Dynamics 365
Power Platform
Dynamics
Cloud & Productivity
This video takes you inside Microsoft Dynamics 365 Business Central to show how the Outlook integration and Contact Insights feature helps you work smarter from your inbox. With direct access to customer and vendor information, you can provide faster service, reduce time spent switching systems, and keep communications tightly connected to your ERP.
You’ll see how the integration links emails to Business Central contact records, giving you instant visibility into balances, open orders, overdue invoices, and vendor payables all without leaving Outlook. By surfacing critical insights in the tools your team already uses every day, Business Central helps improve accuracy, streamline operations, and strengthen customer and vendor relationships.
In this video you’ll learn how to:
Instantly access customer contact details such as balances, past due amounts, and open sales orders from Outlook
View vendor-specific insights including purchase orders, payables, and linked documents or notes
Drill into transactions directly from Outlook to resolve issues quickly and improve responsiveness
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