Automated Outlook Integration Emails ?

G'day all,
Our service department repairs (and recertifies) equipment and ideally we would like to be able to automatically email customers a reminder 11 months from the time an original delivery (or invoice depending on the situation) is sent.
We have successfully tested reminders in SAP's Activities to remind users within SAP, but we wish to take it one step further to have the service technicians be able to create their quotes and deliveries and then somehow initiate (generate) an email 11 months from that time destined for the customer for an annual reminder.
Also, the activities are typically based on service calls that are in turn based on serialized  parts that have existing Customer Equipment Cards.
We are in the midst of testing a scenario that would see us create an email in Outlook that is set to be delivered 11 months from the current date and then save it as an activity in SAP for good measure, but we need some type of automation and we need the serial number(s) to be inspected to be part of the correspondence.
I have probably missed a few key points in this message since I am trying to wrap my head around the scenario and needs, but perhaps some of you have had a similar need or can point me in the right direction.
I appreciate you taking the time to review this.
Best regards,
Pat Heaphy

Hi Pat,
My suggestion would be to use SDK, for this kind of automation as it might overload the Outlook Integeration.
Regards
Arshdeep

Similar Messages

  • Outlook Integration - email as Activity of Sales Opportunity

    Hello all,
    Is there an option to attach an email from Outlook to Sales Opportunity as Activity? Outlook Integration offers a lot of document type, business partners, items, etc., but not Sales Oportunity.
    I really need it for our customer so any ideas how to make it are welcome.
    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.
    According to [1075696|Link activity to an opportunity level DIAPI; and [966860|Adding Activity to Sales Opportunity stage; it is still not possible to do that in DIAPI
    Interesting that in the DTW we can do that...

  • Outlook integration - Email inbox transfer to CRM

    Hello,
    We are able to view the client email inbox using the web interface, and when we select an email to click the "Transfer to CRM" link, there is no response although I can see that data is being updated in CRM via a SQL trace.
    Can someone explain what is supposed to happen when we transfer the email to CRM?  How can I retrieve the email from CRM?  I couldn't find any useful documentation on how this functionality is supposed to be used in CRM 2007.
    Any insight is appreciated.
    Thanks.

    Hi Sreenath.
    When you are in WebUI click on Email inbox workcenter and click on Transfer to CRM. Now go to Activities and click on search activities and in category  select emails and click search and you will see the email which you have transfered this is the way you find emails which came from Outlook or Lotus notes which ever you integrated. And you assign an account, Contact and can also reference to an activity such as campaign, appointment or tasks etc etc. That is the use of the email.If you want to reply to this email you can reply it only from here but not from email inbox.
    I hope this will help you.
    Sama

  • Outlook Integration - Save email as OPEN activity

    Our client would like to request that, in Outlook Integration, emails be saved as OPEN activities, rather than automatically closing them.  Since the activity is closed, the customer has no way to make further changes to the activity; the only way to do so is to create a followup.  However, a followup is a separate activity, which makes searching through them more difficult.
    Here's the scenario the customer would like to be able to perform. An email is saved as an OPEN activity. Since it's still open, the customer can use the BROWSE button to add additional documents and files that are relevant to the original email. When the customer feels that all relevant documentation has been added, the activity can be manually closed.
    The customer feels this would give them the ability to achieve their goals, while making information searches easier.
    Thanks,
    Dave

    Hi David,
    I understand your request; it was something that was discussed with a client. How I presented it to them is that it is ideal that it's closed (locked) as that way they know they have a copy of the original correspondence and it has not been edited (purposefully or accidentally).
    The process that was implemented is an Activity is created that is like the main Activity for tracking purposes and in the Content tab, include in the notes the activity # of any related saved emails. Not ideal but a lot of the saved emails have financial implications so it was an easy workaround for them to accept.
    Heather

  • Tracking emails sent through SAP using Outlook Integration

    Hello experts,
    I have a question regarding Outlook Integration.
    Can emails through SAP be tracked using SAP?
    The customer is using Outlook Integration. When an email (containing an invoice for example) is sent through, the email is stored in the users sent folder in Outlook.
    Is there a way that SAP can track all sent emails through SAP through an activity or some other feature?
    Thank you,
    Andy

    Hi Guest 47,
    Have you found any solution to your problem ? If yes, please let me know. I would be really thankful.
    Thanks & Regards
    Ankit Chauhan

  • Can Outlook Integration create the activity from an email automatically?

