I am not sure if you are planning to use the Enterprise Portal to access both Records Management and CRM system....
By submitting your email address, you agree to receive emails regarding relevant topic offers from TechTarget and its partners. You can withdraw your consent at any time. Contact TechTarget at 275 Grove Street, Newton, MA.
Secondly, it is necessary to know the business and security needs of records of your organization. A generic answer is provided in the absence of specific details.
The authorization and security on RMS could become complex depending on the levels of an organization and if any third party service providers are used. You should be able to use the combined roles to access both CRM and RMS. However, that may not be the right course for some businesses. I would suggest exploring the Record Modeler functionality and understand how multi tier authorizations work. As you know, the authorization in RMS could be at several levels such as Records, documents, document templates, notes etc.
Dig Deeper on SAP CRM software
Related Q&A from Srinivasa Katta
Get the basics about the SAP enhancement packages available for SAP CRM customers. Learn about SAP's EHP strategy and how it impacts SAP CRM 7.0 ...continue reading
Get a SAP ERP integration tip in this expert Q&A. Find out if SAP CRM and ERP integration is possible when there are two SAP CRM implementations ...continue reading
Learn about the integration limitations of SAP CRM On Demand and get more information on SAP CRM in this tip from SAP CRM expert Srini Katta.continue reading
Have a question for an expert?
Please add a title for your question
Get answers from a TechTarget expert on whatever's puzzling you.