MEAPSA

Integrate Business Central with Outlook

Learn how to integrate Business Central with Outlook to send email to your users.

Business User

Functional Consultant

Dynamics 365

Business Central

Module Objectives

By the end of this module, students will be able to:

Integrate Business Central with Outlook
Use the add-ins
Creating invoices from meeting appointments
Do a quick document lookup

Units

Introduction min
Set up email logging min
Set up Outlook integration min
Use the Contact insights Outlook add-in min
Creating invoices from your meeting appointments min
Do a quick document lookup min
Exercise - Set up and send email min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of working with Business Central and Outlook
Administrator rights in Microsoft 365
Administrator rights in Business Central