 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
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