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SAP CRM Technical Course Content
1. SAP CRM Technical Course Content
Structure of the CRM Role Concept
• Web Client User Interface • General Information about the Role
• Overview of the User Interface Concept
• Detailed Analysis of the User Interface • Marketing Professional
• Navigation Bar • Sales Professional
• Header Area • Service Professional
• Work Area • IC Agent
• Navigating in the User Interface • Technical Description of the Role
• Personalizing the User Interface Concept
• Logging On to the CRM Web Client • Role and Profile Dependencies
• Prerequisites and Performance Optimization • Navigation Bar Profile
• Technical Profile
• Layout Profile
• Layout Profile
• Role Configuration Key
• Authorization Role
• Organizational Model and Role
Assignment
Enhancing and Customizing the Navigation • Practical Example: Business Role
Bar • Creating an Authorization Role
• Configuring the Navigation Bar • Creating a Business Role (Service)
• Navigation from the Navigation Bar • Using the Organizational Model to
• Integrating a Transaction Launcher
• Prerequisites and Limitations
• Creating New Transactions
• Integration into the Navigation Bar
Profile
Assign the Business Role
• Logging On and Testing the New
Business Role
• Changing an Existing Transaction • Practical Example: Customizing the
• Copying and Deleting Transactions Corporate Identity
• Practical Example: Navigation Bar
• Creating and Assigning a Role
Configuration Key
• Deactivating a Work Center Page
• Adding a Work Center Page
• Practical Example: Transaction • Localizing the Data on SAP NetWeaver
Launcher Application Server
• Replacing the Company Logo
• Customizing the Color and Font
• Setting Up a Logical System • Content of Important Files at a Glance
• Using the Transaction Launcher to
Integrate the Application
• Integrating the Application into the
Navigation Bar
2. SAP CRM Technical Course Content
Enhancing and Customizing the Work Area
• UI Configuration Tool
• Configuration Access Sequence Enhancing and Customizing the Header Area
• Calling the UI Configuration Tool • Configuring the Header Area
• Technical Information (F2 Key) • Defining the Navigation Frame
• Structure of the UI Configuration Tool • Defining the Layout Components
• Displaying the Central Search
• Using the Working Context
Enhancing and Customizing the Header Area
• Configuring the Header Area Structure of the CRM
• Defining the Navigation Frame • Web Client User Interface
• Defining the Layout Components • Overview of the User Interface
• Displaying the Central Search • Detailed Analysis of the User Interface
• Using the Working Context • Navigation Bar
• Header Area
• Work Area
Role Concept • Navigating in the User Interface
• General Information about the Role • Personalizing the User Interface
Concept • Logging On to the CRM Web Client
• Marketing Professional • Prerequisites and Performance
• Sales Professional Optimization
• Service Professional
• IC Agent
• Technical Description of the Role
Concept
• Role and Profile Dependencies Enhancing and Customizing the Navigation
• Navigation Bar Profile Bar
• Technical Profile • Configuring the Navigation Bar
• Layout Profile • Navigation from the Navigation Bar
• Layout Profile • Integrating a Transaction Launcher
• Role Configuration Key • Prerequisites and Limitations
• Authorization Role • Creating New Transactions
• Organizational Model and Role • Integration into the Navigation Bar
Assignment Profile
• Practical Example: Business Role • Changing an Existing Transaction
• Creating an Authorization Role • Copying and Deleting Transactions
• Creating a Business Role (Service) • Practical Example: Navigation Bar
• Using the Organizational Model to • Creating and Assigning a Role
Assign the Business Role Configuration Key
• Logging On and Testing the New • Deactivating a Work Center Page
Business Role • Adding a Work Center Page
• Practical Example: Customizing the • Practical Example: Transaction
Corporate Identity Launcher
• Localizing the Data on SAP NetWeaver • Setting Up a Logical System
Application Server • Using the Transaction Launcher to
• Replacing the Company Logo Integrate the Application
• Customizing the Color and Font • Integrating the Application into the
• Content of Important Files at a Glance Navigation Bar
3. SAP CRM Technical Course Content
ApplicationIntegration and Authorization
• SAP NetWeaver Business Warehouse
Integration
• Basic SAP NetWeaver Business
Warehouse Configuration
• Links for Cross-Component Navigation
• Integrating Reports into the User Enhancing and Customizing the Work Area
Interface • UI Configuration Tool
• Integration into Custom Components • Configuration Access Sequence
• Integration into SAP NetWeaver Portal • Calling the UI Configuration Tool
• Prerequisites and Functional Scope • Technical Information (F2 Key)
• Communication Between the ABAP • Structure of the UI Configuration Tool
System and the Portal • Role-Based Customizing of the User
• Uploading Business Roles from the CRM Interface
System • Design Layer
• Integrating Business Roles into the • Structure of the Design Layer
Portal • UI Object Types
• Tips and Tricks for CRM Web Client • Design Layer Data Model
Integration • General Field Customizing
• Authorization Concept • Modifying the Shared Memory Settings
• Basic Principles of Authorization • Easy Enhancement Workbench
• Implementing Authorization • Differences Between the EEWB and the
• Example of Setting Up an Authorization UI Configuration Tool
Concept • Structure of the Easy Enhancement
• Creating a Business Role Workbench
• Creating and Assigning an Authorization • Field Enhancement with the Easy
Role Enhancement Workbench
• Preparing an Authorization Concept for
the User Interface
Web Client UI Framework
• Basic Principles
• BSP Programming Models • Troubleshooting
• Web Client UI Framework • Notes on the Easy Enhancement
• Tag Libraries Workbench
• Web Client Component • Practical Example: Using the UI
• Component Workbench Configuration Tool
• Component Structure Browser • Customizing the Overview Page
• Detailed Overview • Customizing the Search Page
• View Navigation • Showing Input Fields in a View
• Runtime Repository Editor BOL Model • Changing Field Labels in a View
Browser • 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
4. SAP CRM Technical Course Content
UI Component Architecture
• View
• View Controller
Creating Configurable Views and Pages • View Context
• Form View • Event Handler
• Table View • Plugs
• Buttons • View Layout (BSP Page
• One-Click Actions (OCAs) • View Set
• Tree View • Window
• Search Pages • Controller and Context
• Overview Pages • Component Controller
• Work Center Pages • Custom Controller
• Context Nodes and Attributes
• Context Note Binding
UI Component Enhancement Concept • Model Integration
• Enhancement Set • Dependent Model Nodes
• Enhancing UI Components • Navigation
• Enhancement Set in the Component • Navigating with Navigational Links
Workbench • Cross-Component Navigation
• Component Interface
• Interface View
• Context
• Events
• UI Component Usage
Generic Interaction Layer – GenIL Business Object Layer — BOL
• Benefits of the Generic Interaction Layer • BOL Entities
• GenIL Object Model • Working with Collections
• GenIL Components and Component • Access Using Iterators
Sets • Filtering Collections
• GenIL Objects • Sorting Collections
• Relationships Between GenIL Objects • BOL Core
• Tools for Displaying Object Models • Searching for BOL Entities
• GenIL Model Browser • Traversing via the Object Model
• GenIL BOL Browser • Locking BOL Entities
• Enhancing Object Models • Accessing BOL Entities
• Enhancing the Business Partner Model • Generating BOL Entities
• Enhancing the Business Transaction • Transaction Context
Model • Messages from the APIs
• Simple GenIL Objects
• Web Service Consumption Tool (WSCT)
• Practical Example: Creating a Simple
GenIL Object