Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide pdf free download

Summary: Microsoft Dynamics CRM 2013 Applications (MB2-868) Certification Guide

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Book Description
Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer.

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.

Book Details

Publisher: Packt Publishing
By: Danny Varghese
ISBN: 978-1-84968-650-1
Year: 2013
Pages: 344
Language: English
File size: 5.7 MB
File format: PDF


Download: Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

MS Dynamics CRM Job openings In India.

1. AsterMinds Enterprise Solutions Pvt Ltd Urgent Requirement for MS CRM Consultant for One of our MNC's Client in Hyderabad Location 

Experience:3+ Yrs 
Location :Hyderabad 
Job Description: 

Good Experience on MS CRM Technical 
Implementing and deploying Microsoft Dynamics CRM 
Good Experience on Microsoft CRM 2011 

if you are interested kindly share your profile to 

2. We are looking for immediate joiners. Pls mention all the details , show your interest by sending me your updated cv and along with CTC, Exp, Expected CTC & Notice Period details. 




Pls Fill the details below: 

Full Name: 
Total Exp: 
Rel Exp: 
DOB : 
Official NP- 
Alternate Number: 
Reason For Looking Change: . 
Mode of Salary(Open Cheque/Account payee cheque/through Bank) 
Willingness to work in Thakral Payroll and deployed at client place(Y/N): 
Available for f2f interview : 
After Offer how soon U can Join: 
Current Location : 
Good Communication Skills . 

About Thakralone: We are part of Thakral Group based out in Bangalore, 
The Thakral Group is a Multi-country diversified business concern founded in 1905. The Group is one of Singapore's largest homegrown conglomerates with operations spanning 35 countries and employing in excess of 10,000 people worldwide. Our businesses span across Hardware and Electronics distribution, Real-Estate, Manufacturing, IT, Electronic Security, Consulting, and other value-added services. 

3.Presently we have an opportunity with our client on below mentioned position.

Designation- MS CRM 2011/2013

Location: Mumbai

Experience- 4+ Yrs

Job Information:

* 4+ years of total IT experience
* Should have experience on MS CRM 2011/2013 with 4.0
* Should be very comfortable in English (written and oral communication)

If you are interested, Pls send your updated CV ASAP to:

Ms Dynamics AX 2012 Technical Interview Questions

Summary :Ms Dynamics AX 2012 Technical Interview Questions 
  1. How can we create primary key for a table?
  2. what precautions you need for overriding fetch() method for a report?
  3. Difference between OCC and PCC?
  4. How many types of MAP there in Dynamics AX? 
  5. What is cache lookup what is it used for?
  6. Difference between table and views?
  7. why we use dialog? and how to accomplished it?
  8. what are the different type of index?
  9. Difference b/w cascade + restricted and restricted delete actions?
  10. In which case delete_from and delete() have same result?
  11. Explain sales/purchase order processes in AX.
  12. What’s new in Dynamics AX 2012
  13. OOPs concepts
  14. Definition of AOT elements
  15. Document Management and Print Management
  16. Visual Form & Report designer
  17. Unit test framework
  18. Reverse Engineering tool
  19. Version Control System in AX 2009
  20. Layers & their usage.
  21. Web Services concept
  22. AIF in Dynamics AX 2009
  23. AX 2009 Workflow configuration
  24. Dynamics AX security hierarchy
  25. AOS Load balancer concept/Clustering
Differences Between :-
  1. AX 4.0 & AX 2009
  2. MorphX & Intellimorph
  3. RunBase & RunBaseBatch
  4. element & this
  5. COM & .NET Business Connector
  6. Concurrent user & Named user
  7. Primary key & Foreign key
  8. Construct & New methods
  9. VSS & TFS
  10. Table & View in AOT
  11. Auto design & Generated design in reports
  12. Business connector & External Connector
  13. Refresh(),reread(),research() & executeQuery()
  14. formDataSource.queryRun().query() & formDataSource.query()
  15. Normal, field fixed & related field fixed relations

MS CRM 2013 Mobile Client Apps Download For IPhone,WindowsMobile,Android

Microsoft just released Dynamics CRM 2013 mobile apps for mobile devices, including Android, iPhone and Windows Phone devices!
While still it is not as comprehensive as Ipad & Windows 8 mobile applications, but the mobile apps improve the usability for users and allows them to access quickly CRM information on the go.
You can download the app directly from App Store’s : 
Dynamics CRM 2013 Android Client1 Dynamics CRM 2013 Android Client2 Dynamics CRM 2013 Android Client3 Dynamics CRM 2013 Android Client4 Dynamics CRM 2013 Android Client5
  Dynamics CRM 2013 iPhone Client1    Dynamics CRM 2013 iPhone Client2
Dynamics CRM 2013 Windows Phone Client1 Dynamics CRM 2013 Windows Phone Client2  Dynamics CRM 2013 Windows Phone Client3  Dynamics CRM 2013 Windows Phone Client4

