This product suite integrates Navision Attain/Financials Customer Relationship Management (CRM) with Microsoft Outlook®. Data is automatically retrieved and sent from Attain/Financials to Outlook, and visa versa. In other words, this is a true two-way integration. Changes can be made in either application and reflected in the other.

The Attain version integrates the following:

• Outlook Emails with Attain Interactions
• Outlook Calendar with Attain To-dos (Meetings)
• Outlook Tasks with Attain To-dos
• Outlook Contacts with Attain Contacts
• Outlook Tasks with Attain Opportunities

The Financials version integrates the following:

• Outlook Calendar with Financials Activities (Meetings)
• Outlook Tasks with Financials Activities
• Outlook Contacts with Financials Prospects/Contacts

How it works, Example

For example, a salesperson enters a to-do in a contact card in Attain or an activity in Financials. Information like the date, time, and duration of the to-do (activity) is entered into a wizard (activity table). The salesperson also enters his or her personal identifier. After finalizing the to-do wizard in Attain/Financials, the appointment is automatically entered into both Attain/Financials and the relevant Outlook calendar.

If the to-do is a Meeting, it will go into the Outlook calendar, as was just described. If the to-do is a Phone Call it will go into Outlook Tasks. All information relating to the to-do (Meeting or Phone Call) is pushed into Outlook - the salesperson now need only go to one place to find the required information.

Truly Two-Way

Continuing with the example: if the meeting is rescheduled in Outlook (dragged, etc.) it will automatically be changed in Attain/Financials. Similarly, if it is changed in Attain, the resulting change will be reflected in Outlook. Either place will have the correct information!

Outlook integration fact sheet for Attain SimCrest

Outlook integration fact sheet for Financials SimCrest