SAP CRM Opportunity Update

Bot takes the SSR input sheet from user,login into SAP CRM,open the CRM Opportunity,update it,save the opportunity and then update the SSR Tracker input file

Top Benefits

  • 100% accurate in updating SAP CRM opportunity.
  • Provide real time status of the opportunity.
  • Update the SSR tracker input sheet.
  • Improves SSR / Operations team productivity.

Tasks

  • Login into SAP CRM
  • Check SSR stage,Invoice No ,CRM ID, SO NO from SSR Tracker Input sheet
  • Open the CRM Opportunity
  • Update Opportunity
  • Save the CRM Opportunity
  • Update the SSR Tracker input sheet

SAP CRM Opportunity update is a day to day activity and the process involves updation of CRM Opportunity and maintain the SSR Tracker excel input sheet, So that anyone can track the CRM opportunity status at any point of time.
Input – The bot need SSR tracker input file having mandatory columns as Stages, CRM Id, SO No, Invoice No.
Actions - This Bot will login into SAP CRM, open the CRM Opportunity, update it, save the opportunity record and then update the SSR Tracker input file.
Use cases – The Bot will help the SSR and operations team in order to update the CRM opportunity, track the opportunity and update the SSR input tracker sheet.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Vendor
Automation Type
Bot
Last Updated
February 24, 2020
First Published
February 24, 2020
Enterprise Version
11.3.3
ReadMe
ReadMe
Support

See the Bot in Action

SAP CRM Login Page
Metabot
SAP CRM Opportunity Screen
Input Sheet
Taskbot
PREV NEXT
SAP CRM Login Page
Metabot
SAP CRM Opportunity Screen
Input Sheet
Taskbot

Setup Process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • The bot need SSR tracker input file having mandatory columns as Stages, CRM Id, SO No, Invoice No.
  • Must have valid SAP CRM account