Customer Relationship Management (CRM)

This documentation outlines information about key points related to CRM Integrations.

Time Zone

Refer IFS Supported Platform page to check about supported platforms/versions of outlook to run IFS Customer and Supplier Relationship Management Panel.

In CRM starting from the 24R1 release, the following changes are included.

The Business Activity Time Zone per User basic data is replaced by the general time zone handling in IFS Cloud. We have upgraded the following column values from the UTC format to Server Time Zone format in order to make them time zone aware.

• Business_Activity_Tab - Start_Date, End_Date
• Marketing_Campaign_Action_Tab - Start_Date, End_Date

After the upgrade, it is important that we maintain these column values in server time zone format. Therefore, when you perform oData calls to the end points related to these tables, it is mandatory to send the "Time-Zone-Aware-Request" header in the request by setting it to true. Please refer to the API explorer to find out which end points are time zone aware related to these tables (please refer more info about Time-Zone-Aware-Request header here).

If you fail to set this header when calling CRM specific time zone aware end points, then you will get an error when updating the above fields or inserting records to the above tables. Also, when you fetch values from these end points, you will get an error.

Data Migration

If you carry out a data migration, it is important to check and convert the migrated date values related to the above tables into the server time zone. For more information please refer Migration Types.