SAP Business One Microsoft Office Integration

“With SAP Business One we can produce our accounts very quickly, very soon after month end. We also have limited the amount of manual input in generating information and its links to Microsoft products, such as Excel, allows us to churn out reports very rapidly and quickly.” Paul Rakkar, Group Financial Director, Time Out Ltd

 

Microsoft Outlook and SAP Business One

Microsoft Outlook integration for SAP Business One enables users to exchange and share data between SAP Business One and Microsoft Outlook so that all team members are kept up-to-date about account developments and can proactively respond to business opportunities. This features:

 

Data synchronisation

A user can synchronise the following types of data in SAP Business One and Microsoft Outlook:

  • Calendar appointments
  • Contacts
  • Tasks

This feature allows users to schedule automatic synchronisation runs and resolve conflicts between items in the two systems. Users can also create snapshots of SAP Business One information and associate them with contacts in Microsoft Outlook.

 

Quotations

Users can import quotations from SAP Business One into Microsoft Outlook and then display, edit and send them as e-mails. You can also create new quotations in Microsoft Outlook and save them automatically in SAP Business One.

 

E-mail integration

Microsoft Outlook integration allows users to:

  • Save a Microsoft Outlook e-mail as an activity in SAP Business One
  • Save the original e-mail text and the original file attachments as an attachment to an activity in

SAP Business One

  • Make follow-up and reminder settings for an activity

 

Connection to Microsoft Word and Microsoft Excel through SAP Business One

Microsoft Outlook integration allows users to connect to SAP Business One from Microsoft Word and save a Microsoft Word document as an activity in SAP Business One. The same function is available for Microsoft Excel. Workbooks can be saved as activities with a business partner or contact person in SAP Business One.

 

More about SAP Business One

As the market leader in enterprise application software, SAP (NYSE: SAP) helps companies of all sizes and industries to run better. Today SAP has sales and development locations in more than 50 countries worldwide, with more than 176,000 customers. SAP Business One is an affordable and easy-to-use business management software solution designed specifically for small and midsize enterprises (SME’s). It enables you to manage critical business functions in a single integrated business management system. With SAP Business One, you can instantly access complete and up-to-the-minute business information, so you can respond to customers faster and grow your business more profitably. SAP Business One helps you bring sales, financial management, banking, purchasing, manufacturing, inventory management, customer relationship management and more all under one flexible, responsive system. Read More