Post on 09-Apr-2015
SAP CRM 7.0UI Framework
Overview Presentation – Highlights
Disclaimer
This Presentation is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains
only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any
particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be
changed by SAP at any time without notice.
SAP assumes no responsibility for errors or omissions in this document.
© SAP 2008 / Page 3
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool 6. Extensibility7. Design Layer
UI Framework – SAP CRM 7.0
Selected UI Framework Highlights – SAP CRM 7.0:
Basic architecture remains unchanged
Simple Search
Easy Extensibiltiy Toolset
UI Enhancements, such as RSS Feeds or Tasked-Based UI
Web Service Tool Enhancements
© SAP 2008 / Page 5
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool6. Extensibility7. Design Layer
© SAP 2008 / Page 6
Simple Search – SAP CRM 7.0 Key Features
Free-Text Search
Fuzzy Search
Wildcard Search
Search Multiple Attributes as modeled per Business Object
Cross-Object Search
Authorization Checks executed on search engine
Search Features
Search centrally available on all screens
Direct filter for a single object type
Grouped, cross-object search result page
Personalization of result view per object typePersonalization of search result page
User Interface
CRM Enterprise Search Workbench for search modeling
NW Enterprise Search Admin Cockpit for administrating search indexes
45 most required CRM objects are delivered out of the box
Custom objects can be created and modeled
Modeling
© SAP 2008 / Page 7
Simple Search – SAP CRM 7.0 Key Benefits
Free-text search across business objects available on all screens
Common search UI across all business roles and CRM applications
Enable search for own objects
Adapt search models to your needs
Integration with Enterprise Search technology of SAP NetWeaver®
Simplicity
Flexibility
Speed
© SAP 2008 / Page 8© SAP 2007 / Page 8
Simple Search – SAP CRM 7.0Free Text Search Across Objects
Search by simply entering keywords and pressing ENTER or clicking the GO button
“All Objects” search:− provides a search over all CRM
objects available in Central Search for given Business Role
− offers an optimized result list to browse through found results by object
“Free Text” search:− provides a search over all search
fields inside the selected object.
− Displays result in standard advanced search page
Search across multiple objects on multiple fields per object.
© SAP 2008 / Page 9
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool 6. Extensibility7. Design Layer
Web Service Tool – SAP CRM 7.0Key Features
User friendly workbench to model web services based on SAP CRM Business Object Layer in only four steps
Comfortable modeling environment that takes care of any code generation
Embedded in SAP NetWeaver Web Service infrastructure
Allows the modeling of most important service operations, such as read, create and query
Complies with the international W3C standard on web services
CRM Web Service Tool provides customer and partners the flexibility to model their individual services with out the need of any additional coding
Web Service Tool – SAP CRM 7.0Key Benefits
Define services for your exact needs
Simple 4 Step wizard for quick service definition and provision
Model-driven workbench - no need for additional coding
Flexible service management
Integrated into the SAP NetWeaver®
Use and build service templates
Flexibility
Innovation
Speed
Web Service Tool – SAP CRM 7.0Screenshot: Selection of Required Service Attributes
© SAP 2007 / Page 12
© SAP 2008 / Page 13
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool6. Extensibility7. Design Layer
Web Client User Interface – SAP CRM 7.0 Key Features
State of the art, modern user interface leveraging Web 2.0 paradigms
Simple information and navigation architecture to facilitate finding, reviewing and editing of information
Broad personalization capabilities across all software areas to let the user decide how he works best
Simple but flexible UI configuration capabilities to pre-define the user interface for user groups
The Web Client User Interface is the first step into a new era of SAP CRM user interfaces regarding usability and flexibility for the business user.
