CR100 – CRM Customizing Fundamentals

CR100 CRM Customizing Fundamentals

Contents

Course Overview

Unit 1: SAP EHP2 for SAP CRM 7.0

  • Lesson: Introducing CRM Functions and Architecture
  • Lesson: Using the WebClient UI and the SAP GUI

Unit 2: Account Management

  • Lesson: Managing Accounts
  • Lesson: Account Data Exchange with the SAP ERP System
  • Lesson: Classifying and Structuring Accounts

Unit 3: Organizational Management

  • Lesson: Maintaining Organizational Data
  • Lesson: Determining Organizational Data

Unit 4: Product Master

  • Lesson: Maintaining Products
  • Lesson: Setting Up Product Master Data

Unit 5: Transaction Processing

  • Lesson: Structuring SAP CRM Business Transactions
  • Lesson: Configuring CRM Business Transactions
  • Lesson: Configuring Basic Transaction Functions

Unit 6: Activity Management

  • Lesson: Maintaining Activities
  • Lesson: Configuring Activities

Unit 7: Partner Determination

  • Lesson: Determining Partners in Business Transactions
  • Lesson: Configuring Partner Determination

Unit 8: Action Processing

  • Lesson: Processing Actions in Business Transactions
  • Lesson: Configuring Actions

Unit 9: Introduction to CRM Pricing

  • Lesson: Checking General CRM Pricing Options
  • Lesson: Maintaining Price Conditions

Unit 10: CRM Billing

  • Lesson: Processing Billing Documents
  • Lesson: Configuring the SAP Customer Relationship Management (SAP CRM) Billing Application

Unit 11: CRM Middleware

  • Lesson: Overview of CRM Middleware
  • Lesson: Exchanging Data Between SAP CRM and SAP ERP
  • Lesson: Monitoring the Data Exchange

Unit 12: WebClient User Interface

  • Lesson: Using the CRM WebClient User Interface (UI)
  • Lesson: Configuring the WebClient User Interface (UI)

Course Overview

TARGET AUDIENCE

This course is intended for the following audiences:

  • Application Consultant
  • Project Manager
  • IT Support
  • Super / Key / Power User

 

Unit 1 SAP EHP2 for SAP CRM 7.0

Lesson 1: Introducing CRM Functions and Architecture

Lesson Objectives

After completing this lesson, you will be able to:

  • Check the key capabilities of the SAP CRM application
  • Check the architecture options of the SAP CRM application
  • Define the CRM Middleware

Lesson 2: Using the WebClient UI and the SAP GUI

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain the role of the WebClient UI
  • Personalize the WebClient UI
  • Explain the role of the SAP GUI

 

Unit 2 Account Management

Lesson 1: Managing Accounts

Lesson Objectives

After completing this lesson, you will be able to:

  • Maintain account data
  • Maintain relationships

Lesson 2: Account Data Exchange with the SAP ERP System

Lesson Objectives

After completing this lesson, you will be able to:

  • Analyze ERP customer data
  • Check the mapping of CRM business partner data with ERP customer master data

Lesson 3: Classifying and Structuring Accounts

Lesson Objectives

After completing this lesson, you will be able to:

  • Check marketing attributes
  • Analyze account classification
  • Check the account life cycle
  • Display account hierarchies

 

Unit 3 Organizational Management

Lesson 1: Maintaining Organizational Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain the organizational model

Lesson 2: Determining Organizational Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure organizational data determination in transaction processing
  • Set up the organizational model automatically

 

Unit 4 Product Master

Lesson 1: Maintaining Products

Lesson Objectives

After completing this lesson, you will be able to:

  • Maintain CRM product master data
  • Maintain product relationships
  • Download material master data

Lesson 2: Setting Up Product Master Data

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure product master data
  • Enhance product master data

 

Unit 5 Transaction Processing

Lesson 1: Structuring SAP CRM Business Transactions

Lesson Objectives

After completing this lesson, you will be able to:

  • Analyze SAP CRM business transactions

Lesson 2: Configuring CRM Business Transactions

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure transactions types
  • Configure item categories
  • Configure item category determination
  • Configure copying control

Lesson 3: Configuring Basic Transaction Functions

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure text determination
  • Configure date management
  • Configure status management
  • Configure incompleteness checks

 

Unit 6 Activity Management

Lesson 1: Maintaining Activities

Lesson Objectives

After completing this lesson, you will be able to:

  • Analyze SAP CRM activities
  • Evaluate surveys and activity journals
  • Analyze Groupware integration (GWI)

Lesson 2: Configuring Activities

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure CRM activities

 

Unit 7 Partner Determination

Lesson 1: Determining Partners in Business Transactions

Lesson Objectives

After completing this lesson, you will be able to:

  • Analyze partner processing

Lesson 2: Configuring Partner Determination

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure partner functions
  • Configure partner determination procedures
  • Configure access sequences

 

Unit 8 Action Processing

Lesson 1: Processing Actions in Business Transactions

Lesson Objectives

After completing this lesson, you will be able to:

  • Analyze options for action processing

Lesson 2: Configuring Actions

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure action profiles and actions
  • Configure conditions for actions

 

Unit 9 Introduction to CRM Pricing

Lesson 1: Checking General CRM Pricing Options

Lesson Objectives

After completing this lesson, you will be able to:

  • Explain CRM pricing principles
  • Check elements of pricing customizing
  • Analyze pricing functions

Lesson 2: Maintaining Price Conditions

Lesson Objectives

After completing this lesson, you will be able to:

  • Maintain price conditions

 

Unit 10 CRM Billing

Lesson 1: Processing Billing Documents

Lesson Objectives

After completing this lesson, you will be able to:

  • Create a billing document

Lesson 2: Configuring the SAP Customer Relationship Management (SAP CRM) Billing Application

Lesson Objectives

After completing this lesson, you will be able to:

  • Check configuration options of the SAP CRM billing application

 

Unit 11 CRM Middleware

Lesson 1: Overview of CRM Middleware

Lesson Objectives

After completing this lesson, you will be able to:

  • Verify the principles of data exchange using CRM Middleware

Lesson 2: Exchanging Data Between SAP CRM and SAP ERP

Lesson Objectives

After completing this lesson, you will be able to:

  • Exchange data between SAP CRM and SAP ERP

Lesson 3: Monitoring the Data Exchange

Lesson Objectives

After completing this lesson, you will be able to:

  • Monitor the data exchange between SAP CRM and SAP ERP

 

Unit 12 WebClient User Interface

Lesson 1: Using the CRM WebClient User Interface (UI)

Lesson Objectives

After completing this lesson, you will be able to:

  • Use the CRM WebClient UI business roles

Lesson 2: Configuring the WebClient User Interface (UI)

Lesson Objectives

After completing this lesson, you will be able to:

  • Configure the WebClient UI

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