You can also set up and use the Outlook add-in for multiple users on a single computer, using tools such as Terminal Services. This walkthrough describes how to set up and use the Outlook add-in for a single user on a single computer.
Setting Up Synchronization for a Single User on a Single Computer Microsoft Office Outlook Add-in, installed with the Microsoft Dynamics NAV Windows client.įor more information, see How to: Choose Components to Install and System Requirements for Microsoft Dynamics NAV. Microsoft Office Outlook Integration, installed on the Microsoft Dynamics NAV Server. Outlook integration requires the 32-bit version of Outlook. Microsoft Outlook 2013 or Microsoft Outlook 2010 installed and configured for you as a user on a client machine. To complete this walkthrough, you will need: Set a filter to exclude Outlook contacts from synchronizing with Dynamics NAV.Īfter you have set up and configured Outlook synchronization, you can test your setup by performing the steps that are described in. Setting up a web services connection between Outlook and Dynamics NAV.Ĭonfiguring synchronization in Outlook, which lets you:Įstablish the connection using web services. Mapping Dynamics NAV entities to Outlook items, which lets you:Īssign synchronization entities to synchronization users. Setting up Dynamics NAV synchronization in a multiple-user environment.Ĭonfiguring Dynamics NAV for Outlook synchronization. This walkthrough illustrates the following tasks: If it is not, then the add-in may not display correctly. Outlook must be set up and configured for users before you install the add-in. The Microsoft Outlook Add-In for Dynamics NAV is required to set up and use synchronization.
You then specify the entities that users synchronize. You define the mapping between Dynamics NAV entities and Outlook items in Dynamics NAV. That contact is then added to the company's Dynamics NAV database. A salesperson can also add a new contact in Outlook. That salesperson can then view or modify the meeting in Outlook. For example, a sales manager can set a meeting for a salesperson as a to-do in Dynamics NAV. This allows users who rarely connect to Dynamics NAV, such as salespeople who frequently work away from the office, to keep their data synchronized. You can synchronize data, such as to-dos, contacts, and tasks, between Dynamics NAV and Microsoft Outlook. Walkthrough: Setting Up Outlook Synchronization
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