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Using outlook as a crm1/30/2023 ![]() We would be happy to take care of the CRM Outlook integration and provide you with detailed information on the application. In addition, business partner data is automatically synchronized between SAP and Outlook on an ongoing basis. A wealth of functions ensures a bidirectional exchange and tracking of master data, activities, tasks, orders and key figures between SAP Business One CRM and Microsoft Outlook. ![]() In addition, the add-on enables integration with the SAP Business One CRM module. Furthermore, it enables you to mark calendars and records with appointments, build and maintain task lists, set reminders and alarms on your outlook inbox, plan to-do lists, and events, create and organize folders, etc. For this purpose, we offer the optional add-on CRM for Outlook, which supplements the basic functions such as mails from Outlook. Using Outlook as a CRM for this purpose can be a good idea. ![]() In addition, it is already available in many companies as part of the Office 365 package. There are some good reasons for this: Outlook is easy to use and widely available, which eliminates training time for new employees. Within your Outlook desktop client, utilizing the Customer Manager is easy. ![]() Many self-employed people as well as managers of small and medium-sized companies manage their contacts and customer data as well as e-mail traffic with Outlook. All you have to do is find an email from your customer, and click the Customer Manager button in the upper right-hand corner of Outlook.
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