Sending Meeting Requests from SAP Business One, Web Client

Objective

After completing this lesson, you will be able to use SAP Business One, Web client to email meeting requests via Microsoft Outlook.

How to Email Microsoft Outlook Meeting Requests from SAP Business One, Web Client Activity

Once you've integrated SAP Business One with Microsoft 365, you can send Microsoft Outlook meeting requests from SAP Business One, Web client Activity. In this video, you will learn how to send a meeting request to the relevant participants.

The following steps outline the tasks demonstrated in the Emailing Microsoft Outlook Meeting Requests from SAP Business One, Web Client video.

Steps

  1. To email a Microsoft Outlook meeting request, on the SAP Business One home page, choose the Activities tile.

  2. Find the activity that you want to send a meeting request for and choose the arrow to the right of that activity.

  3. Choose the share icon.

  4. From the dropdown menu, select Send Meeting Request. The Outlook calendar opens in a new tab.

  5. From the Outlook calendar, navigate to the date of the meeting. 

Result

The new meeting request is automatically created for the activity. 

Track Meeting Requests in SAP Business One, Web Client

Outlook meeting requests aren’t registered in the SAP Business One Sent Emails Report – only emails are tracked in this report. However, you can track a meeting request in the email log together with all emails sent from SAP Business One.

Steps

  1. From the home page, choose the Analytics group, then choose the User-Defined Queries tile.

  2. Choose the Create button.

  3. Under the General tab, enter a descriptive name for the query.

  4. From the Category dropdown list, select a category.

  5. To request business data from the database tables, enter an SQL Statement. In this example, enter: SELECT *  FROM EML1 T0

  6. In the Columns section, edit the metadata, where required.

    The User-Defined Query Email Log highlighting how to show the email log based on steps three to six in the previous numbered list.

  7. Choose the Preview tab.

Result

You will see the first 1000 query results returned from the database tables.

The User-Defined Query preview result showing the first 1000 query results returned from the database tables.

Note

For more details on how to Create User-Defined Queries, refer to this page in the Help Portal.

Summary

  • Meeting requests can be emailed directly from SAP Business One, Web client after Microsoft 365 integration.
  • Activity details automatically populate the Outlook meeting request, including participants and meeting location.
  • The meeting request is created in Outlook with a link back to the SAP Business One activity.
  • Meeting requests are not tracked in the Sent Emails Report but can be found in the email log together with all emails sent from SAP Business One.

Learning

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