1) Desktop Connection for SAP CRM: How to map multiple CRM transaction types for an Appointment?

[bjoern_vonwahl3]

Hi all,

Background:

CRM webUI user can select the activity transaction type via pop-up (in our case: Customer Visit, Customer Call, Meeting) when creating an Appointment in CRM webUI. Standard implementation/mapping of “Desktop Connection for SAP CRM” allows only one CRM transaction type e.g. for Appointments. However there is the possibility to differentiate the Activity Category in “Desktop Connection for SAP CRM” Outlook-Addin-UI.

Question:

How is it possible to allow the user to select the appropriate CRM transaction type during creation of an appointment in “Desktop Connection for SAP CRM” Outlook-Addin-UI?

Thanks in advance,

Kind Regards

Bjoern

[michael_sackmann · Accepted solution]

Hello Bjoern,

multiple transaction types for creation on outlook is currently not possible. Reason for this is, that there are dependencies on the UI based on the selected transaction type where a refresh is currently not supported.

Regards

Michael

[bjoern_vonwahl3 · Accepted solution]

Hello Michael,

Thanks for your feedback.

In meanwhile we are investigating an other approach/idea to map multiple Appointment types from Outlook to multiple Transaction types in CRM by using the 'Category' attribute.

Of course following this approach changes the origin meaning of the 'Category' (= to sub-classify a transaction type). In this case it could be necessary to combine both (Transaction type and Category) in the 'Category' attribute (like: Meeting - Followup; Meeting - Training; Meeting - Demo;...) and then split both attributes in one of the '/CRMGWS'-BAdIs.

Question:

Does anyone has experience and can give some hints with enhancements by using the '/CRMGWS'-BAdIs to influence the mapping in CRM?

Thanks in advance,

Kind regards,

Bjoern

[michael_sackmann · Accepted solution]

Hello Bjoern,

the /CRMGWS/ Badis can be using for filtering or changing the result in case of read request. They are not called for manipulation of the create request. For this it might be required to re-define/enhance the complete service using gateway service builder (t-code /IWBEP/SB) and then re-define the create_entity method in order to manipulate the input fields within the data provider class (DPC).

However, this will not solve the issue on the UI. Normally there are UI settings which depend on the transaction type e.g. the partner funcitons, the status reason codes or the possible object refrences which can be selected. These possible values normally depend on the transaction type. If all those settings are identically for all the transaction types, then you might not have this issue.

Regards

Michael

[nisha_vinod]

Hello Experts,

We have a similar requirement. We are on Sp04 Professional Edition version of Desktop Connection.

Currently we synchronize 2 custom appointment types from CRM to Outlook (Y1, Y2)

However, when we create a appointment in OL and send it back to CRM, only one type is possible. (Y1).

Is there any workaround available in the Professional Edition?

Regards

Nisha

[michael_sackmann]

Hello Bjoern,

just for your info. The requested feature i.e. multiple transaction types for creation of appointments, tasks, leads and opportunities will be supported with next version of enterprise edition of desktop connection (EE SP02).

Regards

Michael