ic focus group- new ui features in crm70 ehp1

7/31/2019 IC Focus Group- New UI Features in CRM70 EhP1

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New UI Feat ures in SAP CRM 7.0Enhancem ent Pack 1

Piyus h GargSAP Amer ic a

March 26 t h 2010

*SAP Internal Only* Not to be Distributed


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SAP 2008 / Page 2

1. Introduction

2. UI Highlights

Tray/Icon Personalization

Message Preview

Favorites & Tagging

Go-To Menu

Action Menu

Paste in Tables Tab Chain Definition

Tile Layout Personalization

Agenda

3. UI Configuration Tool

Tile Layout Configuration

Skin Workbench

4. Extensibility

Rapid Applications

Mashups

5. Tasked Based UI

6. Architecture

UI Check Tools


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UI Framew ork SAP CRM 7.0 EHP1

In t roduc t ion

Selected UI Framework

Highlights SAP CRM 7.0 EHP1:

Task Based UI

Favorites and Tagging

Tabbing and Message Preview

Tile Layout Configuration andPersonalization

GOTO and Action Menu

Rapid Applications and Mashups

UI Check Tools


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SAP 2008 / Page 4

1. Introduction

2. UI Highlights


Message Preview

Favorites & Tagging

Go-To Menu

Action Menu



Agenda



Skin Workbench

4. Extensibility

Rapid Applications

Mashups

5. Tasked Based UI

6. Architecture

UI Check Tools


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SAP 2009 / Page 5

Entry PagesThe Home Page

The HOME page is the starting point for every user in the daily business. It contains themost important personal information and access to the most frequently used tools.

Quick overview of the current day

Hyperlinks to more detailedinformation

Web 2.0 like visualization and

personalization

Predefined content for

Appointments, tasks, reports

Alerts and workflow tasks

Application-, Web-Links, Widgets

Tag Cloud* (see OVP for details)

Favorites* (see OVP for details)

Direct content personalization*

Graphical pictograms possible ascontent identifier(incl. personalization*)

Content configurable per role

* New in EHP1


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Entry PagesPersonalization Options

SAP 2009 / Page 6

Position the content on thescreen easily via drag and drop

Open/close content on request

Remove content from screenvia the X in the top right corner

Further personalization optionscan be accessed via thepersonalization icon

Add content to page

Decide about collapsed mode

Personalize* pictograms perassignment block

Available for skins using

pictograms as content identifiers

Admin makes pictograms

available for personalization

Valid for Home, Work Centerpages and Reports page

Make the software workthe way you do

Drag & Drop

PictogramPersonalization*

* New in EHP1


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SAP 2009 / Page 7

Message Handl ingAlways Up To Date Details Only When Needed

Clearly visible indicator aboutcurrent message situation(success, warning and errormessages)

Default location at right end ofwork area toolbar

Open messages on request onlyvia lower left triangle

Place the message areawherever you want via drag and

drop Message Preview*: You can now

see a preview of new messagesabove the message bar

The previously used messagevisualization can be switched onas well.

Flexible Message Area

* New in EHP1

MessagePreview*


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Overv iew PageFavorites and Tagging

SAP 2009 / Page 8

Mark an object instance as yourfavorite with one click

One-Click access to favorites onHOME page

Manage your favorites as you knowit from your web browser (ownfolders and sub folders)

Optionally share favorites with thecommunity

Favorites

Possibility to maintain user specifictags to every object instance

Explore tag cloud on home page use it for quick access to information

My cloud, community cloud, popular

tags, my recent tags, sorting ,

personalization and search capabilities

Switch on/off tagging functionalityvia personal settings

Tagging

New in EHP1


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Overv iew PageGo-To Menu and Action Menu

SAP 2009 / Page 9

Quick overview of what content isavailable on OVP

Quick navigation to any assignmentblock wherever you are on theoverview page

Sequence in drop down menufollows the real OVP structure

Available optionally

Go-To Menu

The Actions menu is an icon that isstrategically assigned to a field andcan be used as both a status/presence indicator as well as amenu when clicked in which actionsrelated to the field can be triggered

Action Menu feature supports theform views and tables

Action Menu

New in EHP1


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SAP 2009 / Page 10

Overv iew PageEditing of Information Paste in Tables

Ability to paste text in single or multiple cells from e.g. Microsoft Excel to existing tablesin the Web Client User Interface.

No need to re-type content that is already available

Supports read-only/non editable fields in which if a paste is performed over these fields, the pasted datawill be discarded and the original data remains unchanged

This process support the following: Checkboxes, Drop Down List Boxes and All Text

*New in EHP1

Source - Copy

Cursor - Paste


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Overv iew PageTab Chain Personalization in Form Assignment Blocks

SAP 2009 / Page 11

Allow your users to increaseproductivity while maintaininginformation

A user can define for any formbased assignment block where tostart the data maintenance and inwhich sequence shouldnavigate through the editablefields

Tab sequence definition is

switched on via right aligned iconin the assignment block title bar

The tab chain personalizationfeature can centrally be switchedon/off in the centralpersonalization under settings

Define your personal tab

sequence

New in EHP1


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SAP 2009 / Page 12

Overv iew PageTile Layout

As alternative to the single column layout - which is mostly the default layout for SAPCRM roles - a single object can also be visualized in a tile layout.

