An email in Outlook can be selected and the user can press the 'Send to Dynamics NAV button'. This will search the Dynamics NAV contacts database for any contacts with a matching email address to the email sender, take the email contents and any attachments and present them to Dynamics NAV for the creation or update of various Dynamics NAV documents (e.g. Sales Orders, Purchase Invoices, Service Orders, Sales Quotes etc.). Once created, the email details and attachments can be viewed against the document using the Document Receiving functionality. Additional details and attachments can be added to the document from further emails using the same functionality.
The video below shows the functionality in use with Service Orders in Dynamics NAV.
If you would like to know more about the Outlook Integration or our Dynamics Document Receiving add-on, then please contact us for more details.
Tom Jenkins
Tom is one of the founding directors of Dynamics Consultants. He has worked on ERP / CRM systems since 1995, initially as an end user and later as a developer/consultant.
Before founding Dynamics Consultants, Tom worked in a management role for a machinery importer / reseller, where his work included inventory management and purchase control, systems development, and IT project management.
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