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Author's profile photo Alexander Shipilov

SAP S/4HANA and SAP CX Integration Overview

Introduction

 

This blog post provides a brief overview of SAP strategy in the area of Customer Experience (CRM) and gives a high level description of available data integration scenarios between SAP S/4HANA and some of the solutions from SAP Customer Experience (or SAP CX) area.

SAP Ecosystem contains a number of various systems aimed to fulfill different business needs including but not limited to Core ERP functionality – SAP S/4HANA Digital Core; and Customer Relationship Management processes – SAP Customer Experience (or SAP CX).

Historically, SAP offered its “classic” SAP CRM solution which has been evolving over years from version 3.0 to its final 7.0 EHP4. SAP CRM 7.0 is a part of SAP Business Suite 7 for which SAP is going to provide mainstream maintenance until the end of 2027 with optional extended maintenance until the end of 2030 (according to official announcement made on Feb 04, 2020). However, no major improvements will be delivered for SAP CRM 7.0. Starting from SAP S/4HANA 1809 release, the majority of functionality from classic CRM  was introduced  into SAP S/4HANA  as “SAP Customer Management add-on” (with some exceptions – see note 2824120), which is now included into SAP S/4HANA Core starting from SAP S/4HANA 1909 onwards.

Customers who want to migrate from their classic SAP CRM 7.0 to other solutions from SAP now have two main options:

  • Adopt CRM functionality migrated from classic CRM codebase into SAP S/4HANA OnPremise Core – option is valid for customers who:
    • would like to leverage on their z-enhancements made in their classic SAP CRM;
    • adhere to “Maximum On-Premise” policy which is a common practice for e.g. Public Sector companies in some countries.
    • Customers who implement SAP S/4HANA and don’t have complex business requirements for their CRM processes.

CRM and Service functionality embedded into SAP S/4HANA OnPremise is being enhanced by SAP and also can be considered as a good basement for customers’ own Z-enhancements.

  • The second option would be is to start a strategic “Cloud Journey” to SAP Customer Experience products such as SAP Marketing Cloud, SAP Cloud for Customer (C4C) , SAP Customer Data Cloud (CDC), SAP Field Service Management (FSM), SAP Emarsys – option which is considered as strategic for SAP, as a huge number of developments are ongoing which bring a number of innovations every quarter.

With this blog post I would like to commence a series of articles which describe various aspects of integration scenarios between SAP S/4HANA and SAP CX solutions from the second option above. This blog post contains an overview of available scenarios without going into deep details or customizing settings.

 

Overview of Integrations

Below we have a brief overview of SAP S/4HANA prepackaged integration with:

  • SAP Cloud for Customer (Sales & Service)
  • SAP Marketing Cloud
  • SAP Field Service Management

SAP Cloud for Customer

The integration of SAP Cloud for Customer with SAP S/4HANA offers many features and benefits.

Features of SAP Cloud for Customer with SAP S/4HANA:

  • Replication of master data such as accounts and account relationships (bi-directional) or products (uni-directional)
  • Integration of transactional scenarios; for example creation of opportunity follow up documents in SAP S/4HANA, bi-directional replication of sales quotes and sales orders, external pricing calls from SAP Cloud for Customer to SAP S/4HANA, document flows, etc.

Benefits if you integrate SAP Cloud for Customer with SAP S/4HANA

  • Provide sales professionals with real-time access to pricing information, Sales Quotes, Sales Orders and follow up documents
  • Orchestration of End to End Business Process from Lead in SAP C4C to payment in SAP S/4HANA
  • Standard integration content to simplify and accelerate integration setup

Detailed information on supported scenarios depending on release can be found in the note 2293815

 

SAP Marketing Cloud

Standard content for integration between S/4HANA and SAP Marketing Cloud is available on API Hub:

  • S/4HANA OnPremise: (link)
  • S/4HANA Cloud (link)

You can download business partners, contacts, relationships, products and sales orders from your SAP S/4HANA system to SAP Marketing Cloud

Another integration scenario is available for SAP S/4HANA Utilities (IS-U). Here is a blog post with a nice overview: (link)

SAP Field Service Management

SAP FSM is usually a part of an end-to-end Service scenario involving SAP C4C (Service Cloud) functionality where service ticket is initially created in SAP C4C (Service Cloud) and then replicated to SAP FSM for dispatching and execution.

However, the process variation where SAP S/4HANA acts as a starting point for service process is also possible. In both cases, integration with SAP S/4HANA as a backend (time, expense and spare parts consumption) is also a part of the process.

Common integration capabilities:

  • Master data replication from S/4HANA to FSM
  • Fixed price & T&M order types
  • Planned services and expenses
  • Planned service parts with follow-up purchasing process
  • Released service order replicated to FSM for scheduling
  • Planned services replicated as Activities
  • Planned parts replicated as Reserved Materials
  • Ability to duplicate and re-assign activities
  • Release assignment to inform technician and update service order
  • Confirmation of planned services, parts and expenses
  • Confirmation of unplanned parts and expenses
  • Approval of T&M Journal with efforts, materials and expenses
  • Creation of Service Confirmation(s)
  • Support for partial confirmations
  • Aligned Status Management

A bit more details on Master data integration flows between SAP S/4HANA and SAP FSM:

As you see, the integration of master data is one-way from SAP S/4HANA to SAP FSM.