The tile layout page consists ofseveral tiles while every tile cancontain one or several assignmentblocks

The general structure of the tilelayout can flexibly be defined incustomizing

The information and visualizationpossible in tiles is based on thesame logic as in assignment blocks

The tile layout page is used in theInteraction Center Agent role basedon the specific needs of this usergroup

Personalize* tile layout page bymoving assignment blocks freelybetween tiles as well as adding orhiding assignment blocks (drag &drop and separate personalizationdialogue)

* New in EHP1


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SAP 2008 / Page 13

1. Introduction

2. UI Highlights


Message Preview

Favorites & Tagging

Go-To Menu

Action Menu



Agenda



Skin Workbench

4. Extensibility

Rapid Applications

Mashups

5. Tasked Based UI

6. Architecture

UI Check Tools


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UI Conf igur at ion SAP CRM 7.0 EHP1Key Features

To adjust the CRM userinterface to your corporateidentity and to yourbusiness needs a bundle ofintegrated tools is provided

Efficient and HolisticUI Configuration

UI Configuration Tool

Business Role and

Navigation Bar Customizing

Design Layer Customizing

Application Enhancement

Tool (AET)

Rapid Applications and

Mashups*

Component Workbench

Tools

Create Mashups mapped to the

fields on a view*

Create new applications based on

DB Tables or web services*

Add new fields

Position fields on views

Rename field labels

Use personalization

Define captions

Define Navigation Bar entries

Easy Logo Exchange*

Examples in UIConfiguration

* New in EHP1


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SAP 2007 / Page 15

UI Conf igurat ionOverview Page Tile Layout

For the Tile Layout you can

choose from the Tile Layouts

defined in IMG

The Tile Layout is visualized by

a table for each tile *

You can change the order and

title of assignment blocks within

a tile.

You can assign more than one

tile. The first tile is displayed as

default. The other tiles can be

reached via links. As link name

the title is used.

Use drag and drop to move

assignment blocks from the

repository to the tables and

between the tables *

Configuration Capabilities

* New in EHP1


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Skin Workbenc hEasy Logo Exchange and Logo Text

SAP 2007 / Page 16

Capability to exchange the logo(browser specific, skin specific oracross skins) without needing tocreate an own skin

No need to modify CSS files for thissimple task

Upload YOUR logos and embedthem using standard customizingapproach

The logo area has been enhancedwith a freely definable textaccompanying the logo

Flexibly define the logo text role-

specific either in IMG or in the webclient based Role Configuration*

*Supported Features

SAP 2008 / Page 16 *New in EHP1

Logo Area Logo-Text Area

Logo-Text Customizing

Logo Customizing


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SAP 2008 / Page 17

1. Introduction

2. UI Highlights


Message Preview

Favorites & Tagging

Go-To Menu

Action Menu



Agenda



Skin Workbench

4. Extensibility

Rapid Applications

Mashups

5. Tasked Based UI

6. Architecture

UI Check Tools


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Ex t ensib i l i t y CRM7.0 EhP1Key Features

The Application Enhancement Tool (AET) facilitates the creation of custom fields and views*

The Rapid Applications* enable customers to integrate existing data from databases or webservices into CRM applications

The mashup tool* allows customers and partner to easily define new content that combinesdata and services from internal and external sources.

The extensibility toolset is seamlessly integrated in the UI configuration tool and available inthe web client

Creating new content (fields and views*) can performed without deep technical knowledge

The newly created enhancements can be re-used across all existing applications

NOTE: Custom views* created via AET will be referred to as custom tables.

SAP CRM extensibility allows customers and partners to addnew fields and views* to existing application with virtually no technical steps

* New in EHP1


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Ex t ensib i l i t y CRM7.0 EhP1Key Benefits

Define custom fields and views* that

suite your exact business needs

Innovate by integrating and buildingon top of data and functionalitiesoutside of SAP CRM*

Applications can be extended quicklyand without any coding

Simple and user friendly set of toolsthat is seamlessly integrated with the

frameworks toolset

Flexibility

Simplicity

Innovation

* New in EHP1


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Rapid Appl ic at ions CRM7.0 EhP1Screenshot: Create an Application From a DB Table

SAP 2007 / Page 20

Create Rapid Applications fromDB Tables

Create Rapid Applications fromWeb Services

Embed Rapid Applications intoexisting Applications

Define mapping between RapidApplications and exitingapplications

Define default values for use inRapid Applications (e.g. to passlicense keys to a web service)

