Microsoft 365

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With Microsoft 365 you get more than just email and Office apps — you gain a unified cloud platform that keeps your documents, communications and collaboration tools always in sync and instantly accessible. For you as a 3Value customer that runs Acumatica, this integration means you can link Microsoft 365’s familiar tools - like Outlook, Word, Excel and Teams - directly to your Acumatica workflows. That translates into fewer context-switches, seamless sharing of invoices and reports, real-time collaboration across your team and up-to-date data flowing between your business system and your everyday productivity tools. By marrying Acumatica’s powerful ERP features with Microsoft 365’s productivity and collaboration suite you get a connected, streamlined ecosystem that helps your operations stay efficient and your people stay productive.

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INDUSTRY SERVED

Various

Key Features

  • bullet Connect Outlook emails and contacts directly to Acumatica records
  • bullet Create and edit Acumatica documents using Word and Excel
  • bullet Sync files between Microsoft 365 and Acumatica for easy version control
  • bullet Collaborate in real time through Teams tied to Acumatica projects
  • bullet Automate data entry by pulling Microsoft 365 content into Acumatica forms
  • bullet Manage tasks with Microsoft To Do linked to Acumatica activities
  • bullet Store and organize ERP files in SharePoint with secure access
  • bullet Search Microsoft 365 and Acumatica content from one connected workspace
  • bullet Share quotes, invoices and reports with one click from Acumatica
  • bullet Track communication history by linking Outlook messages to customer accounts

About Microsoft

Microsoft is a global technology leader known for secure, reliable platforms that help organizations work smarter. Its cloud services, collaboration tools and intelligent technologies give businesses the stability and flexibility they need to grow with confidence.

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