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User Security - Pitfalls and Tips

Security configuration can be a lot to handle, especially in Acumatica where we can configure user security down to an individual field. This is further complicated by how multiple roles over lap and how unset security setting default. With potentially unlimited possible combinations how can we determine what is the best configuration for us?

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Installing the Acumatica 6.0 Outlook CRM Plug-In


 

INTRODUCTION:

Interested in using the Acumatica CRM Plug-in for Outlook?  This post will show you how to install and use it.

The Acumatica Outlook CRM Plug-In recognizes email addresses and provides you with options to either create the contact in Acumatica or log the activity to a contact, opportunity, or support case.  This is done right from within Outlook Desktop or Outlook Web Access.

Requirements:

Outlook or Outlook Web Access, Office 365 and Acumatica 6.0

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