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CRM 2007 WEB UI Simplified- Get Started
Milestone 2- The New Lingo
Milestone 3-Configuring the UI
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SAP CRM 2007 user interface (UI) introduces many new terms and concepts, which could be  a little daunting at first. 

The SAP CRM 2007 UI will be very familiar to those of you who have worked with the SAP CRM on-demand solution because they are based on the same design concepts.

 For others who have been working with People-Centric User Interface (PCUI), many of the screen constructs parallel objects in the PCUI.

Let me share some tips to guide you through the first three days of a SAP CRM 2007 implementation. I’ll show you how to:

  1. Access the new UI 
  2. Set up and use the new business role concept 
  3. Change screen layouts
Milestone 1: Let go of WINGUI 

While users are ecstatic many of us find it unnerving...the longer one had been to SAP domain the more anxious one tends to be.I intend is to make Web UI your new "home".Let me start by answering to some common questions about the new UI.

Where have all my transactions gone? The very first thing you notice when you log into the SAP CRM 2007 system is that your user menu isn’t what it used to be. The start-up menu no longer contains Maintain Business Partner,Maintain Marketing Attributes, and Maintain Products options. Master data maintenance and business transaction processing are now presented in the SAP CRM 2007 WebClient.

How can I get into the SAP CRM 2007 UI? You have to set up a couple of things in SAP CRM to ready yourself for login. For example, the SAP CRM 2007 UI uses the concept of business roles, which define access to the various SAP CRM components. A business role for a marketing manager provides the user with access to all the related marketing activities, such as Segment Builder and Marketing Calendar, whereas a sales business role provides access to quotations, sales orders, and opportunities. The framework assigned to the business roles dictates the availability and navigation of business processes.

To get the relevant view you need to assign a business role to a position in the organizational structure. Any employee who is assigned to a given position inherits the business role assigned to that position. For example, you may have the marketing manager set up as a business partner in the role of employee. Using transaction PPOMA_CRM, you assign the employee to the Marketing Manager position in the organizational structure. In SAP CRM 2007, this Marketing Manager position becomes the MARKETINGPRO business role, which defines the menu paths and navigational links available to the marketing manager when she logs in to the new UI. If you are assigned to more than one position and these positions have different business roles assigned, the system prompts you to select which business role you want to use.

 Download here screenshot of all steps required to set up a Web UI for a Sales Personnel. 

  TIP: For testing purposes you can add role to your user-id via transaction SU3. Use Parameter CRM_UI_PROFILE and the add the requisite role.


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