CRM 2013 Rollup 2 &1 Download and issues Resolved

Microsoft Dynamics CRM 2013 Update Rollup 2 is the first of a series of cumulative Update Rollups that include the bug-fixes for the issues that are or will be documented in the “Master Knowledge Base Articles” for CRM 2013 Update Rollups.  As alos the new Updaterollups for Dynamics CRM 2013are cumulative, Update Rollup 2 will also contain the fixes from UR1 and maybe the fixes for the fixes So be carefull und first install the updaterollup on a test box before you tourch your production System and make sure that you have a proper backup from database and Operation System before you get started.
 Build number and file names for this update rollup

Update rollup information

Update Rollup 2 for Microsoft Dynamics CRM 2013 for on-premises customers. The following file is available for download from the Microsoft Download Center:
Microsoft Download

Issues that are resolved in Update Rollup 1 for Microsoft Dynamics CRM 2013

Update Rollup 1 resolves the following issues:
  • Publishing a CRM report fails as the parent report already links to another report with same name.
  • Invalid Argument when navigating to view with related entity lookup.
  • The chart (for any other entity) does not display in Korean due to System.ArgumentException: “Value of ‘Malgun Gothic, Segoe UI, 9.5px’ is not valid for ‘units’.”
  • Script error occurs when moving from a form. “Unable to get property ‘get_filterType’ of undefined or null reference”
  • Disabling checkbox fields using the JavaScript API does not work.
  • Creating a workflow to update an appointment with fields from the regarding Lead field fails. “An unexpected error occurred.”
  • Hiding the last field of a section does not hide the section. Hiding the last field of a tab does not collapse the tab.
  • Unable to create automatic full address field workflows, as the spaces and tabs are removed if there are no other symbols like comma.
  • Using the Quick Search in Outlook and clicking Advanced Find right afterwards, the Advanced Find filter is populated with irrelevant criteria.
  • Re-import of existing solution fails with The label for base language code 1033 is not set.
  • Users cannot associate multiple records at once for N:N relationships.
  • CRM 2013 no longer warns you when you are about to delete a parent record that child records with cascade delete set on their relationships to the parent will also be deleted.
  • Unable to set a web resource to visible in script if ‘Visible by default’ not set in designer.
  • You´ve created a new business process flow and assigned that process flow to the security role of “sales manager”, “system administrator” and “system customizer”. You publish this modification and expect the process the be visible only for these security roles.Instead the BPF is hidden for all users.Instead the BPF is hidden for all users.
  • When data is entered into a form, the Save button can be clicked multiple times which results in multiple of the same record being created.
  • For a custom duration field Xrm.Page.getAttribute(“durationfield”).getValue() method returns a formatted value like30 minutes instead of 30 as expected.
  • When organization is deleted and then immediately imported back, import organization wizard unexpectedly displays a warning about version mismatch.
  • Autosave off: Entity form looses command bar after navigating away and re-opening.
  • Consider you’ve created a Business Process for cases having a related task stage with several steps and you’d like to translate all stages to different language. Your solution contains task and case entity as well as Business Process. You’re exporting translation files and try to edit those. You’ll find all stage names from case entity, but you do not find those of the related task step. Therefore you cannot translate those.
  • “Email a link” URL does not navigate to the specified entity if opened in existing browser tab.
  • Errors occur when using different country formats with currency attributes.
  • When browsing to various locations in CRM, a JavaScript exception is thrown that reports “Object expected”.
  • The .addCustomFilter javascript function does not work properly.
  • Workflow triggered on Before Delete event cannot be imported in a new organization.
  • When email activity with unresolved email recipient is created and saved, on load on email, value in TO field is hidden, field is empty.
  • Not able to see “Page Index” on subgrids from dashboards.
  • Published customization changes do not roll down to mobile client consistently.
  • Opportunity closed as won does not take custom status reason while closing.
  • Notes control shows time but not date for notes created before yesterday.
  • Mobile clients crash with UI Error: “We’re sorry. Sorry, something went wrong while initializing the app. Please try again, or restart the app”
  • Access team does not use correct metadata driven by Advanced Find view and hence fails in Mobile Clients.
  • If you create a new email message in the Microsoft Dynamics CRM 2013 web application, you discover that you cannot modify the Description field when using the latest version of Google Chrome.

