Business Central Add-in for Outlook

Announced in June 2024, the Business Central add-in for Outlook allows you to manage business interactions with your customers and vendors, directly in Microsoft Outlook. You can see financial data related to customers and vendors, and can create and send financial documents, such as quotes and invoices. It works well with the latest release of knkMedia.

There are two ways to get the add-in installed, depending on your role in the organization, either as a Microsoft 365 administrator, using Centralized Deployment to install the add-in automatically for the entire organization, groups, or specific users, or secondly, as a user, install the add-in for your own use, if your admin hasn’t already deployed it for you.

The Business Central add-in for Outlook consists of two smaller add-ins:

• Contact insights

This add-in provides users with Business Central customer or vendor information in Outlook emails and calendar appointments. It also enables you to create and send Business Central business documents, such as sales quotes and invoices to a contact.

• Document view

When an email refers to a business document number in the email body, this add-in provides a direct, in-line link from email body to the actual business document in Business Central.

For more information, see:

Get the Business Central Add-in for Outlook – Business Central | Microsoft Learn

Using Business Central with Outlook – Business Central | Microsoft Learn

 

knkMedia available on MS Azure Saas

A quick reminder that knkMedia is now available on Microsoft’s SaaS. For more detail on why this is important, see our recent blog entitled, “ERP’s Holy Grail: Automatic Upgrades.”