Microsoft Office integration

Microsoft Outlook integration for SAP Business One allows users to exchange and share data between SAP Business One and Microsoft Outlook so that all team members have up-to-date information on account development and can respond proactively to opportunities business

Data synchronization

User can synchronize appointments in the calendar, contacts and tasks in SAP Business One and Microsoft Outlook.

Users can create snapshots of SAP Business One information and associate them with contacts in Microsoft Outlook

Offert

Users can import offers from SAP Business One in Microsoft Outlook and then view, edit and send them by email. You can also create new offers in Microsoft Outlook and save them automatically in SAP Business One.

Email integration

Integration with Microsoft Outlook allows users to: • Save an email from Microsoft Outlook as an activity in SAP Business One • Save the text of the original email and the original attachments as attachments of an activity in SAP Business One with the Drag and drop functionality • Define tracking and reminder parameters for an activity

Connection with Microsoft Word and Microsoft Excel

Microsoft Office integration allows the connection with SAP Business One from Microsoft Word and save a Microsoft Word document in the form of activity in SAP Business One. The same function is available for Microsoft Excel. In SAP Business One you can save workbooks in the form of activities with a business partner or a contact person