Q

Transfer Outlook information to the CRM business workspace

In this expert tip, CRM expert Srini Katta describes how to transfer information from MS Exchange Outlook 2003 to the mySAP CRM 4.0 business workspace.

We are working on mySAP CRM 4.0. We've been asked to bring MS Exchange Outlook accounts (existing e-mail and contacts) to the CRM business workspace or agent inbox without losing personal and shared folders structure and e-mail attachments. We are using MS Exchange Outlook 2003.

I have read about Groupware Integration to establish two-way data exchange between a CRM server and the Outlook calender.

My question is, can our requirement be fullfilled with out-of-box configuration of mySAP CRM 4.0? What might be an appropriate solution and what steps are involved?
Notes: 1. After cutoff, there won't be any data exchange with Outlook.
2. We're not using a mobile scenario.

The following activities are possible:

* Maintain contacts
* Send and receive e-mails
* Personal tasks

MS Exchange connector is a C++ application, usually running as a Windows NT service under a special administrative account. It must be assigned with permissions to read and write into other users' mailboxes and public folders on the MS Exchange server.

You can maintain contacts in the Private and Public Folder and give the Public Folder as a target folder to groupware synchronization.

This was first published in September 2005

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