Ms CRM 2013 Configuring Exchange Syncronization and Known Issues.

Summary:Dynamics CRM 2013 Configuring Exchange Syncronization

With Dynamics CRM 2013 the Asynchronous service now provides server-side Exchange Synchronization allowing users to:
  • Synchronize contacts, tasks and appointments 
  • Process outgoing emails
  • Process incoming emails
    • Automatically tracking emails based on Correlation rules (smart matching or/and tracking token)
All this without the need for the CRM Outlook client.
In the past appointments could only be synchronized with the CRM Outlook client installed and configured, if you booked an appointment with multiple people the appointment would only appear in other users Outlook Calendar if those same users had the CRM client installed and synchronizing with CRM. With Exchange Synchronization you eliminate this need for the CRM client, appointments created by you that require multiple people get directly written to their exchange profile so you automatically get an appointment alert to accept or decline.

On this article I will walk-through how to set up Exchange synchronization with Dynamics CRM 2013, here is an overview of the steps:
  1. Set up an IIS self-signed certificate
  2. Configure Exchange Impersonation 
  3. Create and configure a CRM 2013 Exchange profile
  4. Configure User Mailboxes
  5. Configure CRM global Email Settings
  6. Test synchronization
  7. Design Overview
  8. known issues
Before we start configuring CRM 2013 with exchange we need to have in-place HTTPS. We just need a self-signed certificate generated by IIS to get us going.

1. Self-signed Certificate
To generate the certificate open IIS and highlight the server name and double click Certificates

On the right-hand side click on Self-signed certificate

Give it a Name (I call it MyCertificate) leave Personal and click OK

You should see the certificate listed on the list:

Next step is to bind the Dynamics CRM website to HTTPS (443)

Highlight the Dynamics CRM web site under sites and on the right-hand side chose Bindings. The below window opens and on the type field you choose HTTPS  this will enable the SSL certificate field to choose a certificate and we choose the MyCertificate, click OK

2. Exchange Account Impersonation
Before we start Configuring profiles in CRM we want to make sure CRM service account has impersonation rights on the Exchange side to do this we run the following PowerShell command:

Exchange 2010
New-ManagementRoleAssignment -Name "" -Role:ApplicationImpersonation -User ""

For example: New-ManagementRoleAssignment -Name "CRM ExServiceAcc" -Role:ApplicationImpersonation -User crm13.service

Exchange 2007
Get-MailboxServer "" | Add-AdPermission -User "" -AccessRights ExtendedRight -ExtendedRights ms-Exch-EPI-May-Impersonate, ms-Exch-EPI-Impersonation

The second PowerShell command requires the Distinguished Name (DN) of the Microsoft Client Access Server (CAS).

To enable impersonation rights on a single Microsoft CAS server use the following command:

Get-ClientAccessServer -Identity "" | Add-AdPermission -User "" -ExtendedRights ms-Exch-EPI-Impersonation

3. Configuring CRM Exchange Profile
With the https binding in-place navigate to CRM using https://server/organization and settings > Email Configuration

Click on Email Server Profiles and then New Exchange Profile:

Fill in the details as per the below screenshot, you could use auto-discovery if it's working okay for you, I have tested in my environment and worked perfectly. The service account we specified has been given server-wide impersonation.
I've named the profile UK Mailboxes if you have users across different countries and exchange servers located on these sites you should create multiple profiles with the corresponding Exchange servers.

Leave the Advanced settings as they are:

Navigate to Mailboxes and on the Ribbon choose Add Existing Mailbox, by default every user created or imported during an organization import it's automatically generated a mailbox in the system, so when you click add existing mailbox the system will list all available user accounts.

4. Configuring Mailboxes
At this stage we have created an Email Server Profile and added 2 mailboxes, lets double click on one of the mailboxes:

Change the:
Server Profile: UK Mailboxes (the profile we just created)

Incoming Email: Server-Side Synchronization or Email Router
Outgoing Email: Server-Side Synchronization or Email Router

Note: on the configuration test results you should see Not Run instead of Success the screenshot was taken after the configuration was completed

Approve the Email and then click on Test & Enable Mailbox:

You then get the following alert message on the mailbox profile:

Click on Alerts and in a few seconds you will see the following messages coming up:

This means all checks completed successfully and you ready to test it in Outlook. If you look back at the Mailbox General tab you should now see the Configuration test results as Success.

