Outlook Integration Documentation Needed

Hello,
We have outlook integration installed, but it does not work, nor do we know what it's supposed to do. We would be grateful for any documentation of any kind concerning outlook integration(configuration, capabilities, etc.). How/where can we find this?
Thanks.
We are running SAP Business One 2007 A PL 44

Hi Greg,
Take a look at this link ..it shows you how it works
https://www.sdn.sap.com/irj/scn/businessone-elearning
look for outlook integration
Hope this helps
Bishal

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Does the Outlook Integration Standalone add-on work over HTTPS?

We have a customer who is using MS CRM over HTTPS for out of the network access to Outlook and MS CRM within Outlook.
Does anyone know whether the SAP Outlook Integration Standalone add-on for 2007A will operate (sync/save email as activity etc) using a HTTPS connection?
Many Thanks
Brodie

Dear Brodie,
SAP Business One Outlook Integration (Standalone) needs to have Microsoft Outlook installed on the workstation.
Refer to [http://service.sap.com/smb/sbo/documentation|http://service.sap.com/smb/sbo/documentation].
So if the locally installed Microsoft Outlook is able to connect to (for excample) an Exchange Server in order to sync its own emails, then its no problem for Outlook Integration too.
By the way:
I think it was originally developed for Sales persons, who are visiting their customers, but either no or very limited bandwith is available in order to connect to any network outside the local Intranet. These Sales persons does not need to have a SAP Business One client installed on their laptop, but only the Standalone version of Outlook Integration (OI) and Microsoft Outlook itself.
So far as I can see the aim of OI is beeing able to work without any network access when onsite.
Kind regards
Mario Schoenberg
Senior Support Consultant
SAP Business One Forums Team
Edited by: Mario Schoenberg on Jan 5, 2009 3:20 PM

Outlook integration-Layout files not found

Hi Experts,
I have installed Addon-outlook intgration successfuly and when i start B1 Create default templates popup comes and gives error like
BO2034: Layout files not found in folder 'C:\Program Files\SAP\SAP Business One Server\B1_SHR\AddOn\Microsoft Outlook Integration\Templates' i also check path but still gives above error.
regards
sudhir

Hi Sudhir,
There is a separate part of Outlook Integration that needs to be installed on the server. This includes the templates which get copied to a folder within the B1_SHR. On your SBO DVD or on the latest patch download you are using you should find a folder called Outlook Integration Server in the Packages folder. Run the Setup.exe on the server where the SBO server components are installed and this should correct your problem.
Kind Regards,
Owen

Outlook Integration Documents

Hi Experts,
Can anyone one of you send me the documents related to outlook integration. Needed ASAP.

Check this link
[https://websmp206.sap-ag.de/~form/sapnet?_SHORTKEY=01100035870000706509&_SCENARIO=01100035870000000183&_ADDINC=011000358700001192682007E&_OBJECT=011000358700003245982006]
This Page needs an SUser ID

Need details on Outlook integration with SAP CRM

Need details on Outlook integration with SAP CRM

As Robert has stated there is plenty of information if you would have done a search first or looked at the CRM wiki.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/crm/home
Please review the rules of engagement before posting further.
https://www.sdn.sap.com/irj/scn/wiki?path=/display/home/rulesofEngagement
Due to this thread, being way too vague and a duplicate question, I'm now locking it.
Thank you,
Stephen
CRM Forum Moderator

Outlook integration MS outlook tool bar

Hi
Does any one know how to manually add the outlook integration toolbar into MS outlook.
We have a client who only uses terminal services and the are happy to email out of the terminal service but they only want users to check emails and sync contacts on the local PC.
The problem is there is no SAP on the local PC therefore the outlook integration tool bar in outlook will not appear.
How can this be added?
Thanks

Hello,
Did you try the: 'Outlook Integration Standalone' version on the PC.
This does not need a direct connection with SAP BO.
I have not tried or used it myself so please read the documentation.
Kind regards
Henk Tjassing

Outlook integration backend server based outlook integration

Hello ,
we are usering CRM 7.0 with backend server based outlook integration. We are using the 'Customer and Contact ' subscription.
The business partner is not assigned to the zip code subscribed , but when the user is main person responsible on an activity the activity is distributed. WHY ? What table is used ? Why only the main person responsible and not all person responsible ?
Has anyone a more detailed debugging docu for this area ?
thanks
Juergen Ritz

Kiran,
The answer to your question, is you need to follow the groupware integration guides for CRM 40 as the instructions are the same. The only thing that changes is the mapbox is now an ABAP program, so you can ignore the mapbox configuration steps in those documents(but still excute the customizing downloads).
Look at OSS Note 1156271 for more details. I just finished up doing groupware integration with Notes, but the general steps are the same, minus the notes/exchange specific steps which are detailed in the standard documentation.
Take care,
Stephen

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 persons 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

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 Templates Issue

Hi Guys,
I wonder if you could help me with a problem I am having regarding Outlook Integration (OI) templates.
We have recently upgraded a customer from 2005 to 8.81 and this has updated OI. However now whenever a user logs in to Business One they receive a pop up box asking them to create defaul templates.
They select a language and then try to create them. This then comes up asking if they wish to overwrite the existing templates. When selecting yes it gives an error saying they cannot do this. And then goes back to the create templates screen.
This can keep going around in circles until a user clicks cancel. However this pop up box loads up everytime they log into the system.
I have had a look around the forums but I can only find help on creating templates, not on removing this pop up box.
Thanks,
Liam.

Hi Liam,
1. This had been the same issue several times, every time the client logs onto SBO this message pops up a need to define the correct path wherein the templates are located in the server and the base client path where the templates need to be created.A few times successfull, browsing to the correct path on the server and creating a base path C:\......\Templates in the client and the templates were re-created or copying the entire snapshot templates from the Server and place it on the client
system. It can be a reason the User cannot access the server templates folder of write to the path C:\...
or,
2. Using Admin login on the client machine Uninstall the MS Outlook integration server from the control panel from the client and install MS Outlook Intergration standalone setup available in you server.
Regards,
Rakesh N

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 - SAP Business One

I am looking for information (marketing materials) on outlook integration for SAP Business One.
As well, is it true that you do not necessarily need to have a B1 user license in order to use outlook integration? If so, how does this work?
Thank you

You may check these threads to start your research:
Outlook Integration !!
Outlook Integration
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.

Outlook Integration Configuration in a Multiple Server Environment

Hello Experts,
I have the following environment :
Four Citrix Servers --> SAP B1 Application Server --> License Server --> B1isn + SQL Server --> DB Server.
First, which server/s would I configure for outlook integration from the "Mail Settings" window? This is where the admin would enter the SMTP server, SMTP port, etc. Which servers would require that the Outlook Integration tool to be installed? Second, I have read on most forums that configuring the "Mail Settings" window is the only step needed to begin sending e-mails from SAP B1; is this true? Third, If the admin did not originally install the Outlook Integration tool when installing SAP, how would I go about installing the tool now?
Any help is greatly appreciated.
Thank you,
Taylor

Further to this, there is a transaction code that calls this function module: SRDEBUG (see OSS Note 1004248). It's a little quirky but it does work.
1) Set your external breakpoint.
2) run transaction SRDEBUG. This will display a pop-up asking if you want to stop debugging. This pop-up must remain active until you want to stop debugging, so just leave it hanging there while you debug.

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

Outlook Integration Documentation Needed

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