CRM Customer Data

[Former Member]

Hi All,

I require some info about CRM customer. I am working on a report lost opportunities and require the customer and customer master data info.

I have looked at opportunity header datasource & opportunity Item datasource but does not have data about customer.

please guide me to get the customer data like customer code, customer name, customer address, customer contact number.

Thank you for your inputs.

Kind Regards

James

[Former Member · Accepted solution]

Hi

Customer details comes with the masterdata of the data sources in CRM.

Refer some of the Business Partner Datasources like

0CRM_BPART_ATTR

0CRM_BPART_TEXT

Thanks

[Former Member · Accepted solution]

Hi suganya

Thank you for the info. Is there a way to join the below datasources.

Opportunity Header : 0CRM_OPPT_H

Opportunity Item : 0CRM_OPPT_I

to the master data

0CRM_BPART_ATTR &

0CRM_BPART_TEXT

or

any lookup to join the data for reporting.

Kind Regards

James

[Former Member · Accepted solution]

Hi Harrison,

It would be better to extract the Opportunity data and Customer master data individually in BW and then join the data.

The reson being Opportunity data is transaction data which can be stored in DSO and Customer info can be stored in Customer master in Master data. You can create an InfoSet to join the two data. This way you will not have to write any code.

Cheers!

[Former Member · Accepted solution]

you cannot join the data sources, extract the data into BI and build consolidation DSO instead of using info set. infoset is not recommended in terms of performance and data integrity.

[Former Member · Accepted solution]

Hi,

Thank you for the info.

What would be the common data between the oppertunities data and business partner data to join in the infoset.

I essentialy have the below columns as the report requirement.

Account owner | Sales Stage | Customer Code | Customer Name | Last Contact Date | Customer Address | Contact Name |

Contact Number |

Thanks

James

[Former Member · Accepted solution]

Try if you can link using 0bpartner. Check how data is fetched using opportunities DS. If it contains customer or account number then you can link it easily using 0bpartner.