Skip to Content
Author's profile photo Christian Drumm

Combining SAP CRM and SAP Screen Personas

This is going to be a rather short blog. However, as I didn’t read anything related to the topic so far I think is worthwhile sharing my experience.


Since the first time I saw a demo of SAP Screen Personas on SCN I really liked the idea of being able to change the look and feel of existing ERP transactions. Therefore, I immediately installed the add on on one of our internal development system and tried it out. However, as earlier versions of SAP Screen Personas required the installation of Silverlight at the client computer I never started to roll it out for our customers.

In version 3 SAP Screen Personas was redesigned to no longer require Silverlight at the client computer. Therefore, I started to look at possible usage scenarios for SAP Screen Personas again. One scenario that immediately came to my mind was the simplification of ERP transaction integrated into SAP CRM using the transaction launcher technology.

Note that in this blog I won’t give any introduction to the SAP Screen Personas functionality. A comprehensive collection of demo’s and learning content for SAP Screen Personas is available here: SAP Screen Personas – Getting Started

SAP CRM Transaction Launcher

In short, the SAP CRM transaction launcher is a technology to integrate ERP transactions into SAP CRM. This is require if, for example, if no suitable SAP CRM functionality is available but a process needs to be executed from with SAP CRM. The integration of the ERP transaction into the SAP CRM Web UI is achieved using SAP GUI for HTML. If you are interested in further details regarding the transaction launcher technology as well as other usage scenarios I reccomand reading the two excellent document Almost Everything About Transaction Launcher – Part I and Almost Everything About Transaction Launcher – Part II by Hasan Zubairi.

One of the processes where we use the the integration of ERP transactions into SAP CRM is changing the contract account in the future via transaction CAA2. The layout of the transaction when displayed in the transaction launcher is shown in the screen shot below. As usually for ERP transaction it contains quite a number of fields that are not required in all processes variants.

2015-11-16 10_03_21-Vertragskonto ändern (IS-U) - [Interaction Center ] - Internet Explorer bereitge.png

Using SAP Screen Personas we could simplify the transactions to the required set of fields. An example of such a simplified transaction is shown in the following screen shot. From the screen shot it is immediate obvious, that it is possible to combine SAP Screen Personas and SAP CRM.

2015-11-16 13_36_07-Unbenannt - v4.0.5.png

Configuring Transaction Launcher with SAP Screen Personas

So the question now is what is required to integrate SAP CRM transaction launcher and SAP Screen Personas. After executing the necessary post installation steps for screen personas (cf. Pre- and post-installation Checklist) the configuration is quite straight forward. Using transaction CRMS_IC_CROSS_SYS it is only necessary to change the URL for ERP_ISU from http://<server>:<port>/sap/bc/gui/sap/its/webgui/!?~transaction=IC_LTXE&~okcode=ICEXECUTE&sap-client=100 to http://<server>:<port>/sap/bc/personas/!?~transaction=IC_LTXE&~okcode=ICEXECUTE&sap-client=100 (cf. the following screenshot).

2015-11-16 10_14_12-Sicht _Logische Systeme und URLs für Transaktionsstarter definieren_ a.png<img />

After this, all ERP transaction integrated into SAP CRM via the transaction launcher technology are rendered using Screen Personas. Furthermore, it is even possible to adjust the transaction using Screen Personas directly from within the SAP CRM session.


Assigned Tags

      You must be Logged on to comment or reply to a post.
      Author's profile photo Jean-Yves Guyomarc'h
      Jean-Yves Guyomarc'h

      Very nice!

      Author's profile photo Christian Drumm
      Christian Drumm
      Blog Post Author

      Thanks. The really nice thing is how easy that was. I expected much more difficulties. However, once again I was stunned how easy it is to work with Screen Personas.


      Author's profile photo Jean-Yves Guyomarc'h
      Jean-Yves Guyomarc'h

      Since you know the two solutions, SAP CRM and Screen Personas, I wanted to ask you your thoughts on a possible integration.

      The WEBCUIF has already some features and concepts that overlap with Screen Personas (Business Roles concept, configurations, Design Layer, AET, theming, etc.), knowing that would you say that integration with Screen Personas is still needed?


      Author's profile photo Christian Drumm
      Christian Drumm
      Blog Post Author

      Hi Jean-Yves,

      I'm not sure I understand you question correctly.

      When integrating ERP transaction in SAP CRM via the transaction luncher one doesn't have the WEBCUIF features available. For this use case I think the integration is a great combination.

      If you are referring to really integrating WEBCUIF and Screen Persons. I.e. having Personas features available to change views in the Web UI I'm not sure. In this case I would  see quite some duplications. Therefore I'd hope SAP would invest in the WEBCUIF to provide some of the features of Screen Personas (drag and drop, simpler configuration tool) in order to get the best of both worlds.


      Author's profile photo Jean-Yves Guyomarc'h
      Jean-Yves Guyomarc'h

      You understood it correctly 🙂 Thx for the feedback.

      Author's profile photo Hendrik Neumann
      Hendrik Neumann

      hi Christian,

      nice use case 🙂

      Are you also able to adjust the skin/theme of the GUI transaction? So that it feels more "at home" in the WebClient environment?

      Viele Grüße


      Author's profile photo Christian Drumm
      Christian Drumm
      Blog Post Author

      Hi Hendrik,

      yes, this is possible. However, haven't tried it myself so far.

      I guess if I would use the blue crystal theme in SAP CRM it would already match quite well.


      Author's profile photo Sigrid Wieshofer
      Sigrid Wieshofer


      This is a great approach! I agree, using Blue Crystal Theme in CRM would align the look and feel of CRM and ERP UI.

      Recently new SAP Notes have been released which introduce Blue Crystal for CRM 7.0 EHP2 and above:

      • 2227135 New visual design Blue Crystal for the Web Client User Interface
      • 2239424 Blue Crystal Theme in Interaction Center
      • Additionally, 2234418, 2240554, 2243170 should be implemented.

      Best Regards,