Hi, my name is Chattrapol Khamchuang, CRM consultant from Achievings Company. A few days ago I stumbled upon a tweet from Gregor Wolf asking for a small trick on WebUI to pre-populate Web Links favourite for all users so that it could be selected from the Favourite via Personalization. Funny enough we just implemented a solution for similar requirement, but with a twist, and I promised Gregor I would blog it. A big credit to my colleague Linawati Lie who helped come up with a quick and easy solution in less than 1 hour.
Instead of just pre-populating the web links for users to pick up for display via Personalization, we did go a step further by defaulting it on the homepage of all users, eliminating those additional clicks - a 'Push' approach, rather than a 'Pull' - and from user experience perspective, a real click killer!
One of the tables used to store personalization is CRMT_PERS_DATA, so we’ll work with this. Check it out before you begin the implementation.
1) Configure web links and web links group. Path: SPRO->CRM->UI Framework definition->Define weblinks
2) Add function profiles EXT_WEB_LINKS to business role in scope, with the value assignment of the web links group. Path: SPRO->CRM->UI Framework definition->Define Business Role
3) Enhance UI component/view: UICMP_WC_FAVORI/FavoriteWebLinks. Look for method GET_WCFAVORITE_LINKS (Get WorkCenter Favorite Links)
3) Test to find out that the pre-defined web links now display on the CRM Homepage by default. Check to see data entries in table CRMT_PERS_DATA too :)
We used this, together with System News (t-code: SM02) to notify our users when a small set of enhancements were made available, where details of the enhancements and new functionalities were stored centrally in an internal website, be it Portal or Sharepoint. This keeps CRM knowledge/update in one central location, and easily accessible by our users from their very own CRM Homepage.
Author: Chattrapol Khamchuang is a CRM business consultant and owner at Achievings Company Limited (www.achevings.com). He has over 11 years of international experience in management consulting, SAP ERP SD & CRM implementation, and CRM business transformation. His roles range from lead SD & CRM functional consultant, SAP CRM solution architect, project manager to CRM management consultant. He is married with his lovely wife Katie, and currently lives in Bangkok, Thailand, where his company, Achievings Company Limited, is offering CRM consulting services to both local and international clients. He can be reached at chattrapol at gmail dot com.