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.

Similar Messages

Outlook integration-addon error

Hi,
Following is the error message encountered when we try to start the outlook integration.
After configuration of outlook, when tried to start the add-on exe, following error message was displayed.
" CLR error:8007000b. The program will now terminate'' & add-on could not be attached.
Pls help.
Thanks,
Smitha

Hi Smitha
This error message related to .Net framework. Check this link and start from there:
http://social.msdn.microsoft.com/forums/en-US/vbgeneral/thread/6e6b8496-c1f1-4fc9-bcc9-2129a6329804/
Thanks,
Gordon

Outlook Integration - Snapshot templates missing when upgrade to 8.8 PL14

hello all,
We have a problem when upgrade from B1 8.8 PL10 to PL14, the snapshot template missing. We had no problems to generate snapshots in B1 8.8 PL10.
All the snapshot templates has been installed on <Servername>\B1_SHR\AddOn\Microsoft Outlook Integration\Templates\Default
And in the -GoTo meny- and select -create default templates- could not be started.
Grateful for all help.

Hi Jorg,
I quote a solution for similar case but the solution is based on client PC :
OI: Failed to create snapshot template in client machine
Symptom
You start up Outlook integration Addon in client machine. When you want to create a snapshot template, you get an error that can not create it.
Other terms
SAP Business One, Add-on, Outlook integration, OI, snapshot template, Index, Host, U_Host, BOOSTP , failed to create
Reason and Prerequisites
The index on user defined table [@BOOSTP] is not right. It does not include column U_Host.
Solution
You can run below script to fix it,
IF EXISTS (SELECT 1 FROM CUFD
WHERE AliasID = 'Host'
and TableID = '@BOOSTP')
BEGIN
IF EXISTS (SELECT name FROM sys.indexes
WHERE name = N'@BOOSTPBOOSTPI1')
DROP INDEX [@BOOSTP].[@BOOSTPBOOSTPI1]
IF EXISTS (SELECT name FROM sys.indexes
WHERE name = N'BOOSTPI1')
DROP INDEX [@BOOSTP].[BOOSTPI1]
ALTER TABLE [@BOOSTP] ALTER Column U_Host nvarchar(200)
CREATE INDEX BOOSTPI1
ON [@BOOSTP](U_TplName, U_Language, U_CatID, U_Host)
IF NOT EXISTS (SELECT 1 FROM UKD1
WHERE tableName = N'@BOOSTP' and SubKeyId = 3)
Insert into UKD1 values('@BOOSTP',0,3,'Host')
END
ELSE
Print 'There is no U_Host column in @BOOSTP table!'
if the above solution can't solve it, log a message to SAP support.
JimM

Outlook integration - missing menu items in "Business Partners" module

Hello!
We have a problem with the Outlook Integration addon for SAP 2007.
When we add a new user, the addon installs correctly, but there's no "Outlook messages import" and "Import settings" items in "Business Partners" module. Another items and settings (e.g. in the Administration module) are okay.
On the existing accounts everything's alright, all the Outlook Integration menu items are available in the Business Partners module. But if we do anything with the interface, for example, change the language, those items disappear too.
Already tried to reactivate the addon, but it doesn't help.
Can somebody tell me what could be wrong?

>
jimmy michael wrote:
> Hi,
>
> What PL version of B1 2007 are you using ?
>
> probably it is a bugs. But it must be proved by upgrading the version and check the BP if they are avaialable.
>
>
> JimM
Hi!
We're using SP01 PL07 HF1. But Outlook Integration is an addon, isn't it? Or you're saying that it may be an SAPB1 bug, not the addon's?
Anyway, thanks for your reply.
We'll try upgrading the version, but if anybody else had this exact problem and has the solution - that'd be great.

