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.