In this article, we will discuss steps to Enable Outlook Add-in for Microsoft Dynamics NAV 2017.
This is one of the most requested articles, sorry for the delay and I hope this answers all questions.
Tag Archives: Outlook
Using NAV Outlook Client on iPhone
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.
Sales Quote in NAV from Outlook “after NAV 2016″
Few days ago during the WPC in Orlando, Microsoft has showed one of great news after NAV 2016. You can use NAV directly from Outlook in Office 365 with new NAV Mail Add-in. With this add-in, you will have your NAV pages and data in your mail.
Outlook E-Mail Connector
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?
Send Outlook Mail with different Sender Address
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?
Creating New Entity for Outlook Synchronization in Dynamics NAV
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.
Walkthrough: Synchronizing Information Between Outlook and Microsoft Dynamics NAV
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.