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How Microsoft Small Business Financials Works with Other Microsoft Products

Integration to Microsoft Office, Microsoft MapPoint, Microsoft Small Business, and Windows Messenger from within Microsoft Business Solutions Small Business Financials North America Edition helps you work smarter and faster. You can extend your functionality within Microsoft Small Business Financials through direct integration to Microsoft products within your daily accounting tasks. The following integration functionality is available in Microsoft Small Business Financials today.
Enter Information Once and Share It Among Applications

Do you use Microsoft Excel to manage your budgets and financial statements, Microsoft Word to send personalized letters to customers, Microsoft Outlook to e-mail pertinent reports to colleagues, MapPoint for obtaining driving directions, and other internal or industry-specific applications to manage other key day-to-day tasks? Microsoft Small Business Financials allows you to keep using those familiar packages, but uniquely integrates all of these applications and data together so you don't have to re-key data.

Microsoft Office Integration

Business Letters

Integration with Microsoft Word lets you generate custom letters for vendor, customer, and employee mailings while working within Microsoft Small Business Financials.
The Letter Writing Assistant within Microsoft Small Business Financials offers customizable Microsoft Word templates for creating and editing customized letters.
The Letter Writing Assistant does a query based on the parameters you choose to produce a list of possible recipients of your letter and allows you to mark or unmark who will get a letter.
SBM Letter Writing 3 screenshot
The letter is printed in Microsoft Word using the template you defined in Microsoft Small Business Financials.
Export to Microsoft Excel
Financial statements export to Microsoft Excel so users can perform advanced analysis quickly and easily, graph, and analyze financial numbers in a familiar environment.
Microsoft Small Business Integration
Integration with Microsoft Small Business Appointment Manager allows your customers, vendors, and employees to schedule business appointments on the Web. Microsoft Small Business Financials allows you to export service items and employee data into Microsoft Small Business, and import your appointments list into Microsoft Small Business Financials to streamline your inventory process. Visit the Microsoft Small Business Center to learn more.
MapPoint
Get directions to a desired destination to a customer or vendor site using MapPoint, without leaving your Microsoft Small Business Financials application.
Windows Messenger
Windows Messenger allows you to communicate instantly with any e-mail address stored in Microsoft Small Business Financials.
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