Synchronizing with Outlook

You can synchronize the contacts and to-dos in Navision with contacts, tasks and calendar items in Outlook.

To Synchronize with Outlook:

  1. Open the Synchronize with Outlook window.

  2. On the Contact tab, set a filter to define which Navision contacts and to-dos linked to these contacts are synchronized with Outlook items. You can set additional fields by clicking the Field field, and then clicking the AssistButton to the right of the field and selecting from the list.

  3. Note

    If you don't want the program to export the to-dos belonging to the current salesperson when synchronizing with Outlook, on the Options tab, select the check box in the Synchronize Only Contacts field.

  4. Click OK to start synchronization with Outlook.

    The program synchronizes Navision records with Outlook items.

Related Topics

Synchronize with Outlook Batch Job

Setting Up Outlook Integration Properties

Exporting Contacts to Outlook

Exporting To-dos to Outlook

Restoring Deleted Outlook Contacts