The document discusses integrating Acumatica with Exchange Server to enable synchronization of email, contacts, calendar, and tasks between Outlook and Acumatica. It provides an overview of the deployment process which includes deploying Exchange Server, creating a system account, configuring synchronization policies and schedules, and ensuring user accounts match between Acumatica and Exchange. Several demo scenarios are presented to illustrate inbound/outbound email, contacts, tasks, and calendar event synchronization between Outlook and Acumatica both on desktop and mobile devices.

1. Exchange
Integration in
5.0
Doug Johnson
Sales Engineer
Better
Faster
Stronger
Version 5.0

2. Deployment

3. Mailing Overview
• Without Exchange
• POP/IMAP integration
• With Exchange
• Sync with Outlook
• Email, Contacts, Calendar, Tasks

4. Deployment Process – Exchange
Server
Deploy Exchange Server
• Option 1: install server
– On-premises
• Option 2: Office 365
– Cloud based
No Plug-In Needed

5. Deployment – System Account
Create System Account
in Exchange
• Needs to be able to
access all user folders
• Called “delegating
access” in Exchange
terminology

6. Deployment – Add Exchange Server
Exchange Server
Configuration
• Review options
– Account
– Initialize account
– Batch sizes

7. Deployment – Add Sync Policies
Synchronization Policies
• Options
– Sync Direction
– Categories
– Email vs others

8. Deployment – Sync Schedule
Synchronization Process
• Scheduling
– Frequency options
– Policy options
– Data usage

9. Deployment – Users
• Acumatica ERP
• Employees
– Ensure that employee
email matches Exchange
email
• Outlook
– New folders created
automatically

10. Demo Scenarios

11. Scenario 1: Inbound Email
Receive Email from ERP Contact in Outlook
• Drag to Acumatica folder
• Sync occurs in background
• Connects from email address to contact in Acumatica

12. Scenario 2: Outbound Email
Send Email from Outlook to ERP Contact
• Drag to Acumatica folder
• Sync occurs in background
• Connects to email address to contact in Acumatica

13. Scenario 3: Contacts
Create new contact in Outlook
• Flag for Sync using categories
• Sync occurs in background
• Assigns owner in Acumatica
• Change data in Acumatica
• Automatically updates Outlook
• Start with contact in Acumatica
• Sync occurs from Acumatica to Outlook

14. Scenario 4: Tasks
Create new task in Acumatica
• Syncs with owner’s Exchange/Outlook
• Changes made in Outlook transfer to Acumatica
Create new task in Outlook
• Flag for Sync using categories
• Sync occurs in background
• Assigns owner in Acumatica
• Change data in Acumatica
• Automatically updates Outlook

15. Scenario 5: Calendar Events
Create new event in Outlook
• Flag for Sync using categories
• Sync occurs in background
• Creates event in Acumatica
• Change data in Acumatica
• Automatically updates Outlook
• Start with event in Acumatica
• Sync occurs from Acumatica to Outlook

16. Mobile Device Strategy
No plugins required – utilize Exchange sync
• Manage your sync settings on your device

17. Scenario 6: Mobile Email
Show mobile scenarios on Android device
• No categories on the mobile device applications

18. Scenario 7: Mobile Contacts
Create a contact on Android device
• Create new contact, sync
• Show contact in Acumatica

19. Scenario 8: Mobile Events
Create an event on Android device
• Create new event, sync
• Show contact in Acumatica