Enabling E-mail Logging Between an ERP System and Outlook 365

Platform
Microsoft 365
Business Category
Software

The customer

24SevenOffice was the first European firm to provide 100% cloud-based enterprise resource planning (ERP). Established in 1997, the company serves 42,000 organizations worldwide. At the core of 24SevenOffice’s flagship ERP platform lies an advanced accounting system integrated with 200+ third-party services.

The problem: Manual e-mail logging

As part of their daily routine, managers communicated with clients via e-mail and then had to log the necessary customer information into the ERP system. Constantly switching between an ERP account and an e-mail service during a busy working day was inconvenient, tiresome, and unproductive.

Aspiring to automate logging, as well as achieve traceability and transparency of communication, 24SevenOffice wanted to integrate its ERP system with Outlook 365.

The solution

Making use of Outlook add-ins, Brimit developed a custom integration solution that allows for logging e-mails and events. This new add-in extends the default functionality of Outlook and enables managers to log an e-mail or an event into the ERP system. The solution offers users several other options in addition to its main functionality. For instance, it is possible to log an e-mail into various projects or accounts, as well as view a list of all the unlogged e-mails. The add-in also enables users to search for ERP accounts and projects directly from Outlook and switch to them immediately.
24SO UI cleaned

The result

In partnership with Brimit, 24SevenOffice automated standard e-mail logging by developing a custom integration add-in for Outlook 365. This enabled traceability and transparency of communication, and did away with the inconvenience of logging information manually.

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