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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Daniel Argus is NFP Division Manager at EBS. Daniel has extensive experience with Microsoft Dynamics 365 Business Central and Dynamics NAV implementations, providing training to multiple users and onsite support and guidance.