ronald bueck sbo product definition

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

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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

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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

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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

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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


R e l a t e d A c t i v i t i e sTasks


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


Associating (and Synchronizing) withBusiness Partner

Contact PersonsContacts

Business Partner

Contact Person

Business Partner

© SAP AG 2003

Data Synchronization


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


Snapshot: Topic Objectives

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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

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Creating a Snapshot for a Microsoft Outlook Contact


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


Quotations: Topic Objectives

© SAP AG 2003

Microsoft Outlook Integration: Features for Quotations


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


Customer


A03 Shoes 20 49,90 B10 Socks 40 4,50

Customer


A03 Shoes 20 49,90 B10 Socks 40 4,50


ImportingImporting


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Sending Quotations as E-Mail Attachment


Customer


A03 Shoes 20 49,90 B10 Socks 40 4,50


Send

E-Mail with Sales Quotation as Attachment

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Creating New Quotations in Microsoft Outlook


Customer C1000Customer C1000

A03 Shoes 20 49,90 B10 Socks 40 4,50

Customer


A03 Shoes 10 55,50 B10 Socks 20 4,99

Customer


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


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


Order1

2

Business Partner

Others

Activity

Save E-Mail as Activity

Others

Activity

Others

Activity

© SAP AG 2003


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



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



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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