Ronald Bueck SBO Product Definition

(1)

Overview Microsoft Outlook Integration Add-on

Ronald Bueck

SBO Product Definition

SAP Business One Welcomes you to the Weekly Partner Webinar Series

(2)

Your Instructor

Ronald Bueck

(3)

Agenda Overview MS Outlook Integration Add-on

• Data Synchronization

• Snapshots

• Quotations

• E-Mail Integration

(4)

At the conclusion of this WebEx you will be able to:

Microsoft Outlook Integration: WebEx Objectives

z

Explain what the Microsoft Outlook Integration Add-on

for SAP Business One covers and how it works

z

Synchronize appointments, tasks and contacts

between Microsoft Outlook and SAP Business One

z

Create Snapshots for a Business Partner or Contact

Person

z

Maintain quotations in Microsoft Outlook

z

Use the E-Mail Integration function for Microsoft

Outlook and SAP Business One

(5)

Features of the Microsoft Outlook Integration Add-On

Data

Synchronization

(Calendar appointments,

Contacts, Tasks)

Quotations

E-Mail

Integration

Connection to

Microsoft Word /

Microsoft Excel

Microsoft Outlook

_{SAP Business One}

(6)

Connecting SAP Business One and Microsoft

Microsoft Outlook

SAP Business One

(7)

z

Explain what the data synchronization of the Microsoft

Outlook Integration Add-on for SAP Business One covers

and how it works

At the conclusion of this topic, you will be able to:

(8)

Associating Appointments with SAP Business One Data

Microsoft Outlook

_{SAP Business One}

(9)

Associating Tasks with SAP Business One Data

Microsoft Outlook

_{SAP Business One}

(10)

Associating Contacts with SAP Business One Data

Microsoft Outlook

_{SAP Business One}

(11)

Data Synchronization

Microsoft Outlook

SAP Business One

(12)

z

Explain what the snapshot function of the Microsoft

Outlook Integration Add-on for SAP Business One covers

and how it works

At the conclusion of this topic, you will be able to:

(13)

Snapshots

0 Service Contracts (Active)

71.327,76

Opportunities (Weighted Amount)

1 Service Calls (Open)

0 Equipment Card

0,00

Returns

646,01

Deliveries

88.684,55

Quotations

481,84

AR Invoices

97,88

Products (Recent Total Sales)

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Creating a Snapshot for a Microsoft Outlook Contact

Microsoft Outlook

_{SAP Business One}

Contact Persons

Contacts

Business

Partner

Customer Snapshot

Business Partner C1000

Contact Person Mr. Paul

Snapshot Date October 27, 04

(15)

z

Explain what the quotation function of the Microsoft

Outlook Integration Add-on for SAP Business One covers

and how it works

At the conclusion of this topic, you will be able to:

(16)

(17)

Customer

C1000

A03 Shoes 20 49,90

B10 Socks 40 4,50

Customer

C1000

A03 Shoes 20 49,90

B10 Socks 40 4,50

Importing Quotations to Microsoft Outlook

Microsoft Outlook

_{SAP Business One}

(18)

(19)

Creating New Quotations in Microsoft Outlook

Microsoft Outlook

_{SAP Business One}

(20)

z

Explain what the e-mail integration function of the Outlook

Integration Add-on for SAP Business One covers and how

it works

At the conclusion of this topic, you will be able to:

(21)

E-Mail Integration

SAP Business One

Microsoft Outlook

Send,

Receive,

Forward

E -Mails

R e l a t e d A c t i v i t i e s

Contact

Person

Document

Order

1

2 Business

Partner

Others

Activity

Save E-Mail as Activity

Others

Activity

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At the conclusion of this topic, you will be able to:

Connection to Microsoft Word / Microsoft Excel :

Topic Objectives

(23)

Connection to Microsoft Word

W

Microsoft Word

SAP Business One

R e l a t e d A c t i v i t i e s

Contact

Person

Document

Order

1

2 Business

Partner

Save Word Document

(24)

Connection to Microsoft Excel

X

Microsoft Excel

SAP Business One

R e l a t e d A c t i v i t i e s

Contact

Person

Document

Order

1

2 Business

Partner

Save Excel Workbook

(25)

You are now able to:

MS Outlook Integration: WebEx Summary

z

Explain what the Microsoft Outlook Integration Add-on

for SAP Business One covers and how it works

z

Synchronize appointments, tasks and contacts

between Microsoft Outlook and SAP Business One

z

Create Snapshots for a Business Partner or Contact

Person

z

Maintain quotations in Microsoft Outlook

z

Use the E-Mail Integration function for Microsoft

Outlook and SAP Business One

(26)

Thank you !

Additional Information:

http://intranet.sap.com/rkt

-> SMB Learning Maps

SMB Portal – Education area:

(27)

Thank You for Attending!

The next Webinar in the series is:

“XL Reporter Features and Functions (part 1)”

May 24, 2005 9:00 CET and 17:00 CET

Visit the Education Page on Your Portal to Register

(28)

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