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We have between 30-50 Users setup in Acumatica, and we would like to start using the email capability and the CRM capabilities. But we also use Office 365 for email, and we aren't trying to take people out of outlook or their mobile mail apps either. I know that Acumatica has the system email accounts, but we aren't as excited about the idea of sending out emails from role based email addresses. Has anyone tried setting up and integrating dozens of office 365 email accounts for their users, and would you recommend this as a viable option?
Additionally, i know there are outlook plugins that will allow a user to tag an item to get it into the ERP, but does anyone know if there is support (even if 3rd party) to allow a user to bcc an email address that will allow for the outgoing email to end up in Acumatica associated with the correct contact? I know many other crm SAAS services have such a feature, so wondering if this is exists.
Any insights would be greatly appreciated.
Cory,
On your bcc question, I can't see how that would work in Acumatica unfortunately. I've used the feature where Acumatica reads incoming email and it would see it coming from you, not from the cc'd email address which I think is what you're trying to accomplish.
Cory,
Did your company end up making a decision on this?
Nic
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