{"id":8095,"date":"2019-04-30T16:19:09","date_gmt":"2019-04-30T16:19:09","guid":{"rendered":"https:\/\/rax-stg-wp-aws.com\/blogs\/cloud-for-customer-integration-with-outlook\/"},"modified":"2026-11-03T19:29:25","modified_gmt":"2026-11-03T19:29:25","slug":"cloud-for-customer-integration-with-outlook","status":"publish","type":"blogs","link":"https:\/\/www.rackspace.com\/en-gb\/blogs\/cloud-for-customer-integration-with-outlook\/","title":{"rendered":"Cloud for Customer integration with Outlook"},"content":{"rendered":"

Introduction<\/strong><\/p>\n

This blog covers the Outlook add-in feature and discusses step-by-step instructions to integrate Outlook with C4C. The add-in is available in the download link of the C4C application.<\/p>\n

SAP\u00a9 Hybris Cloud for Customer (C4C) is a cloud-based solution for effectively managing customer sales, customer service, marketing activities, and customer relationships. SAP C4C is a Software as a Service (SaaS) platform for sales and services.<\/p>\n

C4C includes out-of-the-box integration with Microsoft\u00a9 Outlook\u00a9, which helps business users to manage contacts and email activities
\nto synchronize from Outlook.<\/p>\n

Note<\/strong>: This add-in is available for the Outlook client only. Default add-ins are available in C4C, based on the client’s requirements.<\/p>\n

Prerequisite: Fine-tune configuration<\/strong><\/p>\n

Before we enable the Outlook integration, we need to fine-tune the business configuration by executing the following steps:<\/p>\n

1. Go to Business Configuration>Implementation Projects>Open Activity List<\/strong>.
\n2. Select the Fine-Tune<\/strong> tab.
\n3. Add Activities<\/strong> to the solution as shown in the following image:<\/p>\n

\"c4c<\/p>\n

 Install the C4C Outlook add-in <\/strong><\/p>\n

To integrate C4C with Outlook, perform the following steps:<\/p>\n

1.    Close Outlook.
\n2.  Login into C4C and navigate to Downloads<\/strong>.
\n3.    Click Add-in for Microsoft Outlook<\/strong> as shown in the following image:<\/p>\n

\"c4c<\/p>\n

After the successful installation of the Outlook add-in, the following tabs are available in the toolbars for each activity type: <\/p>\n

\"c4c<\/p>\n

Perform the following steps to enable the Outlook integration features:<\/p>\n

1. Choose Tools>Trust Center<\/strong> and select Add-Ins<\/strong> from left-hand panel.
\n2. Select SAP Hybris Cloud for Customer Add-In for Microsoft Outlook<\/strong>.
\n3. Select Manage: Disabled Items<\/strong> and click Go<\/strong>.
\n4. Ensure that you enable any disabled items. <\/p>\n

\"c4c<\/p>\n

Log on to C4C to provide the URL and user credentials in the pop-up window as shown in the following image: <\/p>\n

\"c4c<\/p>\n

To activate the business object synchronization functionality, select View SAP Hybris Cloud for Customer<\/strong> as shown in the following image: <\/p>\n

\"c4c<\/p>\n

 Select Settings<\/strong> from the Outlook menu bar to select the data to synchronize with C4C. The settings are shown in the following image: <\/p>\n

\"c4c<\/p>\n

Select Download Contacts<\/strong> to download and synchronize contacts between C4C and Outlook. <\/p>\n

 Select Advanced Settings>Activity <\/strong>to synchronize activities, leads, and opportunities.<\/p>\n

 The C4C Outlook add-in synchronization functionality<\/strong>
\nThe C4C Outlook add-in provides the Add E-mail<\/strong> button, as shown in the following image, so you can synchronize inbound emails to C4C. By using this function, you can track email as business activities, generate reports, and possibly identify new business opportunities.<\/p>\n

\"c4c<\/p>\n

Similarly, the add-in enables you to add appointments, tasks, and contacts as shown in the following images: <\/p>\n

\"c4c<\/p>\n

\"c4c<\/p>\n

 <\/p>\n

\"c4c<\/p>\n

To download and activate automatic synchronization of contacts between Outlook and C4C, choose Tools > SAP Cloud for Customer Add-In Settings<\/strong> in Outlook and check the options as shown in the following image:<\/p>\n

\"c4c<\/p>\n

 You can select the following business object types for automatic synchronization::<\/p>\n