The integration of external email clients enables emails to be processed and archived in an ERP solution. Emails can then be linked to corresponding addresses or projects, enabling a comprehensive customer file.
Summary - Extended e-mail functions in SAP Business One
- Automatic e-mail dispatch: For certain actions, e.g. the addition of a new Documentan e-mail draft can be created automatically.
- Sending multiple attachmentsIt is possible to send several PDF documents in a single e-mail.
- Authorisation processesSAP Business One sends email notifications to creators when approval processes are triggered.
- Microsoft Teams integrationInvoices and other documents can be shared in teams and discussed directly in the chat, which facilitates collaboration.
- Outlook integrationData from SAP Business One can be viewed directly in Outlook. Activities can be created and synchronised in Outlook or emails can be saved as activities in SAP Business One.
- SAP Build Process AutomationAutomated processes such as Return enquiries can be equipped with e-mail notifications to inform customers about the status.
- Microsoft 365 integrationThis integration enables extended functions, such as sending Word and Excel documents. It is a prerequisite for sending emails with multiple PDF attachments.
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