During this test a test email is sent to your Inbox:
This is a test message to check the outgoing email configuration for [User].
5. CRM Global Email settings
Before we start the Outlook test, lets first look at the CRM Global Email settings navigate to: Settings > Administration > System Settings

Go to the Email Tab, on this section there are a number of important settings that you should think from a design phase rather than implementation.

Configure email processing:
here you define which default method you want to process users email as it says if you choose Server-Side it will block Email Router. As we want to test server-side synchronization choose server-side instead of Email router.

Configure default synchronization method:
This will define users profile preferences and this is very important from a design perspective because will avoid duplicating work. If all your users are in UK you can default a server profile to UK Mailboxes, if you have users across different countries you could still define a default Email Server Profile using auto-discovery and then workout manually any specific users that require a manual Server Profile.

On the incoming, outgoing email and appointments, contacts and tasks default this to Server-Side synchronization or Email Router this will make sure it can use both.

Below you define if you should only process emails for approved users, this means if email processing is not a sensible subject in your implementation then I would recommend you untick this boxes because it removes an extra click on the configuration steps as we have seen above.

Configure email correlation, by default both tracking token and smart matching are enabled this is a business requirements rather than a performance or optimization issue. The tracking token will add a token CRM:Number to the emails subject which get processed by CRM and smart matching will be more transparent to users and attempt to use a matching pattern to find emails that should be tracked in CRM.

Note: Using a tracking token will be more efficient than smart matching but at a cost of being less transparent to users.

6. Test Synchronization
You ready to test the exchange synchronization create one appointment in CRM and include as required yourself and another CRM user fill in the other details and SAVE in a few minutes if all works well a meeting request is received in Outlook by all users.

To test sending emails confirm that on the Configure Email processing in the Global email settings is set to server-side synch, send an email to someone from CRM and ask that person to reply back, you should see the email tracked automatically in CRM.

7. Design Overview
On the design overview I just want to share a high-level diagram on the possible design routes for server-side synchronization.

    The above diagram illustrates a possible scenario where there is a main office Lisbon and all other 3 branch offices have CRM users but out of the 3 only 2 offices use their own Exchange server. In CRM you define 3 Email Exchange Server Profiles:
  • Default Exchange Profile configured with Lisbon Exchange server
  • New-York CRM Profile configured with New-York Exchange Server
  • London CRM Profile configured with a London Exchange server
The Default Exchange server profile it's applied to all users mailboxes so you only have to apply manually Exchange profiles on users mailboxes in London and New-York. Toquio and Lisbon will both default to the default Exchange profile which points at Lisbon.

8. Known issues
While testing the server-side synchronization I found that some mailboxes didn't get processed though the Test configuration results passed successfully. Enabling logging on the Asynchronous servers I found the below error; this has been logged with Microsoft and currently being investigated so if you do find yourself unable to test the server-side synchronization bear in mind this could apply to your mailbox create a new user with a brand new mailbox to test your CRM configuration.

When this happens you may see the following error message:

On the Asynchronous service logs we found:

>Exception occurred while retrieving folder data from exchange server. Exception: Unhandled Exception: System.ArgumentNullException: Value cannot be null.
Parameter name: s

