Dynamics 365
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Dynamics
Cloud & Productivity
Discover how to extend the power of Dynamics 365 Business Central directly into your inbox with our step-by-step video on installing and configuring the Outlook add-in.
In this video, you’ll get a high-level look at how the Outlook add-in enables users to access customer and vendor insights, manage documents, and take action, without ever leaving their inbox. Whether you’re in sales, purchasing, or finance, this integration empowers your team to work more efficiently by connecting email communication directly to your ERP data. Watch now to learn what’s required for deployment and what you can expect once the add-in is live.
In this video you’ll learn:
Install and centrally deploy the Business Central Outlook add-in using Microsoft 365 admin permissions
Enable and use Contact Insights to view customer and vendor details directly from Outlook
Create, edit, and manage sales and purchasing documents from your inbox with Document View
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