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...

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How to save an email to an open activity or sales opportunity

Hello,
I am wondering if i can save an email via Outlook save email as an activity to an already open series of activities as a follow up activity.
Thanks

Brenton,
Outlook does not integrate to SAP Business One unless you have installed the SAP Business One Outlook Integration add-on that comes on the SAP Business One installation media.
Eddy

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

Adding Activity to Sales Opportunity stage

I'm trying to create a new activity using the DI API and link it to a certain Sales Opportunity stage.
I've been looking at the SalesOpportunities and SalesOpportunitiesLines objects to see if I could add an activity there, and I've looking at the Contacts object to see if I could set the SalesOpportunity (stage) there.
Neither seems to be possible.
Does anybody know how to link activities to sales opportunities?

its object Contacts
there fill properties
DocType to 97
ParentobjectId and Parentobjecttype
I recommend to create one activity by hand through sbo and make select from OCLG table and check, what is tehre filled.

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

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

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

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

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

Restriction per sales employee in outlook integration in SBO

Is there a way in outlook integration to restrict a sales employee (SBO User) to choose BPs/Calender or tasks asociated with him/her in SBO.

Yes there is one USER AUTHORIZATION but I'm now sure that it is working.
One one the sales employee for my customer is unable to save emails as activities in Outlook if the authorization is set to NO AUTHORIZATION, even if the customer in SAP is linked to him...
Can anyone help please ?
Thanks,
Luce

Sales Employee in Outlook Integration

I would like to check in Outlook Integration that the Sales Employee field is available for usage when synching Activites, meetings, etc.

Hi,
What I mean is that there is no special sales employee synch but it is included in the 4th area mentioned in my previous answer.
Based on OI ppt file :
Data synchronization between SAP Business One and Microsoft Outlook comprises the synchronizing of the following items.
MS Outlook Calendar appointments --> SAP Business One Activities (Meetings / Phone Calls).
MS Outlook Tasks --> SAP Business One Activity (Task).
MS Outlook Contacts --> SAP Business One Business Partner / Contact Person.
To define which of these are synchronized, you choose from specific criteria for each of these items.
These criteria (default settings) are grouped into the following categories:
General settings, for example, what kind of item (appointments, contacts, and/or tasks) will be synchronized.
Calendar-specific settings, for example, the date range of the appointments that will be synchronized.
Contact-specific settings, for example, only the contacts belonging to a specific business partner will be synchronized.
Task-specific settings, for example, only open tasks will be synchronized.
Scheduling settings, for example, you can schedule an automatic data synchronization every time you log on to SAP Business One
Conflict resolution settings, for example, when two different system copies exist for the same appointment (one in SAP Business One and one in Microsoft Outlook), you decide which system data is written to the other system.
There are two main settings for performing a synchronization, these are synchronize and quick synchronize.
The main difference between the two being when you choose quick synchronize data between SBO and Microsoft Outlook are synchronized without the user being prompted by the system to check the criteria for the synchronization. Whereas when you select synchronization the user is prompted to check the criteria of the synchronization. In the next demonstration we will set up and run the synchronization.
So, I guess the sales employee synch included in the 4th area I have mentioned.
Rgds,

Error Message when trying to "Save Email as Activity" on Outlook 2007

Hi all,
This is a problem that we have logged with SAP, but they cannot find any reasons as to why we are having the problem. So I'm hoping someone here might be able to shed some light...
After logging onto SAP through Outlook:
When "Saving an email as Activity" using the Outlook ADDON, we get the following error message:
AppName: bo_syncext.exe AppVer: 8.0.0.49 ModName: bo_syncext.exe
ModVer: 8.0.0.49 Offset: 000cc9d5
This does not seem to work on any of our computers, except one!
He is a Superuser, and he can save emails on his PC only.
I can also save the emails, if I am logged on his computer, and am set up as a Superuser. I cannot if I am not a Superuser.
He and I cannot send emails as a Superuser on my PC.
This would lead me to think that it is a problem with our PC settings (security settings?).
Has anyone else had this problem?
Outlook version: 2007 (12.0.6514.5000) SP2 MSO (12.0.6425.1000)
SAP Business One 2007.
Many thanks
Shaoni

Hi
I also have the same issue.
I can save an email as an activity for only one user, this user is a super user.
If i log on to that users machine as them, then sap as a user with the issue change them to a super user it works.
However logged on to any other machine it won't work. We get the error message ;-
Outlook itegration - error signature - AppName bo_syncext.exe, AppVer 8.0.0.49 Mod Name ntdll.dll ModVer 5.1.2600.3520
Has anyone fixed this on a system ???

Can I associate an Outlook email using OEI to an Opportunity?

Can I associate an Outlook email using OEI to an Opportunity that is associated to the Account the Contact is related to without having first added that Contact to the Opportunity. It would be perfect if OEI returned a list of all Opportunities under the related Account and you could choose the appropriate Opportunity. Thanks
Edited by: IBCurtis on Jul 1, 2011 8:48 AM

Well, I answered my own question just by taking a closer look at my options. You can search for Opportunities by 'Name'.

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 - email as Activity of Sales Opportunity

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