CRM for Outlook

Roadmap 2019 | Q1 v.1.1

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VISION

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DisclaimerThe following information is being shared in order to outline some of our current product plans, but like everything else in life, even the best laid plans get put to rest.

We are hopeful that the following can shed some light on our roadmap, but it is important to understand that it is being shared for informational reasons only, and not as a binding commitment.

Please do not rely on this information in making purchasing decisions because ultimately, the development, release, and timing of any products, features or functionality remains at the sole discretion of Boyum IT Solutions, and is subject to change.

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Product Summary

CRM for Outlook provides instant access to essential information and

makes it easy to perform SAP Business One tasks from within Outlook,

enabling employees from all departments to respond swiftly and

accurately to leads, customers and suppliers.

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SAP BUSINESS ONE

ON PREMISE / CLOUD

MICROSOFT SQL SAP HANA

PROCESS DRIVEN

HOR

IZON

TAL

PORT

FOLI

O

GENERAL PURPOSE

SOLUTION STACK

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PRODUCT VISION

Drive sales growth by providing useful information and increasing productivity

About the roadmapThe purpose of the roadmap is to communicate the direction and planned activities determined by Boyum IT Solutions to add more value to CRM for Outlook. This product roadmap describes the current and future solutions aligning against the business goals to progress over time:

Recent innovations

Where is CRM for Outlook today?

Planned innovations

New features planned for release

Future direction

A proposal for growth throughout the product lifecycle

CRM FOR OUTLOOK

Recent Innovations

Recent innovations Planned innovations Future direction

SBO Supported Objects

Activity enhancements

Service Call enhancements

Add & edit Contact Person

Integrations

Dropbox: Support for handling attachments

B1 MailChimp: Double-opt-in support

General

Support for MS SQL 2017

Outlook Calendar integration (out of beta)

Export document lines (Excel | CSV)

New Documents

Add & edit Sales Orders

Add & edit Sales Quotations

CRM FOR OUTLOOK

User Experience & Usability

Button to suggest features or report problem

Golden arrow navigation to BP and Contacts

Automatically Activity for tracked e-mails

Redesigned settings window

Popular community requests

Recent innovations Planned innovations Future direction

Planned Innovations

CRM FOR OUTLOOK

Activity Management

“Create activity” buttons

Enhanced SBO Objects Support

Additional SAP fields & tabs

Security

Data ownership

General

Microsoft Outlook 2019 support

User Experience & Usability

User interface redesign

Grids & UDF settings

Enhanced navigation

General usability improvements

Popular community requests

Recent innovations Planned innovations Future direction

Planned Innovations

CRM FOR OUTLOOK

Feature Description Value

Microsoft Outlook 2019 support Support for Microsoft Outlook 2019 Allow customers to use the latest Microsoft Outlook version available.

User interface redesignUpdated user interfaces for integrated objects, as already in place for Activities, Sales and Purchase Documents.

Pleasant use of the system by having attractive and organized user interfaces.

Grids & UDF settings Choose columns and UDFs to display and set their visualization order.

Increased productivity by displaying information according to individual user needs.

Enhanced navigation UI controls to browse data records and links to navigate across different objects. Increased productivity by enabling easy access to information.

Recent innovations Planned innovations Future direction

Planned Innovations

CRM FOR OUTLOOK

Feature Description Value

General usability improvements Product usability improvements. Allow users to efficiently achieve their goals and reduce the time they need to spend seeking support or looking at documentation.

Additional SAP fields & tabs Include additional SAP fields and tabs for supported documents and records.

Improved business process coverage by allowing users to create complete documents, including relevant data to additional fields.

Data Ownership Support data ownership for documents and BPrecords.

Enhanced security and privacy, by inheriting SAP Business One data ownership rules.

“Create activity” buttons Buttons to easily create activities from a Document, Business Partner or Contact Person.

Organization and productivity by having Activities as the core object of CRM for Outlook, creating them from everywhere.

Recent innovations Planned innovations Future direction

Future Direction

CRM FOR OUTLOOK

General

SAP Business One 10.0 Support

Quality improvements

Bug fixing

Technical debts removal

Test coverage increase

Recent innovations Planned innovations Future direction

Future Direction

CRM FOR OUTLOOK

Feature / Idea Description Value Hypothesis

SAP Business One 10.0 Support Support for the upcoming SBO release. Make CRM for Outlook available for SAP Business One 10.0 early adopters.

Quality improvements Fix product bugs, solve technical debts and increase test coverage.

Improved partners and customers confidence by using a reliable and robust solution.

Your voice mattersWe design solutions for people.

Join our community now!

Collaborate with product suggestions

and vote for the feature requests you

most like.

boyum-solutions.com/community

YOUR VOICE MATTERS

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Fernando wants to talk to youLet’s have a talk about:

• Value / Benefits

• Pain points / Challenges

• Trends / Ideas

Fernando AleixoProduct Manager

fpa@boyum-it.com

KEEP IN TOUCH

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You deserve the best from usWe work hard to deliver the best software for you.

Our reward is the benefit you take from the innovations and enhancements we design to make your life better.

So, we only ask for one thing:Keep your software up to date.

It's not every day, so enjoy the ride

1. Go to download.boyum-it.com2. Select your preferred solution3. Download and install the latest package available

Don’t miss the chance! On top of new capabilities, updates contain essential changes to improve the performance, stability, and security of our solutions.

KEEP YOUR SOFTWARE UP TO DATE

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Know what we are working on next• beas Manufacturing

• Produmex WMS

• Produmex Scan

boyum-solutions.com/roadmap

ROADMAPS

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Boyum World Tour 2019We offer implementation workshops for beas Manufacturing and Produmex WMS, beas presales training and

Boyum Horizontal training.

Check out the locations and join us for this exciting knowledge transfer journey.

WORLD TOUR

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CONTACT