Dynamics 365 Business Central Outlook integration requires specialised add-ins that embed Business Central’s functionality directly into Outlook. The integration includes two main add-ins:

This add-in allows users to access detailed customer and vendor data from their Outlook emails and calendar appointments. When users receive an email from a vendor or customer, they can open the Contact Insights pane to view detailed information from Business Central. Teams can access recent transactions, financial history, and complete financial history. They can also create and send business documents such as invoices and sales quotes, directly from Outlook.

When a customer email references a specific business document number, like an invoice or sales quote, the Document View add-in provides a direct link to the corresponding document in Business Central. Through this feature, users can quickly access and review business documents without leaving their email inbox.

Brookland Solutions is a certified Microsoft partner, specialising in Microsoft Dynamics 365 Business Central. Our team of consultants is proficient in integrating a range of tools, including Outlook add-ins. Our implementation and integration processes always begin with an in-depth understanding of your business, its industry-specific requirements, and challenges. While Business Central supports native integration with Outlook, our consultants can further enhance it to meet your business’s requirements. With our Business Central Outlook integration services, store documents smartly while ensuring consistent data practices between Business Central and Outlook.

The implementation process follows multiple steps:

We also provide training and customisation support to personalise which data appears in Outlook, ensuring you get the maximum value from the integration.

We provide full hands-on setup and deployment support for clients, ensuring the Outlook Add-In is installed and configured efficiently. While we don’t typically manage Microsoft 365 admin permissions, we can offer advice to help with related configuration questions.

After setup, we offer user training to ensure your team can make the most of the Add-In, and we also provide ongoing support and optimisation post go-live to keep everything running smoothly.

Depending on your role in your organisation, there are two ways to install the Business Central Outlook Add-in:

• As a Microsoft 365 Administrator: You can use the Centralised Deployment option to install the add-in automatically for your entire organisation, groups, or specific users.
• As any user: You can install the add-in individually for your own use.

Reach out to our team today to learn more about Dynamics 365 Business Central Outlook integration, or if you need support optimising it for your business.

The Dynamics 365 Business Central Outlook integration offers features that can reduce time spent on routine tasks and improve productivity:

Email Functionality in Business Central: Set up your Business Inbox in Outlook and configure it as the default email address for sending emails from BC. We can also help you configure an email service other than Outlook.

Email Add-In: When viewing an email, the Email Add-In dashboard provides a quick overview of whether the sender is an existing customer or vendor in Business Central and fetches the relevant information, including invoices, purchases, and related documents.

Document Links Add-In: This feature lets users link documents from Business Central to Outlook emails. It can also use AI to identify documents in the previous emails and automatically fetch them for you.

Contact Synchronisation: Users can sync Outlook contacts with Business Central contacts, eliminating the need to re-enter contact information in both systems manually.

The Business Central Outlook add-in has the potential to transform your business’s communication:

Improve customer information management: Create a contact immediately after receiving the first email from a customer or vendor, and access all customer information in a single place.

Generate documentation: Create sales quotes, purchase invoices, and order & credit memos. 

Produce invoice from appointments: By opening the appointment record, users can access the pulled customer contact and record from Business Central. You can also produce invoices and other sales documentation directly from Outlook. 

Quick document lookup: In previous email messages, you can find documents, send them for approval, post them, print them, and email comments. 

Businesses often contemplate between these two approaches:

This approach is quicker to deploy and ideal for businesses using BC as their single business system. It is great for teams that need email-centric productivity without duplicate tools.

A full CRM implementation can include sales forecasting, lead scoring, pipeline management, marketing automation, and advanced customer service modules. This approach can be ideal for sales-driven organisations with complex customer processes. However, deployment requires more planning, training, and investment than simple integration.