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.

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.

For the add-in to function correctly, the following prerequisites must be completed:

• Pop-ups must be enabled in your browser.
• You must be granted sufficient access rights to view the Outlook Add-In (OU201000) form, which is located in the Hidden folder of the site map.

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.

The Acumatica add-in for Outlook requires that your MYOB Acumatica instance is hosted over HTTPS. For more information, see Setting Up an HTTPS Service in Web Server (IIS).

Additional Prerequisites with the New Outlook for Windows

The Acumatica add-in for Outlook may be used with the new Outlook for Windows if the following additional steps have been performed:

• By end users: The Turn on optional connected experiences check box has been selected in the new Outlook app settings at the following path: Settings > General > Privacy and Data > Privacy settings > Turn on optional connected experiences.
• By system administrators: Settings in the web.config file, which is located in the application instance folder, have been modified as described below.
  Attention:

  Instructions below are applicable to an application server only with .NET Framework Version 4.7.2 and later.
  Attention:

  The line numbers in these instructions refer to the lines of the web.config file prior to any modifications.
  Attention:

  When an administrator saves changes to the web.config file, the website is automatically restarted. All users must be warned about the restart beforehand so that they can save their work.
  1. In line 97, the text in bold has been added to the <formsAuth> tag of the <px.core> section.

     <formsAuth loginUrl="Frames/Login.aspx" timeout="60" requireSSL="true" />

  2. In line 155, the text in bold has been added to the <sessionState> tag of the <system.web> section.

     <sessionState cookieSameSite="None" cookieless="UseCookies" mode="Custom" 
     customProvider="PXSessionStateStore" timeout="60" 
     sessionIDManagerType="PX.Owin.SessionIdManager, PX.Owin">

  3. In line 216, in the <system.web> section, the following line has been added:

     <httpCookies sameSite="None" requireSSL="true" />

     Attention:

     When inserting the line, pay attention to the following:

     • The first two occurrences of <system.web> (in line 64 and 103) located within the <location> tag are not the needed sections.
     • The new line must be added before the <compilation> tag.
     • The line must not be duplicated; otherwise, a compilation error may occur when the site is restarted.