SAP CRM 2007 SP02

Change CRM Views Easily with the New UI Configuration Tool

  • by Britta Ollrogge, Senior Product Management Specialist for SAP CRM Architecture, SAP AG
  • May 15, 2008
SAP delivers SAP CRM 2007 with different business roles, such as Sales Professional, Interaction Center Agent, and Marketing Professional. SAP CRM 2007 also includes predefined view configurations to satisfy the business needs of different user groups within a company. With the new UI Configuration Tool you can create different configurations for each of these views. Find out how to set up this configuration.
Key Concept

With the new UI Configuration Tool in SAP CRM 2007 you can adjust the user views easily to meet your needs. You can rename labels, position fields, add/remove fields, and configure tables and searches. The system stores the configurations as XML. Configurations done in the development system are recorded in transport requests so you can transport them to the test and productive systems. In addition, you can translate the texts you enter in it for labels, captions, column headers, and search criteria. Beginning with SAP CRM 2007 SP02, you can start the UI Configuration Tool directly from the SAP CRM application.

SAP CRM 2007 introduces the concept of business roles, which allows the user access to content for various SAP CRM applications including Service, Marketing, and Sales. Begin- ning with SAP CRM 2006s, SAP delivers the CRM applications with the new CRM WebClient UI. Each application contains preconfigured views. You can copy these view configurations and adjust them with the UI Configuration Tool to meet your needs.

Each view stores configuration information about the visible elements (fields, table columns, images, blocks, labels, and captions). Using the UI Configuration Tool, you can create different configurations for the business roles, depending on the business processes you want to reflect. At runtime, the system uses an access sequence to determine the correct configuration. If there’s no custom configuration for a view, the system uses SAP’s default configuration.

For example, most organizations usually use the standard delivered scenarios, such as Opportunity Management, Sales Order Processing, and Marketing and Campaign Management. However, if you look at the applications in detail, you realize that not all the fields that are visible in the standard delivery are required for your business. Perhaps you also want to change some labels and captions and adjust the search functionality. With the UI Configuration Tool such adjustments are easily possible.

I’ll explain the main features of the UI Configuration Tool. Then I’ll provide the steps for changing the configuration. Note that the business blueprint created at the beginning of the project determines what the views should look like. In this article I assume that you have discussed the required adjustments with the business users and that application consultants will implement these adjustments together with the key users. No deep technical knowledge is required to use the UI Configuration Tool.

Britta Ollrogge

Britta Ollrogge is a senior product management specialist for SAP CRM Architecture in Walldorf. She is a graduate of the business school of the University of Applied Sciences Bremerhaven. Britta has worked at SAP since January 2000. Currently she is responsible for SAP CRM UI configuration, extensibility, and application integration.

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