You can set up synchronization between Microsoft Dynamics NAV and Microsoft Outlook, so that information about meetings, to-dos, and contacts can be shared between team members and updated across the two products. For example, a salesperson working outside the office can create a new meeting in Outlook in her company’s calendar, and then her manager in the corporate office can see that to-do in Microsoft Dynamics NAV.
t has been a while ago since I last talked about the Outlook Security dialog box in combination with E-mail logging. Now it is time to summarize all what we have up to now since we are a couple of releases later and the classic application server is no longer needed within Dynamics NAV 2013 release.
You can set up synchronization between Microsoft Dynamics NAV and Microsoft Outlook, so that information about meetings, to-dos, and contacts can be shared between team members and updated across the two products. For example, a salesperson working outside the office can create a new meeting in Outlook in her company’s calendar, and then her manager in the corporate office can see that to-do in Microsoft Dynamics NAV.
This video shows the Outlook Synchronization feature in Dynamics NAV 2013. Though the functionality itself did not change dramatically compared to the latest release, some changes were incorporated to better deal with localized releases. This video shows the latest setup instructions including some cool customization tricks that can be used to better use the technology.
ample Implementation of Outlook Inbox Page.
This is Outlook Integration “the other Way”.
Tested with NAV 2013 – should run with 2009 also.
Import the FOB-File and run page 50610. Outlook has to be installed on the Client PC.
Some people asked me to update the original blog posting Outlook Synchronization and baseline implementation for Dynamics NAV 5.0 SP1 and Dynamics NAV 2009 SP1 since Microsoft did release Dynamics NAV 2009 R2. Let’s take the opportunity to mention latest news regarding Outlook Synchronization solution in a complete new blog, specifically written for Dynamics NAV 2009 R2.
During one of the conferences I attended where I spoke about Outlook Synchronization, the request was to talk about the creation of new entities and extending the solution with new fields. Let’s do this now with a new blog. First of all, you need to ensure you have applied latest patches and fixes. For this you can use my earlier blog I created Baseline implementation utilizing Outlook Synchronization in Dynamics NAV 2009 R2, especially we must apply the following code adjustment discussed in the following KB article 2703500 Empty contacts are created in dedicated Outlook Synch folder when you perform the Outlook synchronization in Microsoft Dynamics NAV 2009.
