Adding Appointments for Synchronization
Tip
If you have contact information showing in the SAP Cloud for Customer side pane, you can associate an appointment with an opportunity, lead, or account listed under that contact simply by using drag and drop. The appointment is associated automatically with the lead, opportunity, or account.
If you wish to add an appointment for synchronization and do not have relevant contact information visible in the side pane, proceed as follows:
Note
You can only synchronize appointments for which you are the organizer. If you are a participant, you receive any updates from the organizer's Outlook appointment.
1.
In your calendar in Microsoft Outlook, open an appointment and under SAP Cloud for Customer, choose Add Appointment.
Note
You can add an appointment directly, without opening it, by right-clicking on the appointment in your calendar, and choosing Add Appointment.
Tip
When you create a new appointment, you can synchronize it and send it by choosing Save, Send, and Sync Appointment. This step combines multiple steps, saving you time.
2.
Add a reference to an account, if desired.
3.
Choose Submit.
An appointment activity is created in SAP Cloud for Customer, based on the information in the Microsoft Outlook appointment.
You can open, create, or edit an appointment in SAP Cloud for Customer as well. For more information, see Activities. To synchronize any future changes to the appointment in SAP Cloud for Customer or in Microsoft Outlook, repeat the steps above.
Caution
It is not possible to synchronize recurring appointments.
Tip
If you add or change attendees in an SAP Cloud for Customer appointment, you can send the meeting request as follows:
1.
Ensure that the appointment is synchronized, by repeating the steps above.
2.
Open the appointment in Microsoft Outlook and send the meeting request.
Adding Tasks for Synchronization
Tip
If you have contact information showing in the SAP Cloud for Customer side pane, you can associate a task with an opportunity, lead, or account listed under that contact simply by using drag and drop. The task is associated automatically with the lead, opportunity, or account.
If you wish to add a task for synchronization and do not have relevant contact information visible in the side pane, proceed as follows:
1.
In Microsoft Outlook, open a task in your To-Do List and choose SAP Cloud for Customer Add Task .
In the task details, if you enter a name in the Company Name field, it is used as the account name in the system. Simlarly, if you create a task in the system and synchronize it to Microsoft Outlook, the account name appears in the task details as the company name.
2.
Add an account as a reference, if desired.
3.
Choose Submit.
A task activity is created in SAP Cloud for Customer, based on information in the Microsoft Outlook task.
You can open, create, or edit a task in SAP Cloud for Customer as well. For more information, see Activities.
Note
Future tasks and tasks within the last 30 days are sychronized and appear in Microsoft Outlook. Tasks older than 30 days are no longer synchronized.
Note
If you change a task in SAP Cloud for Customer, the changes are automatically synchronized to Microsoft Outlook within five minutes. However, there is no automatic synchronization if you change a task in Microsoft Outlook that has already been synchronized. In this case, open the task in Microsoft Outlook, make your changes, and then choose Add Task to trigger synchronization to SAP Cloud for Customer.
Adding Appointments, Tasks, and E-Mails with Reference
You can add e-mails, appointments, and tasks with reference to any of your SAP Cloud for Customer accounts, opportunities, or leads. In the steps listed below, an e-mail activity is used as an example, but the steps are similar for all activity types.
Tip
If you have contact information showing in the SAP Cloud for Customer side pane, you can associate an e-mail, appointment, or task to an opportunity, lead, or account listed under that contact simply by using drag and drop. The activity is associated automatically with the lead, opportunity, or account.
If you wish to add an e-mail, appointment, or task for synchronization and do not have relevant contact information visible in the side pane, proceed as follows:
To add an activity with reference to an account or campaign, proceed as follows:
1.
In Microsoft Outlook, to synchronize an e-mail to SAP Cloud for Customer, open an e-mail and under SAP Cloud for Customer, choose Add E-Mail.
2.
Choose Add Reference Account or Add Reference Campaign .
You can also search for another account and add the e-mail with that account as a reference.
3.
An e-mail activity is created automatically in SAP Cloud for Customer under the account that you chose.
To add an activity with reference to an opportunity or lead, proceed as follows:
Tip
To add a reference to an opportunity or lead, you must first add a reference to an account.
1.
In Microsoft Outlook, to synchronize an e-mail to SAP Cloud for Customer, open an e-mail and under SAP Cloud for Customer, choose Add E-Mail.
2.
Choose Add Reference Account .
3.
Add a reference to an opportunity or lead.
When you search for the opportunity or lead, the results list displays the opportunities or leads that are associated with the referenced account.
4.
Select the relevant item from the resulting list.
5.
The e-mail is copied automatically into SAP Cloud for Customer and appears in the opportunity or lead that you selected.
Tip
You can also drag individual e-mails, appointments, or tasks and drop them on an account, lead, or opportunity saved in your shelf to associate the items.
Displaying Synchronized Appointments, Tasks, or E-Mails in SAP Cloud for Customer
1.
In SAP Cloud for Customer, go to Activities.
2.
Choose the Appointments, Tasks, or E-Mails subview.
The appointment, task, or e-mail that you synchronized from Microsoft Outlook appears in SAP Cloud for Customer in theActivities tab.
If you added an account, opportunity, contact, or lead as a reference, it also appears in the item view for that item.