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Z Business Role Creation

Former Member
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Hi,

I am new in CRM and i want to create a business role for a one is for custmoer and one for Call center Agent.

i know some tcode like CRM_UI_Profile and PFCG but dont know how to create it.

Can you explain me in Step by step manner or any privious Forums or link.

I have searched privious forums but i did'nt get expected.

jim

Accepted Solutions (1)

Accepted Solutions (1)

former_member200342
Active Contributor
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Answers (3)

Answers (3)

Former Member
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thanks its really helpful info.

Former Member
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Hi,

the best way to create businessroles is to copy existing ones from SAP standard.

You will be able to do this in CRMC_UI_PROFILE.

For example for IC copy the complete role IC_AGENT to your customer role for example ZIC_AGENT.

Afterwards have a look into the entries and change everything you need.

If you need other navigation entries for example exchange the Navigation bar profile.

You can easily create your own navigation bar profile by copying an existing one in CRMC_UI_NBLINKS.

Good luck.

Kind regards

Manfred

Former Member
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it is tx CRMC_UI_PROFILE, but please before you start to do anything, download and read Best Practice documentation for CRM Webclient User Interface from this link http://help.sap.com/bp_crmv12007/CRM_DE/HTML/index.htm. Here go to Technical Information -> Building block Library and download at least C04 block... In this document is the whole step by step procedure how to create your own business roles.