OutLook Integration Add-On

Hi there,
There is a post about enhancements of OutLook Integration Add-On from a Chinese Partner.
outlook integration addon 的应用实施及产品功能探讨
Translation as below:
1.Offline access: Enable quotation creation even OI is not connected to B1 .Many sales people has no iternect access in travel.
2.Connection in VPN: B1 client connect fast in VPN, but OI take time to connect.
3.Email Signature: They would like to use the default email account's signature, thus they have to modify the qutotation email with their own signature by manual.
Kind Regards, Yatsea

Hi,
For initialization error, this is a solution from SAP Note:
Solution
1) Check on your MS SQL Server (Enterprise Manager) your server and use the right mouse click and choose "Properties". Select the
"Security" Tab and then select under Authentification "SQL Server and Windows". Change if not selected and try to start the addons again.
2) In the "Choose Company" (Administration>Choose Company) choose Current Server "Change" make sure that the "Use Trusted Connection" is de-selected. De-select and try to start again.
3) When you start SAP Business One in the initial Logon Screen in the left corner make sure that the "Use NT Authentification" is de-selected.
For resource error, the solution from SAP note:
This error usualy occurs after an upgrade. To resolve this error, please do the following:
   1. Locate the Temp folder by going to Start -> Run and type %temp%.
   2. Locate the SM_OBS_DLL folder and rename it.
   3. Uninstall the DI API from Add/Remove Programs.
   4. Install the DI API from the latest patch.
   5. Connect to the addon again and the SM_OBS_DLL folder will be recreated and replaced with the latest version. You should now be able to connect sucessfully.
Rgds,

Outlook Integration Error

Hi experts,
The Outlook Integration addon sometimes gives me the following errors when SAP starts:
Failed to connect to SBO-COMMON or Failed to Connect to Company or Failed to Connect to Licence Server
Only a few times start in the right way.
I found the problem only on a client, in the other clients the addon run correctly.
The SAP Business One version is:
2007A SP00 PL49
Thanks
Luca
Edited by: Luca Chizzinu on Jun 4, 2010 11:10 AM

On Sap Business One Log i have this response:
Time                                     AppID          ExtID             Sev               Scope                                                Message
2010-06-04 14:43:27.862      0     BO     ER     CBFEventSink::UnloadApplication     Add-on stopped.
2010-06-04 14:44:16.561      0     BO     ER     CBFEventSink::UnloadApplication     Add-on stopped.
2010-06-04 14:45:00.424      0     BO     ER     CBFEventSink::UnloadApplication     Add-on stopped.
2010-06-04 14:49:24.849      0     BO     ER     CBFEventSink::UnloadApplication     Add-on stopped.
2010-06-04 15:02:20.427      0     BO     ER     CBFEventSink::DbConnect     Error connecting to the company db: Failed to Connect to Company
2010-06-04 15:02:50.929      0     BO     ER     CBFEventSink::AdviseEvents     Failed to connect to the database.
2010-06-04 15:02:50.929      0     BO     ER     CBFAddOn::Connect     Initialization failed

Outlook Integration add-on, the Snapshot template is missing

hi,
i have a query , when we start Outlook Integration add-on SAP B1, one window will a to generate snapshot template, but in the source folder there is no default template to generate snapshot templates in the destination folder. how to get those sanpshot default templates from SAP portal or is there any other process to generate those snapshot template.
sandip

hi atul,
well even i too face the same problem, but it is solved.
1. when you install SAP b1 outlook addon, it is not going to create the folder with the default templates, for that you have to go the the addon folder where you have all SAP B1 addons, where you have all outlook integration addon,XL reporter addon,CopyExpress addon and even some other addons, in the same folder you will see ServerInstaller folder, you install that directly from the folder itself, it will create the require templates at the specific location.
2. then from SAP B1 start you outlook addon and when you get the window of create template, just press the create button, this time it will create it sucessfully.
now the snapshot template will be available in your system.
i checked this it is working well in my system, follow the above process, you can able to solve your problem. if not revert me back.
sandip

SAP SBO button doesn't appear in MS Outlook (AddOn Outlook Integration)

Hi all,
I have installed AddOn Outlook Integration, and it went smoothly. But on some of my co-workers' computers the SAP Business One button doesn't appear in MS Outlook (usually it appears on the top menu). I thought it was just a matter of display or view. But I can't find it anywhere.
Can anyone help me why and find the solution??
Versions:
SAP BO 2005 A (6.80.320) SP01 PL39
AddOn Outlook Integration 6.80.01.85
Microsoft Office Basic Edition 2003
Thanks
Andre

