You can view Outlook calendar items and tasks that correspond to
Navision to-dos from Navision. You can do this from the
To-do Card or To-do List window.
To View an Outlook Calendar Item or Task That Corresponds to
Navision To-do Assigned to You:
On the salesperson card, click Salesperson, To-dos.
In the To-do List window,
choose a to-do and click Functions, Show Outlook Item. If the to-do
has been synchronized with Outlook, and the corresponding Outlook
item has not been deleted, the program will display the respective
Outlook item card.
In case this to-do had been synchronized with Outlook, but then
the respective Outlook item was deleted, the program will display a
message informing you that the corresponding Outlook item has been
deleted and asking whether you want to synchronize this to-do with
Outlook if it is open or, if the to-do is closed, whether you want
to reopen this to-do and synchronize it with Outlook. By clicking
Yes, you can have the program synchronize this to-do with Outlook
and display the corresponding Outlook item card.
If the to-do has not been synchronized with Outlook, and it is
open, the message will be displayed informing you that this to-do
has not been synchronized with Outlook and asking if you want to
synchronize it.
By clicking Yes, you can have the program synchronize this to-do
with Outlook and display the corresponding Outlook item card.
If the to-do is closed and it has not been synchronized with
Outlook and/or has been canceled, then a message will be displayed
informing that this to-do has been closed and there is no
corresponding item in your Outlook and asking whether you want to
reopen this to-do and synchronize it with Outlook. Click Yes if you
want the program to synchronize this to-do with Outlook and display
the corresponding Outlook item card.
You can also view Outlook calendar items and tasks that belong
to other salespeople within your company.
To View an Outlook Calendar Item That Is Assigned to Another
Salesperson:
On the salesperson card, select salesperson whose Outlook item
corresponding to Navision to-do you want to see, and then click
Salesperson, To-dos.
In the To-do List window,
choose a to-do and click Functions, Show Outlook Item. The
corresponding Outlook item card appears.
To view an Outlook item corresponding to a to-do assigned to
another salesperson, you need to have a permission to access this
salesperson’s Outlook folder. If you do not have such permission or
the corresponding Outlook item has been deleted from this
salesperson’s Outlook or has not been synchronized with Outlook at
all, a message will appear informing you that you cannot view this
Outlook item.
You can view an Outlook item that corresponds to a team to-do of
the type Meeting. Team to-dos
of the types Blank and
Phone Call are not
synchronized with Outlook.
Salesperson/Purchaser Card window.