SAP CRM Functional / Techinical Online Trainings by Gowtham Krishna in Hyderabad,Chennai,mumbai

SAP CRM FUNCTIONAL COURSE Conetent

• Overview of the SAP CRM Functional Training

SAP CRM FUNCTIONAL

• Introduction to SAP CRM
• ASAP Methodology

MASTER DATA

• Organizational Management
• Territory Management
• Business Partners
• Products

MARKETING

• Marketing Planning & Campaign Management
• Marketing Calender
• BP Segmentation ( Info Set, Attribute List, BW Query)
• Mail Forms
• ELM ( External List Management)
• Campaign Excecution
• Lead Management
• Survey Management
• Product Proposal

SALES PROCESS

• Opportunity Management
• Business Activitiy / Tasks
• Quotation Management
• Sales Order Management /Contract Managemnt

SERVICES

• Installed Base Management
• Service Agreements
• Service Contracts
• Service Order Management
• Complaints andReturns
• In house repair
• Warranty Claims

MIDDLEWARE

• Solution Overview
• Data Exchange with R/3 Part 1
• Data Exchange with R/3 Part 2
• Middleware Operations

WEB UI

• Business Roles
• Navigation Bar Profile

WORK CENTER WORK CENTER GROUPS LOGICAL LINKS

• Layout Profile
• PFCG Role

BASIC FUNCTIONS

• Partner determination Procedure
• Text determination Procedure
• Status Profile
• Subject Profile
• Org Data Determination
• Incompletness Procedure
• Action Profiles
• Pricing
• Transaction Processing
• Item Category
• Item Category Determination
• Date Management

CRM 2013: CHANGE ENTITIES OWNERSHIP FROM ORGANIZATION TO USER TEAM Without Drop a Entity

Summary:CRM 2013: CHANGE ENTITIES OWNERSHIP FROM ORGANIZATION TO USER TEAM.

Step 1: Back up your CRM databases.

Step 2: Export All Customizations.

Even though you may only be working with one or two Entities, I feel it is best that all Entities be included in the export to ensure that we don’t miss anything.

Step 3: Make a backup copy of your exported customizations.
Step 4: Delete the custom entity that needs to be reassigned Ownership.

Sorry, there is just no way around this step. The Import Customizations process only adds data and changes, it will not delete anything, and we must delete attributes.  That means data loss.

Step 5: Open the exported customizations .xml

Note: Steps 6 – 8 will be repeated for each Entity that needs to be altered.

Step 6: Change the ownership type.

Find the following code:
<OwnershipTypeMask>OrgOwned</OwnershipTypeMask>

And replace it with the following:

<OwnershipTypeMask>UserOwned</OwnershipTypeMask>

Step 7:  Remove the Organization Attributes and Insert the User Attributes

DELETE THE FOLLOWING CODE

<attribute PhysicalName=”OrganizationId”>
<Type>lookup</Type>
<ValidForReadApi>1</ValidForReadApi>
<ReferencedEntityObjectTypeCode>1019
</ReferencedEntityObjectTypeCode>
<Description>Unique identifier for the organization</Description>
</attribute>
INSERT THE FOLLOWING CODE

<attribute PhysicalName=”OwnerId”>
<Type>owner</Type>
<IsNullable>0</IsNullable>
<ValidForCreateApi>1</ValidForCreateApi>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<DisplayMask>ValidForAdvancedFind|ValidForForm|ValidForGrid
</DisplayMask>
<Description>Owner Id</Description>
</attribute>
<attribute PhysicalName=”OwnerIdDsc”>
<Type>int</Type>
<IsNullable>0</IsNullable>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<AttributeOf>OwnerId</AttributeOf>
<XmlAbbreviation>dsc</XmlAbbreviation>
<Description />
</attribute>
<attribute PhysicalName=”OwnerIdName”>
<Type>nvarchar</Type>
<Length>320</Length>
<IsNullable>0</IsNullable>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<AttributeOf>OwnerId</AttributeOf>
<XmlAbbreviation>name</XmlAbbreviation>
<IsSortAttribute>1</IsSortAttribute>
<Description>Name of the owner</Description>
</attribute>
<attribute PhysicalName=”OwnerIdType”>
<Type>int</Type>
<ValidForCreateApi>1</ValidForCreateApi>
<ValidForReadApi>1</ValidForReadApi>
<IsLogical>1</IsLogical>
<DisplayMask>ObjectTypeCode</DisplayMask>
<AttributeOf>OwnerId</AttributeOf>
<XmlAbbreviation>type</XmlAbbreviation>
<Description>Owner Id Type</Description>
</attribute>
<attribute PhysicalName=”OwningBusinessUnit”>
<Type>lookup</Type>
<ValidForReadApi>1</ValidForReadApi>
<ReferencedEntityObjectTypeCode>10
</ReferencedEntityObjectTypeCode>
<Description>Unique identifier for the business unit that owns the record</Description>
</attribute>
<attribute PhysicalName=”OwningUser”>
<Type>lookup</Type>
<ValidForCreateApi>1</ValidForCreateApi>
<ValidForUpdateApi>1</ValidForUpdateApi>
<ValidForReadApi>1</ValidForReadApi>
<ReferencedEntityObjectTypeCode>8
</ReferencedEntityObjectTypeCode>
<AggregateOf>OwnerId</AggregateOf>
<Description>Unique identifier for the user that owns the record.</Description>
</attribute>