Andre,
This is from Note 801964. Please check there for a better format as i just copied it.
Hope this helps,
Karl
There can be several reasons why you don't see the SAP Business One menu of the Add-On "Microsoft Outlook Integration" in your Outlook window. In order to analyze the problem, carry out the following steps in order:
Close all running instances of Microsoft Outlook. If you installed Release 2004 of Microsoft Outlook Integration, close all instances of Microsoft Word and Microsoft Excel as well. Make sure that there are no running instances left (using the task manager, or, if possible, reboot the system). Restart Outlook and check if the menu is shown. Keep in mind that the menu appears only in one running instance of MS Outlook.
If you use MS Outlook 2002 or higher, from the main menu select "Help"->"About Microsoft Outlook"->Disabled Items...". If the SAP Business One add-on is listed here, enable it and restart Outlook (again after closing all instances of MS Office products).
From the MS Outlook main menu choose "Tools"->"Options" and select Tab "Other". Press button "Advanced Options". On the form opening press "COM Add-Ins". If you find the addon listed there, enable it. Again close all Office instances and restart Outlook.
In case you still don't see the menu, choose "Help"->"Detect and Repair". After the repair procedure completed, repeat the previous step.
Should the problem persist, check your installation of the Add-On:
The file "BO_SyncExt.exe" must exist on your machine.
Open your registry running the command "regedit" and check if there's a registry entry "HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Office\Outlook\ Addins\BO_SyncExt.BO_AddIn". "LoadBehavior" must be set to value "3", if it's not, change the value accordingly and restart Outlook.
Should the file or registry entry be missing, reinstall the add-on.
Especially if you upgraded from a previous version of Microsoft Outlook Integration, it might be helpful to repair your MS Office installation from the system's control panel.

AddOn Outlook Integration do not run

Hi,
I'm use SAP BusibessOne 2005 A SP01 PL 18, and i have installed the Outlook Integration add-On SP01 PL60 on my Windows XP Pro SP2 computer.
The installer run correctly and i have the menu of Outlook Integration in SAP BusinessOne.
But, when i try to connect with the menu SAP BusinessOne>Connexion in Microsoft Outlook 2003, a SAP BusinessOne message box display : the integration of Microsoft Outlook did not start because the users tables are not up to date....
Have you an idea ?
Thanks

Hi,
thanks !
I started again the installation of the software :
First, I install the Server Installer from SBO2005A-SP01-PL11 on my server: OK
Second, i register and install the Outlook Integration add-on SBO2005A-SP01-PL60 on my Client PC : OK
So, the add-on OI run correctly : i have edit the company settings and define snapshot templates in OI setting.
But, when i try to connect vis Microsoft Outlook 2003, i hahe always the message : The outlook integration do not start because the users tables are not updated.
Regards
Francis

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.

Outlook integration problem

hello,
I had configured the outlook properly , but it does not able to send the main in my configred mail id & within the outlook.
some times it is work properlly after new installation of outlook addon but when i am change the user that time it is not work and also doen't get that check box of "send mail tho the outllok"
please help me out of this.

Check the following threads:
Re: BO2069: Failed to send e-mail via Microsoft Out look"
Outlook integration problem
Do check the following SAP Note:
Note 1064323 - OI: MS Outlook does not send new mail with OI installed
Regards
Satish

Outlook Integration - Case of the missing snapshots

Hey all,
Here's the issue:
SBO 2007A PL 35
The snapshots are being created on the server, and they showing on the SBO server (say
SBOHOST).
I created the snapshots for EN(GB), EN(US), and NL.
For reference, the actual database is on a dedicated SQL server (
SQL_SERVER)
All files are there, and permissions are set so that they can be written.
I went onto the terminal server (
TERMINAL) that connects through to the main server database (
SQLSERVER) and to the SAP files B1_SHR on
SBOHOST
The templates were missing in the "Define Snapshot Templates" under EN(GB), EN(US), and NL.
I checked the paths, and they are fine so there are no permission issues.
I then installed, from TERMINAL, the Czech snapshots. They work. I can see them under the "Define Snapshot Templates" on TERMINAL
...but not on SBOHOST where I can see the others...
They are sitting right beside each other in the
SBOHOST\B1_SHR\Addon\Microsoft Outlook Integration\Templates\[DATABASE]\Default
I can see CS (Czech), NL (Dutch), EN (Enlish) folders.
I had a look in the [@BOOSTP] and found if I changed the "host name", in a test database of course, from TERMINAL to SBOHOST they appeared on the respective computers snapshot list under the respective language. Hopefully I haven't lost you.
Any help with this would be good, as so far all the notes on this tell me to re-create the snapshots, which hasn't helped so far.

