How to Install the Outlook Add-in for Business Central

by | Updated January 7, 2021 | Dynamics 365 Business Central

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.

D365 BC

In the Assisted Setup screen, click the option for Set up your Business Inbox in Outlook.

D355 BC

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you have already run this in the past, you will get a box like this – click yes, if you want to reinstall the add-in or a newer version of the add-in.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.

D365 BC

In the next screen, you have the option of getting a test e-mail. This is optional. Click Next.

And, finally, click Finish.

 

Related Posts

0 Comments

Submit a Comment

Your email address will not be published. Required fields are marked *

Upcoming Events

january

14jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Looking Forward: Predictions for Technology in 2021

20jan10:00 am10:30 amThe Modern Manufacturer - Demand Forecasting Functionality

27jan12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 1 – Fit

28jan11:00 am12:00 pmConfab with Stoneridge - Livestream - Ask the Experts!

february

03feb10:00 am10:30 amThe Modern Manufacturer - Enterprise Asset Management

03feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 2 – Platform

10feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 3 – Implementation Partner

11feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Live Agents, Power Virtual Agents, Omnichannel – Oh My!

16feb12:00 pm12:45 pmFour Keys to Choosing the Best ERP or CRM Solution: Part 4 – Cost

17feb10:00 am10:30 amThe Modern Manufacturer - Machine Maintenance Work Orders

25feb11:00 am12:00 pmConfab with Stoneridge - Livestream - Surfing Through the Dynamics 365 Wave 1 2021 Release

About Stoneridge
Stoneridge Software is a unique Microsoft Gold Partner, with emphasis on partner. With specialties in Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP and Microsoft Dynamics CRM, we focus on attracting the most knowledgeable experts in the field to our team, and prioritize delivering stellar solutions with maximum impact for your business. At Stoneridge, we are deeply committed to your results. Each engagement is met with a dedicated team, ready to provide thorough, tailored, and expert service. Based in Minnesota, we intentionally “step into your shoes,” wherever you are. We focus on what you care about, and develop trusting, long-term relationships with our clients.

Subscribe To Our Blog

Sign up to get periodic updates on the latest posts.

Thank you for subscribing!

X