Exercise - Use Outlook as your Business Central inbox

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.

Tasks

• Run the Office add-in setup.
• Start using Outlook as your Business Central inbox.

Steps: Run the Office add-in setup

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

1. Enter assisted in the Search for page field (Tell Me).

2. Select Get the Outlook Add-in.

3. Select the ellipsis (...) and then select Start setup.

4. Read the first page of the wizard and select Next.

5. On the Configure Outlook page, do one of the following steps, depending on the option that you see:

   a. Select Install to my Outlook.

   b. Select Next, turn on Send sample email message, and then select Finish.

   c. Select Download Add-in, extract the Contact Insights.xml and Document View.xml files, and then add them from My add-ins in Outlook on the web.

Steps: Start using Outlook as your Business Central inbox

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

1. Open your inbox in Outlook.

2. Find the welcome email that was sent by Adatum Corporation.

3. Read the email.

4. Select Apps at the top of the email message, or select ... More Actions in the upper-right corner of the email.

5. Find Business Central in the menu.

6. Select Business Central > Contact Insights.

7. Select Toggle Details and look at the customer details of Adatum Corporation.

8. Select + New to create a new sales quote.

9. Confirm the suggested line items by selecting V in the upper-right corner.

10. Select the ellipsis (...) to show more options.

11. Scroll down in the menu and find Print/Send.

12. Select Send by Email.

13. Find a draft email in your inbox.