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FSMinviteOut (FSM → Outlook)

Formerly known as SAP FSM for Outlook (SFFO), this application synchronises Service Assignments and Reservations from SAP Field Service Management Planning Board to Outlook Calendar so that also colleagues without access to SAP FSM have an overview on the availability of Service Teams.

FSMinviteIn (Outlook → FSM)

Available from February 2024, this application transfers Outlook appointments to SAP Field Service Management Planning Board as Reservations, so that Planners have a complete view of Service Teams' availability.

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  • Customer are able to purchase licenses separately for FSMinviteOut and FSMinviteIn depending on their needs.

  • A free-of-charge trial period of 2 weeks is offered for both applications.

  • Please contact us for detailed information on licensing and pricing.

  • Get in touch hello@opusm.ch

Install and Configure

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How to Install and Configure

Installation

  1. In the main menu of SAP FSM (or via the Shell main screen), select ‘Foundational Services’.

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  2. SAP FSM Extension directory opens up. Find FSMinvite on the store.

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  3. Click on the 3-dot menu, select instal and follow the prompt to finish installation.

  4. You have finished the installation step.

Before you start

  1. Go to your account admin space.

  2. Download this Admin Policy Group (also known as User Group) and import it to your account.

    View file
    nameSFFO User Group - December 2021.json

  3. Create an OAuth Client and assign the new Admin Policy Group above to the client in the company of your choice. 

  4. Keep the client id and secret to be used later.

Configuration of your FSMinvite space

  1. Go to SAP FSM main screen on shell (you could do this by clicking on the SAP logo on the top left corner of the screen).

  2. Find a new additional card now available in your SAP FSM for Outlook integration.

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  3. Click on the card and fill in the following information on the FSMinvite Configuration page.

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  4. Status
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    Email addresses of employees in Outlook and in FSM Master Data record must be the same.

  5. After creating a tenant, you will receive a message and your tenant is successfully created.

Choose your appointment types

  1. Go back to FSM shell again. (repeat step 2 of configuration - see above)

  2. Click on the FSMinvite card.

  3. Now, you will see your tenant information, expiry date and the whitelisted email addresses.

  4. Select appointments types of your choise (Absences, Reservations and Activities) to be synchronised to Outlook.

  5. Click Accept Changes.

  6. You are all set.

    image-20240205-212211.png

🔎 Tips

  1. FSMinvite is free to install and use for a test period.

  2. After the trial period; an active SFFO licence is required. For this, please contact us at info@opusm.ch.

  3. Invitations from FSM to Outlook are sent from this email address sffo-noreply@opusm.ch. Please ensure this email address is not blocked by your firewall or spam management policy.

  4. FSMinvite works in the FSM tenants in DE, EU, US and AU clusters.

  5. Although SFFO uses AWS SES and it’s standard verification process, some invitations might end up in the spam folder. To further reduce the chance of invitations ending up in the spam folder we can authenticate your domain - upon your request - with DKIM (see here).

  6. If you require additional email clients to be used (e.g., Lotus, Gmail etc), please contact us at info@opusm.ch.

  7. If you use heavy Business Rules in your FSM tenant which change Activities or PersonResevvations and have a relatively long execution time, FSMinvite may be impacted in rare scenarios. Please contact us if you observe this happening.

Your installation was not successful: Common causes

  1. Status
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    You did not use the Policy Group offered on this page.

  2. Status
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    The Policy Group for the FSM Client is not assigned in the right company.

  3. Status
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    The email address of employees on FSM Master Data record is different to their Outlook email address.

  4. Status
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    Invitation email from FSM is blocked in your SPAM.

🎯 Features

Optional Possibilities

FSMinvite could be adjusted to your needs in your tenant. Please contact us if you have specific requirements. Examples from other customers include the followings.

  • Provide a hyper link to the activity within the Outlook invitation. (Users are directed to the exact FSM activity on mobile or web by a click)

  • Provide contact detail information in the Outlook invitation.

  • Auto delete FSM appointments in Outlook once they are cancelled in FSM. (remove from the calendar directly)

  • Auto accept of FSM invitations in Outlook.

Releases

February 2024

  • Release of FSMinviteIn (Outlook to FSM) PLANNED

November 29, 2023

  • Supporting technicians in FSM assignments are now included in FSMinviteOut

  • Improvements in configuration User Interface

August 24, 2022

  • Authentication of Access to Settings

  • Ability to copy existing template when adding new company

  • Ability to choose whether Reservations, Absences, Activities each get synchronized or not

  • Simplified setup by splitting Installation and Configuration

  • Improvements for stability and security

March 30, 2022

  • Allow whitelisting of email addresses for testing

  • Additional minor bug fixes

February 9, 2022

  • Initial release in SAP Extension Store

🫱 Support

We are always eager to hear from you.

Please get in touch if need assistance, further information or technical support.

info@opusm.ch
Phone +41 71 914 76 76

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