Client-based groupware integration enables you to synchronize tasks, appointments, and contacts between Microsoft Outlook or IBM Lotus Notes and SAP CRM so that you can access from the groupware client all data that has been created in an SAP CRM application.
Data can be synchronized in both directions.
Automatic synchronization can be enabled, allowing users to seamlessly work without the extra task of synching their calendar data every day.
Before installing the software, pay close attention to the prerequisites and the supportability of Email clients and version
Lotus Notes 9 is not yet supported. Expected to be supported by late 2014.
MS Office 2003, 2007, 2010 & 2013 (32 bit) are all supported
Lotus Notes (6.5, 7.0, 7.5, 8.0, 8.5 till 8.5.3) – 32 bit
(Note: LN 9 is not yet supported. Expected late 2014)
Example of prerequisite check during installation –
After installing on MS Outlook a new Menu item will appear. This is the AddIn. See below….
- Determination of Relevant Items for Synchronization
The synchronization settings made by the administrator in Customizing influence which items are synchronized.
- Conflict Handling
Administrators (and business users, if allowed) can define which items automatically have priority in cases of conflict
- Relate to SAP CRM Add-In (Microsoft Outlook Only)
Allows user to classify an item as relevant to SAP CRM. If not then item will not be synched to CRM.
- Auto Synchronization
- Synchronization of Attachments
- Single Sign-On
Documentation for 10.30 Client-based Groupware Integration is available on SAP Help Portal for all CRM 2007, CRM 7.0, CRM 7.0 EHP1 and CRM 7.0 EHP2 releases.
“Client Groupware Integration 10.30: Functional Guide” and
“Client Groupware Integration 10.30: Inst. and Config. Guide” are available on
Service Market Place for CRM 2007 and CRM 7.0 releases (including Enhancement Packages).
- Go to https://service.sap.com/crm-inst
- Select a CRM release applicable for you
- For SAP CRM 7.0 and 7.0 Enhancement Packages:
Installation Guide is available under “Install”
Functional Guide is available under “Operate”
- For SAP CRM 2007 (CRM 6.0):
Both the guides are available under “CRM Standalone and Addon Components”
The latest version is 10.30 SP02 Patch 02 (10.30.02.02)
Refer to SAP Note 1997853