Use the Contact insights Outlook add-in
Let's say that you get an email from a customer that wants to get a quote on some items. Directly in Outlook, you can open the Business Central add-in, which recognizes the sender as a customer, and opens the customer card for his company. From this dashboard, you can see overview information for the customer, as well as drill down for more detail on specific documents. You can also dig into the sales history for the customer. If it's a new customer, you can create them as a new customer in Business Central without leaving Outlook.
In the add-in, you can create a sales quote and send it back to this customer without leaving Outlook. All the information that you need to send the sales quote is available in your business inbox in Outlook.
Once you have the data entered, you can post the quote. You can then send it by email. Business Central generates a .PDF file with the sales quote and attaches it to the email message that you draft in the add-in.
Similarly, if you get an email from a vendor, you can use the add-in to work with vendors and purchase invoices.
Sometimes you want to see more fields than you can see in the add-in, such as when you want to fill in lines in an invoice. To give you a bit more space to work with, you can pop out the add-in to a separate page. It's still part of Outlook, but you have more space. As you enter data for the document in the pop-out view, the changes are automatically saved.
When you are done entering data for the document, you can choose the OK button. Choosing the add-in frame in Outlook automatically refreshes the document with the changes you made in the pop-out view.