Acumatica offers several ways to add new CRM records (as Leads, Contacts, Business Accounts, Opportunities and Cases). Besides manual entry and import scenario, integration with Microsoft Outlook allows users to manage records right from their mailbox. And for anyone who logs communication activities, this is a ‘must-have’ setup. Let us explore how to do that.
We will begin with the requirements as follows:
Office365/Exchange account
Outlook client – Outlook 2013 or 2016 for Windows, Outlook 2016 for Mac, Outlook on the Web
Acumatica Add-In for Outlook – a manifest file that contains deployment instructions
The system generates a manifest file individually for each user so the first step to sign-in to Acumatica as the user. Using the My Profile link, go to the Email Settings tab of the User Profile (SM203010) form. Next, click the Download Outlook Add-in Manifest link to download the add-in manifest file (in xml format).
Figure 1. Download Outlook Add-in Manifest from the Email Settings tab of User Profile
Next, look for the Get Add-ins button on the toolbar in the Outlook client.
Figure 2. Find the Get Add-ins button on the toolbar (in Outlook client)
If you use Outlook on the Web, open any email and click the ‘…’ button to find the Get Add-ins feature. Next, go to My add-ins > Custom add-ins to upload the Acumatica add-in file. Once installed, an Acumatica add-in will be displayed on the toolbar.
Figure 3. Find the Get Add-ins button in Outlook on the Web
Figure 4. Acumatica add-in installed in Outlook
Figure 5. Acumatica add-in is added to the Outlook toolbar
To use the add-in function, click the Acumatica icon to access the user login panel. Log in with your Acumatica username/password to access CRM features from the mailbox.
Eric.