Activity Management and Outlook Integration

Hi All,
In CRM 7.0 activity management mail is sent by using SAP CRM system. Is it possible that the same mail will go to Inbox of sender and we can access that mail in Sent Items of MS Outlook by integrating using MS Outlook exchange server?
Are there any reference documents or links available for this
Thanks and Regards,
Gauri.

Hi
CRM Activities are all activities undertaken by your company's employees. Any data saved in an activity is an important source of information that needs to be accessed by all relevant employees.
Link for the same is http://help.sap.com/saphelp_crm50/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm
and Best Practices for the same is C31: CRM Activity Management on http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/html/BBlibrary.htm
Actions: are explained in http://help.sap.com/saphelp_crm50/helpdata/en/54/238e39e1ba3541e10000000a11402f/frameset.htm
I would suggest that you explore the system on your own, it will give you a much better grip on the system and subject
Hope you dont misunderstand me, but it is for your betterment. And you always have all of us to help you when you get struck.
Hope this would help.
Regards,
Rekha Dadwal
You gain a point for every point that you reward. So reward helpful answers generously

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SharePoint 2010 and Outlook Integration

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Hi Tim,
Depending on what you want to achieve, you can use EWS (Exchange Web Services) to manage email on an Exchange mailbox.
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Activity management and Actions

Hello,
Can some one explain the concepts of sap crm activity and actions?
Could you pls send me the configuration steps with screen shots to my ID [email protected]
Thanks and Regards,
Reddy

Hi
CRM Activities are all activities undertaken by your company's employees. Any data saved in an activity is an important source of information that needs to be accessed by all relevant employees.
Link for the same is http://help.sap.com/saphelp_crm50/helpdata/en/5c/e90d3888a11c10e10000009b38f8cf/frameset.htm
and Best Practices for the same is C31: CRM Activity Management on http://help.sap.com/bp_crmv250/CRM_DE/BBLibrary/html/BBlibrary.htm
Actions: are explained in http://help.sap.com/saphelp_crm50/helpdata/en/54/238e39e1ba3541e10000000a11402f/frameset.htm
I would suggest that you explore the system on your own, it will give you a much better grip on the system and subject
Hope you dont misunderstand me, but it is for your betterment. And you always have all of us to help you when you get struck.
Hope this would help.
Regards,
Rekha Dadwal
You gain a point for every point that you reward. So reward helpful answers generously

Two email accounts and outlook integration

Hi, all-
We are using the Outlook Integration in B1 version 2007A p. 42. My Outlook version is 2007. We are morphing to emailing invoices to customers instead of snail-mailing them. My problem is I have an accounting user that has 2 email accounts as we run different divisions in B1 all out of the same company. B1 does not give her the option to choose what email account to send from - it simply sends from her default email account. This causes a huge problem as she has to manually switch her default email account in Outlook every time she sends for a different division. This is prone to huge human error issues.
All of our business partners are assigned by division using a division designation stored in a UDF.
Question: is there any way I can configure B1 to somehow send this division designation to Outlook, and can I configure Outlook to read this field, add the proper divisional signature to the email, then send it through the proper account?
Thanks,
Shelby

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We're planning to upgrade R/3 to ECC 6.0, workflow still running after
the upgrade? And how do I integrate with mail service, by WAS 640?
Best Regards,
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Hello Andre,
Not sure of SAPforms and MAPI... as long as it could be configured for certain events to send email through workflow, both 4.6C and ECC 6.0 work well with Outlook (exchange server)
Please refer to Note 455127 and 99965
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Which software to use for email from Sap on the AS/400 and Microsoft Exchan
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Best regards,
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How actually Oracle CRM On Demand and Outlook integration works?

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Hello Abhay,
Actually I am not looking for this. I need to know on what this integration is based on? Like if it is based on Webservices, API, HTTPS Request like that...! Can you tell me about it?Unfortunately I cannot share details of the design. If you can tell me what you are trying to do, I'll do my best to provide you with whatever information I have available.
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Outlook Integration Error when saving Email As Activity

B1 8.8 PL11
When clicking the Save E-Mail as Activity, we get the following error.
"Could not create activity in SAP Business One because: 'To generate this document, first define the numbering series in the Administration module'"
This was working, but this just started happening about a week ago.
Any idea what could be causing this?

The numbering series is defined and has been working correctly in a production system for a while now. We had to restart the computer and then we didn't have the error. This error has shown up a few times, everytime we restart the computer we are able to add the activity.
I don't see a numbering series for Activities.
This error is occuring when we add an email as an activity from the Outlook Integration.
Edited by: Jeff Campbell on Mar 2, 2012 7:29 AM

MS Outlook 2007 and SBO outlook integration OK?

I have a client that has MS outlook 2007 installed on some client machines and would like the SBO integration as well, has anyone done this yet and have there been any issues?
Thanks! Amy

Hi Amy,
What version of SBO are you running? We've had problems with Outlook 2007 and Outlook Integration (eg getting the OI toolbar to display properly) when running SBO 2007A.
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Kind Regards,
Owen

Outlook Integration menu not visible in Add-ons menu

Hi,
Outlook Integration doesn't work on one workstation after a recent upgrade to 8.81 PL05.
It's Windows 7 32-bit with Outlook 2010.
Add-on seems to be successfuly installed and it appears to be connected in Add-on Manager, however the Outlook Integration menu (Default Settings, Company Settings, Define Snapshot Templates) is not visible in SAP. User has full authorisation and the menu doesn't appear in Form Settings to make it visible.
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I tried to uninstall and re-install the add-on, but it made no difference.
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Cristina

Hi,
I uninstalled and re-installed SAP Client on that workstation and Outlook Integration was successfully installed.
Cristina

Activity Management

Hi Gurus
I had taken requirements in Workshop sesssions for blueprint session on Activity Management and client using Activity for cross applications in all scenerios
Now i had to design a T0-BE process flow for business Blueprint document
just wondering how to depict process flow of Activities ,As Activities can be used as single ,as follow up documents for all transactions etc
Please provide any Business Blueprint template on Activity Management with comple process flow so that i can follow exactly
My email id: <removed by SAP Community Network Moderator>
Will give good points and required at the earliest
Thanks

Hi,
The TO -BE process is based on your analysis of the exsisting business process
and i dont think the document which we send will be matching your requirement.
So based on your analysis you prepare this TO -BE will help you out in future
projects also.
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Outlook Integration: unable to create snapshot templates.

