Tom Jenkins is the Managing Director at Dynamics Consultants. As well as having a strong product knowledge, his strategic knowledge of industry and the business landscape helps him to provide thought leadership to a range of vertical sectors.
Outlook Button for Dynamics Document Receiving
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.