SAP CRM Interview Preparation Guide

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Basically there are two kinds of Activities, which
are called as Tasks and Business activities.
A Business activity contains information about business
partner interaction on a particular date
A Task contains information about what one or more
employees have to complete by a particular date.
In very simple words Tasks are activities in which the BP
is not involved and activities are in which the BP data is
involved.

Can you please elaborate the question, what kind of
mapping are you talking about, mapping is done in External
list management

It’s not just one table or a specific table that is
retrieved from R/3 to CRM. Based on the filters set
initially for different object types whenever the data is
modified or deleted the same will be replicated to CRM from
R3 in the form of Bdocs or Idocs.

There are two types of Organizational determination
rules.
Organization determination rule: The respective
organization is determined based on the organization or
general attributes assigned to the organization in the
organizational model.
Responsibility rule: In this rule, the Org attributes are
not considered and the responsible Organization unit is
assigned directly.

1) You assign an action profile directly to a transaction
type/item category.
2) Action profile consist of actions
3) Actions consist of schedule conditions, Start
conditions, processing types and process time.

There will be different phases in Implementation,
you actually do a lot of brain storming sessions in the
blue print phase and in the realization phase you do all
your trials and configurations or may be experiments :) in
the sand box. So you can’t really say there are specific
problems. It actually involves a lot of discussions.

Simple words ECC is R/3 and you know what CRM is

With activity journals, you can record and update
information gathered from customer visit or telephone calls.
For example activity journals can contain:
. Products or product categories
. Product-related information such as what products were
discussed with the customer or the number of samples given
to the customer

In marketing to execute a campaign you need a
Target group.
Target group in simple words is nothing but a group of
BP’s. You can create a target group in segment builder (T-
code CRMD_MKTSEG).

Business scenario is nothing but what is the
process, like for example how is the CRM application used
by your client.
Example: for us the sales reps from different location in
US raise the sales orders in the CRM system and they flow
to R/s and we also implemented the marketing module to run
the e-mail campaigns for the product promotions.

There are different types of campaigns like E-mail
campaigns, Call list can be generated, Campaigns can be run
to create leads etc.,

Attribute sets, Info sets, BW query and ELM are the
different data sources for segmentation.

It depends on the Landscape of your environment
Example: Sandbox – Development – Testing or Quality -
Production

In support process usually you replicate the issue that the
user has got in the testing or quality environment and then
try for a solution.

In Implementation, sandbox is used as a rough book to try
implementing and doing experiments, later you do a clean
configuration in Development and then transport the same to
Testing or Quality and finally go live to the production
environment.

Note: The above mentioned is just an example, the landscape
and process can be different from organization to
organization.

Navigation bar concept comes in WEB UI
The navigation bar profile is defined in CRMC_UI_NBLINKS
Based on how you define, you can have different work
centers for different Navigation bar profiles

You can enhance the business partner from Easy
Enhancement Workbench (EEW)
Key features of the Easy Enhancement Workbench include the
following:
i)Wizard for adding new fields and new tables to business
ii)partner master data
iii)No required detailed knowledge of the development
environment and data model
Wizards for the extension process

Transactio type - AG
Item category - AGN

Through Batch job we can transfer non spa org struture to
another non sap org structure.
we can transfer non sap to sap and sap to non sap through
Batch Job..

check SM36
To monitor batch job SM37

Market for CRM not too good it is just ok....
the main problem is no one is perfect so we dont get
guidance from anybody.......we have to struggle ourselves.

Master Data is org & CP baqsic data which are mandatory for
creating org & CP in CRM system.

EX: Org Name & adress detaisl & Contact details and CP
related Names and contact details

Quatation transaction type: AG

Functionality:

1. Create or Generate leads with Marketing Campaign
2. Track, qualify and close oppt
3. Manage and track ERP quotations
4. Process ERP Sales Orders
5. Fulfill logistics needs
6. Process invoices in ERP
7. Manage account payables

business objects are business partner sales order etc
customizing objects are customizing country, customizing
time zone etc, conditions objects are pricing related

To exchange data between ECC ( R3 ) and CRM systems we need
to maintain connectivity for both systems. Please ask your
Basis consultant to do the following configuration.

Maintain Logical Systems in both systems and link with
respective clients.
Maintain RFC destinations in both systems pointing to each
other system.

Maintain Number ranges as mirror images in both systems.

Ex: Maintain same number range in ECC as Internal and in
CRM as External or vice
versa.

Below are the steps for the integration between R 3 & CRM :

SAP ECC :

1) Define logical system for ECC ( Name )
2) Define logical system for CRM ( To establish the cross
connection )
3) Identify the data which you wanted to copy to crm
4)Assign logical system to the client

SAP CRM :

1) Define logical system for CRM
2) Define logical system for ECC
3) Assign logical system to client
4) Copy the required data from ECC .

R/3: ERP
CRM:Customer Centric Extended ERP, process, functions
revolves around Customer.

R/3:Three Tier architecture,Client,Server product
CRM:Internet enabled, no need to have client software.Only
internet browser

R 3 Means ( Three tier architechture ) 1st Tier ( R1 )
launched at the time of SAP inception with five x ibm
employees , later on 2 nd & 3 rd tier had come in the form
of advanced . Now latest is My SAP CRM.

R 3 actual Nomeneclature is ( ECC - Enterprenuer Central
Component )

CRM acts as a central server attached to its external
systems such as ( BIW , ECC & Third party systems , etc ).

Eg : If a client has already had installed SAP ECC ( R3 )
and wants to upgrade with SAP CRM , in this scenario , we
have to integrate or fetch some data related to Sales ,
Pricing Conditions etc thru R 3 / ECC .

This is done thru middle ware concept ( connectivity ) ,
for which you should posses knowledge on the middleware
concepts

Action Profile is a Post Processing Frame work (PPF) which gives some output (like as smart form, fax, document ) on given conditions.

And this is used in every place in SAP CRM where we define the Conditions for the successful implementation of the activity. like in Opportunity Management,Monitoring the Activity of the enterprise employees etc.