The first time you use the add-in, in Business Central add-in pane, you might be asked to sign in. This email provides information to help you get started. If you've installed the add-in on your own and chose to get a sample email, check your inbox for the welcome email. Or if you're using Outlook on the web, at the top or bottom of the email message, look for or go to the more actions button. Then, if you're using the Outlook app, go to the ribbon, and look for Business Central. Start by signing in to Outlook and opening an email message.
With the add-in installed, you can access the Business Central add-in from any new or existing email message or calendar appointment in Outlook.
#Microsoft outlook business install
If the add-in hasn't been installed for you, see Install the add-in for your own use. So if you're not sure, check with your administrator or see the next step to verify whether it's installed. Your administrator may have already installed the add-in for you. The first thing to do is get the Business Central add-in installed in Outlook. When a business document is sent in an email, the add-in provides a direct link from email to the actual business document in Business Central. It also lets you create and send Business Central business documents, such a sales quote or invoice to a contact. This add-in lets you look up Business Central customer or vendor information in Outlook emails and calendar appointments. With the Business Central add-in for Outlook, you can see financial data related to customers and vendors, and create and send financial documents, such as quotes and invoices.īusiness Central add-in consists of two separate add-ins that provide the following capabilities: Business Central offers an add-in that lets you manage business interactions with your customers and vendors, directly in Microsoft Outlook.
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