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Former Member
Aug 03, 2006 at 10:32 AM

Running sales/opportunity planning from CRM


Hello gurus,

I need some advice about calling SEM planning from CRM.

My problem is that I cant see planning layout either in sales plannig transaction or opportunity planning in opportunity management. I studied help, applied best practicess and do almost all what I found at web but nothing help me to show the planning layout in CRM.

Steps what I've done already:

-Maintain RFC connection to BW 3.5

-Appropriate business content is ready for use

-Manual planning is working well when I tested it in BPS

-I've assiged planning profiles to CRM transaction and

configure SEM settings in customizing.

When I run opportunity planning I can see plannig function in CRM opportunity planning tab, but no planning layout. On sales planning screen (transaction CRM_SP) is empty worklist and in header is name of my planning area.

It will help me alot if somebody can told me what I should do or If somebody send me materials about planning in CRM. (

Thank you