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Author's profile photo Chandan Bankar

C4C – Outlook Integration Flow

This document will give you the End to End working for SAP C4C – Outlook integration. It mainly focuses on sync from Microsoft Outlook to SAP Cloud for Customer.


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Cheers.

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      31 Comments
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      Author's profile photo Pushkar Ranjan
      Pushkar Ranjan

      Excellent stuff, Chandan. Keep them coming.

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Thanks for the motivation Pushkar. 🙂

      Author's profile photo Former Member
      Former Member

      Good one. Thanks for Sharing Chandan.

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Thanks Prasad. 🙂

      Author's profile photo Former Member
      Former Member

      Hello everybody 🙂

      can you tell me if it is possible to implement customer specific enhancements for the outlook integration?

      If yes, is there any documentation?

      Thank you and BR,

      Roman

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Hello Roman,

      For Outlook Integration with C4C, SAP provides an Add-In which is installed for your MS Outlook. So according to me, enhancing this Add-In might not be possible for us.

      Regards,

      Chandan

      Author's profile photo Former Member
      Former Member

      Hello Chandan,

      thank you for your answer!

      Pushkar can you give me an answer if it possible to enhance the AddIn? Or anybody else from SAP 🙂

      BR, Roman

      Author's profile photo Ankan Banerjee
      Ankan Banerjee

      Hi Roman,

      No its not possible at the moment. What kind of customer specific enhancements are you looking at?

      Regards,

      Ankan

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Thanks for the confirmation Roman. You said,

      What kind of customer specific enhancements are you looking at?

      Does this mean, right now we have at least some functionality that exists to be customized? If so can you please elaborate ?

      Author's profile photo Ankan Banerjee
      Ankan Banerjee

      No, customers/partners can NOT extend the add-in as of today.

      Author's profile photo Ankur Godre
      Ankur Godre

      Hello Roman,

      SAP provides a standard Add-on for integrating Outlook with C4C. This means that the access & rights to change this 'Add-on' reside with SAP. As of today, no partner/customer have access to change the add-on per their custom requirements, however, if there is a critical need for any customer of your, you should raise this with SAP to see if they can push the enhancement with the subsequent Add-on in next releases.

      Hope this helps!

      BR

      Ankur

      Author's profile photo Former Member
      Former Member

      very helpful document!!!

      Author's profile photo MURUGESAN DEVARAJAN
      MURUGESAN DEVARAJAN

      Wonderful document Chandan.

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Thanks Murugesan 🙂

      Author's profile photo Ginger Gatling
      Ginger Gatling

      Hi Chandan

      do you know if we can limit what is synced - so maybe we want to sync up accounts but not activities?

      -ginger

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Hello Ginger,

      For Outlook to C4C, we manually sync the Activities so this can be restricted however I am not sure if this can be restricted the other direction since I see no specific setting restricting it. Moreover this add on must have been designed to sync C4C activities with Outlook and the user can keep the track on their activities simply through their mailing devices. (Remembering the fact users do keep their mobile devices sync with mail box not only to access mails but also their appointments and meetings, this feature of fetching C4C activities should actually facilitate them, just my thought on this 🙂 )

      Regards,

      Chandan

      Author's profile photo Ginger Gatling
      Ginger Gatling

      Thanks, Chandan!!

      Author's profile photo Former Member
      Former Member

      Hi Chandan,

      If I understand correctly, there's no way of restricting the sync as follows: only from Outlook -> C4C and not from C4C -> Outlook.

      In my case, we would like to use the 'notes' field on Appointment for a meeting report, which could afterwards be mailed to specific emailadresses, and can be consulted by C4C-users (summary functionality)

      However, we don't want all invites of the meeting to be able to see the meeting minutes. In the current setup, all invites will see the changes in the notes field in their Outlook meeting request. (due to sync C4C -> Outlook)

      Thx in advance

      Author's profile photo Maddy P
      Maddy P

      Hi Chandan, thank you. 🙂

      Author's profile photo Van Looy Thomas
      Van Looy Thomas

      Thanks Chandan, very handy post!
      Will you be updating this if anything changes in the coming releases, please?

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Thanks a lot Thomas for taking some time to look into this. 🙂

      I will surely edit and add the changes if any in future ... conditions applied, I myself should get some chance to explore those changes!

      Hope you understand.

      Regards,

      Chandan

      Author's profile photo Former Member
      Former Member

      Hi Chandan, I got a question from my customer. They asked if they can set a default due date for their outlook tasks in C4C, like task creation date + 7 days. Is this possible somehow? Thanks, Petra

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Hi Petra,

      Per my understanding this is only possible through the Outlook Add On. I will suggest you to mention this as the suggestion in SAP C4C Idea Place and wait for SAP to respond.

      Regards,

      Chandan

      Author's profile photo Ankur Godre
      Ankur Godre

      Petra,

      In Fine-Tune activity under Business Config ->Implementation Projects, check the below activities to see if your requirement can be met:

      > 'Business Task Management for Overdue Task Activity for Owner'

      > 'Business Task Management for Overdue Task Activity for Processor'

      > 'Business Task Management for Task Activity processor change'

      BR

      Ankur

      Author's profile photo Swapnil Borkar
      Swapnil Borkar

      Hi

      I am getting following error when i try to log on from Outlook Addon.

      Any suggestions on how to resolve this ?

      /wp-content/uploads/2016/04/outlook_925396.png

      Regards

      Swapnil

      Author's profile photo Chandan Bankar
      Chandan Bankar
      Blog Post Author

      Swapnil, seems like you have not scoped in Outlook Integration in project scope. You will have to check in the relevant question for it. Regards,Chandan

      Author's profile photo Swapnil Borkar
      Swapnil Borkar

      That correct . Thanks Chandan .

      Author's profile photo Former Member
      Former Member

      While sync the contact, as our system has the language field as mandatory, the sync is getting failed.

      Even though, I set up the "Language" in the " Personal Fields" section of Contacts @Outlook .. it is not working...

      Any idea ?

      Author's profile photo Ankan Banerjee
      Ankan Banerjee

      This is not supported with the add-in.

      Author's profile photo Natasa Milojevic
      Natasa Milojevic

      Hi all,

      is it really not possible to synchronize the C4C visits with Outlook?

      Thanks,
      Natasa

      Author's profile photo Former Member
      Former Member

      Hello good afternoon,

      I am creating an email from C4C in the tab "activities" of the account, but I do not sync, can anyone help me? Urges me

      Thanks in advance and greetings.