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Access DMS document throgh CRM

Former Member
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Dear Gurus,

Is it possible to access DMS document throgh CRM.

Is there any object available for CRM like customer compalints, Solution provided Excetra...,

Can any one share the doc for CRM-DMS object config.

Thanks in advance.

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
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Yes, but you need to create a RFC Connection between your CRM system and ECC6. SAP DMS itself is not available in the CRM system so the RFC connection needs to be in place in order to use it.

From the Help Files:

Integrating Product Lifecycle Management (PLM)

Usage

Integrating Product Lifecycle Management (PLM) lets you link documents from the PLM Document Management System (DMS) with documents from CRM such as contracts, opportunities, and activities.

Integration

To use PLM in CRM, you require SAP Enterprise Resource Planning (ERP) 4.70 and higher.If you want to use SAP EPR 4.6c, you require SAP Note 620160.

Prerequisites

You have maintained the RFC connections to PLM. For more information, see the Implementation Guide at Customer Relationship Management ® Basic Functions ® Content Management ® Maintain RFC Connections to PLM.

Features

Integration is only available for the People-Centric UI.

Change markings in PLM documents are not displayed in the PC-UI.

The following functionalities are available:

· You can use the PLM DMS to link PLM DMS documents directly to the following objects, or to delete the links:

¡ CRM business objects

If you assign a PLM document to a CRM business object, it appears in the PLM Documents folder.

¡ Sales contracts

¡ Sales documents

¡ Business partners

¡ Products

· Finding PLM Documents

You can also find PLM documents in CRM by the following properties:

¡ User-defined text

¡ Document number

¡ Document type

¡ Version number

¡ Status

¡ Description

¡ User

¡ Part

For PLM documents, the Creator field in CRM Content Management specifies the Person Responsible from PLM.

The full-text search only searches the document long text and not the content of the document itself .

There is only a full-text search in the document long text, not in the document content itself.

· Jump to PLM WebDocuments as of SAP ERP 4.70