Server stack trace:
   at System.Convert.FromBase64String(String s)
   at Microsoft.Exchange.WebServices.Data.MapiTypeConverter.<.cctor>b__14(String s)
   at Microsoft.Exchange.WebServices.Data.MapiTypeConverterMapEntry.ConvertToValue(String stringValue)
   at Microsoft.Exchange.WebServices.Data.ExtendedProperty.TryReadElementFromXml(EwsServiceXmlReader reader)
   at Microsoft.Exchange.WebServices.Data.ComplexProperty.InternalLoadFromXml(EwsServiceXmlReader reader, XmlNamespace xmlNamespace, String xmlElementName, Func`2 readAction)
   at Microsoft.Exchange.WebServices.Data.ComplexProperty.LoadFromXml(EwsServiceXmlReader reader, XmlNamespace xmlNamespace, String xmlElementName)
   at Microsoft.Exchange.WebServices.Data.ExtendedPropertyCollection.LoadFromXml(EwsServiceXmlReader reader, String localElementName)
   at Microsoft.Exchange.WebServices.Data.ComplexPropertyDefinitionBase.InternalLoadFromXml(EwsServiceXmlReader reader, PropertyBag propertyBag)
   at Microsoft.Exchange.WebServices.Data.ComplexPropertyDefinitionBase.LoadPropertyValueFromXml(EwsServiceXmlReader reader, PropertyBag propertyBag)
   at Microsoft.Exchange.WebServices.Data.PropertyBag.LoadFromXml(EwsServiceXmlReader reader, Boolean clear, PropertySet requestedPropertySet, Boolean onlySummaryPropertiesRequested)
   at Microsoft.Exchange.WebServices.Data.EwsServiceXmlReader.ReadServiceObjectsCollectionFromXml[TServiceObject](XmlNamespace collectionXmlNamespace, String collectionXmlElementName, GetObjectInstanceDelegate`1 getObjectInstanceDelegate, Boolean clearPropertyBag, PropertySet requestedPropertySet, Boolean summaryPropertiesOnly)
   at Microsoft.Exchange.WebServices.Data.GetItemResponse.ReadElementsFromXml(EwsServiceXmlReader reader)
   at Microsoft.Exchange.WebServices.Data.ServiceResponse.LoadFromXml(EwsServiceXmlReader reader, String xmlElementName)
   at Microsoft.Exchange.WebServices.Data.MultiResponseServiceRequest`1.ParseResponse(EwsServiceXmlReader reader)
   at Microsoft.Exchange.WebServices.Data.ServiceRequestBase.ReadResponse(EwsServiceXmlReader ewsXmlReader)
   at Microsoft.Exchange.WebServices.Data.SimpleServiceRequestBase.ReadResponse(IEwsHttpWebResponse response)
   at Microsoft.Exchange.WebServices.Data.ExchangeService.InternalLoadPropertiesForItems(IEnumerable`1 items, PropertySet propertySet, ServiceErrorHandling errorHandling)
   at Microsoft.Crm.Asynchronous.EmailConnector.MonitoredExchangeService.LoadPropertiesForItems(IEnumerable`1 items, PropertySet propertySet)
   at System.Runtime.Remoting.Messaging.StackBuilderSink._PrivateProcessMessage(IntPtr md, Object[] args, Object server, Object[]& outArgs)
   at System.Runtime.Remoting.Messaging.StackBuilderSink.AsyncProcessMessage(IMessage msg, IMessageSink replySink)

Exception rethrown at [0]:
   at System.Runtime.Remoting.Proxies.RealProxy.EndInvokeHelper(Message reqMsg, Boolean bProxyCase)
   at System.Runtime.Remoting.Proxies.RemotingProxy.Invoke(Object NotUsed, MessageData& msgData)
   at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.LoadPropertiesForItemsStep.LoadPropertiesForItemsDelegate.EndInvoke(IAsyncResult result)
   at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.LoadPropertiesForItemsStep.EndRequest(IAsyncResult response)

   at Microsoft.Crm.Asynchronous.EmailConnector.ExchangeSyncSteps.ExchangeSyncAsyncRemoteStep`2.AfterCall()

Opportunity processing | Business Process in SAP CRM

Opportunity processing | Business Process in SAP CRM 

You use this business process to maintain and qualify opportunities, which are recognized possibilities for business, for example, the sale of products or services. An opportunity can result from a trade fair, sales deal, bid invitation, or from a lead with the status Hot. The opportunity makes up the framework for displaying sales projects from the beginning, and monitoring their success.
An opportunity goes through a sales cycle that is characterized by different sales stages. Different activities are carried out in each sales stage. The sales cycle is determined from the point of view of time, by the start date and expected end date of an opportunity.


This graphic is explained in the accompanying text.
The following business process runs in SAP CRM:
  1. Create opportunity
  2. Maintain sales team and distribute opportunity (internally or externally)
    You put the sales team together, and enter members of the sales team in the opportunity.
    You then distribute the opportunity, either internally or externally. In internal distribution, you, for example, as the sales representative or sales manager, enter an internal employee as the employee responsible for the opportunity.
    In external distribution you, in this case, as the channel manager, enter a channel partner as a sales partner and you dispatch the opportunity for further processing for this channel partner, by setting the status to Dispatched to partner
  3. Assign products or product categories
    You enter the relevant products or product categories pertaining to the prospect.
  4. Plan activities per phase
    According to Customizing settings, SAP CRM creates an activity plan that proposes specific activities (business activities and tasks) for the different stages of the opportunity.
    You activate the required activities, and add new ones as required. In this way, you put together a specific activity plan for the opportunity.
  5. Qualify opportunity
    You qualify the opportunity by using the opportunity assessment (questionnaire), together with the chance of success calculated by the system resulting from the assessment (questionnaire). Through Customizing, you can prompt the user with an assessment when the value of a parameter crosses a threshold value.
    On this basis, you decide whether the project is to be continued (go/no go decision).
  6. Use further elements of sales methodology (optional)
    You work with other elements of the sales methodology, such as the buying center, project goals, and competitor information.

