With SAP Business One Outlook Integration you can streamline activity creation, synchronise your calendars and transfer customer information and quotations from each application saving you time and ensuring data is easily kept up to date with minimal effort.

The Microsoft Outlook add-on for SAP Business One allows you to synchronise calendars and tasks and lets you import customer data from SAP Business One into your Microsoft Outlook contacts list. The quotation function included in this add-on enables you to display and edit existing quotations directly in Microsoft Outlook. You can create new quotations in Microsoft Outlook, store them in SAP Business One, and send them as an e-mail to your prospect or customer. E-mails sent and received in Microsoft Outlook can be saved and retrieved as activities in SAP Business One.

Outlook integration offers the following:

Data Synchronisation

 Using a broad range of options you can synchronise the following data: Calendar appointments, contacts and tasks. You can choose which of your contacts will sync to Outlook and vice-versa. You can have this synchronisation run manually or automatically on a timed basis.

 You can create a snapshot of SAP Business One information and associate that snapshot with contacts in Outlook; trading activities or correspondence, for example.

Quotations

 Import quotations from SAP Business One into Microsoft Outlook and then display, edit and send them as emails.

 Create quotations in Outlook and save them to SAP Business One.

Email

 An email in Outlook can be saved as an activity in SAP Business One. Outlook email content and attachments can also be saved as attachments to an activity in SAP Business One.

 Once an email address has been saved as part of the business partner (customer) record in SAP Business One you can simply drag an email from Outlook, drop it in to SAP Business One and it will create an activity for that Business Partner, pulling the information stored within SAP Business One based on the email address attributed.

 The subject line is saved in to the remarks, the content of the email is saved as part of the activity, and the email is saved as an attachment which can be reopened at any time and displayed as an email within Outlook.

 You can also drag an email from Outlook into SAP Business One and immediately create new service call for the particular customer and again all details of the email are recorded and saved as part of the activity line created in the service call record.

Intelligent Email extends email functionality within SAP Business One providing email automation functionality.