CRM WebClient User Interface (C04)
1 Purpose 6
2 Preparation 6
2.1 Prerequisites 6
2.2 Restrictions 6
3 CRM WebClient UI 7
3.1 CRM WebClient Configuration Scope of SAP BP CRM 7
4 Prerequisites for CRM WebClient Usage 8
4.1 Check System Settings 8
4.2 HTTP Services 8
4.2.1 Activating HTTP Services in CRM 8
4.2.2 Checking HTTP Services in ERP 10
5 Business Role Configuration 10
5.1 Creating Role Configuration Keys 11
5.2 Defining Navigation Bar Profiles 12
5.3 CRM WebClient UI Business Roles 14
5.3.1 Uploading PFCG Roles 14
5.3.2 Defining Business Roles 15
6 Profile Setup 18
6.1 Deactivating Work Centers 18
6.2 Include/Exclude Logical Links 19
6.2.1 Including/Excluding Logical Links for a Business Role 19
6.3 Deactivating Visible Direct Group Links 20
6.4 Include/Launch Transactions 21
6.4.1 Including SAP GUI Transactions 21
6.4.1.1 Prerequisites for SAP GUI Transactions 21
6.4.1.1.1 Defining RFC Destinations for Method Calls 22
6.4.1.1.2 Defining Transaction Launcher 22
6.4.1.1.3 Setting TSTC to Synchronous (CRM) 24
6.4.1.1.4 Setting TSTC to Synchronous (ERP) 24
6.4.1.2 Procedure to Include SAP GUI Transactions (Optional) 25
6.4.1.2.1 Configuring Transaction Launcher 25
6.4.1.2.2 Creating Logical Link for Transaction 26
6.4.1.2.3 Assigning Link to Work Center 27
6.4.2 Including URL Transactions (Optional) 28
6.4.2.1 Prerequisites for URL Transactions (Example) 28
6.4.2.2 Procedure to Include URL Transactions 29
6.4.2.2.1 Configuring Transaction Launcher 29
6.4.2.2.2 Creating Logical Link for Transaction 30
6.4.2.2.3 Assigning Link to Work Center 31
7 Creating Users for WebClient UI 32
7.1 Creating System Users 32
7.2 Adapting System Users 33
8 Authorization Setup 34
8.1 Installing the Profile Generator 34
8.2 Authorization Profile 35
8.2.1 Generating Authorizations Profiles 35
8.2.2 Assigning PFCG Roles to Users 36
9 Entering the CRM WebClient UI 37
10 Personalization of CRM WebClient UI (Optional) 39
10.1 Changing Layout 39
10.2 Personalize Settings 39
10.3 Deactivating Work Center Link Groups 40
10.4 Shortcuts 40
10.4.1 Defining Shortcuts 40
10.4.2 Enabling Shortcuts 41
10.5 Personalize Table Views 41
10.6 Personalize Overview Pages 42
11 UI Configuration using BSP Component Workbench 42
11.1 Adding Fields to Master Data Entry Screens 42
11.1.1 Maintaining Entry Screen for Employees 42
11.1.2 Maintaining Entry Screen for Corporate Accounts 43
11.1.3 Maintaining Entry Screen for Contact Persons 44
11.2 Field Deactivation on Views (Optional) 45
11.2.1 Identifying Component 45
11.2.2 Starting Component Workbench 46
11.3 Integrate Add-Ins into Homepage (Optional) 47
11.3.1 Creating New Component and View 47
11.3.2 Integrate the View into your Homepage 48
11.3.2.1 Get the Right Component 48
11.3.2.2 Assigning the View to a Component 48
11.3.3 Adding Functionality 49
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