Outlook add-in popout window enhancements


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Enabled for Public preview General availability
Users, automatically Mar 9, 2022 Apr 1, 2022

Business value

Business users who work in Outlook can take advantage of the Business Central add-in that surfaces insights directly in the workflow. While contact insights sit neatly in a slim pane alongside email, acting upon insights, such as creating a sales quote or adjusting a purchase invoice from within Outlook, often needs more workspace. The Outlook add-in now provides a richer experience when opening a record in its own window.

Feature details

Most pages displayed in the Outlook add-in include an action to open the page in a new window that can be resized or docked alongside Outlook.

The action to open in a new window from the Outlook addin contact insights pane.

The window now displays Business Central's signature user experience, similar to the Web client, and includes full capabilities that desktop users enjoy today, such as:

  • Access to reports, wizard pages, and the FactBox pane.
  • Modern list experience with filter pane, filtered views, on-demand data loading, faster scrolling, and resize columns.
  • Improved efficiency with unhindered data entry, keyboard shortcuts, peek on related records, and cloud printing,
  • Collaboration and sharing features such as Share to Teams, Copy link, Open in Excel, and opening or sharing files through OneDrive.
  • A more flexible and accessible experience that adapts to the available space, whether you dock the window alongside Outlook or resize to full screen.

Tell us what you think

Help us improve Dynamics 365 Business Central by discussing ideas, providing suggestions, and giving feedback. Use the forum at https://aka.ms/bcideas.

See also

View a document from an email using the Document View add-in (docs)