Microsoft Dynamics 365 for Financials – Outlook Add-In

Posted on: June 5, 2017 | By: Jim Bertler | Microsoft Dynamics Business Central

Dynamics 365 for Financials has introduced the ability to manage business interactions with customers and vendors directly in Microsoft Outlook. With the Financials Outlook add-ins, users can see financial data related to customers and vendors, as well as create and send financial documents, such as quotes and invoices.

 

In Financials, one of the steps in the Getting Started assisted setup is the Run your business within Office 365 window. In that window, a user chooses the Set up in Outlook button, and the Office 365 user name and password must be specified.

 

dynamics 365 for financials

 

Choose whether this should be set up for one user’s mailbox or the entire organization’s mailbox. Click Next. Check the box to send a sample email and click Next. Click Finish and the Financials add-ins are then automatically added to your Outlook.

 

Then, when you open Outlook, you will see an email messages from Financials Admin.

 

dynamics 365 for financials

 

The new add-in is added to the Outlook ribbon and in Outlook Web Access. Users can see it in the add-in ribbon, immediately above the body of the email message. The add-in itself will be updated periodically, and users will get notified that a new version is ready for you in Outlook.

 

dynamics 365 for financials

 

Some companies using Office 365 restrict users’ permissions to deploy add-ins. So be sure that the Office 365 subscription includes email and allows all users to deploy add-ins.

 

For further insight on Microsoft Dynamics 365 installation and implementation contact Logan Consulting your Microsoft Dynamics 365 Partner of Chicago.



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