Step 8: Change the form fields from Organization to User.

DELETE THE FOLLOWING

<field name=”organizationid” requiredlevel=”na”>
<displaynames>
<displayname description=”Organization Id” languagecode=”1033″ />
</displaynames>
</field>
INSERT THE FOLLOWING

<field name=”ownerid” requiredlevel=”na”>
<displaynames>
<displayname description=”Owner” languagecode=”1033″ />
</displaynames>
</field>
<field name=”owningbusinessunit” requiredlevel=”na”>
<displaynames>
<displayname description=”Owning Business Unit” languagecode=”1033″ />
</displaynames>
</field>

Step 9: Save and close the Export file

Step 10: Import the modified Exported customizations

If you like this post please like crmonce page in facebook.

                                          For Similar Jobs :Click Here

Duplicate Check for Accounts and Contacts in Sap CRM

Summary:Duplicate Check for Accounts and Contacts

Duplicate Check for Accounts and Contacts

You can implement a check that identifies potentially duplicate accounts or contacts during creation or editing and notifies the user. The user can decide whether the new account or contact is required or is in fact a duplicate of an existing account or contact. Duplicate accounts can be discarded or merged with another account. For more information about merging duplicates, see Data Cleansing.

Prerequisites

The duplicate check uses the interface of the Business Address Services. You activate the duplicate check in Customizing for SAP NetWeaver, under   Application Server  Basis Services  Address Management  Duplicate Check  Activate Duplicate Check and Determine Limit for BAPIs  .

Make sure that the duplicate check has been activated for both index pools (tables BUT000 and BUT052).

Features:

The duplicate check can be implemented for accounts only, contacts only, or for both.

The duplicate check is executed in the SAP CRM system in create and edit mode.

The duplicate check uses the interface of the SAP NetWeaver Business Address Service.

For More Related Tutorial Click Here

SAP CRM Middle ware Interview questions TCS,IBM,Accenture-free download in pdf,ppt.

Summary: SAP CRM Interview questions and answers on Middle ware .

1. Explain the end to end middle ware process.
2. What is initial load , delta load and request load? Why do we do request load?
3. Explain the process to replicate BP's from CRM to ECC.
4. Explain the process to replicate BP's from CRM to ECC related to specific sales org.
5. Explain the process to replicate BP's from ECC to CRM.
6. How can we replicate the contact persons from CRM to ECC.
7. Explain the product replication process.
8. How can you set up RFC connections.

                       For More interview Question Click Here

Sap CRM Function / Technical Middle Ware Complete Process

Summary:Sap CRM Function / Technical Middle Ware Complete Process free download ppt,pdf,doc. 

Basic Settings:



Connecting CRM and ECC

In R/3:

• Check assigned logical system name � 3-digit system name � i.e. ECC
• Create RFC Destinations � SM59 or SALE
• Maintain table CRMCONSUM - to activate either R/3 or CRM as a consumer of the system you are maintaining the table in
• Maintain table CRMRFCPAR � Through this table the determination of the RFC destination for the data transfer is connected with the consumer, client, object name and transfer type

In CRM:

• Check assigned logical system name � CRM
• Create RFC Destinations � SM59 or SALE
• Maintain table CRMCONSUM
• Create a Site definition - SMOEAC - start the administration console in CRM

Data Consistency

• Solution Manager: Customizing Scout & Distribution
• Data Integrity Manager (transaction SDIMA): Synchronization of Transactional Data
• Requests: For data with no initial load capability

