CRM 2007 Demo Script UI Configuration via

direct UI Editing
The following CRM scenario is performed on the CRM 2007 UI using a copy of a standard
Business role and a special role configuration key, so that each UIUSER can make UI
changes in his own Business role, without influencing any other User.
From CRM 2007 SP02 the configuration can be launched directly from the UI with these Users
The Users are
UIUSER01 with password: uiuser01
UIUSER02 with password: uiuser02
UIUSER03 with password: uiuser03

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USER DATA
Data For UIUSER01
Predefined User

UIUSER01

User for UI Changes

User for SAP GUI Logon

UIUSER01

uiuser01

SAP GUI transaction

BSP_WD_CMPWB

BSP Component Workbench

Transaction Type

Opportunity

Opportunity (OPPT)

Business Partner Sold To

3272

Adcom Computers

Opportunity Number

Created during Scenario Preparation

Business Role

ZZUI_SLS01

Copy of Sales Professional

Role Config Key

ZZUIDEMO01

Role Configuration Key for UIUSER01

BSP Component

BT111H_OPPT

Opportunity general data

BSP Component

BT111S_OPPT

Opportunity Search

Predefined User

UIUSER02

User for UI Changes

User for SAP GUI Logon

UIUSER02

uiuser02

SAP GUI transaction

BSP_WD_CMPWB

BSP Component Workbench

Transaction Type

Opportunity

Opportunity (OPPT)

Business Partner Sold To

3272

Adcom Computers

Data For UIUSER02

Opportunity Number

Created during Demo Preparation

Business Role

ZZUI_SLS02

Copy of Sales Professional

Role Config Key

ZZUIDEMO02

Role Configuration Key for UIUSER02

BSP Component

BT111H_OPPT

Opportunity general data

BSP Component

BT111S_OPPT

Opportunity Search

Predefined User

UIUSER03

User for UI Changes

User for SAP GUI Logon

UIUSER03

uiuser03

Data For UIUSER03

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SAP GUI transaction

BSP_WD_CMPWB

BSP Component Workbench

Transaction Type

Opportunity

Opportunity (OPPT)

Business Partner Sold To

3272

Adcom Computers

Opportunity Number

Created during Demo Preparation

Business Role

ZZUI_SLS03

Copy of Sales Professional

Role Config Key

ZZUIDEMO03

Role Configuration Key for UIUSER03

BSP Component

BT111H_OPPT

Opportunity general data

BSP Component

BT111S_OPPT

Opportunity Search

Role Configuration Keys

In the script you have to use the following role Configuration Key for
your user:
User
UIUSER01
UIUSER02
UIUSER03

Role Configuration Key

ZZUIDEMO01
ZZUIDEMO02
ZZUIDEMO03

Used Data
BSP Component

BT111H_OPPT

View

OpportunityOVView
Set

Opportunity general data

Details
BSP Component

BT111S_OPPT

View

Search

Opportunity Search

Result

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Preparation
Web UI
.1 Log on to the CRM System: via SAP GUI
e.g. UIUSER01 with password: uiuser01
.2 Launch the CRM UI with the User ID: UIUSERXX
e.g. UIUSER01 with password: uiuser01
XX = is your UIUSER

Example: UIUSER01

password: uiuser01

.3 In the navigation bar, click on the entry Sales Cycle. In the work center page Sales Cycle
click on the entry Opportunity in the Create section.

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.4 Select the transaction type Opportunity (OPPT) in the popup

.5 Enter a description for the Opportunity. Description is the main field used for navigation,
without description navigation is not possible. This field is mandatory!
.6 Enter 3272 as prospect or launch the value help to select a prospect.
.7 Enter additional information in the mandatory fields. The mandatory fields provide a red
asterisks in the field label.
Enter an Expected Sales Volume.

.8 To confirm your entries, press Back. This leads you to the overview page of the newly
created opportunity. Then click on the Save button on top if the overview page.
Make a Note of your Opportunity Number, as you need this number later.
Opportunity Number: ________________

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.9 In the navigation bar, click on the entry Sales Cycle. In the work center page Sales Cycle
click on the entry Opportunities in the Search section.

.10 Select as Search Criteria Opportunity ID and search for your Opportunity.

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.11 Enter in field Save Search As a name and click the Save Button.

.12 The search can be execute via the Saved Searches on the upper right side of the screen.

or via the Home Tab

under My Saved Searches.

General Note for this script

To run the Layout changing mode, select this button, to switch to "normal" mode,
select this button again.

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The first time you make changes, you need to Create a Transport entry, the next
changes have to be put on the same transport.
Do not worry about the error message
[You don't have change authorization for this configuration]
when launching the configuration.
This only indicates that the Default (Standard Role Configuration Key) is not allowed to
be changed

Process Flow: Show Opportunity Overview

and choose different skin
.

.1 Click on your saved search for the Opportunity you created in the preparation.

.2 In the Search Result list navigate via the Hyperlink to the Opportunity Overview Page.

.3 Explain the UI concept in general (Overview Pages, Details Pages, Edit Pages and
Assignment Blocks).
.4 Mention especially the areas you are going to change later on.

