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CRM for Outlook für SAP Business One


CRM for Outlook is an external, multifunctional add-on that links Outlook and SAP Business One functionalities and makes work processes more efficient and easier. Benefit from more efficiency and features that go far beyond sales support!

Integrate SAP CRM in Outlook: Your advantages

  • Better cooperation in sales and across departments
  • Higher productivity thanks to centralisation of data
  • Simple processes without switching to another system
  • Cost and time savings through easy handling

Many self-employed people as well as managers of small and medium-sized enterprises manage their contacts and customer data as well as their e-mail traffic with Outlook. There are some good reasons for this: Outlook is easy to use and widespread, thus eliminating the training period for new employees. In addition, it is already available in many companies as part of the Office 365 package.

To integrate additional functions of the SAP CRM module, the add-on CRM for Outlook is perfect. In this way, you can supplement the basic functions with sales-relevant processes and information.

The data exchange is also bidirectional in every respect, so that updated information and data are returned directly to the SAP Business One CRM module with the add-on. With CRM for Outlook, a wealth of functions ensures the exchange and tracking of master data, activities, tasks, orders and key figures between SAP Business One CRM and Microsoft Outlook.

In addition, the data of your business partners is automatically synchronised between SAP and Outlook on an ongoing basis. We would be happy to take over the SAP CRM for Outlook integration and provide you with detailed information on the application.

Benefit from improved possibilities through SAP Outlook integration

  • The affordable and proven add-on is easy to integrate. SAP CRM for Outlook is your powerful tool for customer care.
  • Users can work with the familiar Microsoft Office 365 environment.
  • An expensive and non-integrated CRM solution with individually programmed interface is no longer necessary.
  • At the same time, documentation in SAP Business One is guaranteed.

Your Benefits with SAP CRM for Outlook

Bright blue digital background

The CRM for Outlook add-on enables users to execute and maintain important SAP functions in Outlook in the areas of sales, support, purchasing and management - directly and easily. Whether e-mails to the team lead or administration of contracts - the features of the SAP Business One Outlook integration offer you many advantages and make management and work processes much easier. CRM for Outlook stands for more efficiency and growing success!

  • Reduce time and costs
    Thanks to the clear structure of the CRM Cockpit in Outlook, employees can quickly call up all important information directly in Outlook. Simultaneous updates in the SAP B1 system save you time and costs.
  • Edit documents together
    CRM for Outlook enables joint editing of contact and business partner data, thus avoiding outdated and duplicate versions. This makes assignment easier.
  • Maintained and always up-to-date
    This way, not only is SAP Business One better accepted and easier managed by your employees, but all your master and contact data is also continuously updated and maintained throughout the company.
  • Work in a familiar environment
    With the SAP CRM for Outlook add-on, users who want to work in the familiar Outlook environment can continue to do so, without neglecting the documentation in SAP Business One.
Infographic - The advantages of the SAP Add-on CRM for Outlook

SAP BUSINESS ONE OUTLOOK INTEGRATION Overview of the add-on's functions

SAP and Outlook inspire together with a multitude of user-friendly possibilities.

Direct and easy business partner management and filing

  • Manage business partners, opportunities, leads, quotes, orders, activities and every contact directly in Outlook. Easily create new sales opportunities in the Sales area.
  • This saves time, because all documents, e-mails, contacts and data are always up-to-date throughout the company, as well as uncomplicated  and available at any time.


Fast and uncomplicated Office integration and application

  • The add-on can be quickly installed in Outlook and integrated into your SAP Business One system - so you are productive with CRM for Outlook in the fastest way possible.
  • Data and documents can be opened in SAP Business One directly from Outlook with one click. This saves time researching the information you need in SAP Business One.

Manage business partners easily with SAP Outlook

Geschäftspartner verwalten in CRM for Outlook
Tracking zu allen Kontakten in CRM for Outlook

Transparency through tracking contacts and sharing activities

  • Link emails directly to SAP Business One records (orders, contracts, activities, etc.) and easily maintain customer history. Via a common timeline, all activities of the processed contact are shared not only with Team Leads, but with every employee.

Maximum user-friendliness through individual customisation

  • Customise the functions to your needs: Customised information from SAP Business One can be displayed directly in the Outlook menu when an email arrives.
  • Custom dashboards facilitate analysis processes and provide a quick source of information for important key figures.

Work in familiar Office 365 application

  • Create and send emails with SAP and Outlook as you always do.
  • The familiar Microsoft Office 365 interface allows users to work with the add-on without extensive training.
The add-on can do even more

Additional features of CRM for Outlook

Further integrations can further optimise your daily work routines with the SAP CRM for Outlook add-on. Benefit from the following additional functions:

  • Manage campaigns and add contacts directly from MailChimp lists.
  • You can call your contacts directly with Skype or Skype for Business .
  • You can view directions on Google Maps.
  • Open business partner websites with one click directly in the default browser.
  • Also view LinkedIn profiles and access them directly in the browser.
  • Easily add profiles for other social networks such as Xing or Facebook.

Do you have questions about CRM for Outlook? As an SAP partner, we would be happy to provide you with comprehensive advice on the application and take care of the integration into your SAP Business One.