SAP® Office Integration

SAP Business One and Microsoft Office integration
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• Outlook
  Outlook and SAP Business One integration is seamless. Outlook enables you to manage and organise email messages, calendars, tasks, notes, contacts, and other information. With SAP Business One, you can synchronise that information between both applications. It means that calendars, contacts, tasks or activities can be shared - and very easily accessed whenever required.
  
  Outlook integration offers the following:
  





• Data Synchronisation
  Using a broad range of options you can synchronise the following data: Calendar appointments, contacts and tasks. You can choose which of your contacts will sync to Outlook and vice-versa. You can have this synchronization run manually or automatically on a timed basis.
  
  You can create a snapshot of SAP Business One information and associate that snapshot with contacts in Outlook; trading activities or correspondence, for example.




• Quotations
  Import quotations from SAP Business One into Microsoft Outlook and then display, edit and send them as emails. Equally, create quotations in Outlook and save them to SAP Business One.




• Email
  An email in Outlook can be saved as an activity in SAP Business One. Outlook email content and attachments can also be saved as attachments to an activity in SAP Business One.




• Word & Excel
  SAP Business One offers integration with Microsoft Word and Excel. Word documents and Excel workbooks can both be saved as activities in SAP Business One; workbooks can be associated with a business partner or contact person in SAP Business One.