Módulo CRM Customizing SAP CRM & SAP C4C

03/06/2017

SAP Hybris C4C – Integrating and replicating data from Cloud for Customer to Outlook

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 10:22 PM

Nowadays the integration of any CRM Environment and E-mail software it crucial. Specially for Sales Team, Sales Rep and son on.
Thinking about it, I created an article of SAP C4C integrated with Microsoft Outlook. Describing step by step, how to configure, and mention the most important functionality of this integration.

Content
1. Customization
1.1. Description
1.2. Downloading Microsoft Outlook Add-in
1.3. Editing C4C Project’s Scope
1.4. Accessing Microsoft Outlook
1.5. Synchronizing Contacts with Outlook
1.6. Checking Synchronized Data (Shelf)
1.7. Checking Synchronized Data (Accounts)
1.8. Creating an Activity in SAP C4C
1.9. Sending E-mails
1.10. Microsoft Outlook disconnect from SAP C4C

Article : SAP Hybris C4C – Integrating Microsoft Outlook

03/04/2017

SAP Hybris C4C – Editing Form Template with Adobe LiveCycle

Filed under: Analytics,SAP Cloud for Customer,Tips — Tags: , , , — cjsgoulart @ 11:51 PM

At last article, I talked about Easy Form Editor, and it make possible to change a feel things on Form. With Adobe LiveCycle bring us into a next level. Give to us more flexibility to change and manipulating data. And, using Java Script language to make things more interesting. The objective this article, is give an overview about the integration of SAP C4C and Adobe LiveCycle.

Content
1. Customization
1.1. Description
1.2. Downloading Adobe LiveCycle
1.3. Demonstrating the Form Functionality
1.4. Adobe LiveCycle embedded on SAP C4C
1.5. Download the Form Template Locally
1.6. Change the LiveCycle C4C Template
1.7. Upload the C4C Template
1.8. Checking the C4C Template

Article : SAP Hybris C4C – Adobe LiveCycle

03/02/2017

SAP Hybris C4C – Easy Form Editor

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , , — cjsgoulart @ 1:02 AM

A Form is a representation pressed of a Business Object (Account, Sales Order, Sales Quote) and it can be change easily by SAP C4C. On those BOs, forms can be used to consolidate all pertinent data, for example Order Form, Quote Form and so on.

This article talk about Easy Form Editor. It´s a Feature of SAP C4C to take a standard form e change it as better fit to the customer´s process.

Content
1. Customization
1.1. Description
1.2. Standard Form demonstration
1.3. Changing the Account Form
1.4. Testing the Account Form

Article : SAP Hybris C4C – Easy Form Editor

02/24/2017

SAP Hybris C4C – Ipad Offline Sync

Filed under: Mobile,SAP Cloud for Customer — Tags: , , , , , — cjsgoulart @ 9:22 PM

On Field Service is very often Reps working in an offline mode. Adding new prospects, creating leads, service orders and so on. The SAP C4C can be accessed by mobile easily, and you can download it right now on Apple Store or Play Store.

Content
1. Customization
1.1. Description
1.2. Synchronization considering Business Role
1.3. Creating Data Customer
1.4. Customizing the SAP C4C – Mobile
1.5. Synchronizing C4C Data
1.6. Switch the mobile to offline mode

Article : SAP Hybris C4C – Ipad Offline Sync

02/23/2017

SAP Hybris C4C – Broadcast information without access SAP

Filed under: Analytics,SAP Cloud for Customer — Tags: , , , — cjsgoulart @ 2:30 PM

This feature is extremely useful, especially for people with senior positions in the organization who do not want to access the SAP environment. However, they need information to guide their decisions in the company.

Content
1. Customization
1.1. Description
1.2. Creating a Broadcast
1.3. Testing
1.4. Accessing Data Information

Article : SAP Hybris C4C – Broadcast information without access SAP

02/21/2017

SAP Hybris C4C – Service Level Agreement (SLA)

Filed under: SAP Cloud for Customer,Serviços,Tips — Tags: , , , , — cjsgoulart @ 1:04 PM

The objective of this article is talk about the Service Level Agreement (SLA) on Business Object Ticket. It´s quite simple and of course every C4C project you will use it.

Content
1. Customization
1.1. Description
1.2. Creating Service Level
1.3. Service Level Determination
1.4. Testing
1.5. Maintain the Service Level Agreement (Tips & Tricks)
1.6. Maintain the Working Day Calendar (Tips & Tricks)

Article : SAP Hybris C4C – Service Level Agreement (SLA)

 

02/14/2017

SAP Hybris C4C – Rule Editor

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 6:17 PM

With Rule Editor, is possible to let the functional consultant more free to create conditions and interact more with the C4C screen. In our example, we are going to make a field obligatory based of a selection of another field. That´s easy to do it in Rule Editor, however, I am sure that you will very satisfy with that feature launched on SAP C4C version 1702.

Content
1. Customization
1.1. Description
1.2. Creating a Rule
1.3. Testing

Article : SAP Hybris C4C – Rule Editor

02/13/2017

SAP Hybris C4C – Page Layout

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 9:52 PM

On this article let´s talk about SAP C4C – Page layout, it is used to defined different screens depending of conditions and roles.

Content
1. Customization
1.1. Description
1.2. Create a Page Layout
1.3. Defining Page Layout characteristics
1.4. Assigning Page Layout for Roles
1.5. Testing

Article: SAP Hybris C4C – Page Layout

02/09/2017

SAP Hybris C4C – Workflow Rules

Filed under: SAP Cloud for Customer,Tips — Tags: , , , , — cjsgoulart @ 2:16 PM

With Workflow Rules is possible to trigger events based in others events started by users or developments, Those events consist in Notifications, field updates, messaging and others. On this article, we are explaining everything about this SAP C4C functionality.

Content
1. Customization
1.1. Description
1.2. Business Objects (Lead)
1.3. Creating Workflow Rule
1.4. Test the Workflow Rule

Article : SAP Hybris C4C – Workflow Rules

02/08/2017

SAP Hybris C4C – Migration Tool

Filed under: Migration Data,SAP Cloud for Customer — Tags: , , , , — cjsgoulart @ 1:46 PM

The objective of this article is talk about the most boring activity in project, however, extremely necessary. I am talk about Migration of data into SAP C4C. Despite of my resistance of migration data, SAP C4C make easier than I expected.

Content
1. Customization
1.1. Description
1.2. Download Data Customer Template
1.3. Tour on Customers Template
1.4. Execute Migration Tool

Article : SAP Hybris C4C – Migration Tool

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