I too am having an issue with creating the default snapshots in B1 2007A PL35 (and BTW PL37)....
I can successfully create the snapshot on the first B1 client on my network, for every machine thereafter I get the following error when creating templates for English (US).... This message is a pain, when you have many machines and users ask why the create snapshot templates window appears each time they log on.
This is the Error Message:
Failed to create template 'Executive customer (by Business Partner)'
My observations regarding the solution are identical but one of the proposed solutions won't work, at least not as is...
As you said It looks like it cannot create the entries in the @BOOSTP because of the unique constraint on Index [@BOOSTPBOOSTPI1] which does not include the new field.
[U_Host] ASC cannot be added to the index because it is of type nvarchar(max), see error below:
*Column 'U_Host' in table 'dbo.@BOOSTP' is of a type that is invalid for use as a key column in an index.*
The only way to make this work is to change U_HOST it to a nvarchar(100) and then you would be allowed to add the U_Host to the index. SAP probably needs to make this decidion, I doubt they would support this work around, so temporarily disabling the index appears to be is the way to go....
Why isn't SAP testing well before release? This seems like something that should have been caught.
Thanks,
Jason Walters

Outlook Integration in Windows 64bit

I am currently running my demo laptop on Windows Server 2008 64 bit. I have all my applications including Outlook running fine , however I am unable to run SBO Outlook Integration, it installs hoever the system log Message comes up with an error message Add-On 90000001 failed with exception; Event Type 65
I have tried setting the exe to be compatible with Windows XP when it isnstalls i.e. runs as 32bit, hoever from this app it does not work or it works for 10minutes and then fails.
does anyone have any advice on how to get this working again?

Easy fix.
Go into Add Remove programs and remove the addon.
Go to the addon exe and right click properties, select make compatible with Windows XP SP2.
reinstall Addon in SBO
Problem solved.

Outlook integration problems

Description of requirements: The problem with the SAP outlook integration is that the LoadBehavior in HKLM for the add-on is set automatically to 3 when outlook is started. This makes it impossible to control whether the add-on is
loaded into outlook by specifying the LoadBehavior in HKCU. We're wondering if this is possible to
change.
Business needs: The customer need a change in this addon so that the settings are set to each user and not to the server, as it is today. This is VERY important, so it would be great if this addon could be changed.
Current Workaround: They can't see any other solution but to change the outlook integration.
Proposed solution: Please read the description of requirements.
Lena Marie Digre,
Support co-worker
SMB Business Partner
Norway

Hi Gilles,
For those PC with slowing synchronization, check if there are firewall or antivirus running that may block the process.
Thanks,
Gordon

Outlook integration create duplicated contact

Hello All:
When I run the synchronization in outlook integration. It duplicate customer contacts after the first run. Now I am not sure if I should run it again as it may duplicated it over again. Is this a setting inside SBO or inside outlook?
Sincerely Yours

Dear,
For your issue kindly refer to note 911283 below:
Symptom
When do a synchronization in Outlook Integration, the duplicated items
will be created, even though it has been synchronized before.
Other terms
SAP Business One; Add-On; AddOn; B1; SBO; Outlook Integration; Outlook;
OI; Activity; Sync; synchronization
Reason and Prerequisites
This is program bug of SAP Business One Add-On Outlook Integration.
Solution
This problem is fixed in SAP Business One Add-On Outlook Integration
release version 6.70.2.20, also fixed in SAP Business One Add-On Outlook
Integration release version 6.80.00.15. Download and install the patch
of SAP Business One Add-On Outlook Integration from SAP Service Market
Place will fix the problem.
2005 SP00 PL15 & 2004 SP02 PL20 has fixed the issue.
Regards
Apple

Outlook Integration Addon

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