Dear all,
I followed all the steps mentioned in note 861055
"You can easily repeat the step of template creation after running the server installation:
 1. Start the Addon Outlook Integration from Business one.
 2. Choose/Administration/Outlook Integration/Define Snapshot Templates
 3. Select "Create Default Templates" from the "Goto" menu. This will repeat the procedure that could not be started because of the missing layout files."
But when I choose "Create Default Templates" nothing happens...
I'm using SBO 2005A SP01 PL31 and Outlook Integration PL60.
Also, what's the difference between the OIStandAlone and the OutlookIntegration files?
Best Regards,
Vítor
Message was edited by:
 Vitor Vieira

Hello,
This issue is really interesting, I really desperate to install it. I read the note and find out that server installation must be run before initialisation of addon in the client workstation. Initialisation means addon registration. I just think the template will be created in the client workstation if the server installation has run. Both must be run. But here the explanation I've got from pdf file :
Template Layout Files for Microsoft Outlook Integration Snapshots
The SAP Business One Add-On Server Installer copies the template layout files for snapshots in the following subfolder in <B1DIR>: B1_SHR\AddOn\Microsoft Outlook Integration\Templates\Default. However, if the SAP Business One 2005 SP01 application is not a new installation but an upgrade, the name of the subfolder is the same as for SAP Business One 2004.
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If you have tried, let me know the result.
Rgds,

Outlook Integration Addon

I have Installed SAP Business One 2005B PL38.
I have installed Outlook Integration Addon Version 6.80.01.60.
The requirment is like this.
I open Outlook and Login to SAP Business One.
I could create quotation and Synchronise this with SAP B1.
Now, my client requirement is to work with Outlook Integration Addon
Offline.
ie., Without logging into SAP B1 from Outlook, he wants to create
Quotation. So later, he may login and synchronise the quotation with
SAP B1.
The question is that if it is possible to create quotations from
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I believe the Outlook Standalone installation can do that. Is this
correct.

Hi,
Unfortunatley this is not possible - the only difference between Outlook Integration and Outlook Integration standalone is that you can install the standalone version on a PC without having the Business One Client installed (i.e it's not an Addon)
Neither version will work offline unfortunatley, for this you'll need something like Amodat but that is a fairly costly solution - if you are looking for something cheap (free) and (relativley) easy to implement I would suggest doing something like this
-Make up a template in Excel for entering Quotes
-Create a mailbox in the organisation for receiving these excel files via email
-Create an automated process (via scripting, etc) to dump these Excel files to CSV format or into a Database
-Automate the Data Transfer workbench to import this data into SAP.
It's messy, and you get little or no error feedback, but it is possible.

Agent Failover and AD Integration in Operations Manager

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Why do we ever need Active Directory Integration with Operations Manager as described here
http://technet.microsoft.com/en-us/library/hh212922.aspx
- is it required for non-domain joined Windows systems or any other systems? All the other documents I read are saying that Windows agents can failover to other available MS in resource pool if their currently assigned MS fails and fails back automatically
as soon as it comes back online.
Is the automatic failover applicable to agents installed using client push (Discovery Wizard) Or it applies to agents installed manually using MOMAgent.msi?
Also referred to this article
http://blogs.technet.com/b/meamcs/archive/2013/05/10/is-ad-integration-or-manual-scom-agents-required-to-allow-automatic-windows-agent-failover-between-multiple-scom-management-servers.aspx
but doesn’t seems to be having grip on it so far. Request some details on the above points.
Thanks
Taranjeet Singh
zamn

Hi,
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http://blogs.technet.com/b/quenguyen/archive/2011/07/13/monitoring-non-domain-servers-using-scom.aspx
http://blogs.technet.com/b/stefan_stranger/archive/2012/04/17/monitoring-non-domain-members-with-om-2012.aspx
For the second question, as we can read from the below link:
http://blogs.technet.com/b/meamcs/archive/2013/05/10/is-ad-integration-or-manual-scom-agents-required-to-allow-automatic-windows-agent-failover-between-multiple-scom-management-servers.aspx
SCOM windows agents automatic failover does not require AD integration or PowerShell scripting or Configuration Manager or manual agents installation specially for small to medium environment and agents distribution between different SCOM management servers
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Regards,
Yan Li
Regards, Yan Li

Integration between Time Management and Payroll

I configured Time Management and Payroll....
Before It created a problem in time management in absence quotas...
for testing payroll I deactivated schema DAYPR that is time data processing....
Generated absence quotas correctly
Now I activated DAYPR still in display log i dont see any integration with time management....
I changed the time management status to 7 and 9
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I configured Time Management and Payroll....
Before It created a problem in time management in absence quotas... it throwed an error in DAPPR
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Hello all,
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Regards, Roman

I haven't found any solution for adding an activity to a sales opportunity with the DIAPI except direct update of the DB. It's not even possible to add a "Follow Up" activity to activity linked to a sales opportunity, DIAPI loose link to sales opportunity.
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Activity Management and Outlook Integration

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