The Integration between SAP S/4HANA and SAP FSM is being developed continuously. The entire list of integrated data objects including future roadmap can be found on the SAP Help Page: (link)

Conclusion

I hope that this blog post gave you some insights to general SAP Customer experience strategy, what could be the options of migration from “classic” SAP CRM and what are the basic integration scenarios between SAP S/4HANA and selected SAP CX solutions.

I would be more than happy if you provide your comments, feedback, questions or requests for further SAP S/4HANA <-> SAP CX integration scenarios information which might be interesting for you and which is worth another blog post from my side with more details.

Stay tuned!

For specific questions and answers about SAP Cloud for Customer integration with SAP S/4HANA, feel free to post your question here.

Best regards,

Alexander Shipilov, SAP S/4HANA RIG

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      9 Comments
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      Author's profile photo Jeremy Kopp
      Jeremy Kopp

      Alexander,

      Where can I see the migration path from CRM On Premise to S/4 HANA for In-House Repairs?  I can see In-House Repair help documentation within S/4 HANA (and not within the CRM Customer Management Add-On).  I want to ensure that if we implement In-House Repairs in CRM it will be able to migrate to S/4 and we won't have to rebuild it.

      Thanks,

      Jeremy

      Author's profile photo Alexander Shipilov
      Alexander Shipilov
      Blog Post Author

      Hi Jeremy,

      "CRM Customer Management Add-on" is an old name for the functionality migrated from "classic" CRM 7.0 to SAP S/4HANA. It is no more an add-on since SAP S/4HANA 1909 OnPremise - now it is called "SAP S/4HANA for Customer Management platform" (or "SAP S/4HANA CM platform").

      Moreover, SAP S/4HANA Service is a new functionality for Service management in SAP S/4HANA. It is a subset of SAP S/4HANA CM - built on a deeply refurbished "classic CRM" technology.

      In-house repair management is a part of SAP S/4HANA Service since 2020 release. You may check the roadmap item related to it: https://roadmaps.sap.com/board?PRODUCT=089E017A62AB1EDA94C15F5EDB32E0E1&PRODUCT=73554900100800000266&q=in-house&range=2019Q1-2023Q4#;INNO=40F2E9281A631ED9B6AA78C72F48C0EF

      Also please check the future roadmap for Service processes in SAP S/4HANA. This functionality is continuously evolving into a better state comprising "best of all worlds" from ECC CS, PM and CRM 7.0.

      Thanks and regards,

      Alexander

       

      Author's profile photo Elena Arzillo
      Elena Arzillo

      Hi, hoping you will answer my question: when you talk about the integration between S4 and C4C, are you talking about S4 cloud, right?

      Author's profile photo Alexander Shipilov
      Alexander Shipilov
      Blog Post Author

      Hi Elena,

      Thank you for your question. I am talking both about S/4HANA Cloud and S/4HANA OnPrem.

      Actually, you can check all available integrations on SAP API Business Hub which contains all integrations currently available between SAP CX and both SAP S/4HANA Cloud and SAP S/4HANA OP:

      https://api.sap.com/products/SAPCustomerExperience/overview

      Regards,

      Alex

      Author's profile photo Elena Arzillo
      Elena Arzillo

      Thank you! Yes I can see that the main ones are covered (business partner such as account, oportunity/quotes/order and even material). And via CPI as well, of course.

      elena

       

      Thanks a lot

      Author's profile photo Juan Fernando Agudelo Carmona
      Juan Fernando Agudelo Carmona

      What would be the ideal way for a new implementation where you will have CX (sales and services) (Emarsys) and S4H, what would be the ideal way for a phased implementation?

      Start with S4H and then integrate it with CX?
      Implement CX and then S4H?
      Implement in parallel?

      The ideal is to have a clear path to avoid reprocesses in the implementation.

      Author's profile photo Alexander Shipilov
      Alexander Shipilov
      Blog Post Author

      Hello Juan Fernando,

      Thanks for your question.

      I would say that there is no ideal way that fits everybody; it really depends on a company's strategy, priorities, processes and business capability maturity, stakeholder involvement, existing systems and integration landscapes etc. The "ideal" approach for one company could be considered "less favorable" for another.

      In my experience, I have witnessed all three kinds of approaches from your list above. Successful implementations are usually those that have strong management and architecture governance, stakeholder buy-in and clear value targets/KPIs identified and followed.

      Best regards,

      Alexander

       

      Author's profile photo Efrain Antonio Pacheco Mojica
      Efrain Antonio Pacheco Mojica

      Hi Alexander

      As per your master data replication map the S4 classification data to CX is possible, but we were working on the that but did not work as expected, the Classification got to CPI well but there is not a specific service at CPI - CX side to make it.

      We used the Replicate Classification Data from SAP Business Suite iflow, but at the side of CPI and CX nothing rises, could you give a hint or ask the technical team about this

       

      Thanks

      Author's profile photo Alexander Shipilov
      Alexander Shipilov
      Blog Post Author

      Hello Efrain Antonio Pacheco Mojica,

      Thank you for your question.

      Could you please give a little bit more details on your scenario:

      • What master data objects and what class types are you trying to replicate
      • What solutions from the SAP CX portfolio are in your CPI integration landscape?

      Thanks and regards,

      Alexander