    I have an SAP client who's customer service department receives a lot of emails, we would like for Outlook integration to import these into SAP as activities automatically, instead of the user doing it manually. Is this possible?
    Thanks

    It might be possible but not easy.  At least, you need to develop your own program to achieve your goal if that is an option.
    Thanks,
    Gordon

  • 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

    Maybe you should ask on a Microsoft forum rather than one dedicated to the using the iPhone in an enterprise environment.

  • 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

  • Outlook Integration - Save Email as activity to Service Calls

    Hello Experts, this is my first post.
    Could anyone please tell me if it is possible to save an email as an ativity directly to the Service Call activities window from Outlook Integration?  If so, how?  I only see access to Business Partners and Sales/Purchasing docs within Outlook.  My customer would like to integrate this feature for their service/support department.

    Hi Dale,
    I have the same problem, unfortuantely it does not seem to be a high priority item as you have never had a response.
    Hopefully somebody might look into this.
    Cheers

  • Email Signatures - Outlook Integration

    We have installed 8.8 for a client and also installed outlook integration.
    All seems fine except any email sent out from SAP B1 using outlook doesn't include a signature.
    Anyone have any ideas?
    Regards
    Barry

    Hi Barry,
    You may check these links:
    Re: Mail Settings - E-mail Signature
    OutLook Integration Add-On
    https://wiki.sdn.sap.com/wiki/pages/viewpage.action?pageId=25494232
    Thanks,
    Gordon

  • 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
    Outlook without logging on to SAP Business One.
    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.

  • Cannot send alert from SAP by Outlook integration

    Dear All,
    We are on SAP8.8. When we create an Alert for a user query, we want to send the report by e mail as well.
    We can receive the report by message in SAP. We have no error message in SAP to say send out failed.
    But we didn't receive anything from SAP for the report.
    I tried to sent out email from SAP. I click the icon then sent out e mail. It can send out for me. So the outlook integration add-on should be fine. Is there anywhere we should check to see if the e mail has been sent out?
    Thanks in advance.
    Regards,
    Yuka

    hi,
    In Meassges/Alert overview,under sent messages tab,you can see messages which is sent from your system or if you are not able to send email,Goto administration->addons->Outlook integration->Default settings...you check the check box thats it.

  • MS Outlook Integration with SAP

    Hi,
    I have few questions on outlook integration ( CRM 4.0) which is as follows.
    1) Can we integrate Email by implementing Outlook integration in CRM 4.0? I heard that we can only integrate activities and tasks with SAP and MS outlook
    2) When we create contact information in the account screen in CRM PCUI under relationship tab, the attributes like email id, mobile number, fax number, designation and department gets stores in relationship pop up in CRM GUI. Can I transfer these data (maintained in relationship pop-up in GUI) to MS outlook? I heard it has to be maintained in contact master data and not in relationship pop-up.
    3) When a Contact Person is exchanged from CRM to Groupware having the relationship “Is Contact Person For” to an Organization in CRM, the name of the Company is displayed in Outlook Contact data. Also there is an option to display the address of the organization in the contact person’s communication fields. If the name of the Organization is changed or address data or communication fields are changed at a later point in time in CRM the updated name or address of the Company is not reflected in groupware contact for this Contact person. Is this True?
    4) If a Meeting request is created in Groupware with a Contact Person as invitee, his organization is NOT determined and added to the Business Activity.
    E.g. it is NOT possible to determine the account of the contact person and add this account as the Activity Partner in the Business Activity. Is this True?
    Points will be rewarded****************

