SAP Business One Welcomes you to the Weekly Partner Webinar Series

Overview Microsoft Outlook Integration Add-on

Ronald Bueck
SBO Product Definition
Please note that we are recording this session!

Your Instructor

Ronald Bueck
SBO Busines One Training Development

SAP AG 2003

Agenda Overview MS Outlook Integration Add-on

Data Synchronization
Snapshots
Quotations
E-Mail Integration
Connection to Microsoft Word / Microsoft Excel

SAP AG 2003

Microsoft Outlook Integration: WebEx Objectives

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

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
z Save data from Microsoft Word or Microsoft Excel in
SAP Business One

SAP AG 2003

Features of the Microsoft Outlook Integration Add-On

Microsoft Outlook

SAP Business One

Data
Synchronization

Connection to
Microsoft Word /
Microsoft Excel

(Calendar appointments,
Contacts, Tasks)

Quotations
Snapshot

SAP AG 2003

E-Mail
Integration

Connecting SAP Business One and Microsoft

Microsoft Outlook

Lo
gO
Microsoft Word

W
X

Microsoft Excel

SAP AG 2003

n
SAP Business One

Log On

O
Log

Data Synchronization: Topic Objectives

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

z Explain what the data synchronization of the Microsoft
Outlook Integration Add-on for SAP Business One covers
and how it works

SAP AG 2003

Associating Appointments with SAP Business One Data

Microsoft Outlook

SAP Business One

Associating (and
Synchronizing) with
Business Partner,
Contact Person, or
Document

Order

Contact
Person
Calendar
Appointment

SAP AG 2003

Business
Partner

Document

Related Activities
Activity

Activity

Activity

Meeting

Meeting

Meeting

Associating Tasks with SAP Business One Data

Microsoft Outlook

SAP Business One

Associating (and
Synchronizing) with
Business Partner,
Contact Person, or
Document

Order

Contact
Person

Business
Partner

Document

Tasks

Related Activities

SAP AG 2003

Activity

Activity

Activity

Task

Task

Task

Associating Contacts with SAP Business One Data

Microsoft Outlook

SAP Business One

Associating (and
Synchronizing) with
Business Partner

Business
Partner

Business
Partner

Contacts

Contact Persons

Contact
Person

SAP AG 2003

Data Synchronization
Activity

Data Synchronization
Calendar
Appointment

Tasks

Contacts

Meeting /
Phone Call
Microsoft Outlook

SAP Business One

Calendar
Appointments
Tasks
Contacts

Activity

Task

Contact
Person

Business
Partner

SAP AG 2003

Snapshot: Topic Objectives

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

z Explain what the snapshot function of the Microsoft
Outlook Integration Add-on for SAP Business One covers
and how it works

SAP AG 2003

Snapshots
Customer Snapshot
Business Partner
Contact Person
Snapshot Date

C1000
Funsports
Mr. Paul
October 27, 2004

Downloaded By Marc Manager

Summary

Account Balance

481,84

Activities (Open)

Orders

Products (Recent Total Sales)

AR Invoices

481,84

Quotations

Deliveries

646,01

Returns

Equipment Card

Opportunities (Weighted Amount)

SAP AG 2003

71.327,76

636,15

97,88

88.684,55

0,00

Service Calls (Open)

Service Contracts (Active)

Creating a Snapshot for a Microsoft Outlook Contact

Microsoft Outlook

Associating and
Synchronizing with
Business Partner

SAP Business One

Creating Snapshot

Business
Partner

Contacts

Notes Section

Contact Persons

Customer Snapshot
Business Partner
Contact Person
Snapshot Date
Account Balance

481,84

Activities (Open)

AR Invoices

SAP AG 2003

C1000
Mr. Paul
October 27, 04

481,84

Contact
Person

Quotations: Topic Objectives

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

z Explain what the quotation function of the Microsoft
Outlook Integration Add-on for SAP Business One covers
and how it works

SAP AG 2003

Microsoft Outlook Integration: Features for Quotations

Microsoft Outlook

Create,
Change,
Display
Sales Quotation
Customer

A03
B10

Send as
E-Mail

SAP AG 2003

Shoes
Socks

C1000

20
40

49,90
4,50

Importing Quotations to Microsoft Outlook

Microsoft Outlook

SAP Business One

Importing
Importing

Create,
Change,
Display

Create,
Change,
Display
Sales Quotation
Customer

A03
B10

SAP AG 2003

Shoes
Socks

Sales
Quotation
Customer
C1000

20
40

49,90
4,50

Customer
Customer
A03 Shoes
A03
Shoes
B10
Socks
A03
Shoes
B10 Socks
B10 Socks

C1000
C1000
C1000

20
2040
2040
40

49,90
49,90
4,50
49,90
4,50
4,50

Sending Quotations as E-Mail Attachment

Microsoft Outlook

Create,
Change,
Display
Sales Quotation
Customer

C1000

Send
A03
B10

SAP AG 2003

Shoes
Socks

20
40

49,90
4,50

E-Mail with
Sales Quotation
as Attachment

Creating New Quotations in Microsoft Outlook

Microsoft Outlook

SAP Business One

Create,
Change
Sales Quotation
Customer

Sales
Quotation
Customer
Customer
Customer

C1001

Update
A03
B10

SAP AG 2003

Shoes
Socks

10
20

55,50
4,99

A03 Shoes
A03
B10 Shoes
Socks
B10 Socks

20
1040
20

C1000
C1000
C1001

49,90
55,50
4,50
4,99

E-Mail Integration: Topic Objectives

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

z Explain what the e-mail integration function of the Outlook
Integration Add-on for SAP Business One covers and how
it works

SAP AG 2003

E-Mail Integration
SAP Business One

Microsoft Outlook

Save E-Mail as Activity

Send,
Receive,
Forward
E -Mails

Order

Contact
Person

Business
Partner

Document

Related Activities

SAP AG 2003

Activity

Activity

Activity

Others

Others

Others

Connection to Microsoft Word / Microsoft Excel :

Topic Objectives

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

z Explain how to use the Microsoft Outlook Integration
Add-On for SAP Business One to connect to Microsoft
Word / Microsoft Excel

SAP AG 2003

Connection to Microsoft Word

SAP Business One

Microsoft Word

Save Word Document

as Activity

Order

Contact
Person

Business
Partner

Document

Related Activities

SAP AG 2003

Activity

Activity

Activity

MS Word

MS Word

MS Word

Others

Others

Others

Connection to Microsoft Excel

SAP Business One
Microsoft Excel

Save Excel Workbook

as Activity

Order

Contact
Person

Business
Partner

Document

Related Activities
Activity

Activity

Activity

MS Excel

MS Excel

MS Excel

Others

Others

Others

SAP AG 2003

MS Outlook Integration: WebEx Summary

You are now able to:

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
z Save data from Microsoft Word or Microsoft Excel in
SAP Business One

SAP AG 2003

Thank you !

Additional Information:
http://intranet.sap.com/rkt -> SMB Learning Maps
SMB Portal Education area:
Three different flashbooks (e-learnings) about the
MS Outlook Integration Add-on

SAP AG 2003

RKT Live Expert Sessions for Advanced Layout designer Overview

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

SAP AG 2003

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