Save an E-Mail in Microsoft Outlook as an Activity in SAP Business One

To save an e-mail that you receive, send, or forward in Microsoft Outlook as an activity in SAP Business One, you have the following options:

Quick Save E-mail as Activity

If you select this function, – and depending upon whether you are the sender or receiver of the e-mail – the system matches either the e-mail address of the recipient, or the sender of the e-mail, with that of a contact person in SAP Business One. If there are more than two parties involved in the e-mail exchange, you are prompted to choose the primary e-mail address to be saved for a contact person in SAP Business One.

As soon as the match is made, an activity is created automatically in SAP Business One. Depending on your settings, you also can save the original e-mail text and any file attachments as attachments to the activity in SAP Business One.

Save E-mail as Activity...

If you select this function, the Save E-Mail as Activity window appears. You then determine the relevant contact person manually and make follow-up and attachment settings for the activity.

Save E-Mail as Activity – Default Settings

If you select this function, you can make default settings for follow-ups and attachments for the activity.

Sending E-Mails from SAP Business One Using Microsoft Outlook

When you send a message from SAP Business One, you can choose to send it as an e-mail from Microsoft Outlook. The sent e-mail then appears in your Sent Items folder in Microsoft Outlook, allowing you to track your e-mails.

You can also set Microsoft Outlook as your default e-mail program. You do this from within the SAP Business One application (from the SAP Business One Main Menu, choose  Administration Add-Ons Outlook Integration Default Settings ).