SAP Business One Microsoft Office Integration

Connection to Microsoft Word and Microsoft Excel

Microsoft Outlook integration allows you to connect to SAP Business One from Microsoft Word and save a Microsoft Word document as an activity in SAP Business One. The same function is available for Microsoft Excel. You can save workbooks as activities associated with a business partner or contact person in SAP Business One.

Integration Features

Data Synchronisation

Synchronise calendar appointments, contacts, and tasks between SAP Business One and Microsoft Outlook. This function allows you to schedule automatic synchronisation runs and resolve any outstanding conflicts that may occur across the two applications. You can create snapshots of SAP Business One information and link those to contacts in Microsoft Outlook.

Quotations

You can import quotations from SAP Business One into Microsoft Outlook and then display, edit, and send them as e-mails. You can also create new quotations in Microsoft Outlook and save them in SAP Business One.

E-Mail Integration

You can perform the following functions through Microsoft Outlook integration:

Save a Microsoft Outlook e-mail as an activity in SAP Business One

Save the original e-mail text and the original file attachments as an add-on to an activity in SAP Business One

Make follow-up and reminder settings for an activity

Take a look at our SAP Business One case studies, available here

For more information, please contact us.