Synchronizing Dynamics NAV with Outlook

Use the Microsoft Office Outlook Add-In component to synchronize data, such as to-dos, contacts, and tasks, between Dynamics NAV and Outlook. The Microsoft Office Outlook Add-In uses Dynamics NAV web services.

Installing Microsoft Office Outlook Add-In

You must install the Microsoft Office Outlook Add-In and other components before you set up Microsoft Office Outlook Integration. The following lists show which components and subcomponents you must select in Dynamics NAV Setup.

These components are not all available with any of the pre-configured Installation Options. To install the add-in, choose Custom on the Choose an Installation Option pane in Setup and then select components. See How to: Choose Components to Install.

It is not necessary to install all listed components on a single computer. But if you install different Dynamics NAV components on different computers, then you must configure the components so that they can communicate. For more information, see Installation and Configuration Walkthroughs. The following table lists the components that need to be installed and configured.

Required components Required option
Client Not applicable
Server Microsoft Office Outlook Integration
SQL Server Database Components Demo Database
Microsoft Office Outlook Add-In Not applicable

See Also

Walkthrough: Setting Up Outlook Synchronization
Web Services
Installation and Configuration Walkthroughs
Installation Options