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Outlook Plug in or CRM

  • September 29, 2022
  • 3 replies
  • 152 views
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Freshman I
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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

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

 

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Acumatica Functional Consultant & Customer Experience Supervisor
Manikanta Dhulipudi
Captain II
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Hi https://www.cs3technology.com/cs3-technology-feed/acumatica-outlook-add-in

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Acumatica Functional Consultant & Customer Experience Supervisor
    dsimmerly
    Pro I
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    • dsimmerly
    • Pro I
    • September 29, 2022

    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

     

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