Welcome back for the final post in our blog series exploring the best new features that were added to 5.0. If you’ve been following along over the past few months, I’m sure you’ve come to realize that Acumatica 5.0 is a powerful software solution that gives you all the tools you need to unlock your business potential. In case you missed any of the earlier posts from this series, catch up now by clicking any of the titles in the list below.
- Unlock Your Business Potential with Acumatica Part One: Acumatica 5.0 Gen. Features and Enhancements
- Unlock Your Business Potential with Acumatica Part Two: Acumatica 5.0 User Interface
- Unlock Your Business Potential with Acumatica Part Three: Acumatica 5.0 Single Sign-On (SSO)
- Unlock Your Business Potential with Acumatica Part Four: Universal Search
- Unlock Your Business Potential With Acumatica Part Five: Acumatica 5.0 Business Process Workflow Wizard
- Unlock Your Business Potential with Acumatica Part 6: Financial and Distribution Features
- Unlock Your Business Potential with Acumatica Part 7: Mobile Apps
- Unlock Your Business Potential with Acumatica Part 8: B2B Portal
Acumatica 5.0 Microsoft Exchange Integration
Microsoft Exchange has long been one of the most popular business email systems on the market. So it stands to reason that many organizations want to be able to integrate it with their customer relationship management (CRM) solutions. Acumatica 5.0 makes this easier than ever, no matter whether you use Office 365 or an on premise Exchange server. You can synchronize a wide variety of data and records, including contacts, appointments, tasks and email which reduces the amount of manual or duplicate data entry your staff must perform. But, it doesn’t stop there. This integration also encourages collaboration by making information that was previously locked away on one or two people’s computers available to everyone throughout the organization. Better yet, all of this can be achieved natively from within Acumatica, no plug-in is required. A few additional features that Acumatica 5.0’s Exchange integration offers:
- Automatic email detection – Don’t lose track of vital conversations. With the Acumatica 5.0 Microsoft Exchange Integration, Acumatica can automatically detect new email conversations and turn them into activities within your Acumatica CRM contact records.
- Worry free two-way synchronization – Edit your contacts, events and/or tasks in Acumatica or your Outlook email, which ever application is more comfortable to you. No matter where the change originates, it will automatically show up in both locations.
- Customizable synchronization policies – Choose the synchronization policies that fit your organization and/or personal needs. Synchronization policies can be set at the user level, giving users the freedom to decide whether they want to sync their appointments, contacts and/or tasks that are flagged with a specific category or saved in a particular folder.
As you can see, the Acumatica 5.0 Microsoft Exchange integration is a powerful tool that can help you and your team communicate more freely and improve productivity. Read the Acumatica data sheet to learn more about these features. If you would like to explore the Acumatica solution in greater detail, please visit this webpage. And should you have any questions about Acumatica and whether it’s right for your business, please leave us a comment below, send us an email or call (336) 315-3935. Our friendly experts look forward to discussing your unique business needs. For those of you who’ve followed us throughout this entire blog series, thank you very much for your time and attention. We hope that you found this information useful, and that you will stay tuned to our blog for more great Acumatica and Microsoft Dynamics related news, tips and tricks.
