Requirements: CRMFO version 1.0.66 or higher
This feature has two use-cases:
- If you are using CRMFO in SAP cloud or Cloud Control Center (CCC) this is needed as the software can't automatically map the user in SAP to the Windows Domain user
- If you do not wish to do the mapping via the SAP Employee or need to override this mapping.
In CRM for Outlook we have the "My Data" tab on the ribbon. In order for this to work, we need to know who "my" is (aka map the logged-in user to an employee, sales employee, and SAP user) in order to populate the tab with the right data. This is normally done via the SAP Employee (see this video for details: https://youtu.be/ZW0tGAildT4).
In the above-mentioned use-cases, you can instead override this mapping by doing the following steps below.
Steps to set up (needs to be done per database):
- Log into the SAP B1 Client
- Go to Tools > User Defined Windows > BOY_F3_USERMAP - CRM: User Mapping
- Here you need to define a row per user-login with the technical Id's of the SAP User, the Employee Id, and the Sales Employee Id - See below for details:
- Code: You need to enter a unique code here (just use 1,2,3,ect.) CRMFO will not use this for anything
- Name: Give the same value as in Code
- Login user from client: Here you should enter what the Outlook user used to log into the SAP part of CRMFO. In Domain setups this is normally <domain>\<windowsUser>
- SAP User Internal Key: Here you need to provide the internal key for the user. This can be found using the following SQL statement: SELECT INTERNAL_K, U_NAME, USER_CODE FROM OUSR
- SAP Employee Id: Here you need to provide the Id of the Employee. You can find this via the Employee Master data screen or using the following SQL: SELECT empID, firstName, lastName FROM OHEM
- SAP Sales Employee Id: Here you need to provide the Id of the Sales Employee. This can be found using the following SQL statement: SELECT SlpCode, SlpName FROM OSLP