C04_CRM703_BB_ConfigGuide_EN_XX

CRM WebClient UI - Basic Settings (C04)
Building Block Configuration Guide

Contents
1 Purpose 7
2 Preparation 7
2.1 Prerequisites 7
2.2 Restrictions 7
3 CRM WebClient UI 7
3.1 CRM WebClient Configuration Scope of SAP BP CRM 7
4 Prerequisites for CRM WebClient Usage 9
4.1 HTTP Services 9
4.1.1 Activating HTTP Services in CRM 9
4.1.2 Checking HTTP Services in ERP 11
5 Business Role Configuration 11
5.1 Defining Function Profile 13
5.2 Defining Recent Items Configuration 13
5.3 Creating Role Configuration Key 14
5.4 Defining Navigation Bar Profile 15
5.5 Defining Report Type Profile 17
5.6 CRM WebClient UI Business Roles 17
5.6.1 Copying Roles to Customer Name Space 17
5.6.2 Creating User Role Z_PCC_ERMS_ADMIN 19
5.6.3 Defining Business Role 20
6 Profile Setup 21
6.1 Deactivating Work Centers 22
6.2 Include/Exclude Logical Links 22
6.2.1 Including/Excluding Logical Links for a Business Role 22
6.2.2 Including/Excluding Direct Links for a Business Role 23
6.3 Additional Profile Adjustments 24
7 System User for WebClient UI 25
7.1 Creating System User 25
7.2 Adapting System User 26
8 Authorization Setup 27
8.1 Installing the Profile Generator 27
8.2 Authorization Profile 28
8.2.1 Generating Authorization Profiles 28
8.2.2 Assigning PFCG Roles to Users 29
9 Entering the CRM WebClient UI 30
10 UI Configuration for Lean User Interface 31
10.1 Defining UI Configuration for Overview Pages 31
10.2 Checking Assignment Block Descriptions 33
11 UI Configuration using BSP Component Workbench 34
11.1 Additional Fields for Master Data Entry Screens 34
11.1.1 Maintaining Entry Screen for Employees 34
11.1.2 Maintaining Entry Screen for Accounts 35
11.1.3 Maintaining Entry Screen for Contact Persons 36
11.1.4 Maintaining Sales Area Data Screen for Corporate Accounts 38
11.2 ERP Partner Function Description Field for Contact Person 39
11.2.1 Division Field in the Product Master 40
12 Pre-Assembled Deployment 41

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