Please go through the two videos below to learn the basic configuration for the Digital Sales and After Sales Workplace.
Part I: User Management, CRM Generic set-up, Light Configurator, Inquiries, Entities
Part II: Clarifications on the roles, business cases, Q & A
The agenda with the topics covered in the first day of the DSW configuration is given below:
Time | Topic |
09:00 – 09:45 | •Company Structure •Organisation, Companies, Branches, Locations |
09:45 – 10:00 | •Business Permissions •Business Structure - Permissions (Groups, Teams, Roles, Business Cases, Salesperson) |
10:00 – 10:30 | •User Management •SAP B1 •DSW |
10:30 – 11:00 | •CRM generic configuration (Channels, Interest Types, Sources) |
11:00 – 11: 30 | •Light Configurator Integration (Model Tree and Configurator) |
11: 30 – 12:00 | •Set up of inquiries (inbound keys, dealer units) |
12:00 – 13:00 | •Lunch Break |
13:00 – 13:40 | •Set up of inquiries (inbound keys, dealer units) •Setup Entities (car statuses, fuel types) |
13:40 – 14:00 | •Menu & Widgets |
14:00 – 15:00 | •Q & A |
The material used during the training session can be found here:
OD_DSW_Training_Slides_version_Day_7.pdf
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