SAP CRM Course Details

SAP CRM Functional

Overview of the CRM Solution: SAP CRM

Introduction to:

  • Fundamentals and architecture of SAP CRM
  • SAP CRM Marketing
  • SAP CRM Sales SAP CRM Service
  • Implementation & operation of SAP CRM

CRM Base Customization: CR 100

CRM basic data:

  • Account Management
  • Organizational model
  • Product master
  • Customizing settings for each object

CRM business transactions

  • Overview of generic functions in business transactions
  • Activity management
  • Customizing for these objects

Process control and determination

  • Partner determination
  • Actions
  • Overview of pricing in CRM

CRM billing

  • Basics concepts of CRM middleware
  • Introduction to the CRM WebClient User Interface

CRM Marketing : CR 600

Overview of marketing management in SAP CRM

  • Marketing Plans and campaign management
  • Working with marketing projects
  • Preparation and Execution of campaigns

Segmenting business partners

  • Marketing attributes
  • Graphical Modeler
  • Creating profiles and target groups

Personalized mail forms

Creating personalized e-mails

Marketing Product Proposals

Lead Management and Surveys

Campaign automation

External List Management

Special Functions and Features in campaign management


CRM Sales: CR 300

  • Opportunity management and Pipeline Performance Management
  • Copying control
  • Quotation management
  • Order management
  • Special functions in quotation and order management
  • Pricing in SAP CRM Sales
  • Contract management
  • Rebate processing
  • Activity management in SAP CRM Sales
  • Visit planning
  • Territory management

CRM Service : CR 700

Maintenance of technical objects

  • Installed base management
  • Individual objects

Service contract processing

  • Service agreements
  • Service contracts
  • Service plans

Service order processing

  • Resource planning
  • Service confirmation
  • Service billing
  • ERP Integration

Complaints and returns processing

  • Complaints and returns
  • In-house repair processing



SAP Certified Application Associate – CRM Foundation with SAP CRM 7.0 EhP3


Overview of the SAP CRM application

CRM WEBUI Architecture.

Presentation layer 

  • MVC Architecture 

Business Layer

  • BOL Layer 
  • Genil Layer 

Database Layer 

Business role Concept

  • Creating New Business Role

Navigation Bar Profile

  • Creating Links in Navigation Bar 

Enhancing and Customizing

UI Config Tool

Easy Enhancement Workbench

Practical examples: Adding Fields to UI,

  • Changing Field Labels
  • Adding Captions
  • Adding new Custom Fields and Configuring.
  • Role Based Configuring
  • Configuring Search Pages,OverviewPages.

Design Layer 

Structure of the Design Layer 

Practical example:

  • Creating design Object
  • Assigning the design object to the context node


Component Workbench

Component structure browser 

Runtime Repository Editor

BOL Model Browser

  • Root Nodes
  • Access Nodes
  • Dependent Nodes
  • Search Nodes
  • Search Result Nodes
  • Dynamic Search Result Nodes

UI Component Architecture Theory

View Controller

View Context

Event Handler


View Layout

View Set Window



SAP Certified Application Associate – CRM Foundation with SAP CRM 7.0 EhP3

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