Sap Business One Outlook Integration User Group Presentation June 2012
Long Business Systems, Inc. (LBSi) Management Software Solutions We help businesses manage for success Cleveland – Columbus – Cincinnati - Pittsburgh
Outlook IntegrationPresented by: Vicki Smith Overview System requirements Data Synchronization Email Integration Word and Excel files saved as Activities
Outlook Integration Overview Used to manage information and facilitate communications Synchronize appointments, tasks, and contacts between Microsoft Outlook and SAP Business One Save data from Microsoft Word or Excel as activities and attachments Send SAP Business One emails thru Microsoft Outlook
InstallationPrerequisite: An email account exists in Outlook to send and receive emails1. Activate the add-on2. Install on the Client3. Set Outlook as default mail clientNote: Contact Rob Hickman as LBSi for more installation information.
Outlook LogonYou will need to login to the your SAP database from Outlook to perform integration functions.
Data Synchronization “Associate with” and “synchronize”: Calendar Appointments Activity / Meeting Tasks Contact Person Contacts Business Partner SAP Documents
Types of Synchronization1. Synchronize – (recommended) Allows user to resolve conflicts Will prompt user to confirm data displayed for synchronization User can confirm and / or modify selected data to be sync’d2. Quick Synchronize – No user prompts or data displayed for review SAP will resolve all conflicts and synchronize
Data Synchronization - General Start out sending data one way only Make SAP your master data
Data Synchronization - Calendar Have a business or SAP calendar for syncs Avoid loading personal data or appointments
Data Synchronization - Contacts Have a business or SAP contact folder for syncs Make SAP your master data
Data Synchronization - Tasks Have a business or SAP folder for tasks
Data Synchronization - Conflicts Only relevant if doing “Quick Synchronize” Select SAP Business One or Outlook to resolve conflicts
Perform Data Synchronization Review data and select data to be synchronized Review any conflict data and resolve
“Associate with” “Synchronize this” When adding an appointment or task in Outlook, you can “Associate With” or “Synchronize This” with an SAP Business Partner
Save Word or Excel file as Activity Add an Activity, reference an SAP document and attach file
Using Outlook to Email from SAP Send SAP documents via Outlook email, View and track SAP emails in Outlook
Thank you for taking time to participate in the SAPBusiness One User Group Meeting.Please take a few minutes to respond to our surveyand provide us with feedback and suggestions goingforward. o We are always looking for new clients to work with. And we would like to find more clients and partners like you – companies that are engaged, smart, and focused on their future. o Can you help us out by referring LBSi to someone who could benefit from our services?
Don’t forget about the “Idea Place” You can submit your ideas and suggestions to SAP Go to: https://cw.sdn.sap.com/cw/community/ideas/sme/b1
Next Meetings: o Tuesday, August 14, 2012 o Forecasting o Tuesday, September 11, 2012 o TBD
Long Business Systems, Inc. (LBSi) Cleveland – Columbus – Cincinnati –Pittsburgh Contact Information: Vicki Smith Senior Consultant email: email@example.com Phone: 440-846-8500 ext 22 www.lbsi.com