D365 Business Central Presales Academy - Outlook

Configure Microsoft Outlook in your Business Central demo environment to highlight demos such as Quote-to-Cash or Procure-to-Pay from an email in your Outlook inbox.

These two videos provide pre-sales engineers guidance on how to demonstrate and configure the integrated experience betweeen Oulook and Business Central.

HOW TO CONFIGURE - Integrating Microsoft Outlook and Business Central
Guides you through the steps to install the Outlook add-in to allow you to take advantage of the ability to manage business interactions with customers and vendors directly in Microsoft Outlook.

HOW TO DEMO - Integrating Outlook and Business Central
Business Central offers an add-in for Microsoft Outlook that allows users to streamline business interactions with customers and vendors, directly in Microsoft Outlook. With the Business Central add-in for Outlook, users can see financial data related to customers and vendors, and quickly create and send financial documents, such as quotes and invoices from inbound emails.

With the Business Central add-in for Outlook, users can see financial data related to customers and vendors, and quickly create and send financial documents, such as quotes and invoices from inbound emails.

Supporting Resources for these videos