Service Order Processing | Business Process in SAP CRM

Service Order Processing | Business Process in SAP CRM


You can use this business process to create service orders and provide the relevant data for deliveries. You can also process any sales items requested by the customer and trigger the creation of an appropriate sales order.

Process Flow

This graphic is explained in the accompanying text
1.    Create service order (SAP CRM)

Create a service order.

2.    Maintain reference objects (SAP CRM)
You enter one or more reference objects (such as products, installed base components, or individual objects) to which the service should refer.

3.      Determine valid warranty (SAP CRM)

You use the installed base component or individual object entered in the service order to determine whether the service entered is covered by a warranty.

4.      Select product service letter (SAP CRM)

You select a product service letter (PSL) if you want to enter services to be performed so that previously identified or predictable damage to the reference objects can be repaired, or so that costly repairs and possible damage can be avoided.

5.      Search template and copy template items (SAP CRM)

You search for service order templates that were created previously for services that are used often. If you find a service order template, you copy the relevant items from the template into the service order.

6.       Create service and sales items (SAP CRM)

You create service items and enter the services in them. If the customer wants to buy a product at the same time, you also enter sales items. You can also enter service parts if they are required for performing a service.

7.    Run availability check for sales items and service parts (SAP ECC)

You trigger an availability check for the sales items and service parts.

8.    Determine valid service contract or service agreement (SAP CRM)

You trigger contract determination to find out whether service contracts or service agreements were made with the business partner, and whether these service contracts or service agreements can be applied to the service items.

9.    Determine and maintain conditions (SAP CRM)

The system uses settings (pricing procedure determination) to determine the conditions for all pricing-relevant items and uses this information to determine the prices. You can change or add conditions manually.

10.    Run credit check (SAP ECC)

You trigger a credit check. The credit check is performed based on the pricing results. The data relevant for the credit check is transferred to SAP ERP Central Component (SAP ECC) where the actual credit check takes place. The result of the credit check is confirmed to SAP CRM and saved as a credit status at item level.

11. Maintain codes (SAP CRM)

You can maintain predefined damage codes and reason codes. You can also enter detailed damage descriptions and descriptions of activities performed.

12. Select counter and create counter reading (SAP CRM)

If counters are relevant for the reference object, you enter the counter readings.

13. Perform amount allocation (SAP CRM)

You run amount allocation to define which invoice recipient pays what part of the invoice.

14. Release and save service order (SAP CRM)

You release the service order and then save it.

15. System creates and assigns appropriate controlling object (SAP ECC)

A controlling object is created for the service contract in financial accounting. Costs and revenues are posted to the controlling object, or an existing controlling object is assigned to the service contract.

16. System creates requirement for service team (SAP CRM)

The system generates reservations for the service employees assigned to the operations and for the appropriate period after saving the order.

17. System creates sales order for sales item (SAP CRM)

If you have created a sales item in a service order, the system creates a sales order for it.

18. System changes status of product service letter item for individual objects

If you have assigned a product service letter, the system changes the status of the corresponding items in the product service letter for the individual objects.

19. Create amount allocation document (SAP CRM)

You bill according to the planned amount allocation that you defined for a service order or service confirmation by creating an amount allocation document as a follow-up. You can still make changes to the amount allocation document before you trigger billing by setting it to Completed.

20. Perform amount allocation (SAP CRM)

You run amount allocation to define which invoice recipient pays what part of the invoice.

21. Specify invoice recipients and amounts for billable items (SAP CRM)

22. Specify invoice recipients and amounts for non-billable items (SAP CRM)

23. Specify final cost and revenue allocations (SAP CRM)

The system specifies and adds the following costs to the service order:

¡ Expenses from personnel capacities

¡ Cost of service parts

¡ Accrued costs

The system clears sales revenue to costs and calculates the revenue allocations.

24. Set status for billing request items (SAP CRM)

You set the status for the billing request items to Completed.

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