    Hi
    1) Unread eMails are shown in the inbox. In standard nothing more, but you can read the inbox entries and from there on build your own functionality to create an activity from there (pretty difficult). Other than that, only activities and tasks are integrated.
    2) It can be done. A customer of mine did it together with SAP, but they both together spend some 100 days into this solution - obviously not a standard solution.
    3) Yes, it is not updated as the shown adress is only inherited and does not belong to the CP. The CP is only updated if its own CRM data is changed.
    4) This is not a standard functionality of the groupware integration. However you could customize a reverse partner determination from contact person to its BP and put that into the business partner. I would try and trigger it OnSave, otherwise you need to go into the BAPI_Order_Save and program it yourself.
    Hope this helps,
    Kai

  • Oracle CRM On Demand Outlook Integration - Add-in shows inactive

    I have followed the steps given in the Oracle CRM On Demand->MySetup.
    After installing the OEI, the dll file is registered.
    In MS outlook->Tools->Trust Center->Add-ins. The Siebel Outlook Integration Add-ins is shown in the "Inactive Application Add-ins".
    How can this be enabled/Active so that Oracle CRM On Demand application is integrated with Microsoft Outlook?
    kindly advice.

    Finally found a solution for this problem:
    In MS Outlook 2007, navigate to Tools->Trust Center->Macro Security-> Select option "Warnings for all macros".
    Restart MS Outlook and the Oracle CRM email Integration buttons will appear..
    Hope this helps..

  • Adobe Reader X printing Outlook 2007 email attachments

    In previous versions of Adobe Reader, in Outlook 2007, my end users could highlight an email click on File/Print, check the box to "Print attached files", and the email and ALL the pdf attachments would print perfectly.
    Now, in Reader X, it will print the email and only ONE of the attachments.  Then an adobe recent documents window appears and a error saying "document could not be found" for all other attachments.
    If I actually open the email and run thru the same steps, everything prints.  However, this is not productive.  End users need to be able to hit the quick print button while the email is highlighted and have everything print out in one motion.
    They do not have time to close each error window, and the recent window.  Nor do they want to have to open each email in order to get things to print properly.
    I found the link to the Acrobat Ninja where a registry hack is given to remove the Welcome screen, but that doesn't help with this problem.  And this is a BIG problem.
    Does anyone have a trick, hack or suggestion to workaround this problem?  Is there an update or patch?

    Hi all,
    I found a workaround the problem I was describing.
    Apparently Adobe has implemented something called Protection Mode
    for a description see this link :
    http://kb2.adobe.com/cps/860/cpsid_86063.html
    The workaround (I call it a workaround because you have to disable this new Security measure)
    is to do the following: Open Adobe Reader X --> Go to Edit --> Preferences in the menu  --> General --> un-check "Enable Protected Mode at Startup"
    Then you will have to click Continue and restart Adobe Reader for the change to take place.
    Now this is only a workaround as it disables all of the new Protected Mode security features so please keep that in mind.
    Hopefully adobe will address the Outlook integration piece so that the Printing script will be allowed to open and close Adobe like in un-protected mode...
    Hope this helps others who have been searching for a workaround...
    Kevin.

Maybe you are looking for

  • Facebook connection error in Bridge CS6 - Windows 8.1

    Good evening all! I have an HP Pavillion Laptop with and i5 and 12gigs RAM running Windows 8.1 CS6 Master Collection Action: Bridge / Export to Facebook From export panel select Facebook module. Select add present Select "Sign Into Facebook Error:"An

  • How to share library between two people on one computer

    How to i share my itunes library with my son who is on my PC?  Two users one pc two seperate Itunes account and it stinks.

  • Issue with urlrequest opening in different tab

    so I have been working on this code for a few days now and cant seem to get it to work properly. it opens in new tab or window instead of the same tab or window. /* Mouse Click Event Clicking on the specified symbol instance executes a function in wh

  • An array of perplexing server problems

    Hi, Gang! We have just installed RoboHelp Server 9 and are publishing to it from RoboHelp verion 9.01.232 and we are seeing bunch of consistent problems. I can publish to the server (WebHelp Pro project) yet when I attempt to preview the help through

  • File tree view?

    I'm a recent switcher who had been using Picasa for my photo management and simple web edits for about 3 years. Sadly, Google hasn't ported it to the mac yet, so I'm basically stuck with iphoto. So far, I loathe iphoto.. I hope you can help me love i