How to integrate Business Central with Outlook

Did you know that you are now able to seamlessly integrate Business Central with Outlook? If not, you can now do this without even leaving Outlook, users are able to manage Business Central functions. This means that you can easily conduct interactions between customers and vendors as well as improving the overall productivity and user experience of the business. 

So just what is Dynamics 365 Business Central? 

For those of you that don’t know, Dynamics 365 Business Central is specifically designed for small and medium sized businesses looking for an all-in-one ERP finance solution that’s easy to use, adapt to and can be deployed in the Cloud or on premise. One of the newest features that is now available is the ability to integrate Business Central with Outlook. 

How can this new feature be accessed? 

To be able to access this new feature, you just need to install ‘Dynamics 365 Business Central add-ins'. If you aren’t able to do this, you can manually install the Dynamics 365 Business Central add-in into their Outlook account. After this been installed, you will find that users can now access the Business Central features easily through the Microsoft Outlook ribbon at the top. 

So, how is this new add-in a gamechanger for my business? 

Easily manage customer information 

With this new feature, you will find that you can create contracts and manage them after the first email has been received from the customer. Furthermore, this allows users to access the information needed about their customers from just one place. Moreover, users are then able to create new contacts and modify existing ones. Better this, all this new contact information that is added is then synced back to Business Central. 

Build documentation 

Through this new add-in, users are then able to produce the following documents from within Outlook: 

• Sales Quotes, Invoices, Orders & Credit Memos 

• Purchase Invoices, Credit Memos & Orders. 

Producing invoices from meeting appointments 

In some cases, businesses choose to record billable appointments through the Outlook calendar. Better still through this new add-in you can produce invoices for customers from the calendar item.  

The process is still the same as it would be within an email, the user simply opens the appointment record and the Business Central add-in will pull in the customer contact and record. From this, the user will be able to find all the existing information, produce an invoice or  some other form of sales documentation all within Outlook itself. Furthermore, if you find that the attendee from the meeting is a new contact or customer, users will be able to link them up with an existing customer or add a new customer record that will sync with Business Central via Outlook. 

Fast & effective document lookup 

Another fantastic benefit of this add-in is that it allows the user to be able to find documents that have been in previous email messages. This means that it can come into play for an email message if a document number is recognised in the body of a message. This means that the users will be able to access Business Central documents and make changes or modifications without moving away from Outlook. Other things that can be completed within Outlook come to the include the following: sending for approval, posting, printing & emailing comments. 

Next Steps? 

The article above only provides a small part of what Business Central can do for your business. Therefore, if you are a business that is looking to make the move to Business Central or want to find out more about the real value that could be gained from Business Central or want to have a FREE consultation to see if this solution will fit your business requirements then please contact our team of experts now. 

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