Enhancements to the Outlook add-in


This content is archived and is not being updated. For the latest documentation, go to What's new and planned for Dynamics 365 Business Central. For the latest release plans, go to Dynamics 365 and Microsoft Power Platform release plans.

Enabled for Public preview General availability
Users, automatically Aug 1, 2021 Oct 1, 2021

Business value

Set up your business inbox in Outlook to respond faster to inquiries from your customers, vendors, and prospects.

Feature details

Using the add-ins

The 2021 release wave 2 includes various functional improvements:

  • You can use the add-ins with companies that have symbols or non-English characters in the company name.
  • When viewing an email from a vendor, you can use the Send to Incoming Documents action from the Contact Insights pane to register an incoming document record in Business Central with the email attachments.
  • The Aged Accounts Receivable chart is available again in the Contact Insights pane.
  • The sample email that helps you get started with Outlook add-ins has been refreshed.
  • A simplified wizard guides individual users through installing Outlook add-ins. Automated installation of the add-ins for Business Central online now uses the more secure OAuth 2.0 that replaces legacy basic authentication.

To try it out, search for the Get the Outlook Add-in page, or sign in to your Business Central online environment and navigate to https://businesscentral.dynamics.com/?page=1832.

Illustration of a new wizard that assists users in installing the Outlook add-ins. Outlook for the web, displaying the sample email sent by Business Central.

Add-in administration

The 2021 release wave 2 includes various technical improvements for deploying and using Outlook add-ins:

  • An assisted setup wizard guides administrators through configuring Microsoft 365 for centralized deployment of the Outlook add-in to individuals, groups, or everyone within their organization. For more information, see the Centralized Deployment release plan. To try it out, search for the Outlook Add-in Centralized Deployment page, or sign in to your Business Central online environment and navigate to https://businesscentral.dynamics.com/?page=1831.
  • The Office Add-in Management page has been renamed to Outlook Add-in management, focusing exclusively on Outlook add-ins.
  • With the introduction of OAuth 2.0, the Outlook add-ins now fully support multi-factor authentication if that has been configured in the Microsoft 365 admin center.

Update to minimum requirements

In the 2021 release wave 2, version 19 of Business Central, the Outlook add-ins require the Outlook client to be version 2012 or later, and will also require that the WebView2 component is installed to the relevant devices. Users of Outlook clients that don't meet the minimum requirements might not be able to sign in to the add-in from version 19 and later.

For more tips and tricks to help you get an optimal experience with Outlook, see Optimizing Outlook for Your Business Inbox.

About the legacy Outlook synchronization capability

In this release wave, we deprecate the legacy Outlook synchronization feature. The Business Central components for Outlook can no longer be installed from the installer for Business Central (on-premises), and the feature can't be accessed from Business Central.

See also

Optimizing Outlook for Your Business Inbox (docs)