If you want to perform simple tasks like create Sales Quotes, Invoices, or Credit Memos, or Purchase Invoice, Credit Memo or Order from inside Outlook, Microsoft has you covered.
To install the add-in, you need to log into Dynamics 365 Business Central and search for Assisted Setup.
In the Assisted Setup screen, click the option for Set up your Business Inbox in Outlook.
If you have already run this in the past, you will get a box like this – click yes, if you want to reinstall the add-in or a newer version of the add-in.
N.B.: This is especially important if you installed the add-in before the Business Central upgrade.
In the Office Add-in Setup page, click Next.
In the following page, you can select My Mailbox which means “install add-in only in my Outlook client,” and My Organization which means “install add-in for every Outlook client in my organization.” Click Next.
In the next screen, you have the option of getting a test e-mail. This is optional. Click Next.
And, finally, click Finish.