SAP Business One Microsoft Outlook Integration:

It’s true that you can manage sales activities in SAP Business One, and that can be very convenient when you are updating sales opportunities or entering sales orders, for example. But, since many people use Microsoft Outlook to manage both their e-mail and their daily schedule, you have the option of using the Microsoft Outlook integration add-on for SAP Business One to keep track of your day-to-day work on sales opportunities. Microsoft Outlook integration gives you access to sales data without having to be logged on continuously to SAP Business One. This is especially valuable for sales managers who travel frequently and need to be able to view prospect and customer data while on the road. For example, a sales manager needs to prepare for a meeting at a customer’s site.

Microsoft Outlook integration allows him to synchronize information between his contacts in Microsoft Outlook and business partners in SAP Business One.

Microsoft Outlook integration add-on installation alert. Microsoft Outlook integration requires an SAP Business One add-on that should be installed by your implementation partner.

The sales manager can generate an Excel-based snapshot of additional customer data, such as open activities, open deliveries, and invoices, as well as quotations and orders that need to be processed. He can change data and synchronize the changes later with SAP Business One. It is also possible for the sales manager to create quotations directly from Microsoft Outlook and send them to the customer via e-mail. At the next synchronization, the quotation will be imported into SAP Business One and made available to the sales department for further processing.

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Using Microsoft Outlook integration you can,

Import contacts from SAP Business One and synchronize them with Microsoft Outlook
Save e-mail messages and attachments as SAP Business One activities
Import tasks and calendar activities created in SAP Business One into Microsoft Outlook
Edit, view, and create sales quotations and save them to SAP Business One
Create up-to-the-minute snapshots of customer sales and vendor purchasing activities

Most importantly, Microsoft Outlook integration helps increase your productivity and simplify your work. It provides you with a holistic, integrated way to manage your schedule, e-mail, and activities while giving you access to all the latest information from SAP Business One.

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