Setting Up Outlook Integration Properties

To enable the Outlook Integration feature, you have to specify different parameters that the program will use while synchronizing the information.

To Set Up Outlook Integration Properties:

  1. Open the Salesperson/Purchaser Card window.

  2. On the Outlook Integration tab, select the check box in the Enable Synchronization field. All the other fields on the tab are activated.

  3. In the Navision User ID field, specify the ID of the salesperson by clicking the AssistButton to the right of the field and selecting from the list.

  4. In the Outlook Profile Name field, specify the name of the Outlook profile by clicking the AssistButton to the right of the field and selecting from the list.

  5. Note

    To be able to set up Outlook Integration properties, each salesperson must have a unique Outlook user name. If Outlook user name is already assigned to another salesperson, a message will appear during the setup informing you that this Outlook user name is already in use.

 

  1. Click Browse next to the Outlook Contacts Folder Name field. In Outlook, a message may appear asking you to allow access to your mailbox for external applications. Allow access for the time you need and click Yes. Select the Outlook folder containing contacts in which you want to store the contacts synchronized with Navision contacts.

  2. Click Browse next to the Outlook Tasks Folder Name field. In Outlook, a message may appear asking you to allow access to your mailbox for external applications. Allow access for the time you need and click Yes. Select the Outlook folder containing tasks in which you want to store the tasks synchronized with Navision to-dos of the Blank or Phone Call type.

  3. Click Browse next to the Outlook Calendar Folder Name field. In Outlook, a message may appear asking you to allow access to your mailbox for external applications. Allow access for the time you need and click Yes. Select the Outlook folder containing calendar items in which you want to store the appointments, meetings and events that are synchronized with Navision to-dos of the Meeting type.

  4. Note

    Attendees-related information in the Outlook calendar items of the Meeting type is not transferred to Navision.

 

  1. Open the Relationship Management Setup window. On the Defaults tab, in the Default To-do Date Calculation field, enter the to-do date calculation formula that you want the program to use to calculate the date for to-dos in Navision if you haven't entered any date in the Outlook task. If you leave the field blank, today's date is applied.

  2. Related Topics

    Synchronizing with Outlook