Exercise - Use Outlook as your Business Central inbox - Training

Scenario - Use Outlook as your Business Central inbox

As a sales agent, you prefer to work with Outlook as much as possible, so you will need to install an add-in.

To run the Office add-in setup, follow these steps:

Enter assisted in the Search for page field (Tell Me).
Select Set up your Business Inbox in Outlook.
Select the ellipsis (...) and then select Start setup.
In the wizard, enter the following information:

a. Set up for - My Mailbox

b. Send a sample email message - true
Select Next to finish setup.

To start using Outlook as your Business Central inbox, follow these steps:

Open your inbox in Outlook.
Find the welcome email that was sent by Adatum Corporation.
Read the email.
Select ... More Actions in the upper-right corner of the email.
Scroll down in the menu until you reach Business Central.
Select Business Central > Contact Insights.
Select Toggle Details and look at the customer details of Adatum Corporation.
Select + New to create a new sales quote.
Confirm the suggested line items by selecting V in the upper-right corner.
Select the ellipsis (...) to show more options.
Scroll down in the menu and find Print/Send.
Select Send by Email.
Find a draft email in your inbox.