Display embedded RapidApplication as a form or tablebased assignment block

Supported Features

New in EHP1


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Rapid Appl ic at ions CRM7.0 EhP1Screenshots: Creation of a Rapid Application from a DB Table

SAP 2007 / Page 21 New in EHP1


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Rapid Appl ic at ions CRM7.0 EhP1Screenshot: Create an Application From Web Service


1

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Rapid Appl ic at ions CRM7.0 EhP1Screenshot: Create an Application From Web Service


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Mashups CRM7.0 EhP1Screenshot: Mashup Definition

SAP 2007 / Page 24

Create a widget based on an URL orHTML/JS script

Incorporate application and systemdata (label or value) into the widgetsscript

Test the mashup definition beforesaving it

Modify the mashup after creation

Delete mashups

Add the mashup view to the overviewpage (as any other assignment block)

Configure the mashup view via thestandard configuration tools

*Supported Methods

*New in EHP1


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Mashups CRM7.0 EhP1Screenshot: A Google Based Mashup in Accounts



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SAP 2008 / Page 26

1. Introduction

2. UI Highlights


Message Preview

Favorites & Tagging

Go-To Menu

Action Menu



Agenda



Skin Workbench

4. Extensibility

Rapid Applications

Mashups

5. Tasked Based UI

6. Architecture

UI Check Tools


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2

Task Based User Int er fac e CRM7.0 EHP1Key Features

Visualization of stepsequence of task

Visualization of substepsand animated scrolling forstructuring complex tasks *

Explanatory texts for eachstep

Navigation through task viaRoadmap or defaultbuttons Previous, Next and

Finish

User Interface

Step sequence, steptitles and step helps areconfigurable

Views can be reused *

Tasks can be reused viaembedding *

Fully integrated withgeneral concepts ofCRM Navigation Bar and

Business Roles

Configuration

Task Based User Interfacescan be built in the CRMComponent Workbench, theIDE for CRM WebClient

All CRM UI Frameworkconcepts are fully supportedin combination with TaskBased User Interfaces

Existing Views of CRMWebClient can be reusedwith suitable adaptation of

underlying data flow

Tools

* New in EHP1


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Task Based User Int er fac e CRM7.0 EhP1

Guided Activity or Task


Business Role IC_AGENT_TUI


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SAP 2008 / Page 29


Reusable Task Pages and Step Views

SAP 2007 / Page 29 * New in EHP1


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SAP 2008 / Page 30


Substeps for Embedded Tasks


Task Page collapsed before

navigating in

Task Page expanded after

navigating in

Task Page collapsed after

navigating out


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SAP 2008 / Page 31

1. Introduction

2. UI Highlights


Message Preview

Favorites & Tagging

Go-To Menu

Action Menu



Agenda



Skin Workbench

4. Extensibility

Rapid Applications

Mashups

5. Tasked Based UI

6. Architecture

UI Check Tools


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UI Fram ew ork Check Tools CRM7.0 EhP1Key Features

Fine-granular or high-leveldefinition of what to check

Check results are persistedas application log

Check results can bedisplayed grouped or aslist

Navigation from checkresult to location of issue

Check tool can be runscheduled in batch-mode

General Functions

Consistency of viewsenhanced by customers

Consistency of design layerdefinitions

Consistency of UIconfigurations

Consistency ofpersonalization data

Automatic adjustments ofpersonalization data

Consistency of runtimerepositories

Safeguards

Direct access to checks andruntime repositorycomparison within UIcomponent workbench

Transfer issue-locationparameters with navigation

Execution checks andruntime repository

comparison via IMG afterupgrades and/or corrections

Export of check results toExcel

Integration

New in EHP1


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Chec k Tools CRM7.0 EhP1

Access via IMG or Component Workbench


**

*


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Chec k Tools CRM7.0 EhP1

Check Result grouped by Type, Component, View

SAP 2007 / Page 34 *New in EHP1


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SAP 2008 / Page 35

Fur ther in format ionSAP CRM SAP CRM - Roll-Out Map

https://portal.wdf.sap.corp/go/crm-rollout-map

SAP CRM - Ramp-Up Knowledge Transfer(RKT)http://service.sap.com/rkt-crm

SAP CRM Demo Portalhttp://crmportal.wdf.sap.corp:1080

SAP CRM WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home

SAP CRM - Help Portalhttp://help.sap.com/crm

SAP Public Webhttp://www.sap.com/crm
https://portal.wdf.sap.corp/go/crm-rollout-http://service.sap.com/rkt-crmhttp://crmportal.wdf.sap.corp:1080/https://wiki.wdf.sap.corp/display/SAPCRMHuhttp://help.sap.com/crmhttp://www.sap.com/crmhttp://www.sap.com/crmhttp://help.sap.com/crmhttps://wiki.wdf.sap.corp/display/SAPCRMHuhttp://crmportal.wdf.sap.corp:1080/http://service.sap.com/rkt-crmhttps://portal.wdf.sap.corp/go/crm-rollout-


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ic focus group- new ui features in crm70 ehp1

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