The SAP Business One Cloud and Microsoft 365 Integration have now made it easier for your teams to remain updated about accounts, finance, stock reports, vendor details, sales reports, and all other details related to business operations.
The SAP Business One Cloud and Microsoft 365 Integration is easy to set up and does not take long to get used to. Therefore, you do not have to spend a long time training your teams to get used to this integrated platform. The platform provides all details regarding business operations on a cloud-based platform.
With the help of this integration, you can now export queries from SAP Business One to Microsoft OneDrive as Word or Excel files. But for this, you do not have to install Word or Excel on your system. Instead, you can access it directly on the integrated platform. This offers greater accessibility and simplifies the whole process for your team. Your team members can access documents by deploying SharePoint and SAP Business One.
Downloading and installing Microsoft Word or Excel onto their systems is no longer essential. This will make it easier for employees using SAP HANA and Excel to run analytics and evaluate business operations.
Features and benefits of the SAP Business One Cloud and Microsoft 365 Integration
1. Offers greater accessibility for all teams
When you have people working from different parts of the world, you need to coordinate all your teams. For that, you need to provide them with proper accessibility and information. In addition, they need to remain updated about all your company’s business operations and business decisions.
As a business manager, you, too, need to have access to real-time data to make business decisions. With the help of SAP Business One Cloud and Microsoft 365 Integration, you can simplify all of these. Your company’s business information will be available on a single platform, and your teams can access this information.
Some of the features of this better accessibility are as follows:
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Better Customer Relationship Management (CRM)
When it comes to making business decisions, you need to know your customer base thoroughly. This can be developed only through better customer relationship management. For a better CRM interface, you have to get a platform that gives you information about your customers and enables you to conduct analytics.
The SAP Business One Cloud and Microsoft 365 Integration are designed to help you develop a better CRM interface. Then, you can assist your customers in selecting the products they require and let your team know what they need. The company’s database can indeed be updated in accordance with customer requirements.
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Making purchases more straightforward
An aspect of accessibility is to make purchasing simpler. It becomes simpler to update the database when you have all the details regarding the investments made and the warehouse details in a single place. You can easily edit the items that have moved in or out of the warehouse. If you are the business manager of an eCommerce platform, this can prove crucial to have an idea of the daily revenue and keep the system updated. It is also necessary to help you evaluate the day-to-day business operations and to make business decisions.
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Understanding the manufacturing end of the system
When making business decisions, it is essential to evaluate the manufacturing aspect. Manufacturing includes forecasting and planning, as based on it, you will be considering your order. You might even have to assess the demands you place on your vendors based on the manufacturing ability of individual vendors. You must also update your teams about the manufacturing abilities of the vendors to help them make business decisions.
All of your teams can quickly export information from Word and Excel to evaluate the data provided across all groups, vendors, and customers. Although different teams share the data, it will be available to all your teams working on similar business operations. As a result, it will help simplify the process of making business decisions, and you will also gain a better purview of your company’s business operations.
Also Read: SAP Business One: Inventory and Warehouse Management Module
2. Document management
The SAP Business One Cloud and Microsoft 365 Integration offers document management when you have multiple teams working on similar business operations. This is necessary to ensure that all members of various teams have similar documents and are aware of how a particular business operation is progressing.
Why cloud-based document sharing is necessary?
- When you have multiple teams working on a similar business operation, they must follow similar versions and operational protocols. For this, maintenance of the documents on SharePoint is necessary. All team members can access these documents, and these can also be printed when required.
- The documents can also be exported to Word. This will make the records easily accessible to all teams.
- If you have any members working remotely, they too can access all the documents related to the business operation. You need not download these documents as they are available online.
- You can also upload these documents on the same platform as the business operations progress. This is absolutely essential for analytics and future decisions. For instance, you need the documents to understand the operational details to evaluate your business decisions and avoid any errors.
Document management is also required to simplify the entire process of running business operations. It will allow your team members to access all the business documents and ensure that they remain updated about any changes that are being made.
Since the SAP Business One Cloud and Microsoft 365 Integration offer document management services, you no longer need to update your team members individually. It will keep the members of your team working on similar business operations updated about the business decisions.
3. More service through an integrated platform
When you choose SAP Business One Cloud and Microsoft 365 Integration, you get more services. Here, you do not have to work on separate forms, management, and tracking to understand business decisions better. Some of the significant services that you will get through the platform are as follows:
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Complete contact information
On a single platform, you will get all the information about the items sold to the customer. You will get the customer details and the product details. You will also get the accounting information on the same platform.
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Service call response
If your company provides any service request or call and you need to have it on a database, you will have this information on the same platform. This is required to assess the effectiveness and performance of your team as well as the response of your customers.
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Developing a database
The platform also helps you create a database essential to running analytics. This will help you with business decisions and your business operations. The database also provides you with all the information that you need about teams and customers, which you will require to meet customer requirements in the future.
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Run analytics
If you have a service-based company, you will have to run analytics on the information you have gathered. For example, to help your customers choose the correct products or services. The report will help you evaluate the customer requirements, which will help you guide them to choose better in the future.
Hence, this integrated platform offers more services that can help you in several ways to improve business operations and make better business decisions.
Bottom line
Thanks to the SAP Business One Cloud and Microsoft 365 Integration, your team members will be able to access your customer base more effectively. Without having to worry about accessibility, they will have access to all of your business activities and business decisions. You’ll gain a better understanding of the teams from other countries as well. An integrated platform can be useful if you have teams working remotely because it eliminates their concern about not having access to information.
Additionally, it gives you a complete view of the business operations and functions of your company. As a business manager, you do not have to worry about business operations, accounting, finance, and documents, as all of these will be available on a single platform. The documents will also be available for printing. You can also export the documents to Word or Excel making it easier for all your team members.
