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anthesis Outlook-Add-In (EN)
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Transcript of anthesis Outlook-Add-In (EN)
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anthesis Outlook Add-Infür SAP Business ByDesign
Ettlingen 09.02.2016
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Assignment of E-Mails in SAP Business ByDesign to:• Customers, Contacts, Campaigns, Leads, Opportunities, Sales Quotes, Sales Orders, Projects
User specified rule engine for automatic mail assignments
Full service integration for service requests in SAP Business ByDesign
Bidirectional synchronization for Customers and Contacts between Microsoft Outlook and SAP Business ByDesign
Bidirectional synchronization for Calendar-Items and Tasks between Microsoft Outlook und SAP Business ByDesign
Upload-Queue for specific Uploads
Offline availibility
Customer Requirements for an Outlook/ByD Integration
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Comfortable integration for Mails, Meetings, Tasks, Customers, Contacts and Service-Requests
Quick-View on Customer details
Consistent mapping between Microsoft Outlook and SAP Business ByDesign
Automatic synchronization leads to reduced manual effort and minimized sources of errors
Benefits of the anthesis Oulook Add-In
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Intelligent suggestions based on the mail sender address and domain for auto-assignments and customer quick views
Umsetzung anthesis – die Verknüpfung
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Based on the suggestions, the user select connected business data like customer, contact or business transaction documents
The decision gets stored locally (Outlook database / Cache) optional higher performance
From now on further e-mails of the same sender can automatically be assigned to the appropriate SAP Business ByDesign master data record rule engine
anthesis Implementation – Mail usage
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The SideBar provides all relevant customer information of the selected mail in Outlook
Corresponding data will be retrieved directly and instantly from your SAP Business ByDesign system
Drag & Drop E-Mail directly into the SideBar
anthesis Implemetation - SideBar
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Within the assignment dialog you can assign an e-mail to an endless number of master- or transactional-data records in SAP Business ByDesign
anthesis Implementation – the Assigment
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anthesis Implementation - Icons
This e-mail is assigned to SAP Business ByDesign and stored in the upload queue
This e-mail has been uploaded to SAP Business
ByDesign successfuly
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Automatic or manual assigned e-mails will be collected in the upload-queue and can be uploaded in one go or individually
Anthesis Implementation – the Upload-Queue
E-Mails sorted by company
E-Mails can be uploaded and adapted individually
Action items
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anthesis Implementation – The Rule-Engine
Users can define endless SAP Business ByDesign upload-rules easily on the front-end
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anthesis Implementation – Rule-Engine / Assignments
Auto-Assignment?
yes no
Manual-Assignment?
Receiption of new e-mails
Alignment with the local Outlook database
Store the mail in the upload-queue
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Umsetzung anthesis - Synchronisation
Activate the synchronization
Countdown to the next synchronization / manual start
Folders which gets synchronized with SAP
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Umsetzung anthesis – Service Integration
Service-Tickets can be created directly out of Microsoft Outlook
Existing SAP Service-Tickets can be updated directly out of Microsoft Outlook
If the mail subject is formatted correctly, the Service-Ticket gets automatically updated by the Outlook Add-In
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The implementation will be available for the most current Outlook versions Outlook 2010 Outlook 2013 Outlook 2016 Office 365
Technical details C# Programming Local Outlook database (sqlite)
The interface to SAP is realized using standardized and individually developed SOAP-WebServices (via SAP Cloud Applications Studio)
Technical details
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Roadmap ‘anthesis Outlook-Add-In‘ 2015-2016
Q1 (Jan – Mar 2015):• Conception Phase• Requirements-Engineering• Development Start
Q2 (Apr – Jun 2015):• Development Mail Synchronization• Development Mail Rule Engine• Development Service Integration
Q3 (Jul – Sep 2015):• Pilot Project Start (Service Integration)• Bug Fixing (Service Integration)• Development Start Task Synchronization• Development Start Calendar Synchronization• Development Start Contact Synchronization• Pilot Project Start (Mail Synchronization)
Q4 (Oct – Dec 2015):• Bug Fixing (Mail Synchronization)• Pilot Project Start (Task Synchronization)• Customer Feedback collection
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Roadmap ‘anthesis Outlook-Add-In‘ 2015-2016
Q1 (Jan – Mar 2016):• Finalize: Task Synchronization• Finalize: Calendar Synchronization• Finalize: Contact Synchronization• Pilot Project Start (Synchronization topics)• Development of duplicate checks• Pilot Start (duplicate checks)
Q2 (Apr – Jun 2016):• Customer Feedback collection• Bug Fixing (Synchronization topics)• Development Start Auto-Updater• Pilot Project Start (Auto-Updater)• Development of new customer requirements
Q3 (Jul – Sep 2016):• Finalize anthesis Outlook Add-In• Planning of further integration and
development tasks• Development of further customer requirements
Q4 (Oct – Dec 2015):• Support-Phase
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Customer information
Pricing
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• Possible customers / branches for the Outlook Add-In:• all branches• all SAP Business ByDesign customers
• Requirements on customer side:• User needs Windows Installation• User needs Outlook Installation
• Supported versions: Office 2010, 2013, 2016, 365• SAP Business ByDesign System / User
Customer information
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© 2016 anthesis GmbH. All rights reservedNo part of this publication may be reproduced in any form or for any purpose without the express permission of anthesis GmbH. The information contained herein may be changed without prior notice. anthesis GmbH
Zehntwiesenstraße 31e76275 Ettlingen
T +49 7243 60597-0F +49 7243 60597-11www.anthesis.de
THANK YOU !
Michael KauppHead of [email protected]