Navigational Bar Profile

We have already come across the navigational bar in the first post introducing the standard CRM UI. The links (workcenters/logical links/direct link groups) in the navigational bar controlled by the Navigational Bar Profile. Configuration for the Navigational Bar Profile is carried out through the crmc_ui_nblinks tcode. Also, even though we are looking at the customizing of a navigational bar profile after looking at the business roles, customizing the navigational bar profile is the earlier step. The screen below shows the initial selection screen for customizing nav bar profiles.

Define Navigational Bar Profile - CRMC_UI_NBLINKS
Define Navigational Bar Profile - CRMC_UI_NBLINKS

The left pane provides options for creating workcenters/logical links/Direct link groups and assigning these to navigational bar profile. For example the screens below allows us to assign workcenters and direct link groups to a Navigational Profile respectively.

Nav Bar Profile - Assign Workcenter
Nav Bar Profile - Assign Workcenter
Nav Bar Profile - Assign Direct Link Group
Nav Bar Profile - Assign Direct Link Group

Business Roles in CRM

Business Roles are used in CRM to describe the user interface of a user. The navigational bar with all its workcenters, logical links and direct link groups are customized as part of the navigational bar profile. A navigational bar profile is assigned to a user via a business role. Customizing for business roles are carried out through transaction CRMC_UI_PROFILE. The screen below shows the initial screen for the transaction. You will notice the different links on the left pane in the screen. These allows further customizations of a business role.

Define Business Roles - CRMC_UI_PROFILES
Define Business Roles - CRMC_UI_PROFILES

We select a single business role from the list above and click the display button. This gets to the next screen where we can check out the different entries maintained for a business role. You will notice that a Businee Role is tied to both a Navigational Bar Profile and a PFCG role.

Define Business Roles - CRMC_UI_PROFILES 2
Define Business Roles - CRMC_UI_PROFILES 2

Selecting the Adjust Direct Workcenter Link Groups option from the left pane allows us to configure the menu structure for the navigational bar profile as shown below. For example we have a choice to making a link visible or to make it available in the second level menu.

Business Roles - Ajust Work Center Groups
Business Roles - Ajust Work Center Groups

Introduction to SAP CRM

SAP Customer Relationship Management or SAP CRM is a part of SAP Business Suite of applications and is being increasingly used by a number of SAP customers. I have been planning on a set of posts on CRM as the CRM security model for the CRM UI is signinficantly different from the other SAP solutions. So here goes………..

SAP CRM 2006 onwards SAP has come up with a new model for security for the CRM business application. In this new model, end users do not log into SAP GUI. Instead they work on the CRM UI which is built using SAP’s Business Server Pages (BSP) model and is accessed through a web browser. Its also possible to integrate the CRM UI with an Enterprise Portal solution. SAP GUI is still needed by administrators and configurors of the system. As a consequence, the security for this backend transactions follow the same logic as in the other SAP systems (like ECC). Since my set of posts are primarily about the uniquiness of the CRM security model, I will start with a description of the CRM UI as it will appear to a normal CRM user.

CRM UI Home Screen
CRM UI Home Screen

The basic CRM UI screen can be subdivided into three areas. These are the Header Area, the Navigational Bar, and finally the Work Area. The navigational bar contains number of links to the different CRM applications. The chosen application will open in the work area. The navigational bar is tied to the Business Role that a CRM user is assigned to. Customizing allows us to change the number of links available in the navigational bar for a business role. The navigational bar has a two level menu structure. The top level menus are distinguished by a right arrow. These are called workcenters. The workcenters contain logical links which point to the actual CRM application. Below the two level menu system, we have a set of logical links which allows the CRM user to directly create CRM business objects. These links are called the direct link group andcan be customized separately. Since the navigational bar basically controls what all applications a person a user has access to in CRM, it is very important to have a basic understanding of the configuration for the different aspects of the navigational profile. However at the same time, the actual configuration for the navigational profile will in all probability be done by functional CRM consultant with security consultants only working on the pfcg roles controlling backend access.