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Ettlingen 2017-12-11
anthesis CRM Boosterfor SAP Business ByDesign
Outlook Add-In SAP SE / anthesis GmbH
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SAP SE
Automatic Mail AssignmentCustomer, Contact, Campaign, Leads, Opportunities,
Sales Quote, Sales Order, ProjectsCustomer, Contact, Campaign, Leads, Opportunities
Service RequestsCreate Create, Update, Automatic Subject Assignment
Synchronization
Customer, Contact, Events, Calender, Tasks Customer, Contact, Events, Calender, Tasks
Supported Outlook Versions
2007, 2010, 2013 2010, 2013, 2016, Office 365
anthesis GmbH
Custom Rules
Upload-Queue for specific Upload
Integrated Sidebar with Customer Informations
Creating Customers and Contact Persons
YOUR ADVANTAGES WITH OUR SOLUTION
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▪ Convinient integration of Mails, Service Request, Appointments, Tasks andMaster Data
▪ Quick-View customer informations
▪ Consistant mapping in Microsoft Outlook and SAP Business ByDesign
▪ Reduced workload, as well as minimization of the error sources by the automaticsynchronization of information
IMPLEMENTATION ANTHESIS – CONNECTION
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Mail links are determined with the help of the mail domainand the mail name
IMPLEMENTATION ANTHESIS– MANUAL PERMANENT CONNECTION
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▪ The user desides for a suggestion
▪ Suggestion is saved local (Outlook Database / Cache)▪ Optional
▪ Higher Performance
▪ If another mail from the same recipient is received, the correct SAPBusiness ByDesign master data record can be assigned automatically▪ Rules
IMPLEMENTATION ANTHESIS - SIDEBAR
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▪ Overview SideBar with all relevant information of the selected mails
▪ Data is loaded directly from your SAP Business ByDesign without further delay
▪ Drag & Drop Mails directly into theSideBar
IMPLEMENTATION ANTHESIS – ASSIGNMENT
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The assignment is made via a drop-down box
IMPLEMENTATION ANTHESIS – ICONS
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Mails are located in thequeue and can beuploaded
Mails have beensuccessfully uploaded
IMPLEMENTATION ANTHESIS – QUEUE
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Uploads are collected in a queue and can be uploaded asrequired in batch processing
Mails sorted by company
Selective upload and edit
Areas of Action
IMPLEMENTATION ANTHESIS – RULES
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User defined settings for rules can be made at any timeand completely uncomplicated
IMPLEMENTATION ANTHESIS – CREATE CUSTOMER AND CONTACTS
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Customer and Contacts
can be created in
Microsoft Outlook for
SAP Business ByDesign.
IMPLEMENTATION ANTHESIS – OFFLINE-AVAILABILITY
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▪ Receiving a new mail
▪ Synchronize with the local Outlook database
▪ Storage in local queueAssignment possible
Yes No
Assign?
IMPLEMENTATION ANTHESIS – SYNCHRONIZATION
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Select synchronization
Countdown till the nextsynchronization starts or start
a manual synchronization
Directories that aresynchronized with SAP
IMPLEMENTATION ANTHESIS – SERVICE INTEGRATION
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▪ Service tickets can be generateddirectly from Outlook in SAP
▪ Existing SAP service tickets canbe updated from Outlook
▪ If the mail subject is correctlyformatted, ticket updates areautomatically made through theadd-in
TECHINCAL IMPLEMENTATION
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The implementation is carried out for all current Outlook versions▪ Outlook 2010
▪ Outlook 2013
▪ Outlook 2016
▪ Office 365
Technical Details▪ C# Development
▪ Local Outlook Database (sqlite)
Interface to SAP is provided via standard and individually developedWebServices (via SAP Cloud Application Studio)
CUSTOMER INFORMATION
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Possible customers / industries for the Outlook Add-In▪ All industries
▪ All SAP Business ByDesign Customer
Customer requirements▪ User needs a Microsoft Windows installation
▪ User needs a Microsoft Outlook installation
▪ Supported Versions: Office 2010, 2013, 2016, 365
▪ SAP Business ByDesign System / User
CUSTOMER INFORMATION – PRICE
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No 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.
© 2017 anthesis GmbH. All rights reserved
anthesis GmbHZehntwiesenstraße 33b76275 Ettlingen
T +49 7243 605 97-0F +49 7243 605 97-11www.anthesis.de
THANK YOU
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Michael Kaupp
Head of Development
