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With the activation of the OneDealer DSW Office add-in while reading an email from a customer, users are able to login, through their Outlook application, to the relevant DSW account they possess and the add-in will display directly any entities (Business Partner, Contact Person, Leads, Opportunities, Purchase Leads) related with this customer. If there are no entities at all, the user has the opportunity to create the customer as Business Partner directly from within the add-in page, with the minimum data provided from the customer email and without the need to switch into the DSW application.
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Upon receiving an email, click on the email, select the three dots (...) at the right and then choose OneDealerDSW
Use the personal user credentials and select the relevant company to login.
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Login to the personal Outlook account related with your work account. If your Outlook email is matching the DSW login email, the OneDealer DSW add-in gives the opportunity for an automatic pre-fill of data during the login step.
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Click on "+ Add a custom add-in" and click on "Add from file".
Click on this:
to download the xml file.
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