Description

Introduction of  SAP CRM Customization

The “Customizing SAP CRM: Business Partner, Product Management, and Sales Orders” training is designed for SAP CRM consultants, system administrators, and developers who are responsible for customizing and configuring the SAP CRM system to meet specific business needs. This training focuses on advanced customization techniques for core SAP CRM modules, including Business Partner (BP) management, Product Management, and Sales Order processing. Participants will learn how to tailor SAP CRM functionalities to align with unique business processes, ensuring seamless integration, enhanced user experience, and optimized operational efficiency.

Prerequisites:

To fully benefit from this training, participants should have:

• A foundational understanding of SAP CRM architecture and basic functionalities.
• Experience with SAP CRM system administration, including basic customization.
• Familiarity with SAP CRM modules related to Business Partner management, Product Management, and Sales Orders.
• Basic knowledge of SAP ERP (ECC) integration points, especially related to master data.
• Access to an SAP CRM environment for hands-on practice.

Table of Contents:

1: Introduction to SAP CRM Customization

1.1 Overview of SAP CRM Customization Capabilities
1.2 Understanding the CRM System Landscape and Architecture
1.3 Key Customization Tools in SAP CRM (CRMD_ORDER, CRMD_BUS2000115, etc.)
1.4 Setting Up the Training Environment
1.5 Hands-on Exercise: Navigating Customization Tools in SAP CRM

2: Customizing Business Partner (BP) Management

2.1 Understanding the Business Partner Concept in SAP CRM
2.2 Configuring Business Partner Roles, Relationships, and Groupings
2.3 Customizing BP Master Data Screens and Layouts
2.4 Implementing Business Partner Authorization and Role-Based Access
2.5 Hands-on Exercise: Customizing Business Partner Roles and Layouts

3: Advanced Business Partner Customization

3.1 Configuring Business Partner Relationships and Hierarchies
3.2 Setting Up Business Partner Search and Classification Features
3.3 Integrating Business Partner Data with SAP ECC and External Systems
3.4 Implementing BP-Related Workflows and Business Rules
3.5 Hands-on Exercise: Advanced Customization of Business Partner Features

4: Introduction to Product Management in SAP CRM

4.1 Overview of Product Master Data in SAP CRM
4.2 Customizing Product Categories, Hierarchies, and Attributes
4.3 Managing Product Catalogs and Pricing in SAP CRM
4.4 Understanding Integration Between CRM Product Master and SAP ERP
4.5 Hands-on Exercise: Setting Up and Customizing Product Master Data

5: Advanced Product Management Customization

5.1 Customizing Product Configuration Models (Variant Configuration)
5.2 Setting Up Product Relationships and Cross-Selling Features
5.3 Configuring Product Availability Checks and ATP in SAP CRM
5.4 Managing Product Lifecycle and Version Control in CRM
5.5 Hands-on Exercise: Implementing Advanced Product Management Features

6: Customizing Sales Orders in SAP CRM

6.1 Overview of Sales Order Management in SAP CRM
6.2 Customizing Sales Order Document Types and Item Categories
6.3 Configuring Sales Order Processing Scenarios (Standard, Third-Party, etc.)
6.4 Managing Sales Order Pricing, Taxes, and Discounts in CRM
6.5 Hands-on Exercise: Customizing Sales Order Document Types and Processes

7: Advanced Sales Order Management Customization

7.1 Implementing Custom Sales Order Workflows and Approvals
7.2 Setting Up Sales Order Scheduling, Delivery, and Billing Plans
7.3 Integrating Sales Orders with SAP ERP (ECC) for Fulfillment
7.4 Customizing Sales Order Reporting and Analytics in CRM
7.5 Hands-on Exercise: Advanced Sales Order Customization and Integration

8: Integration of Business Partner, Product, and Sales Orders

8.1 Understanding Integration Points Between BP, Product, and Sales Orders
8.2 Configuring Data Synchronization Between SAP CRM and SAP ERP
8.3 Implementing Cross-Module Customization and Integration Scenarios
8.4 Ensuring Data Consistency and Accuracy Across Modules
8.5 Hands-on Exercise: Integrating Business Partner, Product, and Sales Order Data

9: Security and Compliance in SAP CRM Customization

9.1 Overview of Security Best Practices in SAP CRM Customization
9.2 Configuring Role-Based Access Control for BP, Product, and Sales Orders
9.3 Implementing Data Protection and Compliance Measures (GDPR, etc.)
9.4 Best Practices for Auditing and Monitoring Customizations
9.5 Hands-on Exercise: Setting Up Security and Compliance Controls(Ref: Advanced Cloud Security: Mitigating Cyber Threats in the Cloud)

10: Performance Optimization and Best Practices

10.1 Techniques for Optimizing Customizations in SAP CRM
10.2 Monitoring System Performance and Troubleshooting Customization Issues
10.3 Implementing Best Practices for Maintainability and Scalability
10.4 Conducting Regular System Health Checks and Customization Audits
10.5 Hands-on Exercise: Optimizing and Troubleshooting Customizations

11: Capstone Project: Customizing an End-to-End SAP CRM Process

11.1 Project Overview: Designing a Comprehensive Customization Solution
11.2 Customizing Business Partner Roles, Product Management, and Sales Orders
11.3 Integrating and Testing Customizations Across Modules
11.4 Ensuring Security, Compliance, and Performance Optimization
11.5 Hands-on Exercise: Developing and Presenting the Capstone Customization Project

12: Certification Preparation and Next Steps

12.1 Preparing for SAP CRM Certification Exams
12.2 Review of Key Customization Concepts and Best Practices
12.3 Study Tips and Resources for SAP Certification
12.4 Exploring Further Learning Opportunities in SAP CRM Customization
12.5 Course Wrap-Up and Feedback
12.6 Final Q&A and Course Completion

Conclusion

By the end of this training, participants will have a deep understanding of how to customize SAP CRM modules related to Business Partner management, Product Management, and Sales Orders. They will gain practical experience in configuring and optimizing SAP CRM to meet specific business needs, preparing them for real-world implementation projects and SAP certification exams.

Reference