Set up MYOB Add-in in Outlook

MYOB Advanced allows interaction with Microsoft Outlook by way of an Add-in that you set up in Outlook

Purpose

This article provides instructions on how to install the MYOB Advanced add-in and utilise the functionalities within Outlook to interact with MYOB Advanced.

With this feature, you have the ability to create and view contacts from an email, log email activities, and attach logged activities to contacts in MYOB Advanced.

Before You Proceed

To install the MYOB Advanced add-in:

• You need an Office365 or Exchange account.
• You need to use the manifest file that contains deployment instructions. The system generates a manifest file individually for each user. 
  
• Make sure Outlook Integration feature is enabled on the Enable/Disable Features (CS100000) form.
• Pop-ups must be enabled in your browser.
  

Software requirements are listed in the table below:

Download the Add-in File

Before you begin installing the add-in:

1. Sign in to your MYOB Advanced.
2. Click on your login at the top right-hand side and click My Profile.
   
   
   Your profile screen (SM203010) opens.
3. Click the Email Settings tab.
4. Click the Download Outlook Add-in Manifest link.
   

Install Add-in

To install the add-in, you need to sign in to your mailbox at Outlook and upload the add-in manifest. In Outlook Info, do the following:

1. Click Settings > Manage add-ins > Add from a file.
2. Specify the location of the add-in manifest file, and then click Next to confirm the selection.
   
3. Click Install.
   
   The installation of the add-in starts automatically.
   When the add-in is installed, the MYOB Advanced ribbon button is created in Outlook. The button is available both in the desktop client and in Outlook on the Web. You use this button to activate the add-in.

Available Actions

• Create and view leads and opportunities from a mailbox and attach communication activities to the related leads and opportunities.
  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 screen  (CR101000) and access to necessary entry forms should be granted.
• Create and view cases and attach logged activities to the related cases.
  The Case Management feature must be enable.
• Attach logged activities to the related projects.
  The Projects feature must be enabled and configured.
• Create and view project issues and requests for information and attach logged activities to the related project issues and requests for information.
  The Construction Project Management feature must be enabled and configured. 
• Submit PDF attachments to the recognition service and view documents processed by the recognition service.
  The Document Recognition Service feature must be enabled and the accounts payable functionality must be configured. 

For example:

\When you click on an email, and then the MYOB Advanced button, if the contact already exists in MYOB, you will have the following options:

If the contact does not exist in MYOB, you will have the following options:

Update Add-in