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Client-Based Groupware Integration (Enhanced) ( RELNCRM_70_MW_CLNT_GWI )

ABAP Short Reference   General Material Data  
This documentation is copyright by SAP AG.

Short text

Client-Based Groupware Integration (Enhanced)

Use

As of release CRM 7.0, client-based groupware integration supports new toolbars in Microsoft Outlook to enhance the synchronization feature. With this release you can:

• Trigger groupware synchronization from windows desktop or programs menu

• Assign SAP CRM data such as account, contact, employee responsible, and reference document to appointments and tasks and transfer them directly to SAP CRM from within your groupware environment

• Access SAP CRM data within your groupware environment and view selected SAP CRM data using a hyperlink. You can configure and customize to restrict the data available to users

• Work offline in the groupware environment and display SAP CRM data. Integration with SAP CRM is only possible in an online mode

Effects on Existing Data

On installing the plug-in on your desktop for Microsoft Outlook, a new button Relate to SAP CRM is available in your appointment, task, and contact toolbars.

Effects on Data Transfer

To enable you to control account and contact creation through groupware based on the logged-in user#s business role, you must add the following parameters in Customizing for Customer Relationship Management under CRM Middleware and Related Components -> Settings for Client-based Synchronization

Parameter	Field Value		Purpose
BLOCK_CONT_NEW_	X		To block creation of new contacts. This will also block associated actions of creating an account as well as adding an address to an existing account
BLOCK_ACNT_NEW_	X		To block creation of new accounts
BLOCK_ACNT_ADDR_NEW_	X		To block creation of a new address for an existing account
BLOCK_CONT_WO_ACNT_RELN_	X		To block creation of contacts with only home information (address, communication) available, when account creation is blocked (This flag is used in conjunction with BLOCK_ACNT_NEW )

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Effects on System Administration

Effects on Customizing

Further Information

Addresses (Business Address Services)   General Data in Customer Master  
This documentation is copyright by SAP AG.

Length: 3375 Date: 20240520 Time: 232546     sap01-206 ( 45 ms )