Calling a specific business role in CRM from Portal
A simple blog, about CRM – Portal Integration. why this blog ?? Isn’t this a very common scenario ? Yes it is, but this blog deals with redirecting to a specific business role directly when more than one business role is assigned to the user, thus eliminating the need for logged in user to select business roles manually.
Back to basics, lets talk about the simple integration part first – In short , the crm page is integrated by creating a BSP iView pointing to the CRM application “CRM_UI_START” with the default page as “start.htm” . This iView is then assigned to a page/workset, and then to portal role and eventually displayed as a tab in Portal. A system object pointing to crm has to be created in portal and the iView must point to the alias of this system object.
Now when the user logs in, the user can see the list of all business roles, if more than one business role is assigned to the user. What if the user wants to be redirected to a particular business role directly ?? For this, you need to tweak the URL, which will be used to query the CRM system.
In this case, a parameter has to be passed when the request is sent to the CRM Server . This parameter can be specified in the “Application Parameters” property for the iView . The parameter name is :
Voila 🙂 !! Now when the users clicks on the iView, the user is redirected to the appropriate Business role.
Alternatively, you can call the CRM application directly by using the URL :
This URL opens the CRM login page and redirects to the appropriate business role.
Hope this small piece of information is useful for someone!!