The Microsoft Outlook integration in Dynamics 365 Business Central, enables users to access Dynamics data and manage business interactions directly in Outlook. It is a useful feature designed to help improve user productivity.

With the Outlook add-in, you can see financial data related to customers and vendors, as well as create and send financial documents.

Once setup, a user can initiate functions in Business Central from Outlook 365:

  • Get financial insights related to customers and vendors
  • Create documents such as quotes, orders and invoices
  • Use the document finder functionality to approve workflows from within Outlook.

 Watch this short video, where Dan Argus demonstrates how to install and utilise this functionality.

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