- #How to install microsoft outlook business contact manager how to
- #How to install microsoft outlook business contact manager code
- #How to install microsoft outlook business contact manager free
This is an important point to understand – the manifest will look different depending on the tenant from which the manifest was generated and the language.
#How to install microsoft outlook business contact manager code
This code takes a manifest template (defined in a particular codeunit) and puts the correct strings, resource image links, and URLs in the manifest based on the system language and server configuration.
The code that generates the manifest is on the Business Central side. It tells Outlook what buttons should appear in the Outlook client, what text those buttons should contain, the images that should appear on those buttons, and, most importantly, what to do when those buttons are clicked.
#How to install microsoft outlook business contact manager how to
The Outlook add-in manifest contains information about how to load the add-in. There are three different pieces to the Business Central Outlook add-ins: the add-in manifest, the code that generates the manifest, and the code that handles the add-in session. In our case, that web page happens to be the Dynamics 365 Business Central web site. In the simplest terms, an Outlook add-in is a frame that loads some web page. For more information, see Credential Types for Dynamics NAV Users.
#How to install microsoft outlook business contact manager free
If you don’t care and just want to try creating an add-in yourself, feel free to skip to part two.Īlso, the same steps apply to the Outlook add-in for Dynamics NAV, provided that your Dynamics NAV deployment uses either Azure Active Directory or NAVUserPassword as the authentication mechanism. To understand how to extend the existing Outlook add-ins or create new add-ins, we first need to understand how the Outlook add-ins work with Business Central. But what happens if there is a scenario that is not supported by the default add-ins? That is exactly what this article is about – enabling new scenarios through new or modified Outlook add-ins for Business Central.
That explains the default add-ins in a nutshell. Figure 1 shows the Contact Insights add-in opened inside of the Outlook web client. Given an email that contains a document number within the body of the message, Document View enables the user to directly open that document within the context of the email message from there, the document may be edited (if it is still a draft), posted, or emailed to the customer.
From there, information about the contact may be viewed or edited and documents may be created and sent directly in Outlook. There are two add-ins that come out of the box with Dynamics 365 Business Central: The Contact Insights add-in and the Document View add-in.įrom an email within Outlook, Contact Insights enables the user to go straight to the Contact, Customer, or Vendor Card that is associated to the sender or recipient of the email message. One of the showcase features of Dynamics 365 Business Central is the ability to use the product within Microsoft Outlook clients using Outlook add-ins.
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