Monitoring Tools

• Monitoring Initial Load: R3AM1
• Initial Load: R3AS
• qRFC Monitoring:
  • Outbound Queue Scheduler: SMQS
  • Outbound Queue: SMQ1
  • Inbound Queue Scheduler: SMQR
  • Inbound Queue:SMQ2
• Middleware Trace: SMWT
• Middleware Portal: SMWP
• Bdoc monitoring: SMW01

Warranty claim processing | Business process in SAP CRM free tutorials,ppt,pdf download

Purpose

You can use this business process to create warranty claims. The warranty claim processing function allows you to create warranty claims with reference to a reference document such as a service order, and then process them while taking into consideration customer-specific issues. The process of warranty claim processing runs in the context of a case.

Process Flow

...

The following process runs in SAP CRM:

       1.      Create warranty claim

You create a warranty claim with or without reference to a preceding document, such as a service order, service confirmation, or complaint. You can either create the warranty claim manually or the system can create the warranty claim automatically, such as via an action implementation.

       2.      Select items from preceding doc. that are relevant for warranty claim

You select the items from the preceding document that are relevant for the warranty claim.

       3.      Process warranty claim item

In the warranty claim item, you check and maintain the information that was copied from the preceding document, such as time data, codes, counter readings, and quantities.

       4.      Send the completed warranty claim to the vendor, with status Sent to Vendor

You send the completed warranty claim to the vendor.

       5.      Update the status of the warranty claim according to the vendor's response

The vendor checks the warranty claim, edits the status of each item as well as other item details such as quantities, values, or texts, and sends the revised document back to you, the claimant. If the warranty process is not carried out in a format that is supported by the system (such as via e-mail, fax, or telephone), you must make the vendor's changes yourself.

       6.      Create debit memo subitems

You enter the data that was authorized by the vendor in the appropriate warranty claim subitems.

       7.      Accept the vendor's offer and release the status for billing

You release the warranty claim.

       8.      Monitor status of existing warranty claims

You monitor the status of other existing warranty claims.

MS Dynamics CRM Job openings In India.

1. AsterMinds Enterprise Solutions Pvt Ltd Urgent Requirement for MS CRM Consultant for One of our MNC's Client in Hyderabad Location 

Experience:3+ Yrs 
Location :Hyderabad 
Job Description: 

Good Experience on MS CRM Technical 
Implementing and deploying Microsoft Dynamics CRM 
Good Experience on Microsoft CRM 2011 

if you are interested kindly share your profile to ravikumar@asterminds.com 

2. We are looking for immediate joiners. Pls mention all the details , show your interest by sending me your updated cv and along with CTC, Exp, Expected CTC & Notice Period details. 

Location -PUNE & HYDERABADClient (ACCENTURE) 
YRS OF EXP: 3+ YRS 

MS CRM DYNAMICS TECHNICAL ROLE

Pls Fill the details below: 

Full Name: 
Dob: 
Total Exp: 
Rel Exp: 
DOB : 
CTC: 
ECTC: 
Official NP- 
Alternate Number: 
Reason For Looking Change: . 
Mode of Salary(Open Cheque/Account payee cheque/through Bank) 
Willingness to work in Thakral Payroll and deployed at client place(Y/N): 
Available for f2f interview : 
After Offer how soon U can Join: 
Current Location : 
Good Communication Skills . 

About Thakralone: We are part of Thakral Group based out in Bangalore, 
The Thakral Group is a Multi-country diversified business concern founded in 1905. The Group is one of Singapore's largest homegrown conglomerates with operations spanning 35 countries and employing in excess of 10,000 people worldwide. Our businesses span across Hardware and Electronics distribution, Real-Estate, Manufacturing, IT, Electronic Security, Consulting, and other value-added services. 

3.Presently we have an opportunity with our client on below mentioned position.

Designation- MS CRM 2011/2013

Location: Mumbai

Experience- 4+ Yrs

Job Information:

* 4+ years of total IT experience
* Should have experience on MS CRM 2011/2013 with 4.0
* Should be very comfortable in English (written and oral communication)

If you are interested, Pls send your updated CV ASAP to:
ayyappa.rathnam@enaviya.com.

Opportunity processing | Business Process in SAP CRM

Opportunity processing | Business Process in SAP CRM 

You use this business process to maintain and qualify opportunities, which are recognized possibilities for business, for example, the sale of products or services. An opportunity can result from a trade fair, sales deal, bid invitation, or from a lead with the status Hot. The opportunity makes up the framework for displaying sales projects from the beginning, and monitoring their success.

