Join this free online course about SAP Business ByDesign Customer Relationship Management (CRM). Learn about all customer-engaging scenarios in marketing, sales, and service, including invoicing, and their tight integration with project management, logistics, purchasing, and financials.
Self-paced
Language: English
Subtitles (machine-translated): German, French, Spanish

Course information


Course Summary

SAP Business ByDesign is SAP’s cloud-based ERP solution for SMEs, and enables you to manage your entire business with a single cloud ERP solution. It is ideally suited for upper mid-market companies and subsidiaries of large corporations (2-tier approach).

In this sixth openSAP course on SAP Business ByDesign, you’ll learn about all customer-engaging scenarios in marketing, sales, and service, including invoicing, pricing, and cross-topics like analytics. The tight integration with project management, logistics, purchasing, and financials will also be covered.

Our team of experts will explain how SAP Business ByDesign supports marketing, sales, and service employees and managers and what business scenarios are supported. In the first week, you’ll learn about how to manage marketing, sales, and service teams and how to plan, execute, and track the success of marketing and presales activities. This will be followed by sessions which give deep insights on all order-to-cash scenarios, contract management, and more, with the focus on selling material products. Afterwards, we’ll deep dive on selling and executing standardized services and field service and repair. Week four will cover the most important aspects of invoicing, pricing, and tax. The final week will describe the organizational and master data setup and cross-topics like mobility, customer analytics, and integration to 3rd party solutions.

All the weeks are complemented by system demonstrations. These will help you link what you’ve learned in the theory to your daily work activities. To make your learning experience even more exciting, you’ll be able to download a few additional exercises and try out the solution on the free tenants yourself.

Course Characteristics

Course Content

Week 1: CRM and Marketing Overview
Week 2: Selling Products
Week 3: Selling and Executing Services
Week 4: Invoicing, Pricing, and Tax
Week 5: Organization, Products, Business Partners, & Integration
Week 6: Final Exam

Target Audience

  • Partners
  • Prospects
  • Consultants
  • Business users
  • Anyone interested in learning about SAP Business ByDesign Customer Relationship Management (CRM)

Course Requirements

  • General understanding of ERP processes
  • Basic understanding of marketing, sales, and service processes

Development Systems

Throughout the duration of the course, you’ll have the opportunity to access the SAP Business ByDesign training systems for free and complete additional exercises. Details on how to access the systems will be given at the beginning of the course.

Course contents


  • Week 1:

    CRM and Marketing Overview
  • Week 2:

    Selling Products
  • Week 3:

    Selling and Executing Services
  • Week 4:

    Invoicing, Pricing, and Tax
  • Week 5:

    Organization, Products, Business Partners, & Integration
  • I Like, I Wish:

    We Love Your Feedback … And Want More
  • Final Exam:

    Good Luck!
  • SAP Learning Hub Discount

Reactivate this course


You can access all graded assignments and earn a Record of Achievement with openSAP, course reactivation option. Learn more or reactivate now!

Enroll me for this course


If you would like to enroll for this course, there are no formal prerequisites or limitations. The course is free and open for everyone. Just register for an account on openSAP and go for the course!

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This course was held from Sep 17, 2018 through Oct 30, 2018.

6660 learners enrolled.

Certificate Requirements


  • Gain a record of achievement by earning more than 50% of the maximum number of points from all graded assignments.
  • Gain a confirmation of participation by completing at least 50% of the course material.

Find out more in the certificate guidelines.

This course is offered by


Jan Matthes

Jan Matthes is Chief Product Manager in SAP Business ByDesign. He covers various topics like CRM strategy, mobility, customer analytics, marketing, data privacy, and integration to 3rd party marketing, sales and service applications.

Before rejoining the SAP Business ByDesign Product Management team, Jan worked as area product owner, driving various topics in SAP CRM and SAP Marketing Cloud

From 2005 until 2012, he defined, designed, and drove various areas in SAP Business ByDesign CRM as a topic owner and product management lead.

Reinhard Ernesto Herbst

Reinhard Herbst is a product expert in SAP Business ByDesign. In his role as product manager, he is responsible for various topics in CRM and Financials.

Reinhard joined SAP in 2005 and has worked in various different roles within the SAP Business ByDesign team. Before he came to SAP, Reinhard worked for many years as a project lead, implementing ERP solutions at midsize companies in various countries.

Anusha Prasad

Anusha Prasad is a senior developer in the SAP Business ByDesign CRM team.

Anusha has nearly 8 years of experience in SAP Business ByDesign, and is involved in the design and implementation of new features in CRM. Prior to this, she was involved in the development of features in the area of SAP Business ByDesign Project Management and Project Invoicing.

Parul Sharma

Parul Sharma is a product expert for SAP Business ByDesign and member of the Product Management team. She is responsible for CRM and the related end-to-end business processes.

Parul has 14 years of experience at SAP, starting as a developer in the Tax team. Before joining the Product Management team she was a product owner, responsible for Price, Customer Invoice, and Tax Management in SAP Business ByDesign. She has also worked on many strategic customer projects.

Parul is an SAP Certified Application Professional and SAP Certified Application Associate in SAP CRM.

Rohit Acharya

Rohit Acharya is a product owner for SAP Business ByDesign.

He has 8 years of experience at SAP, starting as a developer in the Project Invoicing team. As product owner, Rohit is responsible for Price, Customer Invoice, and Tax Management in SAP Business ByDesign.

Rohit is also an SAP Certified Application Associate in SAP CRM and is studying for an MBA at the Indian Institute of Management, Bangalore.

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