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

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

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.

 

E-mail Integration with SAP Business One

E-mail Integration
Drag and drop received e-mails to easily
create activities in SAP Business One