An opportunity goes through a sales cycle that is characterized by different sales stages. Different activities are carried out in each sales stage. The sales cycle is determined from the point of view of time, by the start date and expected end date of an opportunity.

Process

The following business process runs in SAP CRM:

1. Create opportunity
2. Maintain sales team and distribute opportunity (internally or externally)
   You put the sales team together, and enter members of the sales team in the opportunity.
   You then distribute the opportunity, either internally or externally. In internal distribution, you, for example, as the sales representative or sales manager, enter an internal employee as the employee responsible for the opportunity.
   In external distribution you, in this case, as the channel manager, enter a channel partner as a sales partner and you dispatch the opportunity for further processing for this channel partner, by setting the status to Dispatched to partner
3. Assign products or product categories
   You enter the relevant products or product categories pertaining to the prospect.
4. Plan activities per phase
   According to Customizing settings, SAP CRM creates an activity plan that proposes specific activities (business activities and tasks) for the different stages of the opportunity.
   You activate the required activities, and add new ones as required. In this way, you put together a specific activity plan for the opportunity.
5. Qualify opportunity
   You qualify the opportunity by using the opportunity assessment (questionnaire), together with the chance of success calculated by the system resulting from the assessment (questionnaire). Through Customizing, you can prompt the user with an assessment when the value of a parameter crosses a threshold value.
   On this basis, you decide whether the project is to be continued (go/no go decision).
6. Use further elements of sales methodology (optional)
   You work with other elements of the sales methodology, such as the buying center, project goals, and competitor information.

Service Order Processing | Business Process in SAP CRM

Service Order Processing | Business Process in SAP CRM

Purpose

You can use this business process to create service orders and provide the relevant data for deliveries. You can also process any sales items requested by the customer and trigger the creation of an appropriate sales order.

Process Flow

..

1.    Create service order (SAP CRM)

Create a service order.

2.    Maintain reference objects (SAP CRM)

You enter one or more reference objects (such as products, installed base components, or individual objects) to which the service should refer.

3.      Determine valid warranty (SAP CRM)

You use the installed base component or individual object entered in the service order to determine whether the service entered is covered by a warranty.

4.      Select product service letter (SAP CRM)

You select a product service letter (PSL) if you want to enter services to be performed so that previously identified or predictable damage to the reference objects can be repaired, or so that costly repairs and possible damage can be avoided.

5.      Search template and copy template items (SAP CRM)

You search for service order templates that were created previously for services that are used often. If you find a service order template, you copy the relevant items from the template into the service order.

6.       Create service and sales items (SAP CRM)

You create service items and enter the services in them. If the customer wants to buy a product at the same time, you also enter sales items. You can also enter service parts if they are required for performing a service.

7.    Run availability check for sales items and service parts (SAP ECC)

You trigger an availability check for the sales items and service parts.

8.    Determine valid service contract or service agreement (SAP CRM)

You trigger contract determination to find out whether service contracts or service agreements were made with the business partner, and whether these service contracts or service agreements can be applied to the service items.

9.    Determine and maintain conditions (SAP CRM)

The system uses settings (pricing procedure determination) to determine the conditions for all pricing-relevant items and uses this information to determine the prices. You can change or add conditions manually.

10.    Run credit check (SAP ECC)

You trigger a credit check. The credit check is performed based on the pricing results. The data relevant for the credit check is transferred to SAP ERP Central Component (SAP ECC) where the actual credit check takes place. The result of the credit check is confirmed to SAP CRM and saved as a credit status at item level.

11. Maintain codes (SAP CRM)

You can maintain predefined damage codes and reason codes. You can also enter detailed damage descriptions and descriptions of activities performed.

12. Select counter and create counter reading (SAP CRM)

If counters are relevant for the reference object, you enter the counter readings.

13. Perform amount allocation (SAP CRM)

You run amount allocation to define which invoice recipient pays what part of the invoice.

14. Release and save service order (SAP CRM)

You release the service order and then save it.

15. System creates and assigns appropriate controlling object (SAP ECC)

A controlling object is created for the service contract in financial accounting. Costs and revenues are posted to the controlling object, or an existing controlling object is assigned to the service contract.

16. System creates requirement for service team (SAP CRM)

The system generates reservations for the service employees assigned to the operations and for the appropriate period after saving the order.

17. System creates sales order for sales item (SAP CRM)

If you have created a sales item in a service order, the system creates a sales order for it.

