![]() 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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