Acumatica Outlook Plug-In vs. Exchange Sync

Posted by Mike Aichinger on October 11, 2017


Email.  We live in it, well at least I do.  Being able to do more work within my email system is a good thing.  Acumatica now lets you do just that.  With the new Outlook Plug-In, you can:

  • Look up a sender
  • See history with a sender
  • Create new contacts
  • Mark leads & opportunities

All without ever leaving Outlook.  On the other hand, Acumatica also can be set up to do all the Outlook synchronizing, behind the scenes, requiring no end-use intervention.  So which should you use?

Acumatica options to work with Microsoft Outlook

It’s your choice - you can use the Outlook Plug-In, implement the Exchange Sync, or use both. 

What should I use?

Here are the nitty gritty details so you can decide what’s best for your business.

First, let’s get the cost out of the way:

  • The Acumatica Outlook Plug-In is included with the Acumatica CRM module.  All you need to do is a little configuration.
  • The Acumatica Exchange Sync costs around a few thousand dollars depending on your licensing version.

Second, we need to look at the features of each.  Even though the plug-in is less expensive, there is no automatic synchronizing going on in the background.  For example, to create a contact the user must manually click on that option; whereas, the Exchange Sync will happen automatically in the background and for all contacts, tasks, and events.

The biggest difference I see is with the Outlook Plug-in, you have to click, but you get that friendly right-side column.  The Exchange Sync just happens in the background.  There is no user intervention needed. 

I guess it comes down to your business and how you work.


Examples of the Outlook Plug-In

From any email, click on the Acumatica button on the top toolbar.  This brings up a right side column with easy, 1-click actions that are instantly saved into your Acumatica database.  For example, if the email sender is not found in Acumatica, you can create a lead or contact within Outlook.

 

If the sender is already in the system, you have options to view information, create a case, or new opportunity.

 

Want more information? 

Here’s a 2 minute video on the Outlook Plug-In.  Or send us an email at Sales@Crestwood.com and we can give you more specifics to help you decide what’s right for your business.


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