Requirements and Prerequisites
Software Requirements
You must have an Office365 or Exchange account to be able to use the Acumatica add-in for Outlook.
Other software requirements are listed in the table below.
| Software | Requirements |
|---|---|
| Outlook client | Outlook 2016 or Outlook 2019 with a retail license, Outlook 2021 and Outlook for Microsoft 365 with any type of license, Outlook on the Web |
| Operating system | Windows 7 or later, Windows Server 2016 or later, Mac OS |
| Browser | Safari 9 or later, latest version of Google Chrome, latest version of Mozilla Firefox, latest version of Microsoft Edge |
Prerequisites
The Acumatica add-in for Outlook works only if the Outlook Integration feature is enabled on the Enable/Disable Features (CS100000) form. With this feature enabled, you can install the Acumatica add-in and use it to create and view contacts from an email, log email activities, and attach logged activities to contacts.
If you want to use additional capabilities of the add-in, the following conditions must be met:
- The Customer Management feature must be enabled and the customer relationship functionality must be configured—that is, all necessary settings should be specified and saved on the Customer Management Preferences (CR101000) form and access to necessary entry forms should be granted to users—so that users can create and view leads and opportunities from a mailbox and attach communication activities to the related leads and opportunities.
- The Case Management feature must be enabled so that users can create and view cases and attach logged activities to the related cases.
- The Projects feature must be enabled and the projects functionality must be configured so that users can attach logged activities to the related projects.
- The Construction Project Management feature must be enabled and the construction functionality must be configured so that users can create and view project issues and requests for information and attach logged activities to the related project issues and requests for information.
- The Document Recognition Service feature must be enabled and the accounts payable functionality must be configured so that users can submit PDF attachments to the recognition service and view documents processed by the recognition service.
- Pop-ups must be enabled in your browser.
- You need to have sufficient access rights to view the Outlook Add-In (OU201000) form, which is located in the Hidden folder of the site map.
The Acumatica add-in for Outlook requires that your MYOB Advanced instance is hosted over HTTPS. For more information, see Setting Up an HTTPS Service in Web Server (IIS).