esOutlook add in

The esOutlook add in integrates seamlessly into MS Outlook Version 2010 or above.

Email processing

  • Incoming and outgoing emails can be transferred as contact entries into eserp with a single click. The contact persons are either detected automatically from the email address or can be assigned manually. The main process can also be assigned manually.
  • Incoming and outgoing emails can be imported into the system as service calls.
  • If an email has been imported successfully, you can switch from Outlook to the corresponding process at any time. The process will be opened in the corresponding esweb mask.

Contact person synchronization

  • Outlook contacts can be transferred into eserp as contact persons.
  • Selected contact persons can be transferred from eserp into Outlook as contacts.
  • Changed contact person data in eserp are transferred to the Exchange server and are available in Outlook, iPhone and other Exchange address book clients.

System requirements

  • The general System requirements apply
  • VSTO (Visual Studio Tools for Office Runtime) version 4.0 or above

Service requirements

  • esweb for eserp Version 1.0 or above

    Server feature WCF services -> HTTP activation is required.

  • Additional licenses: esweb Office, esweb Contact, esweb Helpdesk*

  • The esBusiness server service must be set up and active for uploading documents. A document path setting is also required.

  • In addition to the installation of the esBusiness server, make sure that the service users using it have the corresponding user rights: see also System requirements.

*Only required if Service call functionality is used.