LBSi SAP Business One Regional User group presentation from June 2012 on "Outlook Integration in SAP Business One".

1. Long Business Systems, Inc. (LBSi)
Management Software Solutions
We help businesses manage for success
Cleveland – Columbus – Cincinnati - Pittsburgh

2. Outlook Integration
Presented by: Vicki Smith
 Overview
 System requirements
 Data Synchronization
 Email Integration
 Word and Excel files saved as Activities

3. 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

4. System Requirements
Server Requirements:

5. System Requirements
Client Requirements:

6. Installation
Prerequisite: An email account exists in Outlook to send and receive emails
1. Activate the add-on
2. Install on the Client
3. Set Outlook as default mail client
Note: Contact Rob Hickman as LBSi for more installation information.

7. Outlook Logon
You will need to login to the your SAP database from Outlook to perform
integration functions.

8. Data Synchronization
 “Associate with” and “synchronize”:
Calendar Appointments Activity / Meeting
Tasks Contact Person
Contacts Business Partner
SAP Documents

9. Types of Synchronization
1. 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’d
2. Quick Synchronize –
 No user prompts or data displayed for review
 SAP will resolve all conflicts and synchronize

10. Data Synchronization - General
 Start out sending data one way only
 Make SAP your master data

11. Data Synchronization - Calendar
 Have a business or SAP calendar for syncs
 Avoid loading personal data or appointments

12. Data Synchronization - Contacts
 Have a business or SAP contact folder for syncs
 Make SAP your master data

13. Data Synchronization - Tasks
 Have a business or SAP folder for tasks

14. Data Synchronization - Conflicts
 Only relevant if doing “Quick Synchronize”
 Select SAP Business One or Outlook to resolve conflicts

15. Perform Data Synchronization
 Review data and select data to be synchronized
 Review any conflict data and resolve

16. “Associate with” “Synchronize this”
 When adding an appointment or task in Outlook, you can “Associate
With” or “Synchronize This” with an SAP Business Partner

17. Save Word or Excel file as Activity
 Add an Activity, reference an SAP document and attach file

18. Using Outlook to Email from SAP
 Send SAP documents via Outlook email,
 View and track SAP emails in Outlook

19. Thank you for taking time to participate in the SAP
Business One User Group Meeting.
Please take a few minutes to respond to our survey
and provide us with feedback and suggestions going
forward.
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?

20. 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

21. Next Meetings:
o Tuesday, August 14, 2012
o Forecasting
o Tuesday, September 11, 2012
o TBD

22. Long Business Systems, Inc. (LBSi)
Cleveland – Columbus – Cincinnati –Pittsburgh
Contact Information:
Vicki Smith
Senior Consultant
email: vicki@lbsi.com
Phone: 440-846-8500 ext 22
www.lbsi.com