ronald bueck sbo product definition
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Overview Microsoft Outlook Integration Add-on
Ronald BueckSBO Product Definition
SAP Business One Welcomes you to the Weekly Partner Webinar Series
Please note that we are recording this session!
© SAP AG 2003
Your Instructor
Ronald BueckSBO 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
At the conclusion of this WebEx you will be able to:
Microsoft Outlook Integration: WebEx Objectives
Explain what the Microsoft Outlook Integration Add-on for SAP Business One covers and how it works
Synchronize appointments, tasks and contacts between Microsoft Outlook and SAP Business One
Create Snapshots for a Business Partner or Contact Person
Maintain quotations in Microsoft Outlook
Use the E-Mail Integration function for Microsoft Outlook and SAP Business One
Save data from Microsoft Word or Microsoft Excel in SAP Business One
© SAP AG 2003
Features of the Microsoft Outlook Integration Add-On
DataSynchronization
(Calendar appointments, Contacts, Tasks)
Quotations E-Mail Integration
Connection to Microsoft Word / Microsoft Excel
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business One
Snapshot
© SAP AG 2003
Connecting SAP Business One and Microsoft
Microsoft OutlookMicrosoft Outlook
SAP Business OneSAP Business One
Log OnWX
Microsoft WordMicrosoft Word
Microsoft ExcelMicrosoft Excel
Log On
Log On
© SAP AG 2003
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:
Data Synchronization: Topic Objectives
© SAP AG 2003
Associating Appointments with SAP Business One Data
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business OneAssociating (and Synchronizing) withBusiness Partner,Contact Person, or Document
Contact Person Document
Order1
2
CalendarAppointment R e l a t e d A c t i v i t i e s
Business Partner
Activity
Meeting
Activity
Meeting
Activity
Meeting
© SAP AG 2003
Associating Tasks with SAP Business One Data
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business One
R e l a t e d A c t i v i t i e sTasks
Contact Person Document
Order1
2
Business Partner
Associating (and Synchronizing) withBusiness Partner,Contact Person, or Document
Task
Activity
Task
Activity
Task
Activity
© SAP AG 2003
Associating Contacts with SAP Business One Data
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business One
Associating (and Synchronizing) withBusiness Partner
Contact PersonsContacts
Business Partner
Contact Person
Business Partner
© SAP AG 2003
Data Synchronization
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business One
Calendar Appointments
TasksContacts
Data Synchronization
Contacts
Tasks
CalendarAppointment
Contact Person
Task
Activity
Activity
Meeting /Phone Call
Business Partner
© SAP AG 2003
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:
Snapshot: Topic Objectives
© SAP AG 2003
Snapshots
0 Service Contracts (Active)71.327,76 Opportunities (Weighted Amount)
1 Service Calls (Open)0 Equipment Card
0,00 Returns646,01 Deliveries
88.684,55 Quotations481,84 AR Invoices
97,88 Products (Recent Total Sales)2 Activities (Open)
636,15 Orders481,84 Account Balance
Summary
Marc ManagerDownloaded ByOctober 27, 2004Snapshot DateMr. PaulContact Person
Funsports C1000Business Partner
Customer Snapshot
© SAP AG 2003
Creating a Snapshot for a Microsoft Outlook Contact
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business One
Contact Persons
Contacts Business Partner
Customer SnapshotBusiness Partner C1000Contact Person Mr. PaulSnapshot Date October 27, 04
Account Balance 481,84
Activities (Open) 2
AR Invoices 481,84
Notes Section
Contact Person
Associating and Synchronizing withBusiness Partner
Creating Snapshot
© SAP AG 2003
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:
Quotations: Topic Objectives
© SAP AG 2003
Microsoft Outlook Integration: Features for Quotations
Microsoft OutlookMicrosoft Outlook
Customer
Sales QuotationC1000
A03 Shoes 20 49,90 B10 Socks 40 4,50
Send as E-Mail
Create, Change, Display
© SAP AG 2003
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 OutlookMicrosoft Outlook SAP Business OneSAP Business One
Customer
Sales QuotationC1000
A03 Shoes 20 49,90 B10 Socks 40 4,50
Customer
Sales QuotationC1000
A03 Shoes 20 49,90 B10 Socks 40 4,50
Create, Change, Display
ImportingImporting
Create, Change, Display
© SAP AG 2003
Sending Quotations as E-Mail Attachment
Microsoft OutlookMicrosoft Outlook
Customer
Sales QuotationC1000
A03 Shoes 20 49,90 B10 Socks 40 4,50
Create, Change, Display
Send
E-Mail with Sales Quotation as Attachment
© SAP AG 2003
Creating New Quotations in Microsoft Outlook
Microsoft OutlookMicrosoft Outlook SAP Business OneSAP Business One
Customer C1000Customer C1000
A03 Shoes 20 49,90 B10 Socks 40 4,50
Customer
Sales QuotationC1001
A03 Shoes 10 55,50 B10 Socks 20 4,99
Customer
Sales QuotationC1001
A03 Shoes 10 55,50 B10 Socks 20 4,99
Create,Change
Update
© SAP AG 2003
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:
E-Mail Integration: Topic Objectives
© SAP AG 2003
E-Mail Integration
SAP Business OneSAP Business OneMicrosoft OutlookMicrosoft 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
Order1
2
Business Partner
Others
Activity
Save E-Mail as Activity
Others
Activity
Others
Activity
© SAP AG 2003
At the conclusion of this topic, you will be able to:
Connection to Microsoft Word / Microsoft Excel :Topic Objectives
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
WMicrosoft WordMicrosoft Word SAP Business OneSAP Business One
R e l a t e d A c t i v i t i e s
Contact Person Document
Order1
2
Business Partner
Save Word Document as Activity
Others
Activity
WMS WordMS Word
Others
Activity
WMS WordMS Word
Others
Activity
WMS WordMS Word
© SAP AG 2003
Connection to Microsoft Excel
XMicrosoft ExcelMicrosoft ExcelSAP Business OneSAP Business One
R e l a t e d A c t i v i t i e s
Contact Person Document
Order1
2
Business Partner
Save Excel Workbook as Activity
Activity
Others
MS ExcelMS Excel
XActivity
Others
MS ExcelMS Excel
XActivity
Others
MS ExcelMS Excel
X
© SAP AG 2003
You are now able to:
MS Outlook Integration: WebEx Summary
Explain what the Microsoft Outlook Integration Add-on for SAP Business One covers and how it works
Synchronize appointments, tasks and contacts between Microsoft Outlook and SAP Business One
Create Snapshots for a Business Partner or Contact Person
Maintain quotations in Microsoft Outlook
Use the E-Mail Integration function for Microsoft Outlook and SAP Business One
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
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
RKT Live Expert Sessions for Advanced Layout designer Overview
© SAP AG 2003
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