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:

  • 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.
  • 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.

CRM for Outlook for SAP Business One


This brand new add-on tightly integrates the SAP Business One functions with Microsoft Outlook. CRM for Outlook enables sales, support and management to perform important SAP Business One tasks directly in Outlook, saving time and increasing user adoption of SAP Business One. With CRM for Outlook, the users who prefer to work from the familiar Outlook environment can continue to do so without neglecting SAP Business One.

Outlook CRM software can eliminate the redundancy of opening separate applications for e–mails, sales activity tracking, and lead generation, making a user’s life easier and reducing clutter. By working directly in Outlook, your employees can perform key tasks and have them captured and organized within your SAP Business One system. Not only does this get employees to accept your SAP system, it ensures customer data stays up–to–date and accurate company–wide.

CRM for Outlook by Boyum IT 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.
  • Improve your daily work routines further through numerous integrations such:
- Call your contacts from Skype or Lync 
- Look up directions on Google Maps
- Go directly to the Business Partners website in your favorite browser
- See LinkedIn profile in the ribbon and lookup in browser

 

Register here to download CRM for Outlook brochure.













 

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