How to Configure Business Central and Microsoft Outlook

[@milovanste2276]

Thanks for the video! Is this Outlook-Integration also for the demoversion available?

[@theacademyhub]

@milovanste2276 - I would recommend creating a trial of Business Central. You can either do this via trials.dynamics.com or create a demo environment at demos.microsoft.com. Once you have this configured, follow the steps listed in the video and you'll have a live environment to demonstrate these capabilities.

[@floor_city]

It doesn't really explain how you can just email a co-worker from lets say a Sales Quote. Currently with a platform like Shopify we rely on a timeline and use the @ sign and the employee name to send a message. Which then appears to the employee as an email with a reference back to what the message pertained to. Like an Order comment.

[@theacademyhub]

Thank you for your feedback and we appreciate your input. Is there a specific part of the video or topic you would like us to elaborate on or clarify?

[@floor_city]

@@theacademyhub I want to know how you can message coworkers from Microsoft Businss Central. Not from Outlook. I'm looking at a Sales Quote and I want to ask my manager if we can match a competitors price. I don't want to send an email or go to teams, I want to send a comment to my team and also have that stored on the sales quote. It's not just an email or a teams message. The message applies to the conversation for that specific sales quote or order.

[@theacademyhub]

@floor_city - this video was designed solely to highlight the integrated experience within Outlook. It requires entering an email on the Customer or Vendor card (master record), which limits who you can email the document to. However, if the organization wants to send documents to co-workers, I would recommend using the email capabilities within Business Central. This might be a better solution for your internal needs. learn.microsoft.com/en-us/dynamics365/business-central/ui-how-send-documents-email.