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In the Opportunity Overview

In the Opportunity Details

Skin Selection
.1 Click on Personalize

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.2 Choose Personalize Layout

.3 Choose as Skin New Hope.

.4
.5
.6
.7
.8
.9

Click on Save.
Click on the CRM Back button. Show the Opportunity within the new Skin.
Click on Personalize again.
Change the Skin back to Standard.
Click on Save.
Click on the CRM Back button.

Process Flow: Change Opportunity - Overview

Page and Details Page
.

.1 Choose Configure Page (Button)

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.2

Do not worry about the error message. This only indicates that the
Default (Standard Role Configuration Key) is not allowed to be
changed

.3

Select Copy Configuration to Create a Configuration for the special Role Configuration
Key: ZZDEMOXX

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.4 Select Role Config Key: ZZUIDEMOXX (see User Data section at the beginning)

UIUSER01 = ZZUIDEMO01
UIUSER02 = ZZUIDEMO02
UIUSER03 = ZZUIDEMO03
.5 The following proposal is displayed. Some of this has to be changed.

.6 Change the Values to:

Role Config Key: ZZUIDEMOXX (this is already the correct Value)
[Your role configuration key: e.g. ZZUIDEMO01]
Component Usage: <DEFAULT>
(has to be in capital letters and has to be entered manually)
Object Type:
<DEFAULT>
Object Subtype:

<DEFAULT>

and choose Continue.

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A new entry is created, which can be changed.

Choose Save.

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.7 Choose Create for the Transport Request.

.8

Enter a name of the Transport: e.g. UIUSER01 Demo

.9 Choose Create, to confirm the transport.

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.10

The screen looks like this:

The Role Key is the special Role Configuration Key.
The UI changes are only done for this Role Key.

Note: You should be already in Edit mode (even if the area looks grey).
If necessary click Edit Button.

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.11 Select Opportunity Details Field via mouse click and then rename the Block Opportunity
Details into Details

.12 Remove the blocks Private Notes and Milestones by marking the line and clicking the Move
to Left button

.13 Set Competitors (Competitors OV) to Lazy load in the Load Options

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.14 Set Completed Activities to Hidden in the Load Options

.15 Choose Save and Close.

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.16 For the appearing Transport select Choose to put this on the same transport.

.17 Choose Configurable Areas (Button)

.18 Mark the Details area (blue display) and make a mouse click to select it.

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The Configuration is displayed.

.19 Click on the Copy Configuration Button.

.20 These are the proposed values. Some need to be changed:

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Change the Values to:

Role Config Key: ZZUIDEMOXX (this is already the correct Value)
[Your role configuration key: e.g. ZZUIDEMO01]
Component Usage: <DEFAULT>
(has to be in capital letters and has to be entered manually)
Object Type:
<DEFAULT>
Object Subtype:

<DEFAULT>

and choose Continue.

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.21 Choose Save.

.22 Confirm the Transport via Choose.

.23 As result is displayed:

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.24 Mark the field Description via left mouse click

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.25 Choose Add Caption.

.26 Select Add to left panel and Enter as new caption Involved Parties and choose Continue.

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.27 Result:

.28 Click on field Prospect and open the field properties by using ALT key and left mouse click.

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The Details are opened on the right side.

.29 Change the Label from Prospect to Account.

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.30 Click Apply.

.31 Close the field properties.

.32 Do the same for field Prospect Address. Change the label to Account Address.
Click Apply.
Close the field properties.
Result:

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Note: the Field Details on right side must be closed, otherwise the Save Button is inactive.

.33 Mark the field Origin (via normal mouse click) and use the Remove Field button.

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.34 Mark the Field Employee Responsible.

.35 Click on Show Available Fields.

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.36 Open node BTADMINH

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.37 Select Created By. (if necessary select the next page)
.38 Use the Add Field Button to add the field.

.39 Close the Additional Fields area.

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Result:

.40 Choose Save and Close.

.41 Select Hide Configuration Area (Button)

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.42 Show the changes you did.

.43 Select Personalize.

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Process Flow: Show Opportunity Search

and change it
.

.1 In the navigation bar, click on the entry Sales Cycle. In the work center page Sales Cycle
click on the entry Opportunities in the Search section.

.2 Explain the UI concept of the Search. Especially mention the things you are going to
change later on.

Search Result:

Note: depending on the Last Searches of the User the Displayed Search criteria's can be

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different (as there is some caching in the system).

.3 Choose Show Configurable Areas (Button)

Select the Search area and select it via mouse click.

.4 Click on the Copy Configuration Button.

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Change the Values to:

Role Config Key: ZZUIDEMOXX (this is already the correct Value)
[Your role configuration key: e.g. ZZUIDEMO01]
Component Usage: <DEFAULT>
(has to be in capital letters and has to be entered manually)
Object Type:
<DEFAULT>
Object Subtype:

<DEFAULT>

and choose Continue

.5 Rename the search criteria Prospect Name into Account Name

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.6 Rename and Prospect ID into Account ID.

.7

Move Status to the first position

.8 Mark Priority as Displayed.

