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Microsoft Office Integration

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Connection to Microsoft Word, Excel and Outlook

Microsoft Office integration is used to create a connection  to SAP Business One from Microsoft Word or Microsoft Excel.  Both Microsoft Word and Microsoft Excel documents can be saved as SAP Business One activities and associated with a business partner or contact person . 

Integration Features

Data Synchronization

Coordinate calendar appointments, contacts, and tasks in both SAP Business One and Microsoft Outlook.  Automatic synchronization runs can be scheduled  so as to avoid conflicts that can occur because both applications are being used.   SAP Business One information snapshots can be created; these can be linked to Microsoft Outlook contacts.

 Quotations

SAP Business One quotations can be exported to Microsoft Outlook.  They can then be displayed, edited and sent as e-mails.  Equally, new quotations can be created in Microsoft Outlook and saved in SAP Business One.

E-Mail Integration

The integration tool allows you to: 

• Save a Microsoft Outlook e-mail as a SAP Business One activity.

• Save an original e-mail text and original  file attachment as SAP Business One activity add-ons.

• Create an activity follow-up and reminder settings.   

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