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CRM TEchnical Interview Questions

This document describes the different areas and navigation options within an SAP CRM application interface. It includes a header area with personalization options, a navigation bar with application searches and links, and first and second level navigation entries. Work centers provide a flexible grouping of related applications and information. The create area allows quick access to functions like appointments and emails. The home, worklist, calendar and email inbox pages are also configured for specific business roles.

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Nataraj Bandaru
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154 views

CRM TEchnical Interview Questions

This document describes the different areas and navigation options within an SAP CRM application interface. It includes a header area with personalization options, a navigation bar with application searches and links, and first and second level navigation entries. Work centers provide a flexible grouping of related applications and information. The create area allows quick access to functions like appointments and emails. The home, worklist, calendar and email inbox pages are also configured for specific business roles.

Uploaded by

Nataraj Bandaru
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Header Area: Also called Global Function Area.

It consist of
a. Personalize: Generic personalization options Eg. Change password
b. Help Center: Offers direct access to BUD (business user documents)
c. System News: Provides access to general system messages
d. Central Search: Displays Saved searches/ Simple searches
e. Log off: logs you off

Navigation Area / Navigation Bar: It includes
a. Applications search launches
b. URL link
c. BI reports and analysis (SAP NetWeaver)
d. Transactions in other systems

First Level Navigation Entries:


1. Home
2. Work list
3. Calendar
4. Reports
5. Business-Role specific work centers

Second Level Navigation Entries:


1. Links to most frequent search pages
2. Opens via a click and vanishes automatically after the selection

Work Centers: It is a flexible grouping of application and information that logically belong to each other from the
viewpoint of a business role.
Personalization of the Work Center can be done in Navigation Bar Profile
SPRO-IMG-CRM-UI Framework-Business Role-
Logical Links are of 4 Types:
a. Link
b. Work Center
c. Launch Transaction
d. BI Report

Create Area/ Quick Create Area/ Direct Link Groups: It contains frequently used applications by the user. It
allows users to start a creation of an object of an object quickly, no matter where the user is located in the SAP
CRM application at the moment.
This are is freely configurable per Business-Role.
This are can be personalized by the User.
a) Appointments
b) Email
c) Task
d) Business-Role specific links
Personalization of the Direct Link Groups can be done in Navigation Bar Profile
SPRO-IMG-CRM-UI Framework-Business Role-

Recent Items: It allows the user to navigate to the items that he has worked on most recently with one click.


1. This area is configured per Business-Role.
2. This number of entries can be changed up to 10. The personalize settings can be done by the user via
Personalize-Personalize Navigation Bar-Recent Items (drop down)

Home Page:
The HOME page provides:
a. My appointments Today
b. Workflow Tasks
c. My Open Tasks
d. Alerts
e. My Saved Searches
The HOME page can be configured per Business-Role.
Available content and screen structure can be personalized by the user. E.g. Drag & Drop.

WORKLIST page:
CALENDAR page:
a) A graphical overview of todays appointments
b) Switching between daily, weekly and monthly views
c) Switching to a colleagues calendar.
d) Provides an overview of the next 2 months
e) Provides a list of open tasks.
f) Provides an option to directly create an appointment from the daily view.

EMAIL INBOX page:
WORK CENTER: The work center page is opened by choosing the First-Level navigation entry directly, without
selecting any specific Second-Level entry, belonging to the respective work center.
a) Search
b) Create
c) Reports

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