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Exchange
Integration in
5.0
Doug Johnson
Sales Engineer
Better
Faster
Stronger
Version 5.0
Deployment
Mailing Overview
• Without Exchange
• POP/IMAP integration
• With Exchange
• Sync with Outlook
• Email, Contacts, Calendar...
Deployment Process – Exchange
Server
Deploy Exchange Server
• Option 1: install server
– On-premises
• Option 2: Office 36...
Deployment – System Account
Create System Account
in Exchange
• Needs to be able to
access all user folders
• Called “dele...
Deployment – Add Exchange Server
Exchange Server
Configuration
• Review options
– Account
– Initialize account
– Batch siz...
Deployment – Add Sync Policies
Synchronization Policies
• Options
– Sync Direction
– Categories
– Email vs others
Deployment – Sync Schedule
Synchronization Process
• Scheduling
– Frequency options
– Policy options
– Data usage
Deployment – Users
• Acumatica ERP
• Employees
– Ensure that employee
email matches Exchange
email
• Outlook
– New folders...
Demo Scenarios
Scenario 1: Inbound Email
Receive Email from ERP Contact in Outlook
• Drag to Acumatica folder
• Sync occurs in background...
Scenario 2: Outbound Email
Send Email from Outlook to ERP Contact
• Drag to Acumatica folder
• Sync occurs in background
•...
Scenario 3: Contacts
Create new contact in Outlook
• Flag for Sync using categories
• Sync occurs in background
• Assigns ...
Scenario 4: Tasks
Create new task in Acumatica
• Syncs with owner’s Exchange/Outlook
• Changes made in Outlook transfer to...
Scenario 5: Calendar Events
Create new event in Outlook
• Flag for Sync using categories
• Sync occurs in background
• Cre...
Mobile Device Strategy
No plugins required – utilize Exchange sync
• Manage your sync settings on your device
Scenario 6: Mobile Email
Show mobile scenarios on Android device
• No categories on the mobile device applications
Scenario 7: Mobile Contacts
Create a contact on Android device
• Create new contact, sync
• Show contact in Acumatica
Scenario 8: Mobile Events
Create an event on Android device
• Create new event, sync
• Show contact in Acumatica
Exchange Integration in 5.0, by Doug Johnson
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Exchange Integration in 5.0, by Doug Johnson

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Doug Johnson explains Exchange Integration in Acumatica 5.0 during a breakout session at the Acumatica Partner Summit 2015.

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Exchange Integration in 5.0, by Doug Johnson

  1. 1. Exchange Integration in 5.0 Doug Johnson Sales Engineer Better Faster Stronger Version 5.0
  2. 2. Deployment
  3. 3. Mailing Overview • Without Exchange • POP/IMAP integration • With Exchange • Sync with Outlook • Email, Contacts, Calendar, Tasks
  4. 4. Deployment Process – Exchange Server Deploy Exchange Server • Option 1: install server – On-premises • Option 2: Office 365 – Cloud based No Plug-In Needed
  5. 5. Deployment – System Account Create System Account in Exchange • Needs to be able to access all user folders • Called “delegating access” in Exchange terminology
  6. 6. Deployment – Add Exchange Server Exchange Server Configuration • Review options – Account – Initialize account – Batch sizes
  7. 7. Deployment – Add Sync Policies Synchronization Policies • Options – Sync Direction – Categories – Email vs others
  8. 8. Deployment – Sync Schedule Synchronization Process • Scheduling – Frequency options – Policy options – Data usage
  9. 9. Deployment – Users • Acumatica ERP • Employees – Ensure that employee email matches Exchange email • Outlook – New folders created automatically
  10. 10. Demo Scenarios
  11. 11. Scenario 1: Inbound Email Receive Email from ERP Contact in Outlook • Drag to Acumatica folder • Sync occurs in background • Connects from email address to contact in Acumatica
  12. 12. Scenario 2: Outbound Email Send Email from Outlook to ERP Contact • Drag to Acumatica folder • Sync occurs in background • Connects to email address to contact in Acumatica
  13. 13. Scenario 3: Contacts Create new contact in Outlook • Flag for Sync using categories • Sync occurs in background • Assigns owner in Acumatica • Change data in Acumatica • Automatically updates Outlook • Start with contact in Acumatica • Sync occurs from Acumatica to Outlook
  14. 14. Scenario 4: Tasks Create new task in Acumatica • Syncs with owner’s Exchange/Outlook • Changes made in Outlook transfer to Acumatica Create new task in Outlook • Flag for Sync using categories • Sync occurs in background • Assigns owner in Acumatica • Change data in Acumatica • Automatically updates Outlook
  15. 15. Scenario 5: Calendar Events Create new event in Outlook • Flag for Sync using categories • Sync occurs in background • Creates event in Acumatica • Change data in Acumatica • Automatically updates Outlook • Start with event in Acumatica • Sync occurs from Acumatica to Outlook
  16. 16. Mobile Device Strategy No plugins required – utilize Exchange sync • Manage your sync settings on your device
  17. 17. Scenario 6: Mobile Email Show mobile scenarios on Android device • No categories on the mobile device applications
  18. 18. Scenario 7: Mobile Contacts Create a contact on Android device • Create new contact, sync • Show contact in Acumatica
  19. 19. Scenario 8: Mobile Events Create an event on Android device • Create new event, sync • Show contact in Acumatica

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