Question

Outlook Plug in or CRM

  • 29 September 2022
  • 3 replies
  • 95 views

Userlevel 2
Badge

Hello Community,

 

In the CRM demo i have seen, Outlook can be integrated with Acumatica ERP from Lead generation. Can anyone tell me how to do it, is there any user guide document for this setup?

 

Thanks 

Jewel 


3 replies

Userlevel 7
Badge +12

https://www.cs3technology.com/cs3-technology-feed/acumatica-outlook-add-in#:~:text=Once%20you%20are%20logged%20into,from%20the%20Account%20Information%20screen

 

Userlevel 7
Badge +12

Hi https://www.cs3technology.com/cs3-technology-feed/acumatica-outlook-add-in

Userlevel 5
Badge +1

Information on the Outlook add in can be found in the integrations guide lined below

http://acumatica-builds.s3.amazonaws.com/builds/22.2/PDF/AcumaticaERP_Integrations.pdf

 

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved