Learing Made Easy

8/9/2019 Learing Made Easy

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Learing made easy

Siebel, the user is provided with the facility to create one or more addresses for a partner.The user can also browse through the existing addresses and add them to the partner. It also

provides the facility to have multiple partner records with the same address. A m:mrelationship exists between the partners and the addresses.

Figure 1: Siebel - Address Feature for Partners

Similarly, in MS CRM, the user is provided with the facility to create one or more addresses

for a partner. However, the user will not be allowed to include existing addresses to a partner

record. A 1:m relationship exists between the partners and the addresses.


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Figure 2: MS CRM - Address feature for Partners

1.1.1.Database Tables

In Siebel, Accounts and Partners are separate business components. They are OOB

features. The account and partner records are stored in the same database table. The records

are differentiated by a variable flag on the record level.

However, in MS CRM, Accounts is an OOB business entity, whereas Partners is not. Thesystem offers two solutions to provide the functionality of Partners:

A user can create Partners as a new business entity and thereby store the Partnerrecords in a separate table. Since a new database table is automatically createdwhen a new business entity is created.

The user can maintain both the Accounts and the Partner records in the same database

table. The UI screens can be shared with a small manipulation in the labels of thefield names that appear on the screen.


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1.2. Contacts

Contact represents the person with whom Microsoft has a relationship for example a customer

or a supplier. Contacts include information like contact details, personal information andmultiple addresses.

This business entity contains the contact details of the various persons for an account. A total

of 40 business functionalities were identified for comparison in the current Siebel application.

A comparison matrix was also generated to facilitate the easy identification of the keyfunctions that have to be customized.

Table 1: Fitment Matrix for Contacts

Compliance with theVanilla

Siebel MS CRM

Nos. Percentage Nos. Percentage

Complete Fit 40 100.00 39 97.50

Partial Fit 0 0.00 0 0.00

No Fit 0 0.00 01 2.50

Total 40 100.00 40 100.00

Table 2: Customization Category for Contacts


Siebel MS CRM


Out of Box 13 32.50 15 37.50

Basic Customization 21 52.50 13 32.50

Advance Customization 06 15.00 12 30.00

Total 40 100.00 40 100.00

1.2.1.Toggle Facility between the List View and the Form View for the Service

Request Applet

In Siebel, a toggle facility is provided to the user between the List View and Form View of the

Contact Business Entity for entering the Service Request. This is an OOB toggle feature.


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Figure 3: Siebel - Toggle Facility

However, in MS CRM this does not exist. It has to be customized based on the requirements.

1.3. Activities

This business entity refers to features like Task, Fax, Phone Calls, E-mails, Letter,

Appointment, Service Activity, Campaign Responses etc. These activities are associated withother entities like Accounts, Opportunity, Contact, Case or Service Request etc.

A total of 30 business functionalities were identified for comparison in the current Siebel

application. A comparison matrix was also generated to facilitate the easy identification of thekey functions that have to be customized.

Table 3: Fitment Matrix for Activities


Siebel MS CRM


Complete Fit 30 100.00 28 93.33

Partial Fit 0 0.00 01 3.33

No Fit 0 0.00 01 3.33

Total 30 100.00 30 100.00


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Table 4: Customization Category for Activities

Compliance with theVanilla Siebel MS CRMNos. Percentage Nos. Percentage

Out of Box 15 50.00 14 46.66



Total 30 100.00 30 100.00

1.3.1.Assigning Accounts and contacts to activity

In Siebel, a user who creates an activity record can assign an account to it. Similarly, one ormore contacts can also be assigned to the activity record. The same activity record can haveboth accounts and contacts assigned to it. All these are OOB features.

Figure 4: Siebel - Assigning Accounts and Contacts to Activity

In MS CRM also, a user who creates an activity record can assign an account to it. Similarly,

a contact can also be assigned to the activity record. Both these are OOB features. However,

the activity record can have only one customer i.e. either an account or a contact assigned toit. .


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Figure 5: MS CRM - Assigning Accounts and Contacts to Activity

1.3.2.Assigning Employees to an activity

In Siebel, a user can assign multiple employees to a single activity. This is an OOB feature.


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Figure 6: Siebel - Assigning Employees to an Activity

In MS CRM, a user cannot share an activity with multiple employees. However, this is anexception for Service Activity activity type.


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Figure 7: MS CRM - Assigning Employees to an Activity

1.4. Campaigns

A total of 26 business functionalities for this entity were identified for comparison in thecurrent Siebel application. A comparison matrix was also generated to facilitate the easy

identification of the key functions that have to be customized.

Table 5: Fitment Matrix for Campaigns

Compliance with the

Vanilla

Siebel MS CRM


Complete Fit 26 100.00 25 96.15

Partial Fit 0 0.00 0 0.00

No Fit 0 0.00 01 3.85

Total 26 100.00 26 100.00

Table 6: Customization Category for Campaigns


Siebel MS CRM


Out of Box 18 69.23 13 50.00



Total 26 100.00 26 100.00


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1.4.1.Associate a Campaign with Multiple Subsidiaries

In Siebel, a user can associate a campaign to multiple subsidiaries through the subsidiary

field. This field allows the user to associate multiple organizations to a campaign.

Figure 8: Siebel - Associate Campaign

In MS CRM, this facility is currently not available. Campaigns can be created for only the

owners organization.

1.5.

Opportunities

Opportunity represents the chance to sell to a qualified customer. This is used to keep track

of each sales engagement in which they are currently working.

A total of 77 business functionalities for this entity were identified for comparison in thecurrent Siebel application. A comparison matrix was also generated to facilitate the easy

identification of the key functions that have to be customized.


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Table 7: Fitment Matrix for Opportunities

Compliance with the

Vanilla

Siebel MS CRM


Complete Fit 77 100.00 70 90.90

Partial Fit 0 0.00 05 6.49

No Fit 0 0.00 02 2.59

Total 77 100.00 77 100.00

Table 8: Customization Category for Opportunities


Siebel MS CRM


Out of Box 34 44.15 32 41.55



Total 77 100.00 77 100.00

1.5.1.Assign Opportunity to a team

In Siebel, when a user creates an opportunity record, it is automatically assigned to the

Opportunity team also. The team members can view and modify the details of the record. Theuser is automatically designated as the owner of the record.


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Learing Made Easy

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