You can create the following financial documents: There is also functionality available that allows you to create financial documents to send out to customers and vendors from directly in Outlook. You can also create brand new contacts and edit the details of existing ones, which will sync to Business Central. You can get into details about your contacts and quickly access relevant statistics, helping you understand the financial history before creating any documents. Contact insightsĬontact insights allow you to access, create and edit your contact data from Business Central in Outlook. Now that the add-in has been installed, you can seamlessly connect to your Business Central data to get financial insights related to customers and vendors, as well as creating documents such as quotes, orders and invoices directly in Outlook. Restart your Outlook client and you should notice a new Business Central tab on the Ribbon.
Click finish to complete the add-in installation.Ħ. My Organisation – installs the add-in for everyone in your organisations’ Outlook client.Ĥ. You then have the option of sending yourself a sample email to check that it is set up correctly.ĥ. My Mailbox – installs the add-in for just your Outlook client. You can access it through the ‘Setup & Extensions’ menu or using the ‘Tell Me’ functionality.Ģ. Navigate to ‘Set up your Business inbox in Outlook’, click next on the menu.ģ. When asked ‘Do you want to set up the add-ins for your organisation or only you?’ Select which way you want to set up the Outlook add-in. Log into your Microsoft Dynamics 365 Business Central instance and head to ‘Assisted Setup’. In this blog post we will be going through each step of installing the Outlook add-in in Microsoft Dynamics 365 Business Central and showing the functionality it provides within Outlook. With the Outlook add-in, you can see financial data related to customers and vendors, as well as create and send financial documents. It is a very useful feature that Microsoft introduced to help improve productivity for users. Microsoft introduced the Outlook integration in Dynamics NAV 2015, allowing users to access Dynamics data and manage business interactions from directly in Outlook.
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