18. System changes status of product service letter item for individual objects

If you have assigned a product service letter, the system changes the status of the corresponding items in the product service letter for the individual objects.

19. Create amount allocation document (SAP CRM)

You bill according to the planned amount allocation that you defined for a service order or service confirmation by creating an amount allocation document as a follow-up. You can still make changes to the amount allocation document before you trigger billing by setting it to Completed.

20. Perform amount allocation (SAP CRM)

You run amount allocation to define which invoice recipient pays what part of the invoice.

21. Specify invoice recipients and amounts for billable items (SAP CRM)

22. Specify invoice recipients and amounts for non-billable items (SAP CRM)

23. Specify final cost and revenue allocations (SAP CRM)

The system specifies and adds the following costs to the service order:

¡ Expenses from personnel capacities

¡ Cost of service parts

¡ Accrued costs

The system clears sales revenue to costs and calculates the revenue allocations.

24. Set status for billing request items (SAP CRM)

You set the status for the billing request items to Completed.

SAP CRM Functional Interview Questions and Answers

Summary:SAP CRM Functional Interview Questions and Answers

1. What is your client business process in service?
2.  If you get a defective product, how can you process that based on your client business process
3. Explain the Complaint business process?
4. What are the reference documents you are using to create Complaint?
5. How many ways you can create the Complaint in CRM?
6. How the warranty will determine automatically in Transactions?
7. What you maintain in the Warranty check profile?
8. What are the all documents which you can determine the warranty?
9. Explain the Contract business process?
10. Explain the difference b/w Contract and Agreement?
11. What is the difference b/w sales contract and service contract?
12. How many types of billing plans are there and how can you assign the billing plan to contract?
13. How can  you assign the service level agreements to contracts? where you create the SLA's?
14. What are the determination rules for Agreement?
15. What are the all documents in which the customer have direct involvement?
16. How can you determine the contracts in the Transactions?
17. What are the all Contract determination rules?
18. Explain the In-House repair business process?
19. What is men't by In-House repair?
20. What is the preceding document for In-House repair?
21. Where you can provide the delivery after repairing the product?
22. How many ways you can create the In-House repair in CRM?
23. What is the difference b/w Item and a product?
24. Explain the service order business process?
25. What are the all items you can maintain in Service Order?
26. Explain the Warranty claim business process?
27. Is there any involvement of customer in Warranty claim process?
28. Explain about service confirmation?
29. What is the preceding document for Service confirmation?

For More Interview Questions Click Here

Sap CRM functional/Techinical Opportunity business processing online training,free material ppt,pdf download.

Summary:Sap CRM functional/Techinical Opportunity business processing

You use this business process to maintain and qualify opportunities, which are recognized possibilities for business, for example, the sale of products or services. An opportunity can result from a trade fair, sales deal, bid invitation, or from a lead with the status Hot. The opportunity makes up the framework for displaying sales projects from the beginning, and monitoring their success.

An opportunity goes through a sales cycle that is characterized by different sales stages. Different activities are carried out in each sales stage. The sales cycle is determined from the point of view of time, by the start date and expected end date of an opportunity.

Process

The following business process runs in SAP CRM:

    1.     Create opportunity

    2.     Maintain sales team and distribute opportunity (internally or externally)

You put the sales team together, and enter members of the sales team in the opportunity.

You then distribute the opportunity, either internally or externally. In internal distribution, you, for example, as the sales representative or sales manager, enter an internal employee as the employee responsible for the opportunity.

In external distribution you, in this case, as the channel manager, enter a channel partner as a sales partner and you dispatch the opportunity for further processing for this channel partner, by setting the status to Dispatched to partner

     3.     Assign products or product categories

You enter the relevant products or product categories pertaining to the prospect.

   4.     Plan activities per phase

According to Customizing settings, SAP CRM creates an activity plan that proposes specific activities (business activities and tasks) for the different stages of the opportunity.

You activate the required activities, and add new ones as required. In this way, you put together a specific activity plan for the opportunity.

    5.     Qualify opportunity

You qualify the opportunity by using the opportunity assessment (questionnaire), together with the chance of success calculated by the system resulting from the assessment (questionnaire). Through Customizing, you can prompt the user with an assessment when the value of a parameter crosses a threshold value.

On this basis, you decide whether the project is to be continued (go/no go decision).

6.     Use further elements of sales methodology (optional)

You work with other elements of the sales methodology, such as the buying center, project goals, and competitor information.