Web Client User Interface – SAP CRM 7.0 Key Benefits
High user adoption rate as immediately you will feel familiar with the User Interface
CRM 2.0 – Web 2.0 themes integrated to facilitate ease of use
Easy and flexible personalization and configuration to adapt to what your users really need
Rich functionality through all areas of CRM
Simple
Flexible
Powerful
Web Client User Interface – SAP CRM 7.0 Screenshot: Home Page
© SAP 2007 / Page 16
© SAP 2008 / Page 17
Task Based User Interface – SAP CRM 7.0Key Features
Visualized Roadmap of Steps that represents a task as flow of stepsExplanatory texts for each stepNavigation through task via Roadmap or default buttons Previous, Next and FinishNew or Reused Views of CRM WebClient
User Interface
Sequences of Steps are configurable based on chosen set of views involved in the taskTitles and explanatory texts are configurable for each stepFully integrated with general concepts ofCRM Navigation Bar and Business Roles
Configuration
Task Based User Interfaces can be built in the CRM Component Workbench, the IDE for CRM WebClientAll CRM UI Framework concepts are fully supported in combination with Task Based User InterfacesExisting Views of CRM WebClient can be reused with suitable adaptation of underlying data flow
Tools
© SAP 2008 / Page 18
Task Based User Interface – SAP CRM 7.0Key Benefits
Create Task Based User Interfaces in CRM Component Workbench
Evolve and Adapt Task Based UIs quickly and easily via Configuration
Provide step by step guidance to Users, Employees, Customers
Improve data quality
Lower training costs
Visualize, Understand and Improve your business processes with Task Based UIs
Flexibility
Simplicity
Innovation
© SAP 2007 / Page 19
Task Based User Interface – SAP CRM 7.0Screenshots
Table Graphics – SAP CRM 7.0Visualize Every Table Content Instantly in a Graphic
© SAP 2007 / Page 20
Facilitate the overview of table contentsSelect key figure and chart typeKey figures are based on visible table columns –automatically reacts on personalizationFilter table content by selection in graphic (see filter icon in column header)Zoom in and outExample shows the search result list as use case
For every table: display its content in a graphical chart
© SAP 2007 / Page 21
Tile Layout – SAP CRM 7.0
As alternative to the single column layout - which is mostly the default layout for SAP CRM roles - a single object can also be visualized in a tile layout.
The tile layout page consists of several tiles while every tile can contain one or several assignment blocksThe general structure of the tile layout i.e. how many tiles, how shall they be shaped can be flexibly defined in customizing and the UI configurationThe possible information and visualization in tiles is based on the same logic as in assignment blocksThe tile layout page is used in the Interaction Center Agent role based on the specific needs of this user group
Smart Value HelpMaintenance Has Never Been Easier
© SAP 2007 / Page 22
Smart value help: While the user is typing the Smart Input Help provides data entries for faster processing. The suggestions offered are based on ‘last used’ by the user (upper part of the list) or are found by an asynchronously performed background search (lower part of the list)
To enter values in fields often the field is supported by an input help. To further facilitate data entry the smart value help has been invented.
Smart Input help
© SAP 2007 / Page 23
‘Personalize’ Page – SAP CRM 7.0Examples: CRM Feed
Access to the feed URL for easy copying it into your RSS feed reader (reader SSL (https) & user authentication )Select which topics you want to receive in your feed (content corresponds to the worklist page of the user):
AlertsTransactional InboxWorkflow tasks
RSS feed icon: using this icon automatically adds the CRM feed to the users favorite RSS feed reader
CRM Feeds: Stay up to date with your work wherever you are.
New in CRM 7.0
© SAP 2008 / Page 24
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool 6. Extensibility7. Design Layer
UI Configuration – SAP CRM 7.0Key Features
To adjust the CRM user interface to your corporate identity and to your business needs a bundle of integrated tools is provided
Efficient and Holistic UI Configuration
UI Configuration ToolBusiness Role and Navigation Bar CustomizingDesign Layer CustomizingApplication Enhancement Tool (AET)BSP WD Component Workbench
Tools
Add new fields
Position fields on views
Rename field labels
Use personalization
Define captions
Define Navigation Bar entries
Create Business Roles
Examples in UI Configuration
UI Configuration – SAP CRM 7.0Key Benefits
Easy configuration even for power users
Simple task achievable without training
Really fine tune the user interface to your users needs
Less time needed to rebuild screens, add or remove content
Simplicity
Flexibility
Speed
UI Configuration Tool – SAP CRM 7.0Screenshot: Form View Configuration
© SAP 2007 / Page 27
© SAP 2008 / Page 28
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool 6. Extensibility7. Design Layer
Extensibility – SAP CRM 7.0Key Features
The Application Enhancement Tool is seamlessly integrated into the UI Configuration ToolFields can be made available in the UI without any additional developmentCustom fields can be created without deep technical knowledge An Expert Mode is provided for the more experienced usersThe users can use different data types, create custom drop-down lists, assign existing DDIC check tables and search helpsThe new fields can be made available in the Search, in Mobile, BI, OLTP Reporting and R/3 Adapter Existing field can be reused across applications
CRM Application Enhancement Tool provides customer and partners the abilityto add new fields to existing application with virtually no technical steps
Extensibility – SAP CRM 7.0Key Benefits
Define custom fields for your exact needs
Simple and user friendly tool for quick field definition
Seamless integration with the existing CRM Framework Tools
Applications can be extended without any coding
Flexibility
Simplicity
Speed
Application Enhancement Tool – SAP CRM 7.0Screenshot: Detailed Field View
© SAP 2007 / Page 31
Create a field with properties that match best the specific business needs View the details of the custom fields in a convenient mannerModify and regenerate existing fields Provide translations in the system supported languagesExtend the supported external interfaces - for example Mobile, R/3, BW and OLTP Reporting
Supported Methods
Application Enhancement Tool – SAP CRM 7.0Screenshot: Custom Fields Overview Page
© SAP 2007 / Page 32
© SAP 2008 / Page 33
1. Introduction2. Simple Search 3. Web Services Tool 4. UI Highlights
RSS Feeds Tasked based UI Smart Value Help
Table GraphicsTile Layout
Agenda
5. UI Configuration Tool6. Extensibility7. Design Layer
Design Layer – SAP CRM 7.0Key Features
Allows the Customer & SAP to Rename Field Labels and have this change affect other views
Maintenance of whether a field is relevant and should be hidden or visible in the UI Configuration Tool
Assign existing value helps from the ABAP Dictionary without any customer-specific development
Value Help: Search help, Check table and Domain values
Field Type: Input field, Checkbox and Dropdown list box
Features of the Design Layer
Design Layer – SAP CRM 7.0Key Benefits
Increase efficiency by reducing the task of maintaining the same field labels on related views they are visible
Centralized way to maintain field labels
Reduce the unused fields within the UI configuration Tool to allow for more comprehension and relevance
Efficiency
Intuitiveness
Centralization
Copyright 2008 SAP AGAll rights reserved
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.
Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.
SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, SAP Business ByDesign, ByDesign, PartnerEdge and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned and associated logos displayed are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.
The information in this document is proprietary to SAP. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.
SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence.
The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages
Weitergabe und Vervielfältigung dieser Publikation oder von Teilen daraus sind, zu welchem Zweck und in welcher Form auch immer, ohne die ausdrückliche schriftliche Genehmigung durch SAP AG nicht gestattet. In dieser Publikation enthaltene Informationen können ohne vorherige Ankündigung geändert werden.
Einige von der SAP AG und deren Vertriebspartnern vertriebene Softwareprodukte können Softwarekomponenten umfassen, die Eigentum anderer Softwarehersteller sind.
SAP, R/3, xApps, xApp, SAP NetWeaver, Duet, SAP Business ByDesign, ByDesign, PartnerEdge und andere in diesem Dokument erwähnte SAP-Produkte und Services sowie die dazugehörigen Logos sind Marken oder eingetragene Marken der SAP AG in Deutschland und in mehreren anderen Ländern weltweit. Alle anderen in diesem Dokument erwähnten Namen von Produkten und Services sowie die damit verbundenen Firmenlogos sind Marken der jeweiligen Unternehmen. Die Angaben im Text sind unverbindlich und dienen lediglich zu Informationszwecken. Produkte können länderspezifische Unterschiede aufweisen.
Die in diesem Dokument enthaltenen Informationen sind Eigentum von SAP. Dieses Dokument ist eine Vorabversion und unterliegt nicht Ihrer Lizenzvereinbarung oder einer anderen Vereinbarung mit SAP. Dieses Dokument enthält nur vorgesehene Strategien, Entwicklungen und Funktionen des SAP®-Produkts und ist für SAP nicht bindend, einen bestimmten Geschäftsweg, eine Produktstrategie bzw. -entwicklung einzuschlagen. SAP übernimmt keine Verantwortung für Fehler oder Auslassungen in diesen Materialien. SAP garantiert nicht die Richtigkeit oder Vollständigkeit der Informationen, Texte, Grafiken, Links oder anderer in diesen Materialien enthaltenen Elemente. Diese Publikation wird ohne jegliche Gewähr, weder ausdrücklich noch stillschweigend, bereitgestellt. Dies gilt u. a., aber nicht ausschließlich, hinsichtlich der Gewährleistung der Marktgängigkeit und der Eignung für einen bestimmten Zweck sowie für die Gewährleistung der Nichtverletzung geltenden Rechts.
SAP übernimmt keine Haftung für Schäden jeglicher Art, einschließlich und ohne Einschränkung für direkte, spezielle, indirekte oder Folgeschäden im Zusammenhang mit der Verwendung dieser Unterlagen. Diese Einschränkung gilt nicht bei Vorsatz oder grober Fahrlässigkeit.
Die gesetzliche Haftung bei Personenschäden oder die Produkthaftung bleibt unberührt. Die Informationen, auf die Sie möglicherweise über die in diesem Material enthaltenen Hotlinks zugreifen, unterliegen nicht dem Einfluss von SAP, und SAP unterstützt nicht die Nutzung von Internetseiten Dritter durch Sie und gibt keinerlei Gewährleistungen oder Zusagen über Internetseiten Dritter ab.
Alle Rechte vorbehalten.