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SAP Business One Outlook Integration

SAP Business One Outlook Integration

SAP Business One Outlook integration gives you seamless integration and synchronized communications between SAP Business One and Outlook, Microsoft’s personal information manager and communications program.

Outlook provides an integrated solution for managing and organizing e-mail messages, schedules, tasks, notes, contacts, and other information. With SAP Business One, your employees can synchronize calendars, contacts, tasks – even integrated quotation management. They can also capture and access all relevant customer, partner, and vendor information. And they benefit from seamless communication that spans departments, business functions, and the entire organization. Capabilities and processes include:

Usability

Streamlines employee productivity through context-sensitive menus, a synchronization preview window, and an Outlook “speed bar” that makes it fast and easy to access frequently used functions.

Data Synchronization 

Provides a broad range of synchronization options and allows users to schedule synchronization activities.

Save E-mail as Activity

Allows users to choose manual association when automated association is unsuccessful; provides alias lists for multiple e-mail addresses.

CRM for Outlook by Dataset-es will enable you to:

Manage business partners, contacts, opportunities and activities directly in Outlook, saving time and making updates easier.
Jump directly to information in SAP Business One with a single click, saving you a lot of time looking up data in SAP Business One.
Customize for your own needs. Choose relevant UDF information from SAP Business One that you want to display on your Outlook ribbon when you receive an email.
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