In the fast-paced world of business, every second counts. Data updates and entries are one of the critical parts of every workflow. They are time-consuming and slow down operations, if not managed properly. Understanding this challenge, we are thrilled to announce QuickEdit — QuickEdit feature for data tables in Acumatica ERP Dashboard’s Generic Inquiry Screens.
Learn more about Acumatica ERP – Generic Inquiry Screens
QuickEdit: Simplifying Data Updates in Acumatica Dashboard Data Tables
While the basic features of syncing contacts, emails, tasks, and events are essential, we’ve added some advanced capabilities to make this integration even more powerful.
Here’s how our advanced integration stands out:
Category Synchronization
Category: The category of the Event.
In Acumatica, categories can be predefined with color codes. The event categories and highlighting can help users easily identify the importance of the event. Our integration allows you to synchronize these categories seamlessly between your Acumatica ERP system and the categories in the email template of Microsoft Exchange. This ensures that your data is categorized accurately across both platforms, providing a sense of order and allowing your business processes to run more smoothly.
Related Entity Type Synchronization
Related Entity Type: The type of the entity that is associated with the Event.
The users can select the entity types related to the event from a predefined list such as AP Documents, Appointment, AR Invoice/Memo, Lead, Contact, etc. Our customization allows you to synchronize entered and updated related entity types across both platforms. This eliminates manual data entry, minimizes errors, and increases productivity.
Related Entity Synchronization
Related Entity: The entity of the selected type that is associated with the activity
Also, an introduced Related Entity synchronization allows you to synchronize the related entities into Acumatica and Microsoft Exchange. This also ensures the right entity is synced between both platforms, maintaining data integrity and streamlining workflow.
Deleted Events Synchronization
An often-overlooked aspect of integration is how to deal with deleted events. Let us help you with event synchronization even for deleted events between Microsoft Exchange and Acumatica ERP. This ensures that cancellations or deletions are reflected across both systems, keeping your records up-to-date and preventing discrepancies.
Why Choose Envinse’s Customized Integration?
Custom Setup:
Our integration can be customized to meet the unique needs of your business. We have developed this customization right from scratch with features that will complement your workflow and ensure smooth communication between Acumatica and Microsoft Exchange (Office 365).
Boosted Efficiency:
Automation of data synchronization and removal of manual updates make this integration more efficient, allowing your team to focus on important tasks.
Data Accuracy and Integrity:
The advanced selection of features like category and entity synchronization saves you time and ensures that all information is accurate and collected without error.
Continued Support and Flexibility:
We don’t leave you to figure everything out on your own. We take pride in offering continuing customization and upgrades as your business requirements change, our team is always here to help!
At Envinse, together we create customized integration strategies that provide users access to real-time information and leverage the power of Acumatica ERP to provide an integrated decision-making platform that everyone in the organization can share.
We would be happy to assist you whether you seek to improve your existing integration or need a fully customized one.
GET IN TOUCH NOW to explore our advanced Acumatica-Microsoft Exchange Server (Office 365) integration and how it can simplify your business processes.
