Viewing Outlook Contacts

You can view Outlook contacts synchronized with Navision contacts from Navision. You can do that from the Contact Card or Contact List windows. You can view both the contacts that are assigned to you and those belonging to other salespeople within your company.

To View an Outlook Contact That Is Assigned to You:

  1. Open the Contact Card window.

  2. Press F5 to open the Contact List window, and select from the list a contact that is assigned to you.

  3. Click Functions, Show Outlook Item. The Outlook Contact card window appears.

You can follow the same procedure to view an Outlook contact that corresponds to Navision contact assigned to another salesperson in case it has already been synchronized with your Outlook.

If the contact has not been synchronized with your Outlook, or it had been synchronized with your Outlook and then the corresponding Outlook item was deleted, the message appears informing you that this contact has not been synchronized with Outlook or the corresponding Outlook contact has been deleted and asking if you want to synchronize this contact with Outlook.

By clicking Yes, you can have the program synchronize this contact with your Outlook and display the corresponding Outlook Contact card.

To View Another Salesperson’s Contact That Has Not Been Synchronized with Your Outlook:

  1. Open the Contact Card window.

  2. Press F5 to open the Contact List window, and select from the list a contact that is assigned to another salesperson and has not yet been synchronized with your Outlook.

  3. Click Functions, Show Outlook Item. If you have permission to access this Salesperson Outlook contacts folder, the message will appear asking whether you want the contact to be shown in the other salesperson's Outlook or create it in your Outlook.

  4. Select one of the options and click OK.

  5. If you select the first option, the program will retrieve the contact from Outlook that is assigned to this salesperson and display the corresponding Outlook Contact card.

If the contact has not been synchronized with Outlook of the salesperson it is assigned to, the corresponding message will appear asking you if you want to synchronize this contact with your Outlook.

By clicking Yes, you can have the program create this contact in your Outlook and display the corresponding Outlook Contact card.

If you select the second option, the program will create this contact in your Outlook and display the corresponding Outlook Contact card.

If you have chosen to view the contact that had been synchronized with another salesperson’s Outlook and then deleted, or you have no permission to access this salesperson’s corresponding contacts folder, the corresponding message will appear asking whether you want to synchronize this contact with your Outlook.

By clicking Yes, you can have the program create this contact in your Outlook and display the corresponding Outlook Contact card.

Related Topics

Synchronizing with Outlook