GWI-No partner determinat. in CRM for appointments transferred from Outlook

[Former Member]

Hi, Gurus,

We are implementing Based-client Groupware integration.

If we create a new contact in SAP CRM, itu2019s correctly transferred to MS Outlook. You can even see contact guid and accout guid for this contact.

If we create an appointment (transaction type 0000) in CRM, it is transferred to MS Outlook with this information:

- Contact = null

- Category = SAP CRM

- All information related to contact and itu2019s account itu2019s shown as a text in the appointment in Outlook

Here is our first problem. When we create an appointment in CRM, once itu2019s transferred to MS Outlook, contact person should be shown in contact field in Outlook appointment, shouldnu2019t it? In our case, Outlook contact field is null. So, if you look for this contact in Outlook and look for his activities, the appointment transferred from CRM is not in the list

The other problem is: if we create an appointment in MS Outlook, we associate the contact using Contact field. This appointment is transferred to SAP CRM, but it doesnu2019t determine account and contact person. Does anybody knows why it doesn't? We are using transaction type 0000 with itu2019s standard customizing

Weu2019ve made one test with a very surprising result.

- In MS Outlook weu2019ve selected an appointment that was created in SAP CRM and transferred to Outlook.

- Weu2019ve copied this appointment in Outlook, deleted the text information (containing data related to account and contact), and saved

- This activity is CORRECTLY transferred to CRM, including account and contact determination. Where has this activity the information about contact and account, if contact field is null? How are users supposed to update contact information when creating an appointment in Outlook,if itu2019s not by using contact field?

does anybody knows whatu2019s the problem with this integration? Why partner determination is not working in CRM for appointments created in SAP CRM? Why appointments created in SAP CRM are not associated as activities for the contact

Thanks in advanced

Regards

[Former Member]

Hello,

The behaviour you are experiencing indicates the setting of Block Determin. We are essentially telling the system never

to determine Contacts.

If the auto-determination is configured (i.e. the access sequence is set and the Block Determin. flag is not set) the system will determine a partner for the partner function even if the partner function is not mandatory.

for contacts so that they are automatically determined.

Here are the steps:

1. Open transaction SPRO

2. Navigate to:

SAP Customizing Implementation Guide

Customer Relationship Management

Basic Functions

Partner Processing

Define Partner Determination Procedure

3. Highlight partner determination procedure.

4. Double click on Partner Functions in Procedure

5. For the Contact Person partner function you can either set

the Access Sequence or uncheck the Block Determination flag.

Best Regards,

Reshma Rao

[Former Member]

Hi, Reshman,

Thanks a lot for your quick response

My determination procedure is working correctly for activities created in CRM. It's the 00000002 standar procedure: if you update contact person, the system determines the corresponding account.

Block Determin. is not active for determination prodecure. Block entry on interface is not active for Contact Person Partner function in procedure

But if the activity is created in MS Outlook and transferred to CRM, it seems as it didn't have information about contact person

But, how is the user supposed to associate a contact to an appointment he is creating in Outlook? What we are doing to test this integration is creating an appointment in Outlook and selecting a contact person from my private folder. This contact person was created in CRM and transferred to CRM. I assume this is the correct way. Is it?

Then, why is the system unable to determine the contact person and his account?

Thanks in advance

Regard

[Former Member]

If you create the appt in CRM and assign partner function attendees (not contacts) then replicate to Outlook, you will see the attendees listed in the body of the invite as text (not as Outlook attendees, as that functionality does not exist yet)

This is a program to send outlook appoints from abap, the program works fine. Was trying to create a action from the meeting in crm to process this code in a method badi, but my programming skills are not sufficient to make this work from within the method.

http://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/b035a861-5f61-2c10-d086-c4dd779dd...