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Question

Outlook Plug in or CRM

  • 29 September 2022
  • 3 replies
  • 133 views

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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 

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

 


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


dsimmerly
Pro I
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  • Pro I
  • 114 replies
  • 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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