Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
See how you can manage customer communications more efficiently by working directly from your Outlook inbox. This video walks through how the Dynamics 365 Business Central Outlook add-in connects your email activity with real-time customer data, giving you immediate visibility into account details, transaction history, and outstanding balances, all without switching systems.
You’ll also learn how to create and send customer reminders with just a few clicks, using built-in tools like Contact Insights and configurable reminder templates. By streamlining follow-ups and centralizing information, this approach helps teams stay on top of overdue accounts while maintaining consistent and professional communication.
In this video you’ll learn:
How to access customer details, transaction history, and aging data directly within Outlook
How to create and customize reminders for overdue invoices using Business Central
How to send reminders efficiently using templates and integrated email functionality
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