This video demonstration covers the following steps:
– the neccessary prerequisites to configure the Outlook Add-in
I held a presentation about features in NAV 2017 and D365 for Financials. When I presented working with NAV 2017 in Outlook, I remembered that I had never show how we can use NAV (or D365 for Financials) in Outlook on the phone. I’m not sure if someone wrote about this and I want to give you some directions about it.
E-mail Import functionality.
Do you want to import e-mails from Outlook into NAV?
Do you want to store documents that your customers and vendors send you in NAV?
Do you want NAV to find the Contact or Job number for you so you can do this quick and efficient?
For sending outlook mails one can use CU 397 and it works fine, if it’s ok to use the standard outlook profile as sender address (“From”). If you want to use a different sender address, then this is not possible.
To get that possibility let’s have a look at the in CU 397 used .net assemblies. There we have especially assembly Microsoft.Dynamics.Nav.Integration.Office. For most cases a nice little thing. But it delivers no possibility to set/change the sender address. So what to do?
This article assumes that the user already had hands on experience on the outlook synchronization with the standard entities in the Microsoft Dynamics NAV.
Consider a scenario of creating an entity for the customer table. Likewise you can create any table as an entity from the Dynamics NAV db.