Ronald Bueck SBO Product Definition
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1 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!
2 Your Instructor Ronald Bueck SBO Busines One Training Development
3 Agenda Overview MS Outlook Integration Add-on Data Synchronization Snapshots Quotations Integration Connection to Microsoft Word / Microsoft Excel
4 Microsoft Outlook Integration: WebEx Objectives At the conclusion of this WebEx you will be able to: 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 Integration function for Microsoft Outlook and SAP Business One Save data from Microsoft Word or Microsoft Excel in SAP Business One
5 Features of the Microsoft Outlook Integration Add-On Microsoft Outlook SAP Business One Data Synchronization (Calendar appointments, Contacts, Tasks) Connection to Microsoft Word / Microsoft Excel Snapshot Quotations Integration
6 Log On Connecting SAP Business One and Microsoft Microsoft Outlook Microsoft Word SAP Business One W Microsoft Excel Log On Log On X
7 Data Synchronization: Topic Objectives At the conclusion of this topic, you will be able to: Explain what the data synchronization of the Microsoft Outlook Integration Add-on for SAP Business One covers and how it works
8 Associating Appointments with SAP Business One Data Microsoft Outlook Associating (and Synchronizing) with Business Partner, Contact Person, or Document SAP Business One Order 1 2 Calendar Appointment Contact Person Business Partner Document R e l a t e d A c t i v i t i e s Meeting Meeting Meeting
9 Associating Tasks with SAP Business One Data Microsoft Outlook Associating (and Synchronizing) with Business Partner, Contact Person, or Document SAP Business One Order 1 2 Tasks Contact Person Business Partner R e l a t e d A c t i v i t i e s Document Task Task Task
10 Associating Contacts with SAP Business One Data Microsoft Outlook SAP Business One Associating (and Synchronizing) with Business Partner Contacts Business Partner Business Partner Contact Persons Contact Person
11 Data Synchronization Data Synchronization Calendar Appointment Microsoft Outlook SAP Business One Meeting / Phone Call Tasks Calendar Appointments Tasks Contacts Task Contacts Contact Person Business Partner
12 Snapshot: Topic Objectives At the conclusion of this topic, you will be able to: Explain what the snapshot function of the Microsoft Outlook Integration Add-on for SAP Business One covers and how it works
13 Snapshots Customer Snapshot Business Partner C1000 Funsports Contact Person Mr. Paul Snapshot Date October 27, 2004 Downloaded By Marc Manager Summary Account Balance 481,84 Orders 636,15 Activities (Open) 2 Products (Recent Total Sales) 97,88 AR Invoices 481,84 Quotations ,55 Deliveries 646,01 Returns 0,00 Equipment Card 0 Service Calls (Open) 1 Opportunities (Weighted Amount) ,76 Service Contracts (Active) 0
14 Creating a Snapshot for a Microsoft Outlook Contact Microsoft Outlook Associating and Synchronizing with Business Partner SAP Business One Creating Snapshot Contacts Notes Section Customer Snapshot Business Partner C1000 Contact Person Mr. Paul Snapshot Date October 27, 04 Account Balance 481,84 Activities (Open) 2 AR Invoices 481,84 Business Partner Contact Persons Contact Person
15 Quotations: Topic Objectives At the conclusion of this topic, you will be able to: Explain what the quotation function of the Microsoft Outlook Integration Add-on for SAP Business One covers and how it works
16 Microsoft Outlook Integration: Features for Quotations Microsoft Outlook Create, Change, Display Sales Quotation Customer C1000 A03 Shoes 20 49,90 B10 Socks 40 4,50 Send as
17 Importing Quotations to Microsoft Outlook Microsoft Outlook SAP Business One Importing Create, Change, Display Create, Change, Display Sales Quotation Customer C1000 Sales Quotation Customer Customer Customer C1000 C1000 C1000 A03 Shoes 20 49,90 B10 Socks 40 4,50 A03 Shoes 20 49,90 A03 B10 Shoes Socks ,90 A03 4,50 B10 Shoes Socks ,90 4,50 B10 Socks 40 4,50
18 Sending Quotations as Attachment Microsoft Outlook Create, Change, Display Sales Quotation Customer C1000 Send A03 Shoes 20 49,90 B10 Socks 40 4,50 with Sales Quotation as Attachment
19 Creating New Quotations in Microsoft Outlook Microsoft Outlook SAP Business One Create, Change Sales Quotation Customer C1001 Sales Quotation Customer Customer Customer C1000 C1000 C1001 A03 Shoes 10 55,50 B10 Socks 20 4,99 Update A03 Shoes 20 49,90 A03 B10 Shoes Socks ,50 4,50 B10 Socks 20 4,99
20 Integration: Topic Objectives At the conclusion of this topic, you will be able to: Explain what the integration function of the Outlook Integration Add-on for SAP Business One covers and how it works
21 Integration Microsoft Outlook SAP Business One Save as Send, Receive, Forward E -Mails Contact Person Business Partner Order 1 2 Document R e l a t e d A c t i v i t i e s Others Others Others
22 Connection to Microsoft Word / Microsoft Excel : Topic Objectives At the conclusion of this topic, you will be able to: Explain how to use the Microsoft Outlook Integration Add-On for SAP Business One to connect to Microsoft Word / Microsoft Excel
23 Connection to Microsoft Word WMicrosoft Word Save Word Document as SAP Business One Contact Person Business Partner Order 1 2 Document R e l a t e d A c t i v i t i e s MS Word W Others MS Word W Others MS Word W Others
24 Connection to Microsoft Excel Microsoft Excel SAP Business One X Save Excel Workbook as Contact Person Business Partner Order 1 2 Document R e l a t e d A c t i v i t i e s MS Excel X Others MS Excel X Others MS Excel X Others
25 MS Outlook Integration: WebEx Summary You are now able to: 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 Integration function for Microsoft Outlook and SAP Business One Save data from Microsoft Word or Microsoft Excel in SAP Business One
26 Thank you! Additional Information: -> SMB Learning Maps SMB Portal Education area: Three different flashbooks (e-learnings) about the MS Outlook Integration Add-on
27 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, :00 CET and 17:00 CET Visit the Education Page on Your Portal to Register
28 Copyright 2005 SAP AG. All Rights Reserved No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice. Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors. Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iseries, pseries, xseries, zseries, z/os, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries. Oracle is a registered trademark of Oracle Corporation. UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group. Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc. HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc. JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden. SAP, R/3, mysap, mysap.com, xapps, xapp, SAP NetWeaver and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary. The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement. SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence. The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages
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