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Get the Outlook add-ins for the business inbox

Business Central supports integration with Outlook so that users can complete Business Central business tasks from their Outlook inbox.

Overview

The two add-ins for Business Central provide the following capabilities:

  • Contact insights

    The add-in provides users with information from Business Central about their contacts in Outlook emails and calendar appointments. It also enables users to create and send Business Central business documents, such sales quotes and invoices to a contact. To support these tasks, the add-in adds actions to the Outlook ribbon, in the Business Central group.

  • Create and view documents

    When a business document is sent as an email, the add-in provides a direct link from email to the actual business document in Business Central. The add-in adds a Document Links action in the email header, which a user can select to display the document.

The processes for deploying the add-ins are different for Business Central online and on-premises, though the add-ins are the same. So choose the right section to read from here on - use the links to the right to easily navigate between the main sections.

Business Central online

For Business Central, the admin must configure the Microsoft 365 tenant to accept the two add-ins. You can configure the tenant in two ways:

  • Centralized deployment of the add-ins

    Centralized Deployment is a feature in Microsoft 365 admin center that you use to automatically install add-ins in users' Office apps, like Outlook. It's the recommended way for admins to deploy for Office add-ins to users and groups within your organization.

  • Automatic deployment of the add-ins

    The automatic deployment requires you to register the add-ins as an app in Microsoft 365. This effectively deploys the add-ins so that users can connect to Business Central from the Outlook app and Outlook on the web.

For more information, see Get the Business Central Add-in for Outlook in the business functionality help.

Business Central on-premises

Setting up the add-ins for Business Central on-premises involves two procedures:

  • Configure the Business Central Server instance to work with the add-ins.
  • Then, you deploy the add-ins from the Business Central client and Microsoft 365 admin center to users' Outlook.

For more information, see Set Up the Business Central Add-In for Outlook with Business Central On-premises.

Individual user deployment

If the add-ins aren't set up for deploy automatically, users can run the Get the Outlook Add-in assisted setup in their Business Central to install both the Contact Insight and Document View add-ins.

For more information, see Install the add-in for your own use.

Using Business Central as your Business Inbox in Outlook
Set Up the Add-Ins for Outlook with Business Central on-premises
Deployment of Business Central on-premises
Using Business Central as your Business Inbox in Outlook