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.9 Choose Save and close.

.10 Confirm the Transport via Choose.

.11 Configure the Result list.

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.12 Click on the Copy Configuration Button.

.13 Change the Values to:

Role Config Key: ZZUIDEMOXX (this is already the correct Value)
[Your role configuration key: e.g. ZZUIDEMO01]
Component Usage: <DEFAULT>
(has to be in capital letters and has to be entered manually)
Object Type:
<DEFAULT>
Object Subtype:

<DEFAULT>

and choose Continue

Example:

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.14 Move Status to the first position

.15 remove the Hidden Flag from field Priority

.16 and rename Prospect into Account.

.17 Result:

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.18 Choose Save and Close.

.19 Choose the Transport.

.20 Choose Hide Configurable areas (Button)

.21 In the navigation bar, click on the entry Sales Cycle. In the work center page Sales Cycle
click on the entry Opportunities in the Search section.
.22 Show the changes you did.

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Note: the Displayed Search Fields depend also on the Last Search Selections of the User.
So it can be that the customized settings can be overwritten by the system with the last
search selections done by the User.

.23 Press Search to see the Search result

This is the Search Result list:

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Process Flow: Customize Navigation Bar of a

Business Role within the UI
Customize the Navigation Bar of a Business Role

.1

Click on Bus. Role Customizing Business Role Customizing

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.2

Choose the BP ZZUI_SLSXX

.3

Choose Edit List

.4

Show how easy you can adapt the navigation bar

Hide WorkCenter Pipeline Performance by uncheck the field Visible Menu
Change Field Label Sales Operation to Sales

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.5

Save your change and choose a transport

.6

Press F-5 (refresh our browser) and show the changes

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Necessary steps before you can repeat the

scenario

.1 Select the Opportunity Overview Page.

.2 Click on the Configure page Button.

.3 Select the configuration with the Role Config Key ZZUIDEMOXX (e.g. here Config Key
ZZUIDEMO01)
.
.4 Click on the Delete Configuration Button

Confirm Message with OK.

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.5 Choose the Transport.

.6 Close the window.

.7 Select the Opportunity Details area.

.8 Click on the Show Configurable areas Button.

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.9 Select the Details Area.

.10

Select the configuration with the Role Config Key ZZUIDEMOXX

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.11 Click on the Delete Configuration Button.

Choose Ok.

.12 Choose the Transport.

The Configuration has been deleted.

Close the Window.

.13 Launch the Opportunity Search.

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.14 Click on the Select Configurable areas (Button) and select the Search Area.

.15 Select the configuration with the Role Config Key ZZUIDEMOXX
.16 Click on the Delete Configuration Button

Choose Ok.

Choose the Transport.

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The Configuration has been deleted.

Close the Window.

.17 Select the Configuration for the Opportunity

.18

Search Result area.

Select the configuration with the Role Config Key ZZUIDEMOXX and select the Delete
Button.

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Choose Ok.

Choose the Transport.

The Configuration is deleted. Close the Window.

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All changes have been reset.

Select Hide Configuration Areas, to switch to normal mode.

------- End of Scenario ---------------------

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Technical + Support Information

Profiles Normal
CRM_BASIC
CRM_CFX_CPR
CRM_CUST
CRM_ORD_SALE
CRM_ORD_SERV
Profile Additional
CRM_UI_CON01
CRM_UI_CON02
CRM_UI_CON03
CRM_UI_CON04
CRM_UI_CON05
PFCG Roles
ZZUI_CRM_UIU_SLS_01
ZZUI_CRM_UIU_SLS_02
ZZUI_CRM_UIU_SLS_03
ZZUI_CRM_UIU_SLS_04
ZZUI_CRM_UIU_SLS_05
User
UIUSER01
UIUSER02
UIUSER03
UIUSER04
UIUSER05
Roles
ZZUI_SLS01
ZZUI_SLS02
ZZUI_SLS03
ZZUI_SLS04
ZZUI_SLS05

Navigation Bar Profile

ZZUI_SLS
ZZUI_SLS
ZZUI_SLS
ZZUI_SLS
ZZUI_SLS

Special Business Roles

ZZUI_SRV04
ZZIU_SRV05
ZZUI_MKT04

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Role config Keys

ZZUIDEMO01
ZZUIDEMO02
ZZUIDEMO03
ZZUIDEMO04
ZZUIDEMO05

UIDemo01
UIDemo02
UIDemo03
UIDemo04
UIDemo05

Special Roles for Users UIUSER04 + UIUSER05

SAP_CRM_UIU_SRV_PROFESSIONAL
ZZUI_CRM_UIU_SRV_04
ZZUI_CRM_UIU_SRV_05
SAP_CRM_UIU_MKT_PROFESSIONAL
ZZUI_CRM_UIU_MKT_04
ZZUI_CRM_UIU_MKT_05
Org UNIT Assignment

Authorization Object for direct Configuration in the UI

Profile: CRMUI_S_CONF
CRMCONFMOD <OBJ> Configuration Mode
Z:CRMCONFMO <AUT> CRMCONFMO
ALLOWED <FLD> Allowed X

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