
  • Enhancing Object Models
  • Enhancing the Business Partner Model
  • Enhancing the Business Transaction Model
  • Simple GenIL Objects
  • Web Service Consumption Tool (WSCT)
  • Practical Example: Creating a Simple GenIL Object

Business Object Layer — BOL

  • BOL Entities
  • Working with Collections
  • Access Using Iterators
  • Filtering Collections
  • Sorting Collections
  • BOL Core
  • Searching for BOL Entities
  • Traversing via the Object Model
  • Locking BOL Entities
  • Accessing BOL Entities
  • Generating BOL Entities
  • Transaction Context
  • Messages from the APIs

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