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Outlook Integration: Quotation Creation & Sending

Thu, 02/14/2013 - 16:39 -- admin

SAP Business One comes with several out of the box Add-ons provided by SAP, and the Outlook Integration is a great one. In this video we will walk through the creation and sending of a Business One quote directly from Outlook, without ever needing to login to the Business One client. We will be able to see how Outlook pulls in the Business Partner and Item details straight from the system so the sales associate